Only users with the appropriate permission can create a proposal from an idea. Depending upon the work-flow, Ideas may need to be approved before they can become proposals. Irrespective of this, the first step to creating a proposal from an Idea is to click on the title of the Idea in the Ideas section of My Work.
Note: An email is sent to the user who created the idea (and the idea router, if any) to notify them that a proposal has been created from their idea.
Assigning an Owner for an Idea
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Last Published Wednesday, November 30, 2016