Use > Plan > Idea and Proposal Management > Ideas > Idea workflow
Click to learn more about the Refinement phases Click to learn more about the Assessment phases Click to learn more about the Done phases Click to learn more about the Done (End) phases Click to learn more about theValidation phases Click to learn more about the Fulfillment phases Click to learn more about the Approval phases Click to learn more about the Classification phases

Idea workflow

This section describes the metaphases and subordinate phases in the life cycle of an idea.

The idea workflow relies on business rules. Rules repeat from one phase to another when the end user can make a change to a field affected by a business rule during that phase. For more information about the out-of-the-box business rules defined for the idea workflow, see Idea process - Business rules.

Metaphase: Refinement

The first metaphase in the idea's lifecycle, where the idea enters into the Draft or Refine phase.

Phase Transition Description
Draft Manual

In Service Portal, if the idea creator clicks the Save as Draft button while creating an idea, the idea enters into the Draft phase. In this phase, the idea cannot be publicly viewed.

  • When the idea is ready to publish, the user who is creating this idea can manually transition the idea to the Refine phase so that the idea can be engaged in social activities.
  • The user who is creating this idea can manually transition the idea to the Abandon phase if the idea is not valid.

Next phase: Refine or Abandon
Refine Manual

When the idea is submitted, the idea enters into the Refine phase. The result of the phase is the successful publication of an idea.

The idea creator can continue to work on the idea in this phase, while other users can also view and comment on this idea.

The idea reviewer can manually transition the idea to the Review phase if the idea is worth reviewing.

Next phase: Review

Metaphase: Assessment

In this phase, the Idea reviewer can perform the following actions:

  • Review and categorize ideas
  • Prioritize ideas
  • Approve ideas
  • Decide the subsequent process: create a proposal or change record

The idea reviewer also needs to decide how to proceed with the ideas in one of the following ways:

  • Create a change record from the idea
  • Create a proposal record from the idea
  • Reject the idea
  • Transition the idea back to the Draft phase so that idea creator can provide more information
Phase Transition Description
Review Automatic
  • If the review decision is Reject, Create a change, or Create a proposal, the idea is automatically transitioned to the Close phase.
  • If the review decision is Need more information, the idea is automatically transitioned back to the Draft phase.

Next phase: Close or return to Draft

Metaphase: Done (End)

The final stage in the workflow. Ideas are completed.

Phase Transition Description
Close None

The idea is completed. Possible results of this phase are:

  • A proposal or change record is created from this idea.
  • The idea is rejected without any implementation plan.

Next phase: None
Abandon None

The idea is abandoned by the user who created this idea and is inactive.

Next phase: None

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