Setting automatic workflow transitions is an essential tool to increase efficiency, enhance consistency in decision making and prevent human errors.

Watch this tutorial to learn how to activate them.


The transitions are set on the system level per state, but campaign managers can disable not relevant rules, and add new ones to impact their campaign.

The rules can be based on one or more of the following rules, on either AND or OR logic


Triggers that are based how much feedback from the community/stake holders was received:

  • # of comments
    i.e. comparison the number of comments the idea/project/etc. has vs. the number in the trigger
  • # of votes
    i.e. comparison the number of voters the idea/project/etc. has vs. the number in the trigger.
    Once this rule is selected, there is a need to select the relevant evaluation session for the community voting or any of the enabled RC/evaluation sessions.
    Tips for how to use
    Once you are selecting the relevant parameter you should select what condition to use:
    • Use the Equal of greater in order to make sure that the automatic rule is based on enough feedback, depending on what you care about: popularity, enough enrichment to be able to get a decision, etc.
    • If case you use the Equal or less when you want to empower the community and reject ideas/projects that haven't received enough feedback.
      Note: This rule must be combined with another parameter such has the campaign status and/or # of days that have past since users could start voting/rating.
      Otherwise, the rule will be triggered immediately.

 


Triggers that are based on time

  • # of days in current state

    i.e. comparison to how many days the idea is currently in the current state (since it moved into it)

  • in reference to a specific date