Configure Idea Workflow Settings

Note: This topic is part of the Custom Idea Workflow: Example series.

Configure idea settings to use the workflow you designed. Using the workflow actions tab, you can specify an idea's related action, such as idea submission, on which to initiate the workflow. In this case, initiating your workflow will start the process of creating a project proposal based on idea data.

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Defaults & Options, and then select Idea.
  4. Select the Workflow Actions tab.
  5. In the Submit action row, in the Workflow column, select Proposal Creation Configuration.
  6. Select Save.
  7. In the Summary & Settings panel, select Close.

Last Published Monday, June 24, 2024