Create a business rule to apply a custom table map configuration

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a business rule to enable import for your new custom table map configuration from and Project Portfolio Management (PPM) application.

    Before you begin

    Role required: sn_align_core_apw.admin

    About this task

    After you create a custom table map in Portfolio Planning integrations, create a business rule similar to 'Sync Data from Execution to Alignment' business rule in the rm_epic or dmn_demand tables.
    Note:
    Ensure that the business rule is created in the execution application, PPM.

    Procedure

    1. Navigate to All > System Definition > Business Rules.
    2. From the list of available business rules, locate and open the Sync Data from Execution to Alignment rule.
    3. From the context menu (Context menu icon.), perform an Insert and Stay operation on this business rule.
      If you have not enabled the Insert and Stay action in your ServiceNow instance, see Allow insert options on records.
    4. On the business rule form, edit the following fields.
      Table 1. Business rule form
      Field Description
      Name Unique name for the business rule.

      For example, if your new table map is to map demands, name this rule as Sync Demands with Portfolio Planning.
      Table Select the table for which you've created the custom map.

      For example, Feature [sn_safe_feature].
    5. Click Update.