Everything You Need to Know About 'Linking Submissions'!
Within Pipeline Management and View Idea 2.0 page, the administrator is able to link submissions. This allows the administrator to create distinct relationships between the submissions that are coming in - as well as create shortcuts to ideas that are similar. Let's see the information below!
To Link Submissions from the Step View, the administrator can select two or more submissions and either click the "Actions" button or right click and then select "Link Submissions"
Depending on what you have set as your Submission name within Site Setup > Ideas > Ideas, you may see this labeled differently.
To confirm click "Link Submissions"
To Link Submissions from List View, the Administrator can highlight the submissions by selecting the checkbox in the left column and then click the "Actions" button, or right-clicking and then select "Link Ideas"
Note: Depending on what you have set as your Submission name within Site Setup > Ideas > Ideas, you may see this labeled differently.
Within List View the administrator has the ability to view linked submissions within that Pipeline.
Within this view the administrator can also unlink submissions by hovering over any of the linked submissions and clicking on the "X" icon.
The submissions will be noted to be linked for both administrators and end users.
NEW - You can now link any Submission to one another across all Initiatives! If there is a Submission that provides great value to another Submission, but they are both in separate Initiatives, you can now link them to each other!
Comments on linked submissions are not shared, they are respective to the submission they were made on.
There is no limit to how many submissions you can link in Pipeline or View Idea 2.0 page.
There is no current API for linked submissions.
Linking submissions have no affect on action item scores and/or the evaluation process - It is just a reference to submissions for better decision making.