Ideas Center workspace

The Ideas Center workspace allows the user to:

  • Create and define Ideas

  • Assess the Idea, using a template prepared by the Administrator and inherited from the Idea Folder

  • Manage the approval Workflow of the Ideas

  • Keep track of the Idea Descriptions and Score evolution

  • Manage the Idea Connections to other Ideas, as well as to projects of all Natures

Main toolbar

The following commands and display options are available in the main toolbar:

ViewsButton.png

Allows the user to select a view. By default, the following views are available with the Default Configuration:

  • All Ideas – Displays all the Ideas for which the logged-in user has read or write permissions.

  • Created by me – Displays all the Ideas for which the logged-in user is the Originator.

Note

Users' own preferences can be saved as views, allowing them to customize their experience within the application, enhancing usability and efficiency. The following functionalities can be saved as part of a view:

  • Displayed columns

  • Columns order

  • Columns width

  • Sort

  • Group

  • Filters

Once the grid has been modified according to the user's own preferences, the view can be saved by clicking on the button available in the Views field. The user will then be prompted to enter a View Preference Name in the displayed popup.

NewIdeaButton.png

Opens the Idea Folders popup, allowing the user to select an Idea Folder the New Idea will be linked to.

Note

The Default Scoring Templates associated to the Idea are linked to the selected Idea Folder.

Once the Idea Folder has been selected, an empty Idea Card is displayed, allowing the user to fully define and score the Idea.

SearchButton.png

Search

Allows the user to filter the Ideas list by searching for a specific name.

Filters.png

Filters

Opens the Filters popup, which offers the capability to filter the Ideas according to various criteria.

GroupByButton.png

Groups the Ideas according to the option selected.

ColumnsButton.png

Displays the list of columns that can be shown, hidden, or reordered in the Ideas Grid.

Note

The upper part of the list displays the shown columns.

To hide a column in the Ideas Grid, click on the ShownButton.png button available on the right-hand side of the field name.

To show a column in the Ideas Grid, click on the HiddenButton.png button available on the right-hand side of the field name. Consequently, the field name will be placed in the lower part of the list.

To reorder the columns in the Ideas Grid, hover the left-hand side of the field row, then drag and drop the row to the desired position.

Settings

Only the fields that are part of the Object field sets can be displayed. This list is managed by the Administrator in the Designer, Fields view.

Grid view

The Ideas Grid available in the Ideas Center workspace provides a spreadsheet listing the Ideas and some of their attributes. By default, the following columns are displayed: Name, Product Idea Folder, Originator, Created Date, Type, Score, Priority Level, and Workflow State Vote.

Note

Users can modify the columns displayed in the Ideas Grid by clicking on the ColumnsButton.png button in the Main toolbar.

Ideas_Grid.png
Note

The following attributes are read-only:

  • Product Idea Folder

  • Originator

  • Created Date

  • Score

  • Priority Level

The Notes column indicates whether or not there are new notes, and opens the Notes dialog box.

Clicking on the More (More_Vertical.png) button available on the right hand-side of each attribute's column header provides access to the following options to optimize the display of the grid:

Arrow_upward.png

Sort Ascending

Sorts by ascending order

Arrow_downward.png

Sort Descending

Sorts by descending order

Visibility_off.png

Hide in view

Hides the column in the view

Clicking on the Open button available on the right-hand side of the Idea Name opens the Idea Card.

Indicators view

The Indicators view available in the Ideas Center workspace allows users to access the Indicator Matrix, providing the Indicators and Score for each Idea.

When navigating to this view, users will need to select one or several Idea Folder(s) in the drop down list displayed in the top left corner of the view.

IndicatorsViewDropDown.png

Once one or several Idea Folder(s) is/are selected, users will be able to view the indicators and score for each idea.

IndicatorMatrix.png