innovation management

VineeshP · 8 hours ago

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

Dr Atul G- LNG · 8 hours ago

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.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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VineeshP · 8 hours ago

in form layout there is no category field