Everything You Need to Know about Editing Submissions!


 Everything You Need to Know about Editing Submissions!

Editing submissions in WebStorm couldn't be easier - let's run through all the information the administrator and submitter should know!

 

 

Table of Contents


Getting Started

    • In Brightidea, administrators have the ability to edit any submissions they need to - as well as submitters themselves.
    • To view the edit submission options for the WebStorm, go to WebStorm Setup --> Ideas --> Ideas.
      • Allow Submission Editing: This allows who is able to make edits to submission. 
      • If the admin selects "Admin Only" the administrator can make changes to any submissions at any time.
      • If the admin selects "Idea Submitter" he/she must select one of the following: (Keep in mind, the submitter can edit THEIR OWN submissions only.
        • Anytime
        • Before First Action
        • 30 Minutes from Submission

 

    • Be sure to make the selection and select "Save Changes" when completed.
    • For end users, submission editing is enabled on their OWN submissions. 

View Submission 2.0:

    • In View Submission 2.0 the administrator or submitter can edit a submission with In-Line Editing or through the Submission Page

In-Line Editing:

    • In-Line Editing allows the user to edit directly on the submission page, rather than selecting the "Edit Submisison" icon and being redirected to the Submission page

In-Line Editing: Title


 
    • The title can be edited by clicking on the pencil icon next to the title

    • It will prompt a text box to enter in new title - and select the "check mark" icon when finished.

In-Line Editing: Description

    • The description can be edited by clicking in the pencil icon next to the description. It will prompt a text box to edit the description.
 

In-Line Editing: Attachments

    • The administrator or submitter can update any existing attachments or add new ones by clicking on the "Attachments" tab.
    • Attachments can be added by either dropping a file directly into the "Add Attachments" box or clicking on the box and selecting an attachment file

In-Line Editing: Tags

 

    • Within the View Submission page the administrator or submitter can select the "X" to remove the tags - or select "+"  to add tags

In-Line Editing: Category


    • Administrators can change the category by selecting the pencil icon next to the category name

    • Once selected the administrator will see a pop up box to select the new category for the submission. To save click "Change Category"

In-Line Editing: Submitter


    • Administrators and the submitter 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-Line Editing: Status


    • Administrators 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."

 Submission Page

    • In the submission page the administrator or submitter can edit title, description, category, tags, and attachments all at once.

 

    • After clicking the "Edit Submission" icon the user will be redirected to the Submission page
    • This page also displays how many times the submission was edited and when each version was edited.

 

    • Other information such as category, tags, and attachments can also be edited within this page.

 

 

    • Make sure to select "Update Idea" when finished
 
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Comments

  • Avatar
    Kathy Ternes

    Is there a way to edit or add the Submitter after the idea has been submitted? 

  • Avatar
    Michelle Fairbanks

    Hi Kathy,  an idea cannot be submitted without a submitter, but the Administrator can indeed Change Idea Submitter,

    • either in the front end on the View Idea 2.0 page by hovering to the right of the submitter's name.
  • Avatar
    Michelle Fairbanks

    (oops, it posted my comment before i finished..)

    Cheers,

    Michelle

  • Avatar
    April Cason

    Hi there, the submitter doesn't seem to have access to change the idea after submission the "edit" buttons only show up for the administrator. How does the submitter have the ability to "edit" the idea after submission?
    Thanks,
    April

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