Aha! Roadmaps | How promoted record status drives idea status

When you promote an idea to another record type (initiative, epic, release, feature, or requirement), idea itself will move to the first status in the In progress status category on the ideas portal automatically.

Only ideas promoted to another record will be automatically updated as the record moves through its status workflow. Ideas you link from a record's Research tab will display votes and organizations, but not automatically change their status.

To share more information about the status of ideas submitted by customers, you can publish more details — like who the ideas is assigned to or what release it was shipped with — for an enhanced portal experience.

Idea status changes are driven from three actions:

• When you promote a new idea to an initiative, epic, release, feature, or requirement

• When you complete a promoted record that is linked to an idea

• When you manually change the status of that idea

Promoting an idea to a new record causes the status of that idea to change to the first idea status that's in the category In progress. If you customize the default ideas workflow, you need at least one status in the category of In progress for this automation to work.

• If you are using a fixed workflow for ideas, check that the first status in your workflow has a status transition configured to the first status in your In Progress status category. This ensures that records can be promoted and change in status as expected.

• Linking an idea to an existing record does not automate a status change, so you must manually change the status if you wish to. Customers in the Enterprise+ plan can automate more status changes, as well as create other rules with automation.

When you change a record's status to Shipped, it will change the status of the idea to the first status that is in the status category of Shipped.

By default, the Shipped record category is in the status category of Shipped. If you change your statuses, ensure that at least one is the category of Shipped to ensure this automation is available.