自定义概念流程

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

• 阶段和状态
• 可以转移至
• 转换

阶段设置

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. 从“阶段和状态”列中选择“阶段”附近的铅笔图标。系统将显示侧面板。
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. 在“评估”选项卡中，通过选中/清除复选框，您可以选择当概念处于编辑阶段时，将在“自动化配置文件”中显示哪些评估。
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. 要退出而不保存所做的更改，请选择页面右上方的“退出”。
9. 要保存整个概念流程自定义，请选择页面右上方的“保存”。

状态设置

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. 选择“状态”，然后单击铅笔图标。系统将显示侧面板。
2. 选择“标题”框并填写所需名称。上限为 150 个字符，且为必填字段。
   注意：在同一概念阶段，状态标题必须唯一。
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.
   备注：

   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. 根据概念流程，可以执行以下操作：
   • Jira 连接
   • 查看 Jira 工单
   • 开始在 Studio 中开发
   • 转换为变更请求
   • 发布到商店
   • Start Development in Studio Web
   • Change idea flow
7. 选择“保存”以记住您的设置。
8. 要保存整个概念流程自定义，请选择页面右上方的“保存”。
9. 要退出而不保存所做的更改，请选择页面右上方的“退出”。

转换设置

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. 在“阶段和状态”部分中选择状态。系统将显示这两种状态之间的单向链接。
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. “理想路径”选项使决策者用户在查看自动化配置文件时，可以更轻松地了解流程的下一步。
   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.
   图 1.
   

   

   
   
   图 2。
   

   

   
   
6. 使用“标记为理想路径”的“关闭/开启”开关进行选择。
   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. 如果要删除转换，可以通过两种方式执行此操作：
    • 清除“可以转换为”列中与转换对应的复选框。
    • 单击侧面板中的“删除转换”按钮。
    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. 要保存整个概念流程自定义，请选择页面右上方的“保存”。
12. 要退出而不保存所做的更改，请选择页面右上方的“退出”。

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. 选择“状态”，然后单击铅笔图标。系统将显示侧面板。
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.

备注：

• 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

页面	影响
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.
导入管道	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.
计划报告	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.
自定义评估	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.
   图 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. 选择“状态”，然后单击铅笔图标。系统将显示侧面板。
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.

备注：

• 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

页面	影响
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.
导入管道	仅适用于默认的员工驱动的概念流程，即使它已重命名或禁用。
自动化配置文件	重命名实施阶段（分析、解决方案设计、开发、测试）将不会反映在“成本收益分析”页面中。
计划报告	重命名实施阶段（分析、解决方案设计、开发、测试）将不会反映在“规划”报告表格标头中。管理员用户只能重命名特定流程中的特定阶段，因此系统没有指示应在标头中显示的阶段名称。
自定义评估	“在发布阶段之前隐藏”设置仅适用于标题为“发布”的阶段。重命名默认的“发布”阶段后，该设置将不再适用于该阶段。

备注：

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.