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Status Future consideration
Categories Ideas
Created by Dale Crane
Created on Feb 21, 2022

Make templates available for Ideas

Other record types have the capability to set a template for the description. I would like to be able to do the same for the Idea record type.

  • Attach files
  • Remi Dobson
    Jul 8, 2022

    I would love this too. We have field hint text to try and encourage people to use a certain format but once you start typing in the box it disappears and they tent to ignore the help icon where the hint is also placed.

  • Colonie Martin
    Mar 31, 2022

    As the Description Field in Ideas appears to be required I would like to add a user prompt to help submitters know what information to include in it. Is that possible?

    I'd like to be able to add this information:
    Description
    Summarize your idea in a sentence.
    Example: Add the ability to create quotes that can be converted into invoices if accepted.

  • Alia Abboud
    Mar 15, 2022

    I am new to Aha! and would love to use this in particular to standardize incoming ideas from internal stakeholders. We have a template for them to use, but they usually forget to use it, which causes us to need to follow up to ask for more details.