Migration to JPD Types and Hierarchy

[emily_scheer]

I just watched the webinar and demo of new features in JPD Premium.

We have manually created a hierarchy with Opportunities and Solutions through custom fields (following a video tutorial you shared earlier). Is there a simple way to migrate to the built-in hierarchy you offer now?

[Tanguy Crusson · Accepted solution]

Hi @emily_scheer yes you can use bulk edits to set the type of ideas (from a list view: bulk select ideas > change the type) and set connection field values (list view > bulk select ideas > set the value of a connection field)

From the FAQ: 

how can I bulk edit ideas?

You can do that by selecting ideas in a list view (via the checkbox left of ideas) and changing field values there. 

Demo: bulk change ideas