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Status Shipped
Categories Voting
Created by Guest
Created on Jun 9, 2020

Add upvote by organization in idea submission form

Our ideas portal is private, and primarily used by customer-facing stakeholders including sales and support. Since an idea does include a vote because it in itself is an idea and therefore has to be requested or "voted" on by someone or some org in order to be submitted.... it seems that it would be logical to allow organization inclusion upon submission.

Our current workaround with this limitation is that we have to ask our stakeholders internally to add another step to their workflow when they are submitting an idea on behalf of a customer which is not ideal.

1) create idea and submit it

2) go back into idea and add proxy vote, add organization

Overwhelmingly our ideas are submitted on behalf of our customers, so this is more common than not for us.

    Nov 6, 2023

    Now it is easier for your colleagues to capture a proxy vote on a new idea!

    If proxy voting is enabled in a portal, the "Add idea" form now has a button for "Add idea and proxy vote". This is the default button and will automatically open the proxy vote form to capture any customer details.

    The button label can also be customized in portal terminology settings.

    Let us know how this helps!

  • Attach files
  • Guest
    Sep 15, 2023

    We have the same exact scenario and need.

  • Dan Jeffery
    Jul 4, 2022

    We also have the exact same requirement. Without this we will have to put the burden on either the Customer Success teams as Shri as set out below, or we are going to have to create an additional custom list field that matches the organisations list and then ask the PMs to add the relevant 'organsitaions' as part of their workflow; either way, this is going to result in either party forgetting to take action and therefore missing crucial information. It would also be great to be able to see the additional organisations within an idea on the portal that have been added as a result of the proxy vote. This way all internal users can see who and how many organisations are linked to it.

  • Shri Iyer
    Jul 1, 2022

    We have the exact same use case. Customer support teams file the idea but forget to add a proxy vote. As a result, we have to constantly keep chasing them up to submit a proxy vote. Having the proxy voting be part of the submission step would eliminate the round trip with the filer.

  • Guest
    Nov 8, 2020

    Was sent here by support as well, just wanted to say we're looking at almost the exact same situation. There's a lot of similarities between this and Idea 7880.

  • +2

Allow user to proxy vote upon Idea creation

Currently, we have a custom field for "customer" on the Ideas form. This field pre-dates the proxy voting functionality. We have been trying to get rid of this custom field and move everyone to proxy vote, but one of the complaints we get is that ...
Guest 10 months ago in Voting 0 Shipped

Add the organization field to an Idea Portal layout for ideas created by internal users.

Organizations can only be added to an idea when created by an internal users by adding a proxy vote which is a cumbersome extra step. It is also skews statistics by requiring an additional proxy vote to add the organization. Have the organization ...
Guest about 2 years ago in Ideas portal 1 Shipped

Allow Organizations to be added as a drop-down menu in the Create Idea form

We have internal users of our private ideas portal who represent external customers. we want our internal users to be able to identify the external customer from a drop-down list (of Organizations) while creating an idea, without having to submit ...
Bridget Jaspart about 2 years ago in Ideas portal 1 Shipped