How to Sync Scoring Values from SPW (RICE) to Demand/Epic Form Fields?

RenanC
Tera Contributor

‎06-24-2025 11:13 AM - edited ‎06-24-2025 11:50 AM

Hi everyone,

I'm looking for help from someone experienced with SPM and the Strategic Planning Workspace (SPW).

As shown in the screenshot, I have several scoring variables in the Workspace related to the RICE model (Reach, Impact, Confidence, Effort, and the RICE Score).

RenanC_1-1750788496863.png

 

RenanC_2-1750788670079.png

 

 

My goal is to capture the values selected in these scoring fields and write them to the corresponding fields I created in the Demand and Epic tables.

FORM:

RenanC_0-1750788222657.png

However, I haven’t found a clear way to access or sync those scoring values with the table fields.

Has anyone done this before or know if it's possible? Any guidance would be greatly appreciated.

Thanks in advance!

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TroySasso
Tera Expert

3 weeks ago - last edited 3 weeks ago

 

To access or report on Planning item scores from the Strategic Planning Workspace you need to;

1. Complete a score on a Demand, Project (planning item) 

2. Navigate to the sys_variable_value.list

3. The ID column in the list will align to the sys_id of the planning item (Demand/Project) record from the form ie: sn_align_core_demand or sn_align_core_project you scored on your portfolio plan

4. you could write a flow to grab these values based on matching sys_id a place them directly onto a Demand or Project

 

Hope this helps.