Aha! Roadmaps | Merge ideas

Reduce redundancy in your ideas list by merging ideas. Merging ideas combines them, gathering all voters and subscribers into one primary Aha! Ideas record. When you comment on or ship the idea, everyone subscribed to it will be notified.

Click any of the following links to skip ahead:

• Overview

• Merge ideas

• Merge ideas in bulk

• Unmerge ideas

• Report on merged ideas

Overview

Workspace owners can merge two or more ideas into a single idea record. Merging ideas creates a "primary" idea that is visible in public or private portals. Subscribers of all merged ideas will become subscribers to the primary idea and will receive comments and updates.

Merged ideas link to the primary idea, display the primary idea's status, and remain synced with the primary idea. For example, if the primary idea's status or score changes, the merged ideas' statuses and scores will update as well.

Merged ideas will display a Merged label in your ideas portal. Portal users can view them on the primary idea, through the My ideas filter, and via search.

Internally, you will see all merged ideas as linked records on the primary idea's Research tab, so you can review them when you need to.

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Merge ideas

When you identify two ideas you want to merge, decide which one you want to be the primary idea. Pick the idea that best captures the value of the concept — you will merge the other idea to it:

• Open the idea you want to merge and access its More options menu. Then select Merge idea.

• In the next window, select the idea you want to merge it into.

• Select Merge idea.

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Merge ideas in bulk

• Make a list report that includes ideas you may want to merge.

• Select the ideas you want to merge together and click Bulk edit.

• In the bulk edit menu, find Merge into at the top of the list under Idea actions.

• Select the idea that you want to be the primary idea.

• Click Apply to merge all the selected ideas into the primary idea.

  

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Unmerge ideas

To unmerge ideas, click an idea's More options menu and select Unmerge ideas. This will remove the relationship between ideas and make them individual ideas again. When unmerged, the ideas will retain their original votes.

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Report on merged ideas

Use the Idea merged field in reports to filter ideas. This enables you to filter to show merged, non-merged, or all ideas in your report.

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