Strategic Planning Workspace - Decommissioning Strategic priorities

[B3N_AU]

Hi,
I want to know how to best use Strategic priorities.

SCENARIO - The company has gone through replanning. There is a Strategic priority that is no longer relevant and should not be available to be selected in new Goals.

ISSUE - You can set active flag Strategic priorities to false but this has no impact on the what is returned when selecting Strategic priorities from a Goal. I could delete the record but this would remove the reference from historical Goals.

QUESTION - What is the best way to decommission a Strategic priority? How are others doing this?

[Bhuvan · Accepted solution]

@B3N_AU 

'sn_gf_goal' is the table for setting goals and field 'strategic priority' is a reference to 'sn_gf_strategy' table.

Reference qualifier is using script include 'GFRefQualHelper'. By default, it is not filtering the strategic priority on any of the fields and you can update the script include section 'GFRefQualHelper.getStrategiesForGoal' in line 28  to filter "active=true" and save the record.

For testing,

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[Bhuvan · Accepted solution]

@B3N_AU 

'sn_gf_goal' is the table for setting goals and field 'strategic priority' is a reference to 'sn_gf_strategy' table.

Reference qualifier is using script include 'GFRefQualHelper'. By default, it is not filtering the strategic priority on any of the fields and you can update the script include section 'GFRefQualHelper.getStrategiesForGoal' in line 28  to filter "active=true" and save the record.

For testing,

If this helped to answer your query, please mark it helpful & accept the solution.

Thanks,

Bhuvan

[B3N_AU]

Thanks @Bhuvan , this answers the question from a technical perspective.
From a process perspective. Is everyone else that is using Strategic priorities implementing this solution. It seems odd that this isn't this way OOTB.
What are others doing with Strategic priorities when they no longer needed/relevant?

[Bhuvan]

@B3N_AU 

I have not worked extensively on SPM module and would request experts to provide more details on your process question.

If my response helped you, please mark it helpful & accept the solution. As per community guidelines, you can mark multiple answers as Solution and when you get satisfactory answer for process query, you can mark their response as Accepted Solution as well. 

Thanks,

Bhuvan

[Prashant_S · Accepted solution]

Hi @B3N_AU ,

When a strategic priority is not relevant it should be marked inactive and you can add reference qualifier in the strategic priority reference fields to not show the inactive strategic priorities. We will be fixing it in our upcoming release. 

Regards,

Prashant Singh
Staff Product Manager, SPM, Servicenow