Sections of the Actions tab

The Actions tab of the Topic Management page provides information about existing actions.

In addition to the Title bar, containing the page title, Topic Workflow Configuration selector, and the View items for selectors, you can use the Graph and Table section of the Actions tab to filter, sort, and view actions.

Graph section

The Graphic section on the Actions tab graphically displays summary information of actions. The Actions By drop-down list contains a list of filterable fields. The type of field determines if a bar chart or donut chart is displayed. You may have to scroll horizontally to see all the bars. A donut chart is a pie chart with a hole in the center that displays the total number of actions. The donut graph displays when you select Action State.

You can perform a number of tasks in the Graph section that impact the Graph section of the Actions tab.

• Make a selection from the Actions By drop-down list to graph the distribution of actions by this field. The graph displays counts (number of actions) for each value of the selected field. Data points for which there are no value are displayed as (No Value).
• For most Actions By fields, a solid bar is displayed with a count for each action with the field value. If the Actions By field is Assigned To or Topic Assigned To and the value is a work team, the bar has a cross-stitched pattern.
• If the Actions By selection is Action State, the states and number of actions for each state appear in a donut graph whose total area corresponds to 100%. If there are many states, you may want to remove some of the states with larger values to compare the states with smaller values. You can hide a state from the donut by clicking the state in the legend.
• Click to open the Graph Options panel.

  

  Select a Sort by option to sort by label or count, either ascending or descending. Select or deselect the Planned Actions check box to include or exclude planned actions. Select the Closed Actions check box to include or exclude actions that have been closed. For bar charts, this adds a bar in a lighter color for any closed actions. If either check box is selected for the Actions By field, then a stacked bar is displayed. Hover over each bar section to see the breakdown of the total for planned, open, or closed actions. If you have chosen Action State from the Actions By drop-down list and then select the Include Planned Actions or Include Closed Actions check box, an additional donut chart appears for each section. Click the X to close the Graph Options panel. For all other Actions By options, when you select the Include Closed Actions check box, a stacked bar is displayed with any open actions at the bottom and closed actions stacked above in a lighter color. Hover over each section of the bar to see the number of open and closed actions.
• Hide or show the Graph section by clicking the up-arrow or down-arrow that appears at the bottom of the Graph section.
• If you click any item in the Graph section, a menu opens with two options:
  • Add to filter: Add the filter to the Filter bar and filter the Actions table.
  • Replace filter: Replace current filters on Filter bar with the graph selection and filter the Actions table.

Actions table

The Actions table section on the Actions tab includes standard and custom topic and action fields, as defined by the selected topic workflow configuration, plus Action ID, Action Attachment Count, Created By, Created, Modified By, and Modified.

• The View items for selection and the filters in the Filter bar determine the initial set of actions shown.
• The Header Action menu () provides access to column management and download options.
• The Row Action menus () provide the following options, whose availability depends on your work team.

  Row Action menu options and permissions

  Row Action menu option	Description
  View	View the action.
  Edit	Modify the action.
  Delete	Delete the action.
  Reopen	Reopen a closed action.
  Create PDF	Create a Portable Document Format (.pdf) version of the table for downloading.
  Create ZIP	Create a compressed .zip file (which contains a .pdf file) version of the table for downloading.

Filter bar

The Filter bar on the Actions tab appears above the Actions table and contains a Select Filter button () for adding custom filters to filter the table below. Available filters are defined in the topic workflow configuration. The Action State filter always appears on the Filter bar but you can change the filter values.

• Click the Select Filter button () to add or remove filters. You can add as many filters as you want. After you add the filter, you select values for the filter by clicking the filter.
• By default, planned actions are not displayed in the table. Select the Action State filter and then select the Planned check box to include planned actions in the table. If the Planned check box is not displayed in the filter and there are planned actions in the topic, change or reset your filters.
• Click the Reset button to clear the values of the selected filters and set the Action State filter to All Open Actions. The filters stay on the Filter bar; however, you can redefine the values for each filter. To remove filters from the Filter bar, deselect the filter from the Select Filter menu.
• Click the Clear button and then the Apply button to remove all filter values from this filter.

Detail panel

The Detail panel appears on the right. Initially, it displays a list of recently viewed or edited topics and the topic state and the number of actions, attachments, and comments associated with the topic. You can click any topic name to view it.

If you click in any action row, the Detail panel updates to become the Action Detail panel. It contains four sections: Action Information, Topic Information, Action Comments, and Action Attachments. You can collapse and expand each section of the panel. To view the action, click the View action icon ( ).