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

 

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

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
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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View solution in original post

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
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.

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

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
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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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

 

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

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
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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Dr Atul G- LNG
Tera Patron
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...

*************************************************************************************************************
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

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
Topmate: https://topmate.io/dratulgrover [ Connect for 1-1 Session]

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