Idea Status changes are a critical point in the idea development process. As Innovation Program Managers & Challenge Administrators make initial decisions on which ideas to move forward, leveraging status changes are a very pivotal step for end users to know if their ideas are indeed moving forward or not. In this article, we will review all the details with idea status changes!
Note: This article is for changing an Idea Status- if you would like to learn more on configuring Idea Statuses for Initiatives, see our support article here on System-level Statuses or the support article here on Initiative-level Statuses
Table of Contents
- Changing Idea Status via Pipeline
- Changing Idea Status via Submission View page
- Changing Idea Status via Rules Engine
- Reputation Point Allocation when Changing Status
- Idea Status Change Email Templates
Changing Idea Status via Pipeline Management
Idea statuses can be changed individually or en masse in the Pipeline from both Step View and List View.
Step View
To manually change an Idea status from the Steps View, Admins can select the Idea(s) so that it highlights blue, and either click into the Actions dropdown or right-click and select Change Status.
Admins will see a pop-up box to select the new Status.
Admins can also select Add Idea Status Change Reason to apply a Change Reason, as well as whether to include the reason in an Email Notification or in a Comment/Admin Comment.
To submit the Status Change select Change Status.
List View
To manually change an idea status from the List View, Admins can click onto the idea(s) so that it highlights blue, and either click into the "Actions" dropdown or right-click and then select "Change Status".
Once selected, Admins will be prompted to fill out the same pop-up box from Step View
Changing Idea Status via View Idea Page
Admins (and select other users) can change the Status of Submissions directly from the View Idea page by hovering over the Status and selecting the pencil icon.
Note: This functionality is not supported on View Idea 3.0.
Similarly to Steps View and List View, a prompt will appear that provides Admin options to make changes to the Status and send out notifications if needed.
Changing Idea Status via Rules Engine
Using automated custom rules, Admins can trigger a Status Change automatically based on specific conditions. Read more about how our Rules Engine can be configured here!
Reputation Point Allocation when Changing Status
Brightidea also provides the capability to give reputation points to Idea Submitters if their Idea Status is changed to specific statuses. If your site has Team Submission enabled, all members of the submission team will receive Reputation Points for status changes to the idea.
In Site Setup > Ideas > Statuses, Admins will see a section for Status Reputation Points.
Note: The Reputation points will be reflected in the following places:
- Mini Top Contributor Widget / Leaderboard widget
- Stats widget
- Manage User Interface
- User Activity report
Idea Status Change Email Templates
If Admins wish to send a Pipeline Communication to Users regarding an Idea Status Change, They must first configure the email template for Status Change within the Pipeline Setup.
Admins can configure separate Idea Status Change emails for Submitters and Subscribers.
Note: Make sure the dynamic field [STATUS_CHANGE_REASON] is included in the email template.
Where do I enable idea's change status reason?
There seems to be a broken link with the label "see our support article here" which is linked to this URL: https://support.brightidea.com/entries/272697-Everything-You-Need-to-Know-About-Idea-Statuses-