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Status Shipped
Categories Branding
Created by Julie Edwards
Created on May 22, 2019

Ability to copy idea portal configuration

We have a lot of products set up in Aha and for various reasons, need/have lots of Ideas Portals.  Currently it is time consuming to set up new ideas portals.  It would be much quicker to be able to copy an existing Ideas Portals (e.g. the design elements, the customer css, the email templates) rather than copy/paste from an existing portal to a new portal.

  • ADMIN RESPONSE
    May 15, 2024

    Now you can quickly create a new portal that is configured just like an existing portal.

    Go to Settings > Account > Ideas portals. Find the portal you want to copy then click its More options [...] menu and select Copy. Doing so will duplicate the portal's settings and create a new portal configured nearly identically. Read here for more details.

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  • Guest
    Reply
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    Sep 22, 2023

    A true value add with incorporating this option. Would save a lot of time and seems like a big miss in the original design.

  • Dave Tucker
    Reply
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    Jul 31, 2019

    I support this. Setting a up a new portal can take a lot of effort so re-using existing portals as the basis of a new one is very useful.

    We are using a submit only portal for internal ideas use but the drop-down list of products is becoming excessive so I’d like to create another version and split the products between them to shorten the list. In effect it's like having a "load-balanced" portal - exactly the same but with different products.

  • +2
5 MERGED

Clone Idea Portal settings

Merged
It should be nice to have the possibility to clone idea portal settings to a new portal, or supplying some kind of idea portal template to a portal. We are using one portal per customer as a helpdesk system. So for every customer we have to setup ...
Guest about 8 years ago in Ideas 1 Shipped
5 MERGED

Template Settings or Create from existing Ideas Portal - Static Settings Only

Merged
We have very good Ideas Portals for User Feedback and Internal User Feedback, and we'd like to reuse these as 'patterns'. Having to create them from scratch is very laborious and prone to errors - have to carefully build side by side - ugh! A poss...
Kyle Crawford over 2 years ago in Branding 1 Shipped
1 MERGED

Ability to copy an ideas portal's config

Merged
It would be really useful to be able to copy an existing Ideas Portal (config only) instead of starting from scratch each time an Ideas Portal is required.
Julie Edwards almost 2 years ago in  0 Shipped
6 MERGED

Duplicate Ideas Portals

Merged
Give users the option when configuring a new ideas portal to duplicate one they already have and start from there. That way if they only have a few small changes they want to make, say one has a certain drop down the other doesn't, you don't have ...
Gary David over 4 years ago in Ideas portal 1 Shipped
2 MERGED

Idea portals should be able to inherit configuration from a root idea portal

Merged
We have three types of product: Enterprise - customers typically have multiple products and they get them through an ELA Portfolio - customers typically have one or more products from a portfolio or family of products Standalone - the product...
Guest over 7 years ago in Ideas portal 0 Shipped
1 MERGED

The ability to manage ideas portals at a product line or account level.

Merged
A template for the portals at the account or product line where I can make header, footer, terminology, ETC, updates and then push the update out to the portals within the account/product line.
Guest over 1 year ago in Ideas portal 0 Shipped