Topic Template Action page

You can view, edit, and see the history of the topic template action information.

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 of the Topic Template Action page

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. Date fields appear as offsets expressed in days. When the template is used, the date the action becomes activated 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.	In Edit mode, each field accepts text, numeric, and date values, or provides a list of predefined 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. 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.
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.

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.
Date fields appear as offsets expressed in days. When the template is used, the date the action becomes activated 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.

In Edit mode, each field accepts text, numeric, and date values, or provides a list of predefined 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.

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.

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.

Field descriptions—Template Action General Information

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

Field	Description
Action type	Required. Every topic template action must have an Action type. Available values include all activated action types for the login group, but defaults to Generic or first type in the list. The selected action type populates the values in the other General Information fields.
Override defaults	If not selected, all fields, except Assigned to, are disabled. When selected, you can override the selected action type's predefined values. For the Generic action type, the Override defaults feature is disabled.
Action name	Required. Name for the action.
Action description	Description of the action.
Activate on topic states	All means that the action will, by default, be created in the initial state. Use Select states when moving the topic to the Assigned state. At least one topic state should be selected. If the initial topic state is not selected, the action is created in the Planned state.
Assigned to	Specify users or work teams. Oracle Empirica Topics verifies the Assigned to value. Users include enabled users from the saved topic template’s Visible to work teams field that have edit permission. Work teams include all work teams with the Allow assignment of topics and actions work team property enabled and at least one user in the Assigned to list.
Start date	Anticipated start date for 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