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OBS of the project template overrides the Idea OBS when a process converts that idea into a project via a template

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Article ID: 41803

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Issue:    

    When converting an idea into a project manually via a template, OBS values carry over as expected. However, when the conversion is done via a process, it takes the OBS of the project template and not the originating idea's OBS.

 

Steps to Reproduce:

  1. Create an OBS (OBS test) and associate the Project and Idea objects
  2. Create a Project template (PROJ Template A) and keep that 'OBS test' value NULL
  3. Create an Idea instance with a value on 'OBS test' then 'Submit for Approval'
  4. Approve and convert that Idea to a project using 'PROJ Template A'

Note that the Project was created with 'OBS test' having the same value of the originating Idea

  1. Create a process that will convert an idea into a project via a template (PROJ Template A) when the Idea Status is 'Approved'
  2. Validate and activate that process.
  3. Create another Idea instance with a value on 'OBS test' then 'Submit for Approval'
  4. Approve the Idea

Expected Result:   Process will create the Project with 'OBS test' having the same value of the originating idea

Actual Result: Process created the Project with 'OBS test' having the same NULL value as the project template (PROJ Template A)

 

Cause:

Caused by CLRT-79341

Resolution:

CA PPM v14.3 Open

Workaround:

None

Environment

Release: ESPCLA99000-14.3-Clarity-Extended Support Plus
Component: