Please refer to the below section, based on the issue you encountered:
Empty Reassign pop up window on the idea page
The Reassign popup window can be opened from within the idea (see below) and in some cases also from a tracking page.
It enables authorized users (state owners, campaign managers and up) to reassign users to the various roles that are relevant to idea lifecycle.
The pop up is accessible from the "3 dots" menu:
And should look like the below:
If you the window is empty, it means that no roles have not been created in the current subsystem.
Please watch this tutorial to understand the importance of adding roles and how to use it.
Empty Process pop up window in the idea page
The Process popup window can be opened from various locations within the idea (see below) and in some cases also from a tracking page.
This is the main "call to action" for authorized users (state owners, campaign managers and up) to process the idea along the workflow.
It enables them to:
- Move ideas to other states
Please note that campaign managers and up can move the idea to any state.
The allowed transitions by the state owner are defined on the subsystem level.
Specific states can be disabled on the campiagn level. - Fill additional fields that were defined as relevant to the current state the idea is at and/or to the state the idea is moved to.
The relevant fields are defined on the subsystem level. - Select users for roles that are defined as selected manually
The relevant roles are defined on the subsystem level. - Connect between the current idea and other entities in the system
If relevant, this action will be added by your CSM
The "process" icons will always be displayed for the state owner.
If you the window is empty, it means that none of the above is allowed to be performed by the current users / no actions need to be done.
Empty Reassign pop up window
The Reassign popup enable to manually reassign specific users to a specific role for multiple ideas. In case there are no roles defined in the current subsystem the window will be empty.
To re-assign users to roles that are automatically assigned, please go to:
subsystem Setting Page --> Auto User Assignment, and select the relevant role.
Once you do it, the relevant users will be re-assigned within 1 hour.
You can learn more about it, in this tutorial.