States missing on idea portal

Mike D1
Giga Guru

Hi

We have recently purchased SPM standard (mainly for the idea portal). I have installed the following modules, which I understand we are entitled to.

 

  • Project & Portfolio Management
  • Demand Management
  • Financial Planning
  • Resource Management
  • Release Management
  • Innovation Management
  • Digital Portfolio Management
  • Alignment Planner Workspace

I have been reviewing the documentation and now learning sites, however a couple of things I've noticed is that we are missing a couple of states for ideas:

- Unlikely to implement

- In backlog

 

MikeD1_0-1667265881695.png

Also upon reading evaluate idea when the idea manager selects accept, it should automatically set to "In Backlog: from the State list, however it isn't doing so because of the above-mentioned.

 

 

 

Many thanks for any advice..

 

Cheers

Mike

 

1 ACCEPTED SOLUTION

Hi Saurav

I created a new custom table extended form im_idea_core and now the states are showing

 

Thanks

Mike

View solution in original post

12 REPLIES 12

Saurav11
Kilo Patron
Kilo Patron

Hello,

 

Is the screenshot from the Idea portal?

 

The states visible over there are the same one which are visible in the state field on idea form in the native UI.

 

Go to the idea for in the native UI and check all the state option available:-

 

Saurav11_0-1667276182043.png

 

Most likely you will not see those state in the Native UI as well. Configure dictionary for sate field and check the choices for idea table:-

 

Saurav11_1-1667276253719.png

 

Make sure for both the choices the inactive field is set to false.

 

Please mark my answer as correct based on Impact.

 

 

 

Hi Saurav

I checked this and the field is indeed there and active

MikeD1_1-1667335468940.png

I am using the idea table, which is extending im_idea_core. Is this the right use? I can't understand why the field is not available for use?

MikeD1_2-1667335837340.png

 

MikeD1_0-1667335395381.png

 

Hello,

 

Check if there are two In backlog options in state field one for idea and one for im_idea_core

 

Saurav11_0-1667357435380.png

 

If it is not there create one for idea as well then the option will be visible for you in the state of idea.

 

Please mark my answer as correct based on Impact.

Hi Saurav,

There wasn't one there for idea so I have now created it:

MikeD1_0-1667357913292.png

 

However it is still not available to add this choice?

MikeD1_2-1667358032344.png