---
sourceDocument: Zurich Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create an Idea from Universal Request

# Create an Idea from Universal Request {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an idea from a universal request after initial evaluation for a new product, feature, enhancement, or change.

## Before you begin

Role required: sn_uni_req.request_write or ITIL  
* Activate the Universal Request (com.snc.universal_request) and PPM Standard (com.snc.financial_planning_pmo) plugins
{#create-idea-from-ur__ul_ocb_njd_qpb}

## About this task

New idea is created in the Submitted state. You can edit your submitted idea in the Idea Portal after it has been submitted until the state is changed to Completed.

## Procedure

1. Navigate to Universal RequestsAll.
2. Open the universal request record from which you want to create an idea.
3. Select Create Idea.
4. On the form, fill in the fields.  
   For more information, see [Create an Idea form](https://www.servicenow.com/docs/HFyjGCTFVJqV4M8pmsp1CA "Learn about the fields of the Idea form. Use this form to create or edit the details of an idea in Innovation Management.").
5. **Optional:** If you have attachments related to the idea, select Add attachments and attach them.
6. Select Create.  
   The universal request number from which the idea is created appears in the header of the Idea form. The idea number appears in the Primary Ticket field on the Universal Request form.

## What to do next

[Evaluate an idea](https://www.servicenow.com/docs/40qvRe8~3Otf5n9lW2nEow "Review submitted ideas and then accept or reject them.") and [create a task from an idea](https://www.servicenow.com/docs/Ogz6T84Z22Ke~oTnv9VnQw "Create a task for planning and developing an accepted idea."), if selected for execution. If the idea cannot be implemented, transfer the idea to the relevant department as an INC, HRC, or custom task.

*[\>]: and then