In this article

Overview

Navigation

Idea/Initiative Fields

Next Steps

Overview

Use Idea/Initiative Fields to set what fields will be visible in the Ideas/Initiatives Overview tab.

Click on the Administration module in the navigation bar at the top of the screen.
Select Idea/Initiative Fields in the Ideas/Initiatives section.

Idea/Initiative Fields



Using Idea/Initiative Fields, you can select what fields will be visible throughout the Ideas/Initiatives module. Once you have given the field a name, assign it a Resource Key. These are prefixed with 'IdeaField_' on save, suitable to be used to unambiguously specify the objects of their API calls. Field Type will determine what kind of the data this field is, e.g. text, number, checkbox, etc. Secondary Fields can also be added - fields to be shown in the ‘Show More’ section of the Idea Overview.


Next, we can set where the Field will appear:

  • Pipeline Field - To be included in Ideas/Initiatives in the pipeline.
  • Required - Weather this fields is mandatory or not.
  • Filterable - Included in report and screen filters.
  • Column Picker - Included in the column picker of the Ideas/Initiatives List.
  • Concept Field - To be included in the Concept Idea/Initiative.


Secondary Fields can also be added - fields to be shown in the ‘Show More’ section of the Idea/Initiative Overview.



Lastly, you can prioritize the hierarchy of the Idea/Initiative Fields by clicking and dragging the '3-line icon" next to the field Name to reorder the fields.


Next Steps

Now that you can navigate Idea/Initiative Fields, see article Idea/Initiative Overview.