Design a New Idea Review Form

Note: This topic is part of the Custom Idea Workflow: Example series.

After an idea has been submitted, the workflow initiator will complete additional information about the idea on the New Idea Review form. This form will also require that the workflow initiator assign an owner to make a decision on the idea.

The New Idea Review form will again be displayed to the idea owner to give context about the idea before the owner makes a decision on the idea.

To create the New Idea Review form:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Workflows and Forms, and then select Form Design.
  3. On the Form Design page, select Add to open a new form in the Form Editor.
  4. In the Properties: Form area, in the Name field, enter New Idea Review.
  5. In the Context Type field, select Idea.

    Select Yes in the Change Context Type dialog box. The form shouldn't include any fields that are invalidated by changing the context type.

  6. In the Sharing Method field, select Manual.
  7. Add the following fields to the form using the form toolbar:
    • Name
    • ID
      • Select Required in the Properties: Field area.
    • Owner
      • Select Required in the Properties: Field area.
    • Problem or Opportunity
      • Select Required in the Properties: Field area.
    • Status
  8. Add the following tables to the form using the form toolbar:
    • Evaluation Table
      • In the Select Fields dialog box, add Name, Description, Rank, and Score to the Selected list, and then select Select.

        Note: The Evaluation Matrix for the workspace must be added and have an Active status before users can complete the Evaluation Table. See Evaluation Matrix Overview for more information.

  9. Select Validate, and correct any errors.
  10. Select Save.
  11. Select Publish.