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A sample topic workflow configuration is provided with the Empirica Signal application. To design a new topic workflow configuration, you can copy the sample and edit it. Use the information below as a guide when designing a new topic workflow configuration.
When you edit a topic workflow configuration you set these configuration options:
|
Option |
Definition |
|
Name |
Sample Topic Workflow Configuration |
|
Description |
Sample Topic Workflow Configuration |
|
Allow topic to be visible to |
( ) One and only one work team (o) Zero, one or more work teams |
|
Allow topic to be linked to |
(o) Topics in any state ( ) Topics in final state |
|
Allow addition of comments to |
|x| Topics |x| Attachments |x| Actions |
|
Allow sources of attachments |
|x| External URL |x| Application Data |x| External Document |x| Note |
|
Allow topic state closure only when all actions are completed |
| | (cleared) |
|
Allow action state closure only when attachments or comments are provided for action |
| | (cleared) |
When you view existing fields, the Context column indicates whether a given field applies to topics, attachments, actions, or possibly to several of these contexts.
The sample topic workflow configuration defines the following fields for topics:
|
Column Name |
Display Name |
Format |
Filter Field |
|
TOPIC_NAME |
Topic name |
String |
No |
|
TOPIC_DESCRIPTION |
Topic description |
String |
No |
|
CURRENT_STATE_ID |
Current state |
Integer |
Yes |
|
STATE_CHANGE_REASON |
Reason for change |
String |
No |
|
ASSIGNED_TO_USER_ID |
Assigned to user |
Integer |
Yes |
|
SEARCH_KEYWORDS |
Keywords |
String |
Yes |
|
RESOLUTION |
Resolution |
String |
No |
|
RESOLUTION_DATE |
Resolution date |
Date |
No |
(This table presents a subset of the different attributes that can be set when you add or edit a field.)
The sample topic workflow configuration includes the following fields for actions:
|
Column Name |
Display Name |
Format |
Filter Field |
|
ACTION_NAME |
Action name |
String |
No |
|
ACTION_DESCRIPTION |
Action description |
String |
No |
|
ACTION_STATE_ID |
Action state |
Integer |
No |
|
ASSIGNED_TO_USER_ID |
Assigned to user |
Integer |
No |
|
PLANNED_COMPL_DATE |
Planned completion date |
Date |
No |
|
ACTUAL_COMPL_DATE |
Actual completion date |
Date |
No |
The sample topic workflow configuration includes the following fields for attachments:
|
Column Name |
Display Name |
Format |
Filter Field |
|
NAME |
Attachment name |
String |
No |
|
DESCRIPTION |
Attachment description |
String |
No |
|
URL_ADDRESS |
URL address |
String |
No |
|
FILE_NAME |
File name |
String |
No |
The sample topic workflow configuration defines the following workflow states for topics:
|
Name |
Description |
Initial State |
Final State |
Next Possible States |
|
Init |
Initial state |
Yes |
No |
Assigned, Closed, Escalated |
|
Assigned |
Actively being reviewed |
No |
No |
Closed, Escalated |
|
Escalated |
Warrants further attention |
No |
No |
Assigned, Closed |
|
Closed |
No further action needed or expected |
No |
Yes |
Assigned |
The sample topic workflow configuration defines the level of user access to topic fields for a topic in each workflow state as follows:
|
Topic Field Column Name |
Init |
Assigned |
Escalated |
Closed |
|
TOPIC_NAME |
Required |
Required |
Required |
Required |
|
TOPIC_DESCRIPTION |
Editable |
Editable |
Editable |
Editable |
|
CURRENT_STATE_ID |
Editable |
Editable |
Editable |
Editable |
|
STATE_CHANGE_REASON |
-- (Hidden) |
Required |
Required |
Required |
|
ASSIGNED_TO_USER_ID |
Editable |
Required |
Required |
Required |
|
SEARCH_KEYWORDS |
Editable |
Editable |
Editable |
Editable |
|
RESOLUTION |
-- (Hidden) |
-- (Hidden) |
-- (Hidden) |
Required |
|
RESOLUTION_DATE |
-- (Hidden) |
-- (Hidden) |
-- (Hidden) |
Required |
The sample topic workflow configuration defines the following workflow states for actions:
|
Name |
Description |
Initial State |
Final State |
Next Possible Action States |
|
Init |
Initial state |
Yes |
No |
Closed |
|
Closed |
Action completed |
No |
Yes |
|
The sample topic workflow configuration defines the level of user access to action fields for an action in each workflow state as follows:
|
Action Field Column Name |
Init |
Closed |
|
ACTION_NAME |
Required |
Required |
|
ACTION_DESCRIPTION |
Editable |
Editable |
|
ACTION_STATE_ID |
Editable |
Editable |
|
ASSIGNED_TO_USER_ID |
Editable |
Editable |
|
PLANNED_COMPL_DATE |
Editable |
Editable |
|
ACTUAL_COMPL_DATE |
Editable |
Editable |
The sample topic workflow configuration defines the accessibility of attachment fields for each type of attachment as follows:
|
Field Name |
External URL |
Empirica Signal Result |
External Document |
Note |
|
NAME |
Required |
Required |
Required |
Required |
|
DESCRIPTION |
Editable |
Editable |
Editable |
Editable |
|
URL_ADDRESS |
Required |
-- (Hidden) |
-- (Hidden) |
-- (Hidden) |
|
FILE_NAME |
-- (Hidden) |
-- (Hidden) |
Required |
-- (Hidden) |