Users can link submissions (with respect to access and edit permissions) from Pipeline Management and the View Idea page. Linking Submissions allows users to create distinct relationships between incoming Submissions and create shortcuts to similar Ideas.
If one Submission provides great value to another, but they are both in separate Initiatives, certain users can link them together to facilitate collaboration.
- End users and Analysts can search and link only their own Submissions.
- System Admins can link any Submissions across any Initiatives in the system.
- Pipeline Admins and Moderators can link any Submissions across the Initiatives they manage.
- Evaluators can link Submissions across any Pipelines in which they are assigned a Step that grants edit access.
When editing a Submission Form, Admins can select Linked Submission from the Field Type dropdown. The Linked Submissions field has normal configurable options, including Title, Body, and Tooltip text.
Once added to the Submission Form, it will appear in the Idea Submission Form, allowing Submitters to search and link to other Ideas. Linking functionality is limited based on the user's edit access.
Saving an Idea as a Draft will retain the selected Ideas to be linked, but the link will not be active until the Idea is submitted.
On submission, the new Idea will then be linked to the other selected Idea(s) and can be edited from the Linked Submissions widget on the View Idea page.
Linking Submissions Via Pipeline
In any Pipeline, Submissions can be linked to another Submission by navigating to either the Step View or List View.
Step View
To Link Submissions from the Step View, Administrators can select two or more Submissions and either click Actions or right-click and select Link Submissions
Note: Within the Steps view, the Submissions must be selected at the same time (SHIFT or CMD keys) to link them.
The user will receive a pop-up box asking to confirm linking the Submissions.
The user will receive a pop-up message confirming that the Ideas have been linked.
List View
To Link Submissions from List View, the user can highlight them by selecting the checkbox in the left column, clicking the Actions button, or right-clicking and selecting Link Ideas.
Admins can also view all Linked Submissions within a Pipeline from List View. To view Linked Submissions, select Link Submissions from the ellipsis (three-dot) icon to ensure that the column is enabled.
Admins will now be able to see which Submissions are linked from the List View.
Linking Ideas Via "Linked Project" Widget
On the View Idea page, users can view Linked Submissions using the Linked Ideas widget.
To link Submissions with the Linked Ideas widget, select Link Project:
Within this view, users can search and link the Submissions for which they have access.
Users can also unlink Submissions by hovering over any Linked Submission in the list and selecting the Unlink icon.
Important Things to Note:
- Both Admins and end users can see if Submissions are linked.
- Comments on Linked Submissions are not shared; they remain respective to the Submission they were made on.
- Linking Submissions does not change any points or affect Idea ownership
- When Ideas are linked, Brightidea will trigger the Link Idea Notification email template to all respective Idea Submitters.
- There is no limit to how many Submissions you can link.
- There is no current API endpoint for linked Submissions.
- Linking Submissions does not affect Action Item scores and/or the evaluation process.
- Link actions will be recorded in the Idea History tab
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