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Managing Ideas Forums

This feature is available in Ultimate edition only.

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A forum is an area within the Ideas system where users can submit and collaborate on feature requests, enhancements, and feedback related to a specific topic. VersionOne members who have been designated as Ideas Administrators and Forum Administrators  can perform all the functions required to manage the forums to which they are assigned and the customer-submitted ideas contained within.  

When working with forums, here are a few important items to remember:

  • The Ideas menu options are only visible to members who have been designated as Ideas Administrators or Forum Administrators. See Ideas Administrator Roles for additional details.

  • Each forum is completely independent. Ideas in one forum are not related to ideas in another forum.

  • Idea counts, vote counts, and searches are at the forum level.

  • You can have an unlimited number of forums.

  • Ideas Administrators can manage all of ideas within the entire Ideas system.

  • Forum Administrators can only manage the ideas in the forums to which they are assigned.

To manage forums and ideas, your Ideas Role must be set to Ideas Administrator or Forum Administrator. See Ideas Administrator Roles for details.

Accessing Forums and Ideas

To access the internal view of the Ideas system, select Product Planning > Ideas Forums.

Forums

Viewing Forum Details

  1. From the Product Planning menu, select Ideas Forums.

  2. Click on a forum title. The Forum Details page displays more information about the forum and allows you to make changes. To learn more, see Ideas Forum Details.

Creating a New Forum

  1. From the Product Planning  menu, select Ideas Forums.

  2. Click the Add Forum button, and then enter the following information the the Forum window:

    • Title
      The name of the forum that displays in the Welcome message and in the forums list.

    • URL Folder
      Displays in the URL (Cannot be changed later). It is tied to the title of the forum and the URL folder name is appended to the base URL of the Idea's forum.

    • Welcome Message
      The message that displays at the top of the forum.

    • Public (default)
      Allows all users unrestricted access to the forum's content.

    • Private
      Restricts all access to this forum except for the users/domains listed in the Privacy field below.

    • Privacy
      The list of email addresses (separated by commas) or domains (e.g., ourcompany.com) of the users who can access to the forum. Leave this field blank if you want to restrict all access. This can be helpful when setting up a new forum. See Creating a Private Forum below for more details.

    • Owner
      The designated internal point of contact for the forum.

    • Hide Votes if Completed
      Displays the completed icon instead of vote totals for completed ideas to prevent invalid comparisons to historical totals.

  3. Click OK.

Editing a Forum

  1. From the Product Planning menu, select Ideas Forums.

  2. Click Edit next to a forum name, and then modify the details as appropriate.

  3. Click OK.

Creating a Private Forum

By default, all forums are public. This means that anyone can browse and search all forum content anonymously without registering. "Private" forums, however, are restricted and can only be viewed by selected users. Note that users are required to register before they can access the forum content.

To create a new private forum, follow the steps in Creating a New Forum above.

If you want to make an existing forum private, follow these steps.

  1. From the Product Planning  menu, select Ideas Forums.

  2. Click Edit next to a forum name.

  3. On the details page, select the Private radio button, and then enter the email addresses (separated by commas) or domain names (e.g., yahoo.) of the users who should have access to this forum.

  4. Click OK.

Forum Administrators

Forum Administrators can manage what happens within a forum and the flow of information between the VersionOne and the Ideas add-on. Note that Forum Administrators can only manage the forums to which they are assigned. Ideas Administrators, however, can manage all forums within the system. Refer to Ideas Administration Roles for additional details.

Adding a Forum Administrator

  1. From the Product Planning  menu, select Ideas Forums.

  2. Click on a forum name, and then click on the Forum Security tab.

  3. In the Create Ideas User Account window, enter a member's name and email address.

  4. Click OK.

Removing a Forum Administrator

  1. From the Product Planning  menu, select Ideas Forums.

  2. Click on a forum name, and then click on the Forum Security tab.

  3. Click Remove next the the member you want to remove.

Note that Ideas Administrators (shown in grey text) can also manage all of the forums within the Ideas system. They cannot be removed from the Forum Administrator's list.

If you want to view an individual member's Ideas Administration role, you can do so on the Member Details page.

Forum Categories

Categories allow you to segment the collection of ideas within a forum. Note that external users are required to select a category when they submit an idea.

Creating and Assigning a Forum Category

  1. From the Product Planning  menu, select Ideas Forums.

  2. Click on a forum name, and then click on the Categories tab.

  3. Click the Add a Category Inline button.

  4. Enter the category name, and then click Save.

Note that categories cannot be deleted but can be edited. 

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