To automatically assign ideas to evaluation teams, you have to set up some rules.
1. Click on Admin, then select the channel in which you want to set up rules to automatically assign ideas.
2. Click on Process in the left side navigation.
3. Scroll down to the column "Auto-assign", then click Add rules under the stage where you want ideas to be automatically assigned to evaluation teams.
4. Choose which action should trigger the auto-assignment. You have the following options:
- Auto-assign all newly submitted ideas.
- Auto-assign ideas, where a certain option has been selected in the idea submission form.
Auto-assign all newly submitted ideas
1. To auto-assign all newly submitted ideas, select New idea submitted from the drop-down.
2. Now select the Evaluation Team to which the ideas should be assigned.
3. Decide whether or not evaluators should be notified when new ideas are assigned to them. Also decide if users should be required to submit for evaluation before the ideas are assigned to the evaluation team - this is mainly relevant for later stages to ensure that users update their ideas before they are submitted for evaluation.
4. Click on Save to save your rules.
Auto-assign ideas, where a certain option has been selected in the submission form
1. To auto-assign ideas, where a certain option has been selected in the submission form, select Option in submission form selected.
2. Select the Submission form field that should trigger the auto-assignment from the drop-down menu and then decide, which option selected in the submission form should be assigned to which evaluation team.
3. Decide whether or not evaluators should be notified when new ideas are assigned to them. Also decide if users should be required to submit for evaluation before the ideas are assigned to the evaluation team - this is mainly relevant for later stages to ensure that users update their ideas before they are submitted for evaluation.
4. Click on Save rules to save your rule.
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