Path: Workspace Homepage >> Navigation Panel >> >> Campaign >> Community >> Edit Campaign >> Submission Form>> Submit Ideas on Behalf of
| What is Idea Submission on Behalf of Users? |
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| Idea Submission on Behalf of Users is a Submission Form element that lets an Administrator submit an idea into a campaign directly on behalf of another member, either individually or in bulk. |
Administrators use this feature when migrating idea data from another platform into IdeaScale, when entering ideas collected offline, or when troubleshooting a member's idea submission. Once enabled on a campaign, ideas can be submitted on a member's behalf either one at a time or in bulk.
Role Permissions
- Community Administrator: Enables Submit Idea on Behalf of by adding it to the Submission Form for a campaign, and submits ideas on behalf of users in bulk using the idea upload tool.
TABLE OF CONTENTS
Enable Submit Idea on Behalf ofWays to Submit Ideas on Behalf of Users
Individual Idea Submission
Bulk Idea Submission
Exceptions
Frequently Asked Questions
Enable Submit Idea on Behalf of
- Open the Submission Form tab for the campaign.
- Drag and drop Submit Idea on Behalf of from the idea submission element panel on the right side of the screen into the Submission Form section.
- Select Save Changes.
Note: This action must be repeated for each campaign in which the Community Administrator wishes to enable this setting for the Campaign Administrator.
Ways to Submit Ideas on Behalf of Users
Individual Idea Submission
When only a single idea, or a few ideas, need to be submitted on a user's behalf, an idea can be submitted directly from the idea submission form using the Submit Idea on Behalf of option.
Bulk Idea Submission
When multiple ideas need to be submitted on users' behalf, the idea submission form becomes impractical, and the idea upload tool should be used instead. Using the idea upload tool, a Community Administrator can upload ideas alone or together with attachments.
Help Article on Import Ideas and Attachments
Exceptions
- Automatic Follow: When an idea is submitted on behalf of a member, that member automatically becomes a follower of the idea.
Frequently Asked Questions
Does Submit Idea on Behalf of need to be enabled separately for each campaign?
Yes. Adding Submit Idea on Behalf of to a campaign's Submission Form only enables the setting for that campaign. A Community Administrator must repeat the process for every campaign where the setting should be available.
What happens when an idea is submitted on behalf of a member?
The idea is entered into the campaign under that member's name, and the member is automatically added as a follower of the idea.
Should the idea submission form or the idea upload tool be used to submit ideas on behalf of users?
The idea submission form is intended for submitting a single idea or a small number of ideas on behalf of users. The idea upload tool is intended for submitting multiple ideas at once and supports uploading ideas alone or with attachments.
Can attachments be included when submitting ideas in bulk on behalf of users?
Yes. When using the idea upload tool, a Community Administrator can upload ideas either alone or along with attachments.
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