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Aha! Roadmaps | Merge ideas

As you review ideas, you will likely come across duplicates. Reduce redundancy in your ideas list by merging ideas, which will gather all voters and subscribers into one Aha! Ideas record. As you comment on or ship the idea, everyone subscribed to it will be notified.

Merging ideas creates a "primary" idea that is visible in public or private portals. Subscribers of all merged ideas will become subscribers to the primary idea so they will receive comments and updates.

To merge two ideas:

After you have identified two ideas you want to merge, identify which one you want to be the primary idea. Pick the idea that best captures the value of the concept — you will merge the other idea to it.

  • Open the idea you want to merge and access its More options menu. Then select Merge idea.

  • In the next window, select the idea you want to merge it into.

  • Select Merge idea.

To merge ideas in bulk:

  • From a list report of ideas, select all the ideas you want to merge and click Bulk edit.

  • In the bulk edit menu, find Merge into at the top of the list under Idea actions.

  • Select the idea that you want to be the primary idea.

  • Click Apply.

Merged ideas still appear in the main ideas list within the portal, but will be labeled as Merged. Portal users may view them on the primary idea, the My ideas filter, and via search. Merged ideas will link to the primary idea, and will display the idea status of the primary idea. All merged ideas stay in sync with the primary idea. For example, if the primary idea's status or score changes, the merged ideas' statuses and scores remain in sync.

Internally, you will still be able to see all merged ideas as linked records on the primary idea's Research tab, so you have more detail if you need it.

When you report on ideas you can choose to show or hide merged ideas, as needed. An idea table filter option Idea merged is available for reports and provides you with three different filtering options to show merged, show non-merged, or show all ideas.

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