Configure idea categories for transferring a request as an Idea

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is transferred as an idea to another department.

    Prozedur

    1. Navigate to All > Universal Request > Administration > Direct Transfer Configuration.
    2. Follow the steps as described in Direct transfer mapping.
    3. Select Submit.