We use ideation in my organization as a way to keep the project pipeline a manageable size (i.e. we only plan out so far, beyond that it needs to stay an idea until it's "ready" to be tee'd up to be a project). Occasionally an idea will be converted to a project but it will then be decided that the project can't happen in the near future. So in these cases:
The project is Cancelled
The idea that the project was created from should be "reopened". I'm working on a process to update the idea status from Converted to Unapproved, but it's breaking.
The system action is:
Object = idea.thisIdea
Action = Set Status
Status = Unapproved
When I run the process, I get the message "Please enter a valid status code", and the process updates the status to Submitted for Approval, instead of Unapproved.
I believe that it has something to do with the fact that, once you update the status from Unapproved (which is the default on create) to Submitted for Approval, Unapproved is no longer available as a value to select. I had assumed that a process would overwrite that kind of constraint, but I guess I was wrong. Does anyone know how to get around this?
Thanks
Clare