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On the Edit Workflow Configuration page, the topic workflow configuration options determine how users can work with topics that are created using the topic workflow configuration.
Note: Editing a topic workflow configuration that is already in use is not recommended.
1. Click Settings, and click Manage Topic Workflow Configurations.
The Manage Topic Workflow Configurations page appears.
2. Click the row menu (), and click Edit.
The Edit Workflow Configuration page appears.
3. Update the values in the Name and Description fields as needed.
4. Edit the options to customize the topic workflow configuration.
5. Click Save.
6. Log out and log in again to see the changes in the application.
Field |
Description |
Allow topic to be visible to |
Defines the level of cross-team interaction enabled for topics. You can choose one of the following:
Note: For a user to view or act on topics that have been made visible to a work team, appropriate work team permissions must be assigned to that user. |
Allow topic to be linked to |
Defines how the topic linking feature functions. You can choose one of the following:
Note: For a user to link two topics, both topics must be visible to the user's work team with the Edit Topics or Edit Topic Actions work team permission. |
Allow addition of comments to |
Select one or more of these check boxes to enable the comment feature, which allows users to add free-text comments. You can enable the comment feature for:
Comments cannot be edited or deleted after entry. Note: To add comments, users need the Edit Topics/Actions work team permission. To add attachments, users need the Add/Edit/Delete Attachments in Open Topics/Actions or Edit Attachments in Closed Topics/Actions work team permission. |
Allow sources of attachments |
Select one or more of these check boxes to enable the attachment feature, which allows users to add supporting information to a topic or action. You can clear a check box to prevent attachments in that format from being added.
Attachments of the selected types can be added to a topic or to individual actions, and can be edited or deleted. Attachments to a topic appear in the Topic Attachments section of the Topic page and attachments to an action appear in the Action Attachments section of the Topic Action page. Note: To add attachments, users must have the Add/Edit/Delete Attachments in Open Topics/Actions or the Edit Attachments in Closed Topics/Actions work team permission. |
Allow topic state closure only when all actions are completed |
If checked, an edit check assures that users can assign a final workflow state to a topic only when all of that topic's actions are in a final state. If cleared, users can assign a final state to a topic regardless of the workflow state of that topic's actions. |
Warn on action state closure if no attachments or comments are provided for action |
If checked, users who assign a final workflow state to an action that does not have any associated comments or attachments receives a warning message. If cleared, users can assign a final state to an action at any time without a warning. |