The new topic template action can be found by clicking on the action menu to the right of the green plus button on the topic templates page and the topic template page. The action can also be found in the topic templates dropdown in the topic template are of the document approval settings page.
Access required: Administrator
This is what the new topic template dialogue can look like:
This article contains infromation about the following topics:
Naming - Board settings - Time - Responsibility - Labels - Description - Submit
Naming
A topic template has to have at least a template name and topic template title to be submitted.
Template name
The name of the topic template
Title
The title the topic will have
By default it is set to receive the name of the approval request and the name of the document whose validation outcome resulted in the creation of this topic.
Topic board
Select one of the topic boards in the project that topics will be created in based on this template.
To choose a new board, go to the boards page and create a new topic boards that topics will be created in.
Status
Pick from the list of available statuses in the selected topic board to configure the status that topics generated based on this template will have
Type
Pick from the list of available statuses in the selected topic board to configure the type that topics generated based on this template will have
Due date and milestone
The due date and milestone that are applied to the topic that will be created.
Responsibility
Assigned to
The member that is assigned to the topic that will be created.
By default this is set to be the publisher of the approval.
Choose between one of the following:
Publisher
The publisher of the approval
File uploader
The uploader of the revision whose validation outcome resulted in the creation of this topic.
Document owner
The member that created the document that the revision was in whose validation outcome resulted in the creation of this topic.
Unassigned
No assignee
Set me
The member configuring this template
Assignee dropdown
Click on the assignee dropdown to select a specific member or team that will be assigned.
Requested by
The member that is requesting the topic.
By default this is set to be the uploader of the revision whose validation outcome resulted in the creation of this topic.
The requested by options are the same as in the assigned to field.
Labels
The labels that are applied to the topic upon creation.
Description
The description that the generated topic will have.
By default the generated topic will include a link to the approval request as well as a link to the document revision in the approval request.
Submit
A topic template has to have at least a template name and topic template title to be submitted.
New validation workflow
It is not possible to create a topic template for projects starting out with the new validation workflow.