How to create a proposal from an idea

When an idea is closed, a proposal can be created from this idea when the idea is worth implementing and investigating.

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

After you create a proposal from an idea, Service Management automatically creates a relationship between the records. The proposal appears in the Related proposal field of the idea.

Note

When the review decision is Create a change, the Create proposal button is disabled.
Data domain assignments are copied when you create a proposal from an idea. For more information about data domains, see Data domain segmentation.

To create a proposal from an idea:

From the main menu, select Plan > Idea & Proposal > Ideas.

Select the idea from which you want to create a proposal.

To filter the record list, click the Add filter button. For more information, see Filters.

Click the idea identifier in the Id column to display the selected idea.

The idea is displayed with the General tab selected.

In the Review decision field of the Review details section , select Create a proposal.

In the Review feedback field, enter the review feedback that supports your review decision.

Click

Save.

At the top of the idea form, click Create proposal.

The New proposal dialog box is displayed. The proposal title and description are prefilled.

In Proposal details and Classifications sections, complete the required fields.

For details of the field descriptions, refer to How to create a proposal.

In Attachments, add any supporting files by clicking Add.

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.

Click

Save when you are finished.