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Converting custom attributes from idea to project

  • 1.  Converting custom attributes from idea to project

    Posted 03-03-2016 02:28 PM

    We are trying to add custom attributes to idea and have them convert when it is converted to a project.  Is that possible?



  • 2.  Re: Converting custom attributes from idea to project

    Posted 03-03-2016 03:46 PM

    Hi Rachel,

     

    Yes it is possible to have custom attributes copied over to the project during idea to project conversions.

     

    The easiest way to accomplish this is to create attributes with the same name/id on the project object.  When you do the idea to project conversion, these attributes will automatically be copied from the idea to the project that is created when you do the conversion.

     

    If you want to copy custom attributes on the idea object over to attributes on the project that have a different id, that can be done using Object Mapping.  You can set up an object mapping using xog.  The sample xog file I have added includes a section for mapping a sub-object to another sub-object and a sub-sub-object to another sub-sub object.  You would leave those sections out if you don't need them.

     

    Sincerely yours,

     

    Jeanne Gaskill
    Senior Support Engineer

    CA PPM (aka Clarity)

     

    ========================================

     

     

    XOG file

     

    <?xml version="1.0" encoding="UTF-8"?>

     

    <NikuDataBus xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xog/src/webroot/WEB-INF/xog/xsd/nikuxog_objectMapping.xsd">

     

      <Header action="write" externalSource="NIKU" objectType="objectMapping" version="8.0"/>

     

      <objectMappings>

     

        <objectMapping mappingCode="aMap" srcObjectCode="idea" destObjectCode="project">

     

          <nls description="Map From Idea to Project" languageCode="de" name="aMap"/>

     

          <nls description="Map From Idea to Project" languageCode="en" name="aMap"/>

     

          <nls description="Map From Idea to Project" languageCode="es" name="aMap"/>

     

          <nls description="Map From Idea to Project" languageCode="fr" name="aMap"/>

     

          <nls description="Map From Idea to Project" languageCode="ja" name="aMap"/>

     

          <nls description="Map From Idea to Project" languageCode="nl" name="aMap"/>

     

          <attributeMappings>

     

            <attributeMapping srcAttributeCode="name" destAttributeCode="name"/>

     

           <attributeMapping srcAttributeCode="currency_code" destAttributeCode="currency_code"/>

     

            <attributeMapping srcAttributeCode="schedule_start" destAttributeCode="budget_cst_start"/>

     

            <attributeMapping srcAttributeCode="schedule_finish" destAttributeCode="budget_cst_finish"/>

     

          </attributeMappings>

     

          <objectMapping mappingCode="subMap" srcObjectCode="sub_idea" destObjectCode="sub_project" expression="sub_idea.is_cost == 1">

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="de" name="subMap"/>

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="en" name="subMap"/>

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="es" name="subMap"/>

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="fr" name="subMap"/>

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="ja" name="subMap"/>

     

            <nls description="Map From Sub Idea to Sub Project" languageCode="nl" name="subMap"/>

     

            <attributeMappings>

     

              <attributeMapping srcAttributeCode="code" destAttributeCode="code"/>

     

              <attributeMapping srcAttributeCode="name" destAttributeCode="name"/>

     

              <attributeMapping srcAttributeCode="is_multi_value" destAttributeCode="ps_multi_value"/>

     

              <attributeMapping srcAttributeCode="is_start_date" destAttributeCode="ps_start_date"/>

     

              <attributeMapping srcAttributeCode="is_finish_date" destAttributeCode="ps_finish_date"/>

     

              <attributeMapping srcAttributeCode="is_cost" destAttributeCode="ps_cost"/>

     

              <attributeMapping srcAttributeCode="is_single_attach" destAttributeCode="ps_single_attach"/>

     

              <attributeMapping srcAttributeCode="is_multi_attach" destAttributeCode="ps_multi_attach"/>

     

            </attributeMappings>

     

            <objectMapping mappingCode="subSubMap" srcObjectCode="sub_sub_idea" destObjectCode="sub_sub_project" expression="sub_sub_idea.iss_cost == 1">

     

               <nls description="Map From Sub Sub Idea to Sub Sub Project" languageCode="de" name="subSubMap"/>

     

               <nls description="Map From Sub Sub Idea to Sub Sub Project" languageCode="en" name="subSubMap"/>

     

               <nls description="Map From Sub Sub Idea to Sub Sub Project" languageCode="es" name="subSubMap"/>

     

               <nls description="Map From Sub Sub Idea to Sub Sub Project" languageCode="fr" name="subSubMap"/>

     

               <nls description="Map From Sub Sub Idea to Sub Sub Project" languageCode="ja" name="subSubMap"/>

     

               <nls description="Map From Sub Sub  Idea to Sub Sub Project" languageCode="nl" name="subSubMap"/>

     

               <attributeMappings>

     

                 <attributeMapping srcAttributeCode="code" destAttributeCode="code"/>

     

                 <attributeMapping srcAttributeCode="name" destAttributeCode="name"/>

     

                 <attributeMapping srcAttributeCode="iss_start_date" destAttributeCode="pss_start_date"/>

     

                 <attributeMapping srcAttributeCode="iss_finish_date" destAttributeCode="pss_finish_date"/>

     

                 <attributeMapping srcAttributeCode="iss_cost" destAttributeCode="pss_cost"/>

     

               </attributeMappings>

     

            </objectMapping>

     

          </objectMapping>

     

        </objectMapping>

     

        <objectMapping mappingCode="copyHandler" srcObjectCode="idea" destObjectCode="project" className="com.ca.platform.samples.osf.test.object.copyengine.CopyProjectFromIdea">

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="de" name="copyHandler"/>

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="en" name="copyHandler"/>

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="es" name="copyHandler"/>

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="fr" name="copyHandler"/>

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="ja" name="copyHandler"/>

     

          <nls description="Map From Idea to Project Using a Handler" languageCode="nl" name="copyHandler"/>

     

        </objectMapping>

     

      </objectMappings>

     

    </NikuDataBus>



  • 3.  Re: Converting custom attributes from idea to project

    Posted 03-04-2016 04:50 AM

    perfect answer



  • 4.  Re: Converting custom attributes from idea to project

    Posted 03-03-2016 06:01 PM

    Another alternative is to create the custom attribute on the 'Investment' object which can be shared by all the investment types and makes it easy when converting an idea.



  • 5.  Re: Converting custom attributes from idea to project

    Posted 03-04-2016 05:18 AM

    I tend to do what you mentioned, Kathryn

     

    Regards

    NJ