Table of Contents
- Title and Copyright Information
- About This Guide
- Ideas Overview
- Get Started With Ideas
- Configure Permission Sets
- Configure Workspace Security
- Configure Dictionaries
- Configure Defaults & Options
- Configure Idea Defaults & Options
- Configure Auto Numbering Defaults for Ideas
- Configure Routers and Owners for Ideas
- Access a Standard Field Description
- Add an Idea Field
- Idea Workflow Overview
- Default Idea Workflow Overview
- Built-in System Forms, Workflow Design, and Workflow Configuration for Ideas
- Custom Idea Workflow Overview
- Custom Idea Workflow: Example
- Configure Problem Statement Field
- Configure Project and Idea Field Mapping Settings
- Design a New Idea Review Form
- Design a Project Proposal Creation Form
- Design an Idea Workflow
- Add the Create Proposal from Idea Workflow
- Add the Complete Basic Information Task Step
- Add the Change Status to Owner Assigned Task Step
- Add the Idea Approval Decision Step
- Add the Change Status to Accepted Task Step
- Add the Change Status to Rejected Task Step
- Add the Create Project Proposal Task Step
- Validate and Publish the Workflow Design
- Configure the Idea Workflow
- Configure Idea Workflow Settings
- Complete Project Proposal Form
- Custom Idea Workflow: Example
- Set the Idea Workflow Actions
- Set the Add and Edit Idea Forms
- Configure Project Defaults & Options
- Configure Idea Defaults & Options
- Creator Actions
- Router Actions
- Owner Actions
- Additional Idea Actions
- Set an Idea as Draft
- Assign a User or User Group Access to an Idea
- Assign a Code to an Idea
- Files Overview
- Add a Discussion
- News Feeds Overview
- Related Items Overview
- Idea List Page Overview
- Configure View Settings
- Views Overview
- Add a View
- Apply a View
- Configure a Column
- Configure a Saved Filter
- Apply a Saved Filter
- Configure and Apply Filtering
- Configure Grouping Options
- Configure the Schedule Variance Analysis Panel
- Configure Sorting Options
- Configure Gantt Bars on the Activities Page
- Configure Gantt Bars on the Task List Page
- Configure Gantt Chart Settings
- Configure Network Settings
- Configure Quick Filters
- Apply a Quick Filter
- Configure Task Counts
- Configure a Timescale
- Configure Spreadsheet Rows
- Customize Task Cards
- Configure Currency Settings
- Configure Formatting
- Configure Cell, Column, and Row Formatting
- Configure Plan By Options