Clarity

 View Only
  • 1.  Idea Conversion and Kicking off Project process

    Posted Apr 13, 2018 05:26 PM

    We are automating Idea Conversion to Projects.
    In a process on Idea, we are converting to Project as a system action and executing another process on Project object. But after conversion to Project, it does not kick off the process on Project object. We need to confirm whether this operation is permitted (calling process on project from process on Idea). Has anyone tried this? As there are multiple templates we have we have different conditions to kick off different Project process from Idea on conversion



  • 2.  Re: Idea Conversion and Kicking off Project process

    Broadcom Employee
    Posted Apr 13, 2018 07:14 PM

    how the process on project is called from a process on idea? can you elaborate  and post your script, if posiible?



  • 3.  Re: Idea Conversion and Kicking off Project process

    Posted Aug 30, 2018 07:16 PM

    We currently lock all the attributes on an Idea, and we have used a Niku script to convert the locked idea to a project. 



  • 4.  Re: Idea Conversion and Kicking off Project process

    Broadcom Employee
    Posted Aug 31, 2018 10:42 AM

    Hi Sanjay,

     

    Are your project processes that are supposed to launch set up for on create?  Are they built on a project template?  What is the start condition?

    Thanks in advance for this information.

     

    Jeanne



  • 5.  Re: Idea Conversion and Kicking off Project process

    Posted Aug 31, 2018 10:56 AM

    We are done with this and implemented in Production now. We created separate processes on Idea conversion and on Project Create. Thanks all replies