Skip to main content

About the suggestion side window

See the 8 fields in the suggestion side window, from labels and approvers to attachments and activity.

Written by Angad Singh

The suggestion side window shows a summary of a suggestion in 8 fields, so you can review and update it without leaving the dashboard.

You can collapse and expand each field. The window scrolls when it is longer than the screen.

Note: To open the side window, see Open a suggestion after creation.

Side window fields

Field

Description

Labels

Enter labels for your suggestions, making them easier to identify in the database.

Details

Displays information entered while creating a Suggestion.

Required Approver

Choose a user from the drop-down menu and appoint an approver who has authority in the suggestion's area.

Implementor

Choose a user from the drop-down menu and appoint an implementor who has authority in the suggestion's area.

Problem Description

A rich text editor to describe why the suggestion was created and the problem in focus.

Recommended Suggestion

A rich text editor to describe a recommended solution for the problem that has been brought to attention.

Attachment

A drag-and-drop box to attach external data to a suggestion.

Activity

Records the activity as a suggestion gets feedback or is implemented.

Side window states

These screenshots show the suggestion side window in its different states.

Tip: The detail view shows the data inside a suggestion in more detail. Open it for a quicker workflow. See About the suggestion detail view.


Related articles

Did this answer your question?