Innovation Management(CRM #70000190)
Learn about the processes for innovative management.
Processes
This process is only available if the role has access to the “Core CRM Process Produkt Management Innovation” (1.6.1 / 70000160) process
Web Elements
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Process
Process Steps
Buttons
JavaScript
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Forms
Expand Configs
Field groups
Header groups
TableCaption
Special Header
Textgroup
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Trigger/Rights
CORE_IA_MovePhaseToBacklog
Change the “stage” field to the “Backlog” (1) catalog entry.
CORE_IA_MovePhaseToArchive
Change the “stage” field to the “Completed” (4) catalog entry.
CORE_IA_MovePhaseToEvaluation
Change the “stage” field to the “Evaluation” (2) catalog entry.
CORE_IA_MovePhaseToRealization
Change the “stage” field to the “Realization” (3) catalog entry.
CORE_IA_DV
Default values for the IA info area.
CORE_SE_UPD_SetReadStatus_IfEmpty
Change the “Read Status” field if the field is empty.
CORE_TW_UPD_SetPhaseToListen_IfEmpty
Change the “Phase” field if the field is empty.
New ideas have the „readonly“stage and the stage has to be “Backlog” (the default assignment via BASE could have been changed).
CRM users cannot edit the idea fields Title (4), Text (5), Votes (6), ExtPostId (9), Social Communication Layer (10) if the SocCommLayer is "business-centered". Updating these fields must be restricted in the rights settings. This restriction should be the default for all 'human' users in the CRM system. The technical users that are used by the Aurea CRM interface (social dispatcher, loop) must be allowed to change these fields.