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Define Picklist Values for the Categories and Status Fields

For zone members to assign categories to an idea or view an idea's status, the Ideas administrator must define picklist values for the Categories and Status fields.

Required Editions

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User Permissions Needed
To define picklist values: Customize Application

For zone members to assign categories to an idea or view an idea's status, the Ideas administrator must define picklist values for the Categories and Status fields. These fields are available only in an Ideas community and not in an Answers community.

Categories are administrator-defined values that help organize ideas into logical subgroups within a zone. The View Category dropdown list on the Ideas tab lets users filter ideas by category. The Categories picklist on the Post Ideas page lets users add categories to their ideas.

An idea's status helps zone members track the progress of the idea. For example, “Under Review”, “Reviewed”, “Coming Soon”, and “Now Available” are common status values an administrator can define and assign to ideas. An idea's status appears next to the idea's title for all zone members to see.

Note
Note If the Category field is displayed (instead of Categories), then your zone members can assign only a single category to an idea. To allow them to assign multiple categories to an idea, from Setup, enter Ideas Settings in the Quick Find box, then select Ideas Settings and enable Categories.

To define picklist values for the Categories and Status standard fields:

  1. From Setup, enter Ideas in the Quick Find box, then select Fields.
  2. From the management settings for ideas, go to Fields.
  3. Click Edit next to the Categories or Status standard field.
  4. On the picklist edit page, click New to add new picklist values to the standard field. You can also edit, delete, reorder, and replace picklist values.
    Note
    Note After you add picklist values to the Categories or Status field, the field requires at least one picklist value. If the field has more than one picklist value, you can delete values until there’s one remaining.
  5. Add one or more picklist values (one per line) in the provided text area.
  6. Select the zones that you want to include the new picklist values.
  7. Save your changes.
  8. To specify a default value for the Categories or Status fields.
    Note
    Note Don’t use the Edit link on the Fields page to specify a default value for Categories or Status. You can specify a default value only from the Zone Detail page.
  9. To display an idea's status to zone members, select the Status field and drag it to the Additional Information section. You can find this field from Setup by entering Ideas in the Quick Find box, then selecting Fields.After you select this checkbox, you can assign a status to any idea when you post a new idea or edit an existing idea.

See Also