---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Convert one record to another

# Convert one RIDAC record to another for a demand {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Convert one RIDAC record to another to retain record information and track issues without creating a record manually.

## Before you begin

Role required: it_demand_manager

## About this task

When you convert a RIDAC record to another record, the values for the
Short description, Requester, and
Assigned to fields are carried forward.

You can also specify to close the parent record on creation of the new record instead
of manually closing the parent record.

To view all converted RIDAC records, select the View RIDAC
related link on the Demand form. You can also access this list from
View RIDAC in the Demand module application navigator.

## Procedure

1. Navigate to AllDemandDemandsAll.
2. Select the demand for which you want to convert a risk, issue, decision, action, or request change record to another RIDAC record.
3. From the Demand form related list, select the risk, issue, decision, action, or request change record to open the form view.
4. Select the Convert to RIDAC related link on the form.
5. **Optional:** On the Convert dialog box, from the select task type list, select the RIDAC record to which you want to convert the selected record.  
   For example, if you wanted to convert a risk to an issue, you would select Issue.
6. **Optional:** Modify the text in the Short description field, which is copied from the parent record.
7. **Optional:** Change the default assignment copied from the parent record in the Assigned to field by selecting the lookup icon ![]() and selecting a different user.
8. **Optional:** If you want to close the parent RIDAC record on creation of the new record, select the close parent record option.  
   The label of the close parent record option changes depending on the parent record type. For example, if the parent record is Risk and you're converting it to an issue record, the close record option would appear as Close Risk.
9. Select OK.
{#convert-ridac-for-demand__steps_xll_gbc_yjb}

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