Topic Template Action page

On the Topic Template Action page, you can view and edit template action information. The page allows you to view the history of the topic template actions. In edit mode, you can also perform activities based on your permissions and topic workflow configuration.

To expand the sections on this page, click Show All, or click for a single section. To hide section details, click for the section or click Hide All.

Sections

Section	Description	Available actions
Template Action General Information	Displays the current values in the standard or custom fields that describe the template action: The fields can be display-only, editable, or required. If a field is required, an asterisk (*) appears next to it and the action cannot be saved until you provide a value for the field. Each field accepts text, numeric, and date values, or provides a list of pre-defined values that you can select. If a value is not required in the field, you can select (a blank value) to indicate no value for the field. A field that accepts text may also offer a Select Available Values link so you can select one or more values from a list. A date field appears as offsets expressed in days. When the template is used, the date field in the action is computed based on the topic creation date plus the template offset. Arrow icons may appear after the names of a pair of fields to show that they are a linked pair. For example, if fields for Country () and State () appear, the arrows indicate that you must select a value for the Country field first and then select a value for the State field. You cannot select a State value first: the values available for State depend on the Country you select. To save changes in the Template Action General Information section, click Save. Note: The Save button affects only the Template Action General Information section of the topic template. You do not need to click Save after you work with other sections of this page.	None
History of Template Action General Information	Displays information on changes made to the template action. A new row is added to the table each time you click Save in the Template Action General Information section.	None

Section

Description

Available actions

Template Action General Information

Displays the current values in the standard or custom fields that describe the template action:

The fields can be display-only, editable, or required. If a field is required, an asterisk (*) appears next to it and the action cannot be saved until you provide a value for the field.
Each field accepts text, numeric, and date values, or provides a list of pre-defined values that you can select. If a value is not required in the field, you can select (a blank value) to indicate no value for the field. A field that accepts text may also offer a Select Available Values link so you can select one or more values from a list.
A date field appears as offsets expressed in days. When the template is used, the date field in the action is computed based on the topic creation date plus the template offset.
Arrow icons may appear after the names of a pair of fields to show that they are a linked pair. For example, if fields for Country () and State () appear, the arrows indicate that you must select a value for the Country field first and then select a value for the State field. You cannot select a State value first: the values available for State depend on the Country you select.
To save changes in the Template Action General Information section, click Save.

Note: The Save button affects only the Template Action General Information section of the topic template. You do not need to click Save after you work with other sections of this page.

None

History of Template Action General Information

Displays information on changes made to the template action. A new row is added to the table each time you click Save in the Template Action General Information section.

None

Field descriptions—Template Action General Information

Depending on your organization’s workflow configuration, the following fields appear in this section.

Field	Description
Action name	Name of the action.
Action description	Description of the action.
Planned completion date	Planned date for the completion of the action.
Actual completion date	Date the action was completed.

If another user edits the same topic template action at the same time, the first one to save the action will have their changes saved. The second user gets an error message indicating the action has been changed since the edit session began. The General Information section of the page becomes visible, allowing the user to print or take a screen shot, so that the information can be reentered.

Parent topic: Topic template actions