Idea Code Customization


You can now customize the idea code at both the system level and the activity level for better flexibility and organization when managing multiple pipelines.

System Level 

To enable on the system level, navigate to System Settings > Ideas > Idea Settings Group_2.png

 

There, you will see the default system idea code "D" listed. To adjust, type any series of letters within the form field. Note: Special characters are limited to dashes only.

Once the change is saved, all future and past ideas within the platform will be updated to the new code, retaining their original numbers but appending the new prefix.

Depending on the number of ideas in the system, this may take a couple of minutes to propagate throughout the full system. 

Initiative Level 

To enable the ability to adjust and create custom idea code prefixes at the Initiative level, Admins can check the option under System Settings for Customized idea code on the activity level.

Once enabled, navigate to the Site Settings for the desired Initiative. 

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Just as with System settings, once the Admin inputs the Idea code change and hits save, all future and past ideas within the specific activity will change to the new code, retaining their number, but appending the new prefix.

 

Important Notes:

  • Once the code is changed, any link to a record within your system will go to the new URL, with the new prefix honored. If you have bookmarked a direct URL or sent a direct URL with the old code, you will see a 404 page and will need to navigate to the idea again. 
  • Although we do not have any character limits for the idea code, consider that the longer the code is, the more there may be some UI/visual disruptions within screens. 

 

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