Configure idea categories for transferring a request as an Idea

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

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