Transferring Ideas to Other Apps

You can create an idea that you can transfer and use in other apps. For example, to create a requirement in the Requirements Manager app.

Before you begin:
  • You have been granted the owner 3DSwym role. See 3DSwym Roles to know more about your create, read, update and delete rights while working with ideas.
  • The idea must have the right maturity status. See Changing Ideas Status.
    Note: The minimum required status of an idea to create a requirement is defined by the owner of the community.
  • You have access to at least one collaborative space, and have been granted the required rights.
  • You have been granted at least a role allowing you to transfer the idea. For example, Requirements Manager.
  1. Open the idea.
  2. At the bottom of the body of the idea, click Transfer this idea to an app > Transfer.
  3. In the Transfer this idea dialog box, select a category in the first choice list. For example, a requirement.

    Depending on the selected category, the proposed choices may vary. For example, if you select Requirement, then you will only have to select a collaborative space. For more information about the available choices when selecting a different category, see the target app to which you want to transfer your idea.

  4. If you have several collaborative spaces and you do not want to transfer the idea to the one that is proposed by default, select one in the list.
  5. Click Transfer your idea to a [Name of the target app].

The idea is transferred to the selected app. For example, if you have selected Requirement the idea will be transferred to Requirements Manager.

A link to the object is created in the target app at the bottom of the body of the idea that is visible to all the users. You can still comment the idea but you cannot edit or delete it unless you click in front of the link.

Important:
  • Deleting the link between the idea and the created content does not delete the target content. For example, if you have created a requirement, the requirement will be kept in Requirements Manager.
  • Only a platform administrator can edit or delete an idea attached to the content created in the target app.

Note: See the target app User's Assistance to know more about how to interact with the created content in the given app.