what role is required to be able to convert idea to any task ?

[Balakrishna_ABK]

 what role is required to be able to convert idea to any task as seen in picture. At present I can see this view only for Admin.

I want role to be added so that this view is visible to that specific person.

[Samaksh Wani]

Hello @Balakrishna_ABK 

The related code involved:

"Create Task" UI Action on the im_idea_core table

"convert_idea_to_task" UI Page (the popup that is displayed)

"ImIdeaToTaskUtil" Script Include seems to be involved with the "Convert idea to task" Scripted REST Resource on the sys_ws_operation table.

Plz Mark my Solution as Accept and Give me thumbs up, if you find it Helpful.

Regards,

Samaksh

[Pall Sigurdsson · Accepted solution]

Hello @Balakrishna_ABK ,

A user needs to have the idea_manager role (or the idea_manager_professional, if available) to carry out this operation.

See Create a task for an idea (servicenow.com) for more details.

[Riya Verma]

Hi @Balakrishna_ABK ,

Hope you are doing great.

To enable a specific role to convert ideas into tasks, follow these steps:

1. Identify the Target Role Determine the specific role that should be granted the capability to convert ideas into tasks. For example, if the role name is "Task Converter," ensure you have the appropriate role name handy.
2. Locate the Required UI Action Locate the UI action responsible for converting ideas to tasks. This UI action is typically associated with the "Idea" record producer or form.
3. Update the UI Action Modify the UI action to include the "Task Converter" role within the "Condition" field. This ensures that only users with the "Task Converter" role will see the UI action and be able to convert ideas to tasks

gs.getUser().getRoles().indexOf('task_converter') >= 0 

.