) for a topic workflow configure, and click Manage Topic Templates.Adding a topic template is similar to adding a topic, however, the values entered are inherited by topics created from the template.
To add a topic template, follow these steps:
1. Click Settings.
The Settings page appears.
2. From the Configure System section, click Manage Topic Workflow Configurations.
The Manage Topic Workflow Configurations page appears.
3. Select the row menu () for a topic workflow configure, and click Manage Topic Templates.
The Manage Topic Templates page appears.
4. Click the Add Topic Template link.
The Add Topic Template page appears, and displays all fields in the Topic Template General Information section that are available in the Initial state, except for the following :
The Comments, Attachments, and Links are not available in topic templates. Actions are available after you save a topic template.
5. To allow users to access the topic template, from the Visible to work team list, select the work teams to which the users belong. By default, all work teams appear in this list even if the topic workflow configuration is configured for only one work team. When creating a new topic, only members of the selected work teams will have access to this topic template.
Note: To select multiple work teams, hold down the Ctrl key and click each work team. Deselect a work team by holding down the Ctrl key and clicking the work team. You can click Browse to select from a descriptive list of work teams.
6. In the Name and Description fields, type a template name and a description for the topic template.
7. For the other fields on the page, specify values for any other Topic fields to include in the template. You can also add actions to the template.
Date fields are specified as offsets. Date offsets specified in the topic template are inherited by topics as actual dates, offset from the time of topic creation.
8. Click Save.
The new topic template appears in the Manage Topic Template table.
or
If you want to add actions to the newly created topic template from the Add Topic Template page, click Save & Edit.
The Topic Template Actions and History of Topic Template sections appear, and you can perform further editing.