You can use the Ideation list to easily manage your site's Ideas. On this page, you can:

• search for Ideas,
• filter the list of Ideas,
• manage the Categories, Communities, and Statuses of your Ideas, and
• delete Ideas.

Access the Ideas list

1. In the Admin Toolbar, click Admin.

2. Navigate to Feedback > Ideation > List.

The Ideas list defaults to your Active ideas. You can also access a list of ideas that have been deleted (described in the next section).

TIP: On list pages, you can manage which columns display and the sort order of the columns' data, as described in Manage list columns and data display, below.

Deleted Ideas list

The Deleted Ideas list displays a list of the ideas in your account that have been deleted.

• Click the down arrow to the right of the page title and click Deleted.

The Deleted list is simply a historical record of now-deleted ideas.

• You cannot "undeleted" or "re-activate" a deleted idea.
• You can search for deleted ideas and filter the list.
• You can select an idea and click View to access its Details page.
• The Delete and Update buttons are inactive on this list.
• Delete Ideas describes the various places and ways to delete an idea.

Search & filter the list

At the top right of the list, you can use the search and filter features to quickly find Ideas.

Search

Click the magnifying glass icon to expand the search field.

• The list automatically updates with each typed character and displays all matching records.
• The search queries the Idea Title, Unique ID, Author, or Author Email fields.
  • NOTE: When searching by Unique ID, you must input the full ID.
• Click the X to clear the search field and restore the original list.

EXAMPLE: In this example, "add" yields several ideas that have "add" in their title.

Filter

Click the filter icon to access the Filter dialog on which you can apply filters to refine the list.

• You can filter by Status, Community, Categories, and by whether an Idea has an Official Response; click Apply.
• When the list is filtered, the filter icon is solid orange (i.e., filled in).
• Click the filter icon and click Clear Filter and then Apply to restore the original list.

Update options

When you select one or more ideas, the Update button in the upper right is enabled.

• Click the button to choose an option (Status, Community, or Categories) from the menu.

The Update options are described in the sections that follow.

Learn how to maximize the multi-select functionality on this page in Multi-select for bulk management, below.

Manage an Idea's Status

The following steps describe how to manage the Status for one or more ideas.

• An idea can have only one Status.
• A Status can be applied to any number of ideas.

After you update an idea, be sure to review the list to verify your changes.

To manage Status:

1. Select one or more ideas in the list.
2. At the top right, click Update > Status.
3. On the dialog, click the dropdown to select a different Status.
4. Click Save.

Manage an Idea's Community

The following steps describe how to manage the Community association for one or more ideas.

• An idea can be associated to only one Community.
• A Community can have any number of ideas associated to it.

After you update an idea, be sure to review the list to verify your changes.

To manage Community:

1. Select one or more ideas in the list.
2. At the top right, click Update > Community.
3. On the dialog, click the dropdown to select a different Community.
4. Click Save.

Manage an Idea's Categories

The following steps describe how to manage the Categories for one or more ideas.

• An idea can be assigned to one or more Categories.
• A Category have any number of ideas assigned to it.

After you update an idea, be sure to review the list to verify your changes.

Update Categories dialog differences

The Update Categories dialog displays differently when one idea is selected versus when multiple ideas are selected.

One idea selected

Whether the idea you've selected has one or multiple Categories:

• those Categories display in the New Categories field and
• there are no radio buttons.

Multiple ideas selected

Whether the ideas you've selected have only the same Category or they have multiple, different Categories:

• the New Categories field is blank and
• the two radio buttons display (as shown in the example below for four selected ideas).

To manage Categories:

1. Select one or more ideas in the list.
2. At the top right, click Update > Categories.
3. On the dialog:

• • Click into the field to select one or more different Categories.
  • Click the "x" on a Category pill to remove that Category.
  • (For multiple ideas only) Accept the default, Append to existing categories, to assign the idea to Categories in addition to the existing ones OR click Replace existing categories to replace all existing Category assignments with your current selections.

4. Click Save.

Multi-select for bulk management

The Ideas list supports multi-select functionality, so you can simultaneously manage several ideas.

When you select multiple ideas, you can:

• change the Statuses of all the selected ideas,
• change the Community of all the selected ideas,
• change the Categories of all the selected ideas, and
• delete all of the selected ideas.

Select multiple Ideas

The left-most column of the Ideas list has selection checkboxes. You can:

• check the boxes of several ideas (sequential or non-sequential) or
• check the box in the header row to select all (and deselect all) ideas.

You can also use the following key-click methods of multi-select.

• To select more than one idea, hold the Ctrl (Windows) or command (Mac) key and select each of the other ideas that you want to manage; these can be sequential or non-sequential ideas.
• To select a continuous list on Windows and Mac, click one idea, then hold the Shift key and click the last idea. The first and last ideas and all ideas between them are selected.

TIP: After multi-selecting, but before acting on the selected Ideas, you can add and deselect ideas via the check boxes to their left.

After selecting multiple ideas, you can:

• Click Update to manage the Status, Community, and/or Categories for the selected ideas, as described in the respective "Manage" sections above.
• Click Delete to display the Delete Confirmation dialog to confirm the deletion.
  • You can choose whether to notify all associated authors of the deletion.
  • Learn how users and Super Admins can delete ideas in the community in Delete Ideas.

Manage list columns and data display

The Ideas Active and Deleted list pages have several columns and you can manage which ideas display and how.

You can show/hide columns to display just the data you want.

• Click the columns count below the list to show (checked) and hide (unchecked) columns in the current view.
• Idea Title is hard-coded to always display; you cannot hide it.
• The left-to-right display of the columns is hard-coded; you cannot re-order them.

You can control how the ideas display in the list (e.g., chronologically, alphabetically). The default sort order is A-to-Z or newest-to-oldest.

• Click a column header to sort the list on that column's data.
• Click the same column header to reverse the sort order (i.e., Z-to-A or oldest-to-newest).
• A column that is sorted on is indicated by an arrow icon in the column heading. The direction of the arrow indicates the sort order (as shown on the Author column below).

Export your list of Ideas

You can export the list of ideas if, for example, you want to share it with colleagues or to have an editable and customizable file.

• The export generates a .CSV file, Ideas.csv, that includes the complete list of ideas.
• The export file includes all of the list columns, including any that are hidden.
• The "complete list" is irrespective of any filtering and/or search refinements that affect the current display.

Click the down-arrow icon at the top right to generate Ideas.csv.

After the download is complete, you can customize the file (rename it, move and delete rows and columns) in your preferred spreadsheet application.