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
how the process on project is called from a process on idea? can you elaborate and post your script, if posiible?
We currently lock all the attributes on an Idea, and we have used a Niku script to convert the locked idea to a project.
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.
We are done with this and implemented in Production now. We created separate processes on Idea conversion and on Project Create. Thanks all replies