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      Assign Idea Managers by Creator's profile field

       

      You can automatically assign one or more Idea Managers to Ideas in your Challenge based on the Idea Creator's profile field.

      Who can do this? Platform site Admins, Idea Space Admins and Co-creation Community Admins for assigned communities, and Challenge Managers for assigned Challenges.

      Note: To assign an Idea Manager by Creator's profile field, you’ll first need to turn on the automatic assignment of Idea Managers. You'll also need a dropdown or multiple choice field on your user profile form. To add a new profile form field, contact our support team.

      Assign Idea Managers by Creator's profile field

      1. Go to your Challenge.

      2. Select Manage > Edit Challenge.

      3. On the Extras tab, select Idea Managers.

      4. Under Assignment stage, select the stage Idea Managers should be assigned to Ideas.

      5. Under Assign by, select Creator’s profile field.

      6. For Profile field, select which profile field should be used for the assignment.

      7. Under Idea Managers, click Invite Idea Managers next to each profile field value.

      8. Enter a user or group name and select them from the list.

      9. Click Submit.

      10. (Optional) Under Personalised message, enter a message your Idea Managers will see when they're assigned to an Idea.

      11. Click Save.

      When an Idea reaches the assignment stage, an Idea Manager will be assigned to the Idea if the Idea Creator’s profile field matches the profile field assigned to the Idea Manager.

      Tip: You can manually add Idea Managers to specific Ideas by managing Idea Managers on an Idea or automatically assign Idea Managers when you create a Challenge. You can also change the assignment stage at any time, even if you have existing Ideas.

      Note: Idea creators and existing team members cannot be assigned as Idea Managers, and only 1 Idea Manager will be assigned to each Idea.

      See also