Approve or Reject an Idea

You can only approve or reject an idea if you are an Admin or an Editor. Depending on your notification settings, you will receive an email when someone in your organization submits an idea.

To find an idea, simply go to the Ideas tab in the navigation bar. There are three places to approve or reject pending ideas:

1. On the catalog screen, you can click Approve or Reject in the Status column (1).

2. You can select ideas in bulk and approve or reject them by clicking the appropriate action in the More menu (2).

   Note: This option allows you to approve an idea that was previously rejected.

3. Click the Title of the idea to view it in detail (3). You can approve, reject or archive on an idea screen.

Use the activity box to collaborate with other users. You can @mention users or simply leave a comment where the owner will be notified. The activity box can be used before and after the idea is approved or rejected.

Note: You can only @mention contributors if they have created the idea.

Tip: If you are rejecting an idea, you should add a comment in the activity feed to let the user understand why the idea was rejected. Remember, a rejected idea can still be approved, so it's also worth explaining how the idea can be improved. Your comment will be included in an email notifying the idea contributor of it's rejection.

Approved Ideas - What's Next?

An approved idea turns into a piece of content and the contributor is notified by email.

If you approved on the idea screen, you are taken directly to the content page. Find the idea details in the Idea section at the top of the page. Click the + to expand this section. Click the idea hyper link to go back to idea page.

If you approved the idea on the catalog screen, you can access the associated piece of content by clicking the hyperlink on the idea screen (as highlighted in the example below).

For more information on working with Content, see Catalog and Content Overview.

Approved Ideas from Crowdsourcing

If the approved idea is from Crowdsourcing, it is best practice to change the idea into the appropriate content type once the idea is approved into content.

For instance, if you want to move forward with a blog post idea, you will need to change the content type from the Crowdsource form idea to the Blog Post content type. This will allow you to move forward creating the blog post with the correct body, custom fields, and workflow.

To do this, scroll down to the Additional Information section, then click the drop-down menu and select the desired Content Type.

Once you select the appropriate content type a pop-up window will appear asking you to choose how you'd like the workflow to appear on the new content asset.

It is a best practice to choose the option to replace the existing content type's workflow with the new content type's workflow. This will allow you to begin the new piece of content with the appropriate workflow for that content type.

If the custom fields are the same on the new content type, the information will transfer over to the content area of the asset. If it does not, that information will still live in the idea section for that asset. No information will be lost.