Configure idea categories

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

    • Map an idea category table with an Idea module to specify the category options listed on the Idea Portal and the create an idea form.

    Antes de Iniciar

    • Role required: idea_admin
    • Identify the Idea module and idea category table that you want to use.

    Por Que e Quando Desempenhar Esta Tarefa

    Configuring idea category with the Idea module is required to fetch the list of categories in the Idea Portal. If you have created static categories, use the Idea Category [im_category] table to configure the mapping between the idea module and idea category table.

    Use your existing product or department table to define dynamic idea categories. The dynamic categories are derived from specific columns and fields of the parent table.

    Nota:
    You can map only one category table with an Idea module.

    Procedimento

    1. Navigate to All > Ideas > Idea Category Config > New.
    2. On the form, fill in the fields.
      For more information, see Idea Category Configuration form.
    3. Opcional: Create filter conditions to determine the idea categories to be listed on the Idea Portal.
    4. Select Submit.