Submit an Idea

Submit an idea to progress it through the idea workflow and indicate it is ready for evaluation by routers and owners.

To submit an idea:

In the object selector, select an idea.
In the sidebar, select  Home.
Select the Action  menu, and then select Submit.
(Optional) In the Submit dialog box, complete the following fields:
- Notify Users: One or more users to notify upon the submission of the idea.
- Comment: A short description or note that will be sent to notified users.
Select Submit.
Note: The status of the idea is automatically changed to Submitted upon submission unless the idea was previously set as draft through the Set as Draft workflow action. If an idea was assigned an owner before being Set as Draft during a default workflow, then the status of the idea will change to Owner Assigned upon submission.

Tips

You can also submit an idea using the  Context menu in the table on the Idea List page.

Last Published Monday, June 24, 2024