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Convert Idea to Project with custom attributes

Question asked by L.Elias Champion on Mar 25, 2014
Latest reply on Apr 3, 2014 by navzjoshi00

Hello,

We are using a process to convert ideas to projects, and one of the steps is using the action "Convert Idea to Project". This mostly works, however we have a custom attribute for Category that is not getting mapped. The attributes were originally created with names that do not match (ideacat for the Idea, and category for the Project, I believe) and as such are not mapped by the action.

Before I go and create a new attribute on the Idea that matches the Project and copy the data to the new one, I wanted to ask if there was a better way to resolve by possibly adding a new mapping for these attributes specifically? If not, what is the recommended way to copy the data from the current attribute to the new one? SQL statement, XOG?

Secondary to that, we would also like to set the PM to the new project to a specific placeholder resource as PM's aren't always assigned at time of conversion, but it seems to always default to the person converting the Idea. Is that possible?

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