Topic Template page

On the Topic Template page, you can view and edit topic template information, including their actions and history.

The Topic Template page includes several links and filters that apply to the page as a whole as well as three information sections:

Topic Template General Information: You can edit the values in this section.
Template Actions: You can add template actions as well as view, edit, and delete template actions.
History of Topic Template General Information: You can view the history of changes to the topic template general information.

General activities

The following links and filters appear at the top of the page or section and affect the entire page or section.

Print sends the page or section you select to your printer.
Show All and Hide All expands and collapses the sections on the page.
To expand or collapse section details, click for a single section. To hide section details, click for the section.
Back returns you to the Manage Topic Templates page.
Add Template Action adds an action of the selected Action type to the topic template.
Columns allows you to select the columns and sort order for the Template Actions and History of Topic Template General Information sections.
Download sends the content of the Topic Template table to your PC in the format you specify.

Section details

Section	Description	Available actions
Topic Template General Information	Displays the current field values that describe a topic template: Includes all standard and custom fields accessible in the initial state, except the following: Topic State Project Keywords A date field appears as offsets expressed in days. When the template is used, the date field in the topic is computed based on topic creation date plus topic 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. The Visible to work team field displays a comma separated list of work teams whose members will be able to use the topic template. When the page is in edit mode, it appears as a list.	In Edit mode: Each field accepts text, numeric, or pre-defined values that you can select. 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 to the Topic Template General Information section, click Save. Saved changes are shown as entries in the History of Topic Template General Information section. Note: The Save button affects only the Topic Template General Information section of the topic template. You do not need to click Save after you work with template actions.
Template Actions	Displays a list of each specific activity identified for the topic template. Actions may reflect research activities, such as literature searches, scheduled meetings, or any other activity you wish to track for the topic template. For field descriptions, see Topic Template Action page.	When in Edit mode, you can click Add Topic Template Action to add an action, or click an action's Row Action menu to view, edit, or delete an action.
History of Topic Template General Information	Displays information on changes that have taken place for the topic template.	A new row is added to the table each time you click Save in the Topic Template General Information section.

Section

Description

Available actions

Topic Template General Information

Displays the current field values that describe a topic template:

Includes all standard and custom fields accessible in the initial state, except the following:
- Topic State
- Project
- Keywords
A date field appears as offsets expressed in days. When the template is used, the date field in the topic is computed based on topic creation date plus topic 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.
The Visible to work team field displays a comma separated list of work teams whose members will be able to use the topic template. When the page is in edit mode, it appears as a list.

In Edit mode:

Each field accepts text, numeric, or pre-defined values that you can select. 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 to the Topic Template General Information section, click Save. Saved changes are shown as entries in the History of Topic Template General Information section.

Note: The Save button affects only the Topic Template General Information section of the topic template. You do not need to click Save after you work with template actions.

Template Actions

Displays a list of each specific activity identified for the topic template. Actions may reflect research activities, such as literature searches, scheduled meetings, or any other activity you wish to track for the topic template.

For field descriptions, see Topic Template Action page.

When in Edit mode, you can click Add Topic Template Action to add an action, or click an action's Row Action menu to view, edit, or delete an action.

History of Topic Template General Information

Displays information on changes that have taken place for the topic template.

A new row is added to the table each time you click Save in the Topic Template General Information section.

Field descriptions—Topic Template General Information

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

Field	Description
Visible to work team	The work team or teams whose members can view or act on the topic template. You can click Browse to view a descriptive list of work teams. If your topic workflow is in zero, one, or more mode, the Visible to work team setting in the topic template is used as the default when the topic is created using the template.
Name	Name of the topic template.
Description	Description of the topic template.
Assigned to	Allows you to preset this field with users, work teams, or no value. When you save the page, the Assigned to value is verified. Users must be enabled users from the selected Visible to work teams entry that have edit permission. Work teams are those with Allow assignment of topics and actions enabled and at least one user in the Assigned to list.

Parent topic: Manage topic templates