Linking And Merging Ideas In Moderation Panel

How Moderators Can Link, Merge Ideas

Path: Settings Dropdown >> Incoming Moderation

Linking Ideas

Merging Ideas

Linking Ideas

Linking Ideas is a function that allows administrators, moderators, and members to show ideas that are similar to other ideas without having to do a full merge.

Linking ideas can be done with several types of linking options available.


Similar to
: The idea which is similar in content to another idea.
Substantially equivalent to: The idea which is substantially equivalent, but is possibly not identical.
Relates to: The idea which is not possibly similar idea addressing the same issue/solution but addresses a related aspect or use a related approach.
Is Part of: The idea is a small or substantial part of another broader idea.

Contains: The content of one idea is mostly contained within another idea.

Supports: The idea supports the other idea, which is different or better.

Supported by: It cross-references 'Supports'. The idea is supported by another idea

The link idea option appears to members at the time of idea submission in the submission form. As soon as a member enters the title, similar ideas to be linked appear.


Members can also add links after the idea submission from the idea details page.

The link idea option appears to moderators in two places:

  1. The incoming idea moderation panel shows a link option under Similar Ideas on the right-hand side. 

Once a moderator links an idea, that particular idea can be easily unlinked by clicking on the cross sign next to the idea title. The same idea can be linked to different ideas as well. In the central area of the Moderation screen, Linked Ideas section shows up with the idea title of the linked idea.


2. The similar ideas view in the idea detail page (Front End) also shows linked ideas that are reciprocal in nature and are linked to each other.

Moderators can link/unlink ideas from here as well. Similar to the central area of the Incoming Moderation dashboard, 'Linked Ideas': section shows up with the idea title of the respective linked idea on the Idea details page.  

Note:

  1. To unlink an idea, simply click on the X sign appearing next to the title of the ideas. There will be no Unlink button available.

  2. Only admin or moderators can unlink ideas however, a member can unlink his own links.

  3. Members can access private ideas with the help of the title and link them, but they would not be able to see the idea details of the private idea.

Merging Ideas

In order to merge ideas from Incoming Moderation dashboard, click on the Merge link below the ideas and then click on the Merge cart link appearing on right-hand side under Similar Ideas.


Once you have the list of ideas, you can choose the ideas and add them to the merge cart. In the below screenshot, there are two ideas added to the merge cart. The first idea added will be the Parent Idea, and other ideas in the cart will show a link named Make Parent. You can change your parent idea (clicking on Make Parent) once the ideas are in the cart or remove the ideas as well by using the Remove buttons.


After merging ideas:

  • The author of the child idea will be seen as the Co-author of the parent idea.

  • Tags from parent idea and child idea will also be retained on parent idea.

  • Attachments from both parent and child Ideas will be visible in the parent Idea.

  • Custom Fields and Idea Owners of the child idea will not be retained in the Parent idea.

  • Votes: The votes of the child ideas will be merged with parent idea but if there are few members who have voted on both ideas, the system will count only 1 vote per member.
  • You can merge 10 ideas at one time

Note: An Idea that once merged cannot be unmerged.


After the merge is completed, you will see the body or the description of the idea as a comment in the parent idea's comment section with the comment labeled as merged.

Note: The moderator can link an idea before it is approved, but doesn't have the option to merge the idea before it is approved.