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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure idea categories for transferring request as Idea

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.

Parent Topic:Configuring Innovation Management