Save to Topic dialog box

In this section Hide

The Save to Topic dialog box saves tabular data or a graph as an attachment. When you save signal objects to a topic, you either create a new topic with minimal information or add the attachment to an existing topic or one of its actions.

If the topic workflow configuration in use on the Topics tab differs from the integrated workflow configuration used with the Signal Management module, the name of the topic workflow configuration in use on Topics tab appears in the Save to Topic dialog box.

Another user can edit a topic while you are saving an attachment to that topic; however, if the other user closes or deletes the topic during this time, you are prevented from saving the attachment, and an appropriate error message is displayed

Note: You can save objects to a topic only if you have been given the work team permission to add, edit, and delete attachments in open topics/actions.

Field descriptions—Save to Topic dialog box

Field

Description

Attachment name

Name of the attachment.

Attachment description

Description of the attachment.

Add to existing topic

You can select an open topic that is visible to a work team of which you are a member. Or you can select a topic that you created.

  • You can attach the object to an existing topic. In the Topic name field, type the topic name When typing into this field, matching topic names appear in the drop-down list as soon as you enter a few characters. Or click Browse to select from a descriptive list of topics.
  • To attach the object to an action, from the Action name drop-down list, select an action name or --none--.

Create new topic

You can attach an object to a new topic.

  • You might be required to select a Visible to work team value from the drop-down list, based on the definitions for your topic workflow configuration. You can also click Browse to select from a descriptive list of work teams.
  • If templates exist, from the Topic template drop-down list, optionally select a template or click Browse to choose from a descriptive list of templates.
  • Type a Topic name and Topic description for the new topic.
  • Optionally, you can assign the new topic to either an existing or new project.

 

Related Topics