Configure idea categories for transferring request as Idea
task brazil Updated Sep 10, 2026 1 min read direct-transfer-req-idea.md
Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea.
Before you begin
Role required: admin
About this task
When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is transferred as an idea to another department.
Procedure
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Navigate to All > Universal Request > Administration > Direct Transfer Configuration.
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Follow the steps as described in Direct transfer mapping.
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Select Submit.
Parent Topic:Configuring Innovation Management
38 lines · 1.6 KB
--- title: Configure idea categories for transferring request as Idea description: Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea. locale: en-US canonical_url: https://www.servicenow.com/docs/r/it-business-management/innovation-management/direct-transfer-req-idea.html release: brazil product: Innovation Management classification: innovation-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configuring Innovation Management, Innovation Management, Project Portfolio Management, Strategic Portfolio Management] --- # Configure idea categories for transferring request as Idea Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea. ## Before you begin Role required: admin ## About this task When an idea is created in the Idea Portal, it must be associated with at least one or multiple categories. Create mapping between your department-specific primary ticket and idea category to be used when a service ticket is transferred as an idea to another department. ## Procedure 1. Navigate to **All** > **Universal Request** > **Administration** > **Direct Transfer Configuration**. 2. Follow the steps as described in Direct transfer mapping. 3. Select **Submit**. **Parent Topic:**[Configuring Innovation Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/innovation-management/configuring-innovation-management.md)
| title | Configure idea categories for transferring request as Idea |
| description | Configure idea states to use when directly transferring an HR case, incident, or a custom task from your department as an idea. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/innovation-management/direct-transfer-req-idea.html |
| release | brazil |
| product | Innovation Management |
| classification | innovation-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configuring Innovation ManagementInnovation ManagementProject Portfolio ManagementStrategic Portfolio Management |