We're reclaiming inactive PDIs to keep them available for active builders. Learn what's changing, who's affected, and how to protect your work. Read More

innovation management

VineeshP
Tera Contributor

As an Idea Manager,
I want the Idea Number, Category, and Owning Territory fields to be displayed on the form when I click Open in Platform,
So that I can view key details and edit Category to associate the idea with one Portfolio value, while Owning Territory remains read-only for context.

1.Idea Number, Category, and Owning Territory fields are displayed on the form when opened in platform.
2.Idea Number: Display-only (non-editable).
3.Category: Editable for Idea Managers; supports selecting one Portfolio value.
4.Owning Territory: Read-only; displays the territory of the idea creator.
5.Fields should have proper labels and alignment 

I could'nt able find the category filed or category table to be added in idea portal. Help me how to get the category field to the idea form in im_idea_core table

 

1 ACCEPTED SOLUTION

Hi @VineeshP 

I’m not 100% sure, but I added the Categories field on the Idea form (im_idea_core).

 

https://www.servicenow.com/community/spm-forum/why-idea-in-spm-has-two-tables-quot-idea-quot-quot-im...

 

https://INSTANCENAME.service-now.com/now/nav/ui/classic/params/target/im_m2m_idea_category_list.do

 

DrAtulGLNG_0-1765411344827.png

 

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

****************************************************************************************************************

View solution in original post

4 REPLIES 4

Dr Atul G- LNG
Tera Patron

Hi @VineeshP 

 

Open the idea record in native view, right click on context menu and go to form layout and and bring the required fields of not available on form.

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

****************************************************************************************************************

in form layout there is no category field

 

Hi @VineeshP 

I’m not 100% sure, but I added the Categories field on the Idea form (im_idea_core).

 

https://www.servicenow.com/community/spm-forum/why-idea-in-spm-has-two-tables-quot-idea-quot-quot-im...

 

https://INSTANCENAME.service-now.com/now/nav/ui/classic/params/target/im_m2m_idea_category_list.do

 

DrAtulGLNG_0-1765411344827.png

 

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

****************************************************************************************************************

Dr Atul G- LNG
Tera Patron

Hi @VineeshP 

 

Look like we are missing in fundamentals:

 

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/innovation-managem...

 

https://www.servicenow.com/docs/bundle/zurich-it-business-management/page/product/innovation-managem...

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

****************************************************************************************************************