Newly Created Ideas Not Correctly Routing to Idea Owner When Routing Criteria Is Met in Instantis EnterpriseTrack

(Doc ID 2302477.1)

Last updated on SEPTEMBER 28, 2017

Applies to:

Instantis EnterpriseTrack Cloud Service - Version and later
Instantis EnterpriseTrack - Version and later
Information in this document applies to any platform.


Newly Created Ideas are not routing to an Idea Owner even if meeting Idea Owner Routing Condition within the User Interface of Instantis EnterpriseTrack

STEPS to Verify

  1. Log into Instantis EnterpriseTrack with permission to create an Idea
  2. Navigate to the Ideas page
  3. Click the Create button
  4. Enter the following information:
    1. Idea Title * - Test Routing
    2. Primary Contact First Name * 
    3. Primary Contact Last Name *
    4. Contact Phone * 
    5. Contact Email * 
    6. Initiative 
    7. Entity 
    8. Vertical/Region 
    9. Sub-Vertical/Property 
  5. Click the Create Idea button

Idea Owner is not automatically assigned / routed per Idea Owner Routing rules




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