Converts one Investment type to another investment type. Functionality • One investment type instance converted to another investment type • Investment object level attributes are copied over by default • Investment sub-objects can be chosen to be copied • The attributes and sub-objects to be copied to must be api enabled • Can convert from non api enabled object like other work to api enabled Custom CIT • Attribute mapping does not support multivalued lookups yet • If auto-numbering is not enabled for target investment type of the sub-objects, an ID will be auto-generated. • Associated risks and issues will not be copied over • Target investment status will be "Unapproved" • If there are Mandatory target investment type attributes either o use a template to convert where having a value in the attribute is not mandatory or Have a default value in the mandatory field defined on the object • If effort task creation is enabled, the effort task will also be brought over. o The effort task will appear with custom code if a investment template is used for conversion • The allocations will extend to the finish of the new investment if investment template is used which has tasks • Almost 500 instances of sub-objects are supported at this point. • The values in lookups need to be active or the process will error out • All required attributes must be api enabled

Have you looked in the regoXchange or reviewed Rego’s innovation offerings? This class will show you the power of Rego’s pre-built content library, integrations, and other assets. See example after example of portlets, processes, and materials you can use to add value to your instance of Clarity.  Learn how you can introduce email-based approvals with Rego's action item responder.  Get a peek at Rego's new MSP integration that avoids the issues faced with the OOTB integration.  Finally, understand Rego's pre-built connectors and how they can benefit your instance.  Including blueprint migrator.  Include free tools like GEL builder, query, XOGbridge.