The Submission Edit feature is built to make sure your ideas display the correct information at all times. Let's run through all the information Admins and Submitters should know!
Table of Contents
- Getting Started
- View Submission 2.0
- In-Line Editing
Within any Initiative, Admins and Submitters have the ability to edit Submissions that need updating. Each Initiative can configure different Editing options by navigating to Site Setup > Ideas > Ideas and locating the Edit Idea Options.
Allow Submission Editing: This allows who is able to make edits to Submission once it is created. If the option "Admin Only" is chosen, only Admins can make changes to any Submissions at any time.
If the option "Idea Submitter" is chosen, the additional option directly below must also be configured: Anytime, Before first Action, and 30 Minutes after Submission.
Submitter can change status: This allows the Submitter access to change the Status at any time. We recommend to keep this option disabled if your Rules Engine will trigger when Statuses change, otherwise the Submitter may trigger an unexpected event.
View Submission 2.0
Navigating to any View Submission 2.0, Admins and/or Submitters can edit a Submission with In-Line Editing.
If a User wishes to make Edits without leaving the View Submission page, they can use In-Line Editing to make their changes. In-Line Editing allows the user to edit directly on the submission page.
In-Line Editing: Title
The title can be edited by clicking on the pencil icon next to the Title. Once a new Title is applied, click the "check mark" icon to save. Clicking the "x" icon will remove any changes and revert back to the previous Title.
In-Line Editing: Description
The Description field can be edited by clicking the pencil icon next to the content. It will prompt a text box to edit the description.
In-Line Editing: Category
Admins/Submitters can change the Category by selecting the pencil icon next to the category name.
Users will then see a pop-up box to select the new Category for the Submission. To save click "Change Category".
In-Line Editing: Submitter
Admins/Submitters can change the Submitter by selecting the pencil icon next to the submitter name.
When selected the administrator will be prompted to add another submitter or pick a new one. When finished click "Save Changes". In the instance where a Submission is assigned to a Team, the option to change the main Submitter to a different Team Member will also be available by simply selecting the light-bulb icon on another User.
In-Line Editing: Status
Admins can change the Status by selecting the pencil icon next to the Status name.
When selected the administrator will be prompted to pick a new status from the dropdown menu. There is also the option to include a status change reason. It can be included in an email and/or posted as a comment. When finished click "Change Status."
Note: The option "Submitter can change status" must be enabled under Site Setup > Ideas in order for the Submitter to have access to this option.