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Customizing an Idea Form

The idea form that is offered by the TIP tool is a short idea form. This means that the form is created to gather just the basic required information in order to make it easy to understand and to be used by the inventors.

At the same time, in order to cater to specific requirements, the tool offers the capability to customize the idea form as per your organization’s needs. 

If you are an admin of your TIP account, you can add additional fields in the idea form that you would like to gather more information on. 

Simply access the Admin Panel of your account. And click on ‘Customize Idea Form’.

Scroll down to the bottom of the page and click on ‘Add New Fields’. This opens up the parameters that need to be filled for your field.

Enter the field name that you want displayed on the idea form.

Select the Field Type. You can select from Text type, Number Type, Boolean Type, or a List type. Based on the type of field you select or define, the users would be able to enter the data.

Next, define any default value if you would like. You can also leave this value blank if you dont want to keep any default value. 

The next thing that you define is the columns where you want these fields to be visible. The column names that you select, would be the columns in the TIP tool, where the newly added fields would be visible.

Refresh the page.

Now when you click on the new idea form, the newly added field starts showing towards the bottom of the form.

In a similar manner you can also change the visibility of some of the existing fields of the idea form such as summary, prosecutor email and tags.

Updated on October 20, 2021

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