Configure idea categories for transferring a request as an Idea

  • Release version: Xanadu
  • Updated January 30, 2025
  • 1 minute to read

    • Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.

    Before you begin

    Role required: admin

    About this task

    When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is transferred as an idea to another department.

    Procedure

    1. Navigate to All > Universal Request > Administration > Direct Transfer Configuration.
    2. Follow the steps as described in Direct transfer mapping.
    3. Select Submit.