- Release Notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Dashboards
- Share Idea or Automation
- My Tasks
- Notifications
- Email Notifications
- Resources
- Studio Integration
- Task Capture Integration
- Automation Store
- Additional Resources
Following
When accessing this page you can see all the ideas and automations that you marked as Following in a tabular view. For details on how to follow an idea/automation check the or .
The ideas are displayed in a tabular view where the following options are available: :
- Search for a particular idea.
- Sort the type of ideas you want to view by applying the available filters.
- Show/Hide the columns from the list.
- Apply relevant filters for every column displayed.
System Admins, Program Managers, and Idea Approvers (for ideas) and Business Reviewers and Technical Reviews (for automations) can access a set of options available by clicking the three-dotted icon under the Actions column. These allow them to:
- Approve the idea/automation and sent it to the Assessment Phase.
- Reject the idea/automation so it will not be queued for implementation and change their status to Rejected.
- Put on Hold the idea/automation in order to gather more information or discuss it at a later time.
- View Automation Profile by opening the or . This page contains all the item details.
- Quick View the idea/automation description, and general information in a pop-up page.
- Archive the idea/automation. This signifies that the idea/automation will not be queued for implementation and will no longer appear on the Explore Ideas or Automations pages.
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Delete the idea/automation in order to remove all its details from the platform.
To see the complete list of actions, check the Automation Phase and Status page.
Note: Depending on the idea/automation phase and status the options available under the Action column are different.Check Column Information page to see more information about the available columns.
