Clarity

  • 1.  Change an Converted Idea status back.

    Posted Oct 20, 2016 12:16 PM

    I was wondering if anyone had a case were they wanted to change an Project back to an idea after it was converted? If so can it be done within PPM. I can delete the project but my idea now has a status of converted and we would like to change it back to unapproved. Can this be done without deleting and re keying the idea? I am using Clarity 13.3.



  • 2.  Re: Change an Converted Idea status back.

    Broadcom Employee
    Posted Oct 20, 2016 04:41 PM

    Unfortunately there is no way to do this from the PPM UI/Out of the box, but perhaps someone has have come up with a way to do this via a custom method.



  • 3.  Re: Change an Converted Idea status back.

    Posted Oct 21, 2016 08:51 AM

    Hi Chris,

     

    There is one way that doesn't involve direct SQL updates.

    You can get a process using a system action to set any status to "incomplete" , you can then update this.

    Unfortunately unapproved is not a valid state once submitted for approval. (you can't go back)

     

    Here's how....

     

    Create a new process

    • Link to idea object
    • Create a system action to set to incomplete

    • Set up start step to go to finish
    • Validate

     

    Create an action in the idea object

    Add to the list view

    Go to the idea list and select the idea to "unconvert", run the action from the "actions menu" this will now set it to "incomplete"