Anpassen des Ideenflows

To start the Idea flow customization, select Customize in the upper right corner. Three main columns are available:

• Phasen und Status
• Kann übergehen zu
• Übergang (Transition)

Phaseneinstellungen

The phases used in Automation Hub represent stages from an idea's life cycle. One phase includes multiple statuses. To customize a phase, follow the steps below:

1. In the Idea flow, select Customize, on the right side of the page.
2. Wählen Sie das Bleistiftsymbol in der Nähe einer Phase in der Spalte „Phasen und Status“ aus. Ein Seitenbereich wird angezeigt.
3. Select the Title box and fill in the desired name. 150 characters limit; mandatory field.
   Note: Phase titles need to be unique within the same idea flow but this doesn't apply to different flows.
4. Statuses allow you to rearrange them according to your preferences or delete them using the three-dotted menu.
5. Auf der Registerkarte Bewertungen können Sie durch Aktivieren/Deaktivieren des Kontrollkästchens auswählen, welche Bewertungen im Automatisierungsprofil angezeigt werden, wenn sich die Idee in der Bearbeitungsphase befindet.
6. The Access to the sections of the automation profile tab lets you select which roles have permissions to edit the automation idea profile pages in the current phase.
   Tip: Each role that is checked in the Who can edit ideas in this flow permission in the idea flow’s settings is automatically populated in each drop-down permission of in the Idea access page at the flow level.
7. Access to the actions on the automation profile lets you select who can access specific actions based on roles, in the automation idea profile.
8. Um die Seite zu verlassen, ohne die vorgenommenen Änderungen zu speichern, wählen Sie Beenden oben rechts aus.
9. Um die gesamte Anpassung des Ideenflows zu speichern, wählen Sie Speichern oben rechts auf der Seite aus.

Statuseinstellungen

The statuses used in Automation Hub represent stages within a phase of the idea life cycle. Each status needs to belong to a certain phase, it can't live by its own. Status names can be shared across phases. To customize a status, follow the steps below:

1. Wählen Sie einen Status aus und klicken Sie auf das Bleistiftsymbol. Ein Seitenbereich wird angezeigt.
2. Wählen Sie das Feld Titel aus und geben Sie den gewünschten Namen ein. Limit von 150 Zeichen; Pflichtfeld.
   Hinweis: Statustitel müssen innerhalb derselben Ideenphase einzigartig sein.
3. Select the appearance box and from the drop-down list, choose one of the colors available for the status. The selected color is reflected on the status chip that is displayed in the Automation Pipeline tables and in the Phase & Status drop-down list from the Automation Profile page in view mode.
4. Emails section let's you configure the email that will be sent when the status is transitioned to.
   Hinweis:

   The email is sent each time an idea is transitioned to respective status. This means that if the same idea is transitioned to the same status, the email is sent every time.

5. In the Access to the actions on the automation profile tab, you can see the default values set for the actions in the selected/edited status and the roles that have access to those actions.
6. Je nach Ideenflow sind die folgenden Aktionen verfügbar:
   • Jira-Verbindung
   • Jira-Ticket anzeigen
   • Entwicklung in Studio starten
   • In eine Änderungsanforderung konvertieren
   • Im Store veröffentlichen
   • Start Development in Studio Web
   • Change idea flow
7. Wählen Sie Speichern aus, um Ihre Einstellungen zu speichern.
8. Um die gesamte Anpassung des Ideenflows zu speichern, wählen Sie Speichern oben rechts auf der Seite aus.
9. Um die Seite zu verlassen, ohne die vorgenommenen Änderungen zu speichern, wählen Sie Beenden oben rechts aus.

Einstellungen für Übergänge

A transition is a one-way link between two statuses, that belong to the same phase or to different phases, that enables an idea to move from one status to another. To edit or set the transition of a status, follow the steps below:

1. Wählen Sie einen Status im Abschnitt Phasen und Status aus. Es wird eine einseitige Verbindung zwischen den beiden Status angezeigt.
2. If the Show only linked transitions toggle is set to ON, you can see the transitions currently set. If the toggle is set to OFF, you can see all transition options available, and by clicking the checkbox in front of the status you can link it to the status from the Phases & statuses column. The Transition section appears on the right.
3. In the Transition column, you can set a specific title for the selected transition in the Transition name box. This lets you relabel the Transition to text displayed in the Phase & Status dropdown list picker from the Automation Profile page. It's a mandatory text field with a 150 character limit.
4. Below, in Who can make this transition?, you can choose from the drop-down list, what roles are permitted to make the transition.
5. Mit der Option Idealer Pfad können Benutzer leichter Entscheidungen verstehen, welcher der nächste Schritt im Flow ist, wenn sie sich ein Automatisierungsprofil ansehen.
   Note: Each transition that has the toggle ON for this setting, will be displayed as the first option in green in the Phase & Status drop-down list on the Automation Profile.
   Abbildung 1.
   

   

   
   
   Abbildung 2.
   

   

   
   
6. Treffen Sie eine Auswahl, indem Sie den Umschalter AUS/EIN von Als idealen Pfad markieren verwenden.
   Note: Only one transition can be marked as the ideal path per one status. If you mark a second transition as the ideal path, the initial one is automatically de-selected.
7. If for a certain status there is no transition marked as the ideal path, then the list of transitions is displayed in the same order in which they are vertically displayed in the Can transition to column.
8. In the Pop-up window section, you can customize the pop-up screen that appears when the transition is performed. You can add, edit or delete a current pop-up. To learn more, check the Pop-up Modals section.
9. The Success screen section is where you can customize the screens that appear after an idea was successfully submitted. You can set the Default success page add a custom one, or reorder them. To learn more, check the Success screen section.
10. Wenn Sie einen Übergang entfernen möchten, haben Sie dazu zwei Möglichkeiten:
    • Deaktivieren Sie das Kontrollkästchen aus der Spalte Kann übergehen zu, das dem Übergang entspricht.
    • Klicken Sie im Seitenbereich auf die Schaltfläche Übergang löschen.
    Note: Once a transition is removed, the settings are lost and the Automation Profile will no longer reflect the transition in the Phase & Status drop-down list.
11. Um die gesamte Anpassung des Ideenflows zu speichern, wählen Sie Speichern oben rechts auf der Seite aus.
12. Um die Seite zu verlassen, ohne die vorgenommenen Änderungen zu speichern, wählen Sie Beenden oben rechts aus.

Add a new phase

To add a new phase, follow the steps below:

1. Select + New phase button in the Phases & Statuses section. A side panel is displayed.
2. From the displayed list, you can select any of the commonly used statuses to pre-populate the new phase. This step is optional. Select Next.
3. You can add an assessment from the displayed list. Overview assessment is selected by default and it's mandatory. The selected assessments will be displayed in the About page of the Automation Profile. Select Next.
4. Name your new phase by filling the Title box. It's a free text field with 150 characters limit. Select Add.

Note: In the above step, you can also select more assessments, edit permissions of users from the Idea access tab or see the Idea actions available.

Delete a phase

To delete a status, follow the steps below:

1. Wählen Sie einen Status aus und klicken Sie auf das Bleistiftsymbol. Ein Seitenbereich wird angezeigt.
2. Select Delete phase from the three dotted menu in the upper right side, and a pop-up message is displayed requesting delete confirmation.
3. Select Delete to confirm, and the phase is deleted.

Hinweis:

• You can delete any phase (default or custom) except for the Submission phase. Submission phase will stay as the first phase in any idea flow.
• You can delete a phase only if there are no transitions and zero ideas in that certain phase part of the flow you are editing. If there is at least one idea in a certain phase or a transition assigned and you try to delete the phase then a warning message is displayed.

Impact of deleting a phase on different Automation Hub pages

Seite (Page)	Auswirkungen
Automation Profile > About page	If a phase is deleted from a certain flow, the phase is no longer reflected on ideas that belong to that flow in the Update the phase and status dialog box, or in the Phase & Status transitions list.
Automation Profile > Cost Benefit Analysis	If one or multiple implementation phases (Analysis, Solution Design, Development, Testing) are deleted from a certain flow, this is not reflected in the Cost Benefit Analysis page of ideas belonging to that flow. User with editing rights to the CBA can still fill in dates for the Project Plan for the deleted phases and can still select the deleted phases in the Implementation People Costs table.
Automation Profile > History	If one phase is deleted from a certain flow and there have been ideas in that specific phase at some point, the name of that phase is still displayed in the History page.
Importpipeline	Import Pipeline functions with the Employee-driven idea flow assessments: Overview and High-Level assessment. If a certain phase is deleted from this default idea flow, e.g. Analysis, then if you try to add this phase in the uploaded csv, you will get an error when trying to sync the changes: Invalid Phase. Select a Phase from the list.
Automation Program Performance Dashboard	Deleting an implementation phase (e.g. Qualification) from all the idea flows created in a tenant impacts the dashboard as follows: the Qualified label is still displayed in the Pipeline Evolution and Current Pipeline charts legend. there will be zero ideas in this phase in that tenant meaning that: Pipeline Evolution chart continues to display the number of ideas in Qualification - Approved status for the previous months (and years) Current Pipeline chart will display zero automations and zero for all KPIs that refer to the idea in Qualification - Approved.
Planungsbericht	Deleting an implementation phase (e.g. Analysis) from all the idea flows created in a tenant is not reflected in the Planning report table header. The data from this table has its source in the Cost Benefit Analysis pages which have the limitation described above.
Bewertungen anpassen	The setting Hide before Live phase works only with phases that have the title Live. Once the default Live phase is deleted, the setting no longer works for assessment versions that are used in that flow.

Add a new status

To add a new status, follow the steps below:

1. Select + New status button in the Phases & Statuses section. A side panel is displayed.
2. Add a Title for the new status, in the title field. It's a free text field with 150 characters limit, mandatory field.
3. Choose the Appearance from the dropdown list with 5 color codes available to be selected. It's a mandatory setting and the selected color will be reflected on the status chip that is displayed in the Automation Pipeline tables and in the Automation Profile view mode - Phase & Status dropdown.
   Abbildung 3.
   

   

   
   
4. Emails section let's you configure the email that will be sent when the status is transitioned to.
5. In the Access to the actions on the automation profile tab, you can see the default values set for the actions in the selected/edited status and the roles that have access to those actions.
6. Select Save to finalize the creation of the new status. The created status is now available in the phase category from which you've selected to add a new status.

Delete a status

To delete a status, follow the steps below:

1. Wählen Sie einen Status aus und klicken Sie auf das Bleistiftsymbol. Ein Seitenbereich wird angezeigt.
2. Select Delete status from the three dotted menu in the upper right side, and a pop-up message is displayed requesting delete confirmation.
3. Select Delete to confirm, and the phase is deleted.

Hinweis:

• You can delete a status only if there are no transitions and zero ideas in that certain phase/status part of the flow you are editing. If there is at least one idea in a certain status and you try to delete the status then a warning message is displayed.
• You can delete a status only if there are no transitions and zero ideas in that certain phase/status part of the flow you are editing. If there is at least one idea in a certain status and you try to delete the phase then a warning message is displayed.

Impact of deleting a status on different Automation Hub pages

Seite (Page)	Auswirkungen
Roles page	All permissions that are related to idea flows have been removed from the Roles page. These permissions can now be granularly assigned at the level of individual idea flows. To do this, access the Customize idea flows page from the Platform Setup menu.
Importpipeline	Funktioniert nur mit dem standardmäßigen mitarbeitergesteuerten Ideenflow, auch wenn er umbenannt oder deaktiviert wurde.
Automatisierungsprofil	Das Umbenennen der Implementierungsphasen (Analyse, Lösungsentwurf, Entwicklung, Tests) wird auf der Seite „Kosten-Nutzen-Analyse“ nicht berücksichtigt.
Planungsbericht	Das Umbenennen der Implementierungsphasen (Analyse, Lösungsentwurf, Entwicklung, Tests) wird im Tabellenheader des Planungsberichts nicht berücksichtigt. Der Administratorbenutzer kann eine bestimmte Phase nur in einem bestimmten Flow umbenennen, daher hat das System keinen Hinweis auf den Phasennamen, der im Header angezeigt werden soll.
Bewertungen anpassen	Die Einstellung Vor Live-Phase ausblenden funktioniert nur bei Phasen, die den Titel Live haben. Sobald die standardmäßige Live-Phase umbenannt wurde, funktioniert die Einstellung für diese Phase nicht mehr.

Hinweis:

The pages or features listed in the table are impacted by the changes brought to the idea flows. Most of the impact takes place when you actually change, update or create a new flow.