Updates after application record creation from improvement initiatives

reference australia Updated Sep 10, 2026 1 min read updates-app-record-from-initiative.md
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UI changes display on the source improvement initiative or CIM task record and on the corresponding application records of some applications when you create application records from improvement initiatives or CIM tasks.

  • Demand record

Improvement Initiative

Demand record

Demands related list is added that contains the demand (DMND) record.

  • Continual Improvement Management is set in the Type field.
  • Improvement initiative (CIM) record is set in the Improvement field.
- Project record
|Improvement initiative|Project record|
|----------------------|--------------|
|Projects related list is added that contains the project \(PRJ\) record.|No change.|
  • Change record

    CIM task Change record
    Change (CHG) record is added to the Change Requests related list. No change.

    The following are the corresponding states of the Change record and the CIM task.

    CIM task state Change record state
    New New
    In Progress Implement
    Closed Closed
  • Coaching Opportunity

    CIM task Coaching opportunity record
    Coaching opportunity (COP) record is added to the Coaching Opportunities related list. No change.
  • Knowledge Base article

    CIM task Knowledge Base article record
    Knowledge article record is added to the Knowledge Articles related list. No change.
  • Agile Development Story record

    CIM task Story record
    The story (STRY) record is added to the Stories related list. No change.

Parent Topic:Continual Improvement Management reference

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