Customize Idea Screen Fields
As an Admin, you can customize which fields to see, using the Configure Layout option. This sets the same view for all users. All other user types cannot edit the Portfolio item screen fields and layout.
The details need to be configured individually for each hierarchy level (Bet, Initiative, Idea). Changes will be applied to all items at the level of hierarchy, both existing and new ones.
Best practice: Move less important fields to the bottom of the screen. By default a custom field will not display if archived.
Change Idea Screen Layout
You can select between a Slide screen (“drawer”) or the legacy Popup screen (“Lightbox”). The Slide Screen lets you see the whole page while viewing an epic or initiative. The Popup lets you focus on the selected epic or initiative. Your preferences will be saved but you can change it at anytime.
Set Required Fields
Admins can set 'required fields' in any portfolio item lightbox. If a user simply opens and closes an epic/portfolio item, required fields will not be enforced. Admins can set the fields as required with the following steps:
- As an Admin, you can make a field 'required' by simply checking a box next to the field in the lightbox field configuration (3 dots > ‘Configure layout’). All required fields will be shown above the line, ensuring no mandatory field is hidden.
- When creating or editing a portfolio item, required fields will be clearly marked with a red star and highlighted with a light pink shade if left empty. If a user tries to close or click away without completing these fields, a pop-up will remind them to fill out all required fields or cancel their changes.
- For items created from import, editors or admins will be prompted to enter values.
- Different mandatory field configurations are required for each hierarchy level.
Set Data for Propagation between Hierarchy levels
Admins can set which fields should be automatically propagated from the parent to the child portfolio item at each level. Admins and Read-Only users can view, but cannot modify, the propagation rules set by the Admin. The following rules apply:
- Creating a new item: If a parent item is selected, only empty values will be propagated. Existing values will not be overwritten.
- Unlinking item from parent: If an item is unlinked from a parent, propagated values will remain intact.
- Linking to a new parent: If an existing child item is linked to a new parent, empty values from the new parent will be propagated, populated values will not be overwritten.
- Editing linked child item: When an idea linked to a parent is edited, values will not be propagated.
- Importing: Propagation will not occur during an import process.
- Linking Directly to Idea from Bet: If an item is linked directly to an idea from bet, values will also propagate.
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