Path: Settings Dropdown >> Incoming Moderation
Linking Ideas is a new function we are providing that allows administrators, moderators, and members to say ideas are similar to other ideas without having to do a full merge.
Linking ideas can be done with five types of reasons available.
Similar to: The idea which is similar in content to another idea.
Substantially equivalent to: The idea which is substantially equivalent, but is possibly not identical.
Relates to: The idea which is not possibly similar idea addressing the same issue/solution but addresses a related aspect or use a related approach.
Is Part of: The idea is a small or substantial part of another broader idea.
Contains: The content of one idea is mostly contained within another idea.
The link idea option appears to members at the time of idea submission in the submission form. As soon as member enters the title, similar ideas to be linked appears.
Members can also add links after the idea submission from the idea details page.
The link idea option appears to moderators in two places:
The incoming idea moderation panel on right-hand side shows link option under Similar Ideas.
Once a moderator links an idea, that particular idea can be easily unlinked by clicking on the cross sign next to the idea title. The moderator can link the same idea to different ideas as well. Also on the central area of the Moderation screen, Linked Ideas section shows up with the idea title of the linked idea.
2. The similar ideas view in the idea detail page (Front End) also shows linked ideas that are reciprocal in nature and are linked to each other.
Moderators can link/unlink ideas from here as well. Similar to the central area of the Moderation Dashboard screen, 'Linked Ideas': section shows up with the idea title of the respective linked idea on the Idea details page.
To unlink an idea simply click on the X sign appearing next to the title of the ideas. There will be no Unlink button available.
Only admin or moderators can unlink ideas however, a member can unlink his own links.
Members can access private ideas with the help of the title and link them but they would not be able to see the idea details of the private idea.
In order to merge ideas click on the merge cart link appearing on right-hand side under Similar Ideas.
Once you have the list of ideas you can choose the ideas and add them to the merge cart. In the below screenshot there is two ideas added to the merge cart. The first idea added will be the Parent Idea and other ideas in the cart will show a link named Make Parent. You can change your parent idea once the ideas are in the cart or remove the ideas as well by using the remove link.
Please Note: After merging ideas;
Author of child idea will be seen as Co-author of parent idea.
Tags from parent idea and child idea will be also retained on parent idea.
Attachments form both parent and child Idea will be visible in the parent Idea. Custom Fields and Idea Owners of the child idea will not be retained in the Parent idea.
After the merge is completed you will see the body or the description of the idea as a comment in the parent idea's comment section with the comment labeled as 'Merged'.
In the same manner on the homepage, it will be displayed like the screenshot below.
Please Note: The moderator can link an idea before it is approved, but they will not be given the option to merge the idea before it is approved.