Set an Idea as Draft

Setting an idea as draft allows you to restart the idea workflow from the draft state. Users might want to set an idea as draft when they want to update idea information or progress the idea through a custom workflow again.

An idea can be set as draft whenever there are no custom workflows running. An idea can be set as draft at any point during the default workflow. Set as Draft is an option in custom workflows only when the workflow is completed or stopped.

To set an idea as draft:

  1. In the object selector, select Idea, and then select View Ideas List.
  2. In the table, select an idea name.
  3. In the sidebar, select Home.
  4. Select the Action menu, and then select Set as Draft.
  5. (Optional) In the Set as Draft dialog box, complete the following fields:
    • Reason: A justification for setting the idea as draft.
    • Notify Users: One or more users to notify upon setting the idea as draft.
    • Comment: A short description or note that will be sent to notified users.
  6. Select Set as Draft.

    Notes:

    • An idea retains all of its information when it is Set as Draft.
    • The status of the idea is automatically changed to Draft upon setting the idea as draft.