Strategic Planning Workspace Integrations with Demands and Projects
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10-09-2023 03:19 PM
I have set up the integrations between SPW and Demand / Project using the link provided to generate the map. However, the mappings are not working for Programs to Strategic Programs. Also Epics is not choice when setting the lens filter.
I cannot figure out what is wrong. Should work because I am using all out of the box fields and the mapping.
Help please!
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07-22-2024 01:51 PM
Hi,
I see that you have been trying to integrate Strategic Program with SPM Program. These are entire two different table with different purposes. Even then if you really need this to be setup you can't aid this in the way how the demand or project getting mapped instead try the below one.
By OOB when SPW is installed we get 5 custom planning tables so consider one such table and have it renamed and try to setup the integration record and map this table with SPM Program. For Epic to be added as least entity have the epic table backend name updated in the property "sn_align_core.planning_item_types_allow_list" also ensure that epic is available as a reference field on the planning items core table.
Please mark it as helpfull if you get the expected output.