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Introduction

The ideation feature provides an area for signed-in site visitors (community members) in the publish environment to :

  • create ideas to share with the community
  • view and comment on ideas
  • follow an idea
  • vote on an idea

This section of the documentation describes

  • adding the ideation feature to an AEM site
  • configuration settings for the Ideation component

Adding a Ideation to a Page

To add a Ideation component to a page in author mode, use the component browser to locate

  • Communities / Ideation

and drag it into place on a page where the idea should appear.

For necessary information, visit Communities Components Basics.

When the required client-side libraries are included, this is how the Ideation component will appear :

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Configuring an Ideation

Select the placed Ideation component to access and select the Configure icon which opens the edit dialog.

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Settings tab

Under the Settings tab, specify settings for ideas and comments :

  • Ideation Title
    The display title for the idea. Default is Ideation.
  • Ideation Description
    A description to display as a sub-title for the idea. Default is no description.
  • Topics Per Page
    Defines the number of ideas/posts shown per page.  Default is 10.
  • Moderated
    If checked, posting of ideas and comments must be approved before they will appear on a publish site.  Default is unchecked.
  • Closed
    If checked, the ideation forum is closed to new ideas and comments.  Default is unchecked.
  • Rich Text Editor
    If checked, ideas and comments may be entered with markup.  Default is unchecked.
  • Allow Tagging
    If checked, allow members to add tag labels to their post (see Tag field tab).  Default is unchecked.
  • Allow File Uploads
    If checked, allow file attachments to be added to the idea or comment.  Default is unchecked.
  • Max File Size
    Relevant only if Allow File Uploads is checked.  This field will limit the size (in bytes) of an uploaded file.  Default is 104857600 (10 Mb).
  • Allowed File Types
    Relevant only if Allow File Uploads is checked.  A comma separated list of file extensions with the "dot" separater.  For example : .jpg, .jpeg, .png, .doc, .docx, .pdf.  If any file types are specifed, then those not specified will not be allowed to be uploaded.  Default is none specified such that all file types are allowed.
  • Max Attach Image File Size
    Relevant only if Allow File Uploads is checked.  Maximum number of bytes an uploaded image file may have.  Default is 2097152 (2 Mb).
  • Allow Replies
    If checked, allow replies to comments posted to the idea.  Default is unchecked.
  • Allow Users to Delete Comments and Topics
    If checked, allow members to delete the comments and ideas they posted.  Default is unchecked.
  • Allow Following
    If checked, include the following feature for idea posts, which allows members to be notified of new posts.  Default is unchecked.
  • Allow Email Subscriptions
    If checked, allow members to be notified of new posts by email (subscription). Requires Allow Following to be checked and email configured.  Default is unchecked.
  • Allow Voting
    If checked, allow voting on the comments of an idea.  Default is unchecked.
  • Display Badges
    If checked, display earned and assigned badges with a member's idea.  Default is unchecked.
  • Allow Featured Content
    if checked, the idea is able to be identified as featured content. Default is unchecked.

User Moderation tab

Under the User Moderation tab, specify how the posted ideas and comments (user generated content) are managed.  For more information, see Moderating User Generated Content.

  • Deny Posts
    If checked, trusted member moderators will be allowed to deny posts and prevent the post from appearing on the public forum.  Default is unchecked.
  • Close / Reopen Topics
    If checked, trusted member moderators may close a topic to further edits and comments, and may also reopen a topic.  Default is unchecked.
  • Flag Posts
    If checked, allow members to flag others' topics or comments as inappropriate. Default is unchecked.
  • Flag Reason List
    If checked, allow members to choose, from a drop-down list, their reason for flagging a topic or comment as inappropriate. Default is unchecked.
  • Custom Flag Reason
    If checked, allow members to enter their own reason for flagging a topic or comment as inappropriate. Default is unchecked.
  • Moderation Threshold
    Enter the number of times a topic or comment has to be flagged by members before moderators are notified. Default is 1 ( one time).
  • Flagging Limit
    Enter the number of times a topic or comment has to be flagged before it is hidden from public view.  If set to -1, the flagged topic or comment is never hidden from public view.  Else, this number must be greater than or equal to the Moderation Threshold.  Default is 5.

Tag field tab

Under the Tag field tab, the tags which may be applied, if allowed under the Settings tab, are limited according to namespaces chosen.

  • Allowed Namespaces
    Relevant if Allow Tagging is checked under the Settings tab.  The tags which may be applied are limited to those within the namespace categories checked.  The list of namespaces includes "Standard Tags" (the default namespace)  as well as "Include All Tags".  Default is none checked, which means all namespaces are allowed.
  • Suggestion Limit
    Enter the number of tags to be displayed as a suggestion to the member posting to the forum. A value of -1 means no limit.  Default is 0.

Sort Settings tab

Under the Sort Settings tab, specify how the posted comments are sorted when displayed. 

  • Sort By
    Check all allowed sort selections : Newest, Oldest, Last Updated, Most Viewed, Most Active, Most Followed and Most Liked.  Default is Newest, Oldest, Last Updated.
  • Set as Default
    Pull down to select one of the checked sort options to appear as the default. Default is Newest.
  • Select Time Options for Analytics Sorting
    Pull down to select one of All, Last 24 Hours, Last 7 Days, Last 30 Days. Default is All.

Site Visitor Experience

Creating Idea

As with all Communities features, if not signed in, a site visitor may only read ideas and view others opinions (through comments and voting/liking).

Once signed in, a member may create a new idea.

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Before submitting the idea, it is possible for the member to save a draft.

By selecting the Save as Draft button, a draft is saved.

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When viewing saved drafts in the My Drafts tab, select Read More to re-enter edit mode :

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Providing Feedback

Once the idea is published, other members can sign in, open the idea (Read More) and like the idea, thus adding to the vote count,  and make comments.

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Additional Information

More information may be found on the Ideation Essentials page for developers.

For moderation of posted topics and comments, see Moderating User Generated Content.

For tagging posted topics and comments, see Tagging User Generated Content.

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