Add the Ideas field in related workspaces
Once you relate new ideas with other records using linked picklists, you may also want to indicate this reference in the related record’s item details. For example, on Product Level, you may want to display the list of ideas being implemented with a given product. This can be achieved easily by adding a new field to these workspaces as shown below. The edit event script of Ideas that is delivered by default will then add the Idea to the given field automatically without any further adjustments.
First, add a new field with these settings to each related workspace of interest (Product Line, Products, Requirements, Change Requests). Skip the workspaces that are not of interest.
| Field Name | Ideas |
|---|---|
| Field ID | IDEAS |
| Data Type | Picklist |
| Picklist Name | [WS] Ideas |
| Type | Multiple Selection |
| Editable | True or false, depending on your preference. The script will add the given idea even if the field is set to read-only. |
Next, return to the Details tab of the Ideas worskpace in the Workspace Manager. For each reference workspace of interest, clone the referring field to enable storage of previous values. This is required for the edit script to detect changes to the referring items. For example, clone the field Related Products as Previous Related Products:
Set the cloned field to be invisible (Visibility = Never). Do not change the field definition itself (it should still be of type picklist). Prepend the prefix ‘Previous’ to the field’s name as shown in the illustration.
When finished, there should be a clone with prefix ‘Previous’ for each relevant reference field:
You can see in script Ideas onEdit how these fields are used to update the related single or multi picklist fields IDEAS in the related workspaces. If you add more reference fields, you will have to adjust this script accordingly.
