Steps View for End Users

Steps View for End Users

Steps View for End Users allows end users to easily track the progression of Ideas by viewing them in a Steps/Stages View. Let's see all the details below:

 

Table of Contents

• Overview
• Enabling Steps View
• Steps View as End-User
  • Stages-View only
  • Steps-View only
  • Steps & Stages
• Submission Details When Hovering
• Background Colors for Stages
• Notes

Overview

The Steps View visibility allows your users to browse submissions in a linear process, also known as Steps/Stages View, which is viewed directly on the Idea Board 3.0 page.The Steps View will be a direct reflection of the Pipeline that Administrators can view in the back-end. This way, users can easily track the progression of different ideas and see which stage/step the submission is in.

Enabling Steps View

By default, the Steps view for end users is disabled. Admins can toggle this feature under Site Setup > Ideas > Idea Boards.

• Under Enabled Views, select Steps.
• Under Steps View, check one or both options for Steps and Stages.
• If Steps is an Enabled View, but both sub-options for Steps and Stages are disabled, this view will only display Steps, not Stages.

Steps View as End-User

Once the Steps view has been turned ON, all End Users are given the option to view submissions by clicking on the two icons in the top-right corner of the Idea Boards page.

Alternatively, Administrators can link directly to the Steps View of the Idea Board by adding the Steps View URL to their Navigation. For more details on how to accomplish this, feel free to review our 'Dynamic Navigation' article.

This will allow End-Users to view submission based on how Administrators have configured these settings.

See images below for a detailed look when toggling between the views:

Stages-View only

This view will only show End-Users which Stage the submission is in without showing the Step names.

The Stages View gives a simplified view as to where their submission is in process/work-flow without showing the number of Steps or step names to advance to the next Stage.

If colors have been selected for the pipeline stages, these will also be displayed in the end-user view.

Steps-View only

This view will only show End-Users which Step the submission is in without showing the Stage name. The Steps View gives insight as to where in the process/work-flow their submission is in.

Steps & Stages

This view will display the Steps and Stages that each submission is currently in. This will provide End-Users with a more detailed approach on how submissions have progressed.

Submission Details When Hovering

When End-Users are viewing the Site in the Pipeline View, they can view more details by hovering over a specific Submission. These details will include the submission title, submitter's username and icon, status, category and description.

Background Colors for Stages

Background colors assigned to stages in the Admin Steps View will also be displayed in Steps View for End Users as of the Spring 2021 release. 

Notes

• Steps View is only available with Idea Boards 3.0
• Steps View for End Users is read only, no edits or configuration permissions are available on this end user view.