Welcome, Guest Login

Support Center

Refine Stage

Last Updated: Mar 27, 2018 11:43PM PDT
Path: Community Settings >> Workflow >> Funnel Management >> Refine Stage 

Refine Stage Settings

  1. Stage Function: Select Refine stage from drop-down. Once selected and saved, this section will be grayed out and cannot be changed to another stage
  2. Stage Name: Create a custom name/label for selected stage
  3. Description: Describe stage functionality or how you would like to use this stage. This description will be mouseover text on stages stack on right navigation of community homepage
  4. Stage Change Notification: Enabling this triggers an email notification on the stage change of  the ideas.
  5. Enable Stage: This indicates that stage is active and ready for use. When enabled, stage will be reflected on right navigation of community homepage
  6. Edit Default Introduction to Refinement Questions: This setting helps us to customise the default introduction to the Refinement questions of your choice.
Stage-Specific Settings: Refine 

Custom Fields: Create new custom field by clicking 'add new' link on top right corner of refine stage-specific setting. This will pop a new window with following fields

Language: The type of language you opt for.
Question: Refinement question to be added.
Explanation: Detail explanation on the refinement question. 
Expected ResponseType:
Type of refine custom field. e.g single choice, multiple choice, large text etc
 Required: When ONthe field is made mandatory to answer 
 Private Field: Responses to the refinement questions submitted by the stage participants can be kept confidential by marking the fields as "Private". Responses to this field can only be viewed by Moderators.

Add and repeat the same procedure to set additional refinement questions. It is also possible to migrate these refinement questions to idea submission custom field (Community Settings>> Workflow>> Idea submission>>Idea Custom Fields) or other refine stage. Once migrated this fields will move from current stage to selected option from drop-down menu  (idea submission or other refine stage) as shown below

Stage Automation Settings: Refine 

Automatically move ideas to next stage if all Refinement questions have been answered: This setting allows the smooth transition of all the ideas who has the refinement questions answered once enabled.
  • Permitted to participate: Only idea team members can participate in refine stage i.e Team formed in build team stage can view refinement questions and submit/edit responses.
  • Permitted to view: All community members or group of selected members can view refinement questions and responses on the idea detail page. Help article on groups https://support.ideascale.com/customer/portal/articles/1331370-community-role
  • Refine Stage Functionality on home page

Clicking on "REFINE IDEA" button will open idea detail page with idea refinement questions. Team members who are part of idea team can participate by submitting/editing responses as shown above. Community members who are restricted to participate but permitted to view stage can view refine stage question & answers on idea detail page.

Refine stage offers the members selected in this stage to see a Revision History of all the refinement answers edited by the members during the life of an idea in the refinement stage.

Clicking on Show Revision History will expand and show all the history of revision made on the refinement answers.

Stage-Specific Settings: Refine (CO-STAR)


Contact Us

seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found