The Pipeline List View (Grid) section in Platform allows the Pipeline Manager to fully manage all ideas in their Pipeline!
Table of Contents
- Getting Started
- Sort / Filter Idea List View
- Managing Ideas
- Import / Export Ideas
- Within your Dynamic Navigation, you should see an option for 'List' that is available.
Sort / Filter Pipeline List View
- Within the list view, the Pipeline Manager can sort and filter all ideas based on specific criteria.
- Any list of sorted and filtered ideas has a distinct URL and can be bookmarked.
- Sort Ascending / Descending: Select any column header to sort ascending or descending:
- Add / Remove Columns: Columns in the grid can be removed or added by selecting the ellipsis icon in the list header:
- This option provides the Pipeline Manager with the ability to also add extra submission form questions / answers to appear as columns in the grid.
- The Pipeline Manager also has the option to add a column to show the Average Score for each step within the Pipeline
- Select the extra column option from the dropdown list to display the extra columns:
- Reorder Columns: Columns in the grid can be reordered by dragging and dropping the fields in the dropdown under the ellipsis icon.
- The order of the columns in the grid matches the order of the dropdown.
- Filter Column - Select the filter icon next to the column name and enter the desired filter by text.
- After hitting "Apply", the filter will apply to the grid view.
- Search Bar - The search bar allows administrators to quickly search for ideas in the Pipeline.
- Results are displayed in real time.
- From the List View, the Pipeline Manager will see all ideas the selected Pipeline.
- The list view allows the Manager to perform the following actions (via the action menu) or right clicking on any idea:
- Change Visibility: Select whether the idea is visible for end users.
- Change Category: Allows the manager to change idea category for any selected idea(s).
- Change Status: Allows the manager to change idea status for any selected idea(s).
- Change Step: Allows the manager to change idea step for any selected idea(s).
- Copy Ideas: Copy ideas to other Pipelines (Sites) in the Brightidea system.
- Link Ideas: Link ideas to create a linked connection between two or more ideas.
- Change Pipeline: Allows the manager to move an ideas to another Pipeline (Site).
Import / Export Ideas
- Ideas can now be imported directly from the list view in the Brightidea Platform.
- This option will allow the manager to submit the name of an idea directly to that Pipeline without having to go to the submission form page
- This option will redirect the manager to the idea submission form page to submit a new idea.
- To Quick Add an Idea, select the " + " icon above the grid.
- To Submit Idea, select the down arrow next to to " + " icon
- To Import ideas, select the down arrow next to the " + " icon to open the import idea dialog:
- Within the import dialog, the Pipeline Manager will need to download the Excel (.XLS) import template which will be used to import ideas.
- Once the template is filled in, upload the template and select "Import Ideas" to complete this process.
- Once the upload complete, the Pipeline Manager will receive an email with the confirmation.
- To Export Ideas, select the green Excel icon in the idea list view:
- The export will be downloaded in .CSV format which can be opened in Excel.