Custom Idea Fields

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Custom fields on ideas are a great way to add pertinent information to ideas for internal use. With custom fields you can assign an idea to an admin, set a budget on an idea, mark a release date, add prototype URLs, create priority scores, and more.  
 

Setting up Custom Idea Fields

  1. On the idea grid, select your settings in the top right-hand corner, then the "Custom Fields" category.

  2. Select "Create Custom Field" and choose one of the many Field types: Text, Multi-line text, Select list, Select list (numeric values), Number, Date & Time, Boolean, URL, Admin select, and Currency. 

    These field types will help input information for these types of data for each idea: 

    • Budget
    • Priority
    • Score --fields for effort or impact
    • Release date
    • Type
    • Idea owner
    • Prototype link
    • Reviewed? Yes/No

  3. Label the field with a title that will appear on the Idea and Idea Grid.

  4. Add up to 10 custom idea fields that is visible to all admins in the admin console. Admins with editing permissions are able to add, edit, and delete these fields. Please note that deleting a custom field will delete all data in that field and is not recoverable.
    These fields are not viewable to end-users and contributors. 

  5. Add these new fields to your Idea Grid for quick viewing! 

Using Idea Fields

The video below will walk you through how to best use this feature, how it looks in the admin console, and how to edit your new custom idea fields. 

 

FAQ

Q: What happens when I assign an admin to an idea using the admin select field type? 
A: The admin selected will receive a notification email that they have been assigned to a specific email. If you are selecting yourself, you will not receive a notification. While we send emails of who assigned the field, we do not store this data locally. Likewise, historical records of change in selection of admins are not stored. 
 
Q: Is the idea grid sortable by field types?
A: At this time, only some of these field types are sortable. Those field types are currently Date & Time and Boolean. We are planning to enable sorting options for the field types in the future.
 
For any questions, please contact Support!
 

 

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