--- 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 --- # Migrating from the legacy Ideas application to Idea Portal # Migrating from the legacy Ideas application to Idea Portal {#ariaid-title1} Release version: Zurich Updated July 31, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Migrating from the legacy Ideas application to Idea Portal When upgrading to the Zurich release, ServiceNow customers need to complete specific migration tasks to transition from the legacy Ideas application to the new Idea Portal. The new Idea Portal introduces updated idea states, enhanced category management, and improved options to convert ideas into work entities, supporting a more streamlined innovation process. Show full answer Show less ## Idea States The Idea Portal introduces new idea states such as Completed, Under Review, and In Backlog, which correspond to existing legacy states but provide more granular tracking. These states are now stored in the **Idea \[imideacore\]** table. Customers can continue using their current states or switch entirely to the new states by updating the Choice \[syschoice\] table and removing old states if desired. ## Idea Categories Ideas can now be organized more effectively with categories to group ideas by product, department, or business unit. If existing ideas lack categories, customers should create new ones or map existing categories to the default new categories provided. This mapping requires scripting to establish many-to-many relationships between ideas and categories, which is necessary for ideas to appear correctly in the Idea Portal. ## Converting Ideas to Work Entities The Idea Portal supports converting ideas not only into demands but also into projects, epics, or stories, enhancing workflow integration. This functionality requires enabling Agile plugins such as Agile Development 2.0, Scaled Agile Framework (SAFe), and Continual Improvement Management. Customers can control conversion options by disabling the Create Task button or other buttons on the Idea form to restrict conversions as needed. ## Business Rules and Navigation Customers should review and adjust existing business rules on the idea table, disabling those that are no longer applicable. To encourage adoption of the new Idea Portal, remove navigation links for the legacy Ideas application from the application menu and deactivate the Submit an Idea option in the Service Catalog. If you're upgrading to the Zurich release, complete the migration tasks after the upgrade to start using the new Idea Portal. Review the following information and make any necessary changes to your configuration: ## Idea States {#migrate-legacy-to-new-ideas__section_fpk_kc5_b3b} The new Idea Portal provides new idea states such as Completed, Under Review, and In Backlog, which are mapped with your existing idea states. The following tables provide a comparison to the existing idea states and the equivalent new states with their values.{#migrate-legacy-to-new-ideas__table_f4v_qsh_fdc__entry__2} | Idea State | Value | |-|-| | Draft | -5 | | Submitted | 1 | | NA | NA | | NA | NA | | Accepted | 2 | | NA | NA | | NA | NA | | Closed complete | 3 | | Closed skipped | 7 | | NA | NA | | NA | NA | [Table 1. Legacy Ideas application] {#migrate-legacy-to-new-ideas__table_f4v_qsh_fdc}{#migrate-legacy-to-new-ideas__table_syf_rsh_fdc__entry__2} | Idea State | Value | |-|-| | Draft | -5 | | Submitted | 1 | | Under Review | -1 | | Need more information | -2 | | In Backlog | 2 | | Planned | 4 | | In Development | 5 | | Completed | 3 | | Unlikely to Implement | 7 | | Duplicate | 8 | | Already Exists | 9 | [Table 2. Idea Portal] {#migrate-legacy-to-new-ideas__table_syf_rsh_fdc} Starting with the Zurich release, idea states are stored in and retrieved from the Idea \[im_idea_core\] table. You can continue to use your existing idea states along with the new idea states. However, if you want to use only these new states for managing your ideas, navigate to the Choice \[sys_choice\] table and delete the old idea states. ## Idea categories {#migrate-legacy-to-new-ideas__section_q15_vm5_b3b} Organize your ideas using categories, for example, to group ideas that are relevant to a particular product, department, or business unit. If your existing ideas are not associated with any category, [create new categories](https://www.servicenow.com/docs/Oy5TaBpDpQk2nVf0DaTXNQ "Map an idea category table with an Idea module to specify the category options listed on the Idea Portal and the create an idea form.") or select an existing table to [define categories](https://www.servicenow.com/docs/Oy5TaBpDpQk2nVf0DaTXNQ "Map an idea category table with an Idea module to specify the category options listed on the Idea Portal and the create an idea form.") to which you can map your ideas. The Ideas application also installs a set of default new categories to which you can associate your existing ideas. If your ideas are already associated with categories and you want to use the new categories, you can map your existing idea categories to the default new categories. You then write and use a script to create m2m mapping between existing ideas and categories. Note: You must map an existing idea with appropriate categories for your ideas to appear in the Idea Portal. ## Converting ideas to demands or project, stories, initiatives, and epics {#migrate-legacy-to-new-ideas__section_x24_1kv_b3b} You can convert an idea into work entities other than demands. The Create Task button enables you to convert an idea into a project, epic, or story and a demand is set to available in the Idea form. You must have the required Agile plugins Agile Development 2.0 and Scaled Agile Framework (SAFe) and Continual Improvement Management installed to view these options. To allow conversion of ideas only to a demand, disable the Create Task button and continue using the Accept button or disable the Accept and Defer buttons to use other options. For more information see, [Using the form designer](https://www.servicenow.com/docs/access?context=c_FormDesign&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US). ## Business rules {#migrate-legacy-to-new-ideas__section_hrx_3nv_b3b} Review the existing business rules in the idea table. Set the business rules that you don't want to apply as False. ## Navigation for legacy Idea application {#migrate-legacy-to-new-ideas__section_rht_znv_b3b} To encourage your users to submit ideas through the new Idea Portal, remove navigation for old Idea application from the application menu. Also deactivate the Submit an Idea option from the Service Catalog. For more information see, [Enable or disable an application menu or module](https://www.servicenow.com/docs/access?context=t_EnDisableAppMenuOrMod&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US).