Duplicate an Initiative


Admins have the ability to duplicate their Initiative if they wish to create multiple copies of similar challenges. In order to do this, navigate to your Command Center > Products (formerly known as Apps) page and scroll down to the Duplicate tile:


Screen_Shot_2019-09-24_at_5.26.12_PM.png

Select the existing Initiative to copy the settings FROM, (aka the Pipeline the admin wishes to inherit the settings from.) They will choose which properties to carry over and select "Duplicate". The Duplicate Initiative will copy over all Pipeline-level email templates, as well as displaying the General Access groups, Administrators, and Moderators to edit before duplicating the initiative.

 

Screen_Shot_2020-01-29_at_2.16.39_PM.png

Duplicate DOES copy:

  • Dependent Form Questions in Submission Form
  • All Widgets 
  • All Labels 
  • All Terms and Conditions
  • All Design Changes
  • All Idea List Tabs
  • Dynamic Navigation
  • Administrator Selection
  • All Submission Forms 
  • All Backend event handlers
  • All Categories
  • All Statuses
  • Idea Multiplier
  • Navigation
  • Reputation Point settings
  • All Checkbox Options
  • Custom Email Templates
  • The date formatting selection will not copy over, but the enabled option will.

Duplicate DOES NOT copy:

  • Email Digest dropdown Selection
  • Total number of Chips per user (if using Chip Voting)

Note: Nothing happens with the ideas if the admin uses an active Pipeline to duplicate. It only changes the look and feel.

Alternatively, please see Create Pipeline wizard to create a new template of a Pipeline with look and feel, but it will not take all selected options over.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

  • Avatar
    Thomas Bleij

    Hi,

    When navigating to ADMIN --> ENTERPRISE SETUP i have the following tabs.

    Site, Ideas, Users, Exports, Webstorms, Mobile, Support, Image library, Authentication, Beta

    Am i at the wrong location to copy a webstorm?

     

  • Avatar
    Ron

    Hi Thomas,

    Yes, you'll need to look in WebStorm setup area, not Enterprise.

    WebStorm Setup ---> Enterprise---> Copy

    Thank you,

    Brightidea Support