Business logic for Idea Status Lookup Values
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Business logic for Idea Status Lookup Values

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Article ID: 20768

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Updated On:

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Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

In some instances, there are times where some values do not appear. In the Modern UX, choosing some values results in the error mentioned below as well. So, what are the rules of the Idea Investment Status attribute values?

CMN-0009: Attribute 'Status' has invalid Lookup Value '0'

Resolution

Business Logic

  • Upon creating a new Idea, only 2 status values appear 'Unapproved' and 'Submitted for Approval'.  (Note that this is in the Classic UI. In Modern UX, all statuses are visible however the following logic remains the same)
  • Once the status has been changed to 'Submitted for Approval', only the following additional values appear and are valid:
    • Rejected
    • Incomplete
    • Approved
  • If the status is 'Approved', only the following values appear and are valid:
    • Incomplete
    • Rejected
    • Submitted for Approval
  • If the status is 'Incomplete' it indicates a request for more information. The idea can then be directly 'Approved' or 'Submitted for Approval' again.
  • If an 'Incomplete' Idea Status is changed to 'Rejected', an error message is shown (INV-0007: Please enter a valid status code).
  • This is because the Idea should first be 'Submitted for Approval' and then 'Approved' or 'Rejected'.

Recommendation (Best Practice)

  1. In Studio, go to Administration, Lookups and find the 'Investment Object State' lookup
  2. For the following Values, update the Labels for the following 3 values that are used only for Ideas. 
  3. Submitted for Approval => Submitted Idea for Approval 
  4. Incomplete => Incomplete Idea 
  5. Converted => Converted Idea  
  6. Also, in the 'Reorder' tab, Reorder the values so that these 3 are together in the list (see below)
     

Additional Information

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