Aha! Roadmaps | Customize ideas

After you receive ideas through your ideas portal, you can customize them to make sure you're capturing key information and highlighting the most important insights.

Click any of the following links to skip ahead:

• Ensure information is complete

• Change the idea creator

• Configure ideas

• Vote insights

Ensure information is complete

Start with a quick review of new ideas from the Ideas Overview or a list report of your ideas to determine if you need more information. Click on an idea link to open its record drawer. If you need more information, you can comment on the idea publicly and everyone who has voted on the idea will be notified and can respond back. If you want to collaborate with just your team, comment privately on an idea and non-Aha! Roadmaps users will not be notified.

Your customers submit ideas in your ideas portals using the Ideas portal — Ideas layout. You can customize this layout for each of your portals to gather relevant information from your different audiences. By default, the ideas submission form is a single step. If you are an Aha! Ideas Advanced customer, you can create multi-step dynamic forms with conditional rules, such as showing or skipping specific steps during the idea submission process.

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Change the idea creator

You can change the name of the person who initially submitted an idea to your ideas portal. This is helpful in situations where the idea may have been verbally communicated by one person, but submitted to your ideas portal by another. Simply open the ideas record drawer, and then select a creator from the list of users.

If an idea creator has not created a profile in your ideas portal — or has created a profile but has not added a first and last name to their profile — then their name will appear as Guest.

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Configure ideas

In addition to merging an idea, you can use an idea's More options button to further configure it or the idea record type:

• Merge idea will merge one idea with another.

• Link to another record to create a record link.

• History shows you an audit log of changes made to the idea.

• Add custom field adds a custom field to the ideas form layout. You can also create custom fields in Settings ⚙️ Account Custom fields, of course, but this option is useful for times when you realize you need to add a custom field but do not want to leave the page and lose context.

• Edit custom field layout pulls up the Ideas portal — Ideas layout, which lets you add, remove, or rearrange existing custom fields. Again, you could edit your idea's layout in Settings ⚙️ Account Custom layouts, but this option lets you edit your Ideas portal — Ideas layout without leaving the idea itself.

• Add automation rule takes you to Settings ⚙️ Workspace Automation, where you can add a new automation rule. Automation rules, available to Enterprise+ customers, are useful for streamlining your workflows and driving consistency across your workspace.

  This option will only appear in the More options button for Enterprise+ customers.

• Copy idea copies the idea, including to-dos and to-do assignees (but without to-do due dates).

• Delete idea deletes the idea.

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Vote insights

From the Votes tab of an idea, glean greater context into its popularity. You will see the number of votes as well as a chart showing voting trends over time.

All unique votes for an idea that you decide to merge will automatically be added to the total votes on the primary idea.

If you have Aha! Ideas Advanced functionality in your account, you will also see other insights, including organization count, total opportunity value, proxy vote count, and ranking within the workspace or category. The information shown will vary for each idea based on available data. From the Related tab, Ideas Advanced users will see a list of similar ideas and ideas popular with the same set of voters.

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