"Move/Copy Idea" feature in Pipeline


NEW: Our Move / Copy wizard has been improved to now handle up to 500 ideas at a time! (And it's quick too). Admins have the ability to Move or Copy large amounts of ideas at a time across Pipelines. Let's dive a bit deeper on how these features work.

To enable this feature, Admins will need to go to their Enterprise Setup > Beta tab. Enable the option that says "Move and Copy Ideas Update".

Move Ideas

The easiest way to move Submissions across Pipelines is through the List View or the Step View of the Pipeline.

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As shown above, Admins will need to highlight the number of Submissions they are managing, and click into the Actions dropdown towards top-left corner. A number indicator will appear at the top informing the Admin of how many Ideas they have selected.

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Click on the item labeled for "Move Ideas". Note: "Ideas" may be labeled something different if set by Admins.

Once selected, a dialog box will appear asking Admins which Pipeline to Move into.

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Once a Pipeline is chosen, Admins will see two additional dropdown fields appear, one for Category and one for Status.

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Admins will also see two additional checkbox options:

  • First option Append extra submission questions and/or additional info fields to the Description if the questions do not match. If this option is disabled, these questions will not be appended. 
  • Second option is to Notify submitters. This will send an in-system notification to the Submitter notifying of their Idea(s) that was Moved.

Once Submissions have been successfully moved, you will see a prompt noting of completion. 

Screen_Shot_2020-04-26_at_8.23.12_PM.png

Copy Ideas

Similar to Move Ideas, Copy Ideas can be easily done through List View and/or Step View of a Pipeline.

Admins will highlight the number of Submissions they wish to Copy, and choose Copy Ideas from the Actions dropdown.

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Admins will however see slightly different set of options when Copying. The first dropdown field will allow Admins to choose which Pipeline to Copy into.

  • However, Admins wont be able to set a category or status at this time. The copied idea(s) will inherit the default category and status from its new Pipeline.

Below the dropdown field will show several checkbox options.

Screen_Shot_2020-04-26_at_8.33.49_PM.png

  • First option Append extra submission questions and/or additional info fields to the Description if the questions do not match. If this option is disabled, these questions will not be appended. 
  • Second option is to Notify submitters. This will send an in-system notification to the Submitter notifying of their Idea(s) that was Copied.
  • Third option is to copy the Comments from the original Submission over to the newly created Submission.
  • Fourth option is to copy over the same number of Votes.
  • Fifth option is to duplicate any Attachments that have been uploaded into the original Submission into the new Submission.

Once Admins are content with Copy options, hitting the Copy button will then run the wizard. On completion, Admins will see the dialog box finish running.

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Important Things to Note:

  • The Move and Copy wizards can run up to 500 Submissions at this time. Batches larger than this size are recommended to be broken up in to chunks to avoid any issues.
  • Move/Copy can still be used when applying filters to List View.
  • Admins can navigate away from the move/copy wizard and it will still operate in the background.
  • Submission date of the newly copied idea will be the date of when the idea was copied.
  • Moved/Copied Ideas will show a timestamp when they were moved/copied in the History tab on View Idea page.
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Comments

  • Avatar
    Damian Dugdale

    Can Webstorm Admin copy ideas to any other Webstorm on the platform, or other community?

  • Avatar
    Damian Dugdale

    Or is it only to Webstorms that they are a Webstorm admin for?

  • Avatar
    Ron

    Hi Damian,

    Correct, this would only be for WebStorms that they have administrator access to.

    Thank you,

    Brightidea Support