Reference: create idea
These are the fields to fill in when creating an idea.
| Field | Description |
|---|---|
| ID | This will store an automatic number being generated by script |
| Title | Mandatory title for the idea being used as descriptor |
| Description | Further text to describe the idea |
| Category | Picklist to allow for reporting and possibly setting responsibility automatically |
| Progress | This read-only field will indicate the progress of an idea once it is created |
| Image #1-#4 | The idea can be described by uploading multiple Images and descriptive remarks for each image. Note that further images and other files can be uploaded in the Attachments tab of the idea once it is saved |
The Details section includes fields for optional information.
| Field | Description |
|---|---|
| Products | Refers to Products which could be used to implement this idea |
| Product Line | Refers to the Product Line that would benefit from this idea |
| Business Unit | The business unit responsible to implement the given idea |
| Expected Improvement Proposed Actions Known Risks Feasibility Notes |
Additional text information |
| External Reference | Store a URL of an external whiteboard or resource describing the idea |
| Team | List of users being responsible for idea refinement and analysis in later stages of the workflow |
Once the idea is saved, users can upload files to Attachments tab to describe and justify the idea. All users having access to the Ideas workspace will be able to open these files.
Once the idea has been described, users must click Workflow Actions > Submit to initiate a review and assignment of responsible stakeholders.