Workflow Settings
Sometimes, when you don't close or save a change in the self-admin settings, you may find that you can't access your workflow setting page/tab. Thi...
Fri, 6 Jun, 2025 at 2:22 PM
Qmarkets provides comprehensive setting capabilities to help you determine not only what states are included in the funnel, but also what is happening in ea...
Mon, 29 Dec, 2025 at 9:14 PM
The Clarification state allows the campaign manager/moderator to send the idea back to the author to edit the submission form fields based on moderator feed...
Wed, 10 Nov, 2021 at 4:50 PM
Fields or states, when newly created and never used, can be deleted. However, if there is data associated to a field through a submission, or if an ide...
Tue, 13 Feb, 2024 at 8:54 PM
This video highlights the Kanban workflow. It provides an overview of the tool and how it works within the system. Kanban Workflow Management Video T...
Mon, 2 Feb, 2026 at 8:24 PM
By default, ideas/projects are visible to the campaign audience regardless of the state they are currently at, with the following exceptions: - When the...
Mon, 29 Dec, 2025 at 9:16 PM
In order to be able to involve additional stakeholders in the workflow you can add new roles and then define their responsibilities. Once a role is added, u...
Wed, 8 Apr, 2026 at 6:54 PM
Workflow Groups act as logical container/clusters of several workflow states, when each workflow state can belong to a single workflow group. The workflow g...
Mon, 29 Dec, 2025 at 9:17 PM
The state transition permissions refer to the ability to manually move an entity (i.e. an idea/project/startup etc.) from a specific state in the workflow t...
Mon, 29 Dec, 2025 at 9:19 PM
Setting automatic workflow transitions is an essential tool to increase efficiency, enhance consistency in decision making and prevent human errors. Watch ...
Mon, 29 Dec, 2025 at 9:17 PM