Edit topic workflow configuration options
The topic workflow configuration options determine how users can work with topics that are created using the topic workflow configuration.
Note:
Editing a topic workflow configuration that is already in use is not recommended.- In the left navigation pane, click the Settings icon ().
- In the Configure System section, click Manage Topic Workflow Configurations.
- Click the configuration's Row Action menu (), and then click Edit.
- On the Edit Topic Workflow Configuration page, click the Edit Workflow Configuration Options link.
- Update the values in the Name and Description fields as needed.
- To customize the topic workflow configuration, edit the fields according to the table below.
- Click Save.
- Log out and log in again to see the changes in the application.
Field descriptions—Edit Workflow Configuration page
Field | Description |
---|---|
Allow topic to be visible to |
Defines the level of cross-team interaction enabled for topics. You can choose one of the following:
Note: For a user to view or act on topics that have been made visible to a work team, appropriate work team permissions must be assigned to that user. |
Allow topic to be linked to |
Defines how the topic linking feature functions. You can choose one of the following:
Note: For a user to link two topics, both topics must be visible to the user's work team with the Edit Topics or Edit Topic Actions work team permission. |
Allow addition of comments to |
Select one or more of these check boxes to enable the comment feature, which allows users to add free-text comments. You can enable the comment feature for:
Comments cannot be edited or deleted after entry. Note: To add comments, users need the Edit Topics/Actions work team permission. |
Allow sources of attachments |
Select one or more of these check boxes to enable the attachment feature, which allows users to add supporting information to a topic or action. You can clear a check box to prevent attachments in that format from being added.
Attachments of the selected types can be added to a topic or to individual actions, and can be edited or deleted. Attachments to a topic appear in the Topic Attachments section of the Topic page and attachments to an action appear in the Action Attachments section of the Topic Action page. Note: To add attachments, users must have the Add/Edit/Delete Attachments in Open Topics/Actions or the Edit Attachments in Closed Topics/Actions work team permission. |
Allow topic state closure only when all actions are completed |
If selected, users can assign a final workflow state to a topic only when all of that topic's actions are in a final state. If cleared, users can assign a final state to a topic regardless of the workflow state of that topic's actions. |
Warn on action state closure if no attachments or comments are provided for action |
If selected, users who assign a final workflow state to an action that does not have any associated comments or attachments receive a warning message. If cleared, users can assign a final state to an action at any time without a warning. |
Parent topic: Work with topic workflow configurations