Add a topic template

Adding a topic template is similar to adding a topic; however, the values entered are inherited by topics created from the template.

1. In the left navigation pane, click the Settings icon ().
2. In the Configure System section, click Manage Topic Workflow Configurations.
3. Click the Row Action menu () for a configuration, and then click Manage Topic Templates.
4. Click Add Topic Template.

   The Add Topic Template page displays all fields in the Topic Template General Information section that are available in the Initial state, except for the following:

   • Topic state
   • Assigned to user
   • Keywords
   • Reason for Change
   • Project
5. When creating a template, this field controls who will have access to the template. To allow users to access the topic template, from the Visible to work team list, select the work teams to which the users belong. By default, all work teams appear in the list even if the topic workflow configuration is configured for only one work team. When creating a new topic, only members of the selected work teams will have access to this topic template.

   The Comments, Attachments, and Links are not available in topic templates. Actions are available after you save a topic template.

   Note:

   To select multiple work teams, hold down the Ctrl key and click each work team. Deslect a work team by holding down the Ctrl key and clicking the work team. You can click Browse to view a descriptive list of work teams.
6. In the Name and Description fields, type a template name and a description for the topic template.
7. For the other fields on the page, specify values for any other Topic fields to include in the template. You can also add actions to the template.
   Date fields are specified as offsets. Date offsets specified in the topic template are inherited by topics as actual dates, offset from the time of topic creation.
8. Click Save or, if you want to add actions to the newly created topic template from the Add Topic Template page, click Save & Edit.

   You can then perform further editing.