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Topics table actions

Written by Julien Benoit
Updated over 2 weeks ago

The action buttons can be located in different places on the topics page depending on topic selection and on what access settings you have. All action buttons will be listed in their action menus that can look something like this:

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This article contains information about the following topics:

New item actions

The plus button and action menu items can be found towards the top right of the page and can look something like this:


The actions you are able to find here all have to do with creating new information.

Selected item actions that have to do with existing items on the page can also be found towards the top of the table after making a selection.

New topic

Click here to read more about making a new topic

Access required: Write or full access in a topic board

Exchange topics

With exchange you will be able to import and export topics.

Available import file formats are: BCF

Available export file formats are: BCF, Excel, PDF

Read more about exchanging topics here

Access required: Read access to a topic board

Note: Exporting topics is only possible in a single topics board and will not be available in the all topics board.

History

Import history

This will show the topics that have been imported and where they have been uploaded to.

Export history

This will show the export history inside topics. You will also be able to download the exports from here, PDF, Excel and BCF reports.

Move history

This will show the topics that have been moved and where they have been moved to across all the topic boards in the project.

Selected item actions

Copy link

With the copy link action a link that displayes only the selected topic(s) can be copied.

The copy link action can be found by clicking on the copy link icon or by opening the action menu and clicking on the copy link action.

When this link is opened only the selected topics you are displayed as filtered in the board with.

->


In the URL the topic filter will look like issues=<Topic nr>,<Topic nr>,<Topic nr>

Access required: Users opening the link will need read access to the topic board

Note: Links with up to 100 topics can be created.​

Export topics

With the export topics action you will be able to export topic(s).

The export topics action will open up the export topics dialogue.

Here you will be able to export all topics in the board, filtered topics and selected topics.

Available file formats are: BCF, Excel, PDF

Note: It is only possible to export topics from one board at a time. The option might therefore disappear if you select topics from multiple boards in the all topics board.

Create report

The reporting tool can be requested to be activated on a per project basis.

With the create report action you can create a report of your selected topics

When the create report action is clicked the generate report dialogue will open up:

Selected - Displays a count of how many topics you have selected.
Current filter - Displays the amount of topics in your current view
Click continue to open the report on the reports page.

Access required: Read access to the topic board

Follow

With the follow action the selected topic can be followed.

Note 1: If you were previously assigned, set as requester, or mentioned in the topic you will automatically be following the topic.

Note 2: If a topic you are following is moved to a board you do not have access to you will still be following it but will no longer get notifications about it.

Notifications on followed topics

Following a topic has to do with notifications.

Members that follow a topic receive notifications about changes that are made to the topic.

When a topic is created, all members with access to the topic board it is created in get a notification that the topic has been created.

As this generates a lot of notifications many have disabled this type of notification in their settings.

After its creation, members that have nothing to do with the topic will not get notified any further about future happenings like comments and changes in any of the fields in the topic header.

Following a topic makes it so these notifications are sent out.

Unfollow

Members that are following a topic can use the unfollow action to stop following the topic even if they were the ones that created the topic themselves.

After unfollowing notifications about topic changes like new comments or topic header field changes are no longer sent out to the member that unfollowed..

Access required: Read access to the board the topic is in

Make other members follow

Assigning a member to an topic makes it so they automatically follow the topic.

Setting a member as requestee of an topic makes it so they automatically follow the topic.

Because the topic creator is set as requestee by default upon topic creation they are typically following their own topics.

Mentioning a member in an topic makes it so they automatically follow the topic.

Note: While the requestee, assignee and mentioned members get set as follower the same does not go for members of teams that are set as requestee, assignee or are mentioned in the topic. In this case a one-time notification is sent out that says that a team they are part of has been set as requestee, assignee or is mentioned but the members of the team are then not set as followers to the topic.

Manually following

If another member has made an topic that seems unrelated to a member but they are interested and would like to see how it develops the topic can be followed to get notifications.

Other members cannot see who has followed a topic.
This just makes it so that from then on notifications get sent out about any future changes in the topic to the following member.

Cases where a member is not following a topic can be in topics where they have not been assigned or mentioned.

Unfollowing

If you do not wish to receive notifications about future changes of this topic you can unfollow it by clicking on unfollow.

Move topic

With this action topic can be moved to a different topic board.

Access required: Project administrator

Delete topic

With a topic selected the delete action can be used to delete a selected topic.

Access required: Full access to the topic board or topic creator

It is only possible to delete one topic at a time so this action is only shown in the list of actions if a single topic is selected.

Deleting the topic completely removes it from the project.

Instead of deleting, Hiding or archiving the topic to disable it for project members can be considered instead.

Hiding or archiving vs deleting

By hiding or archiving a topic the data is retained in the project.

To hide a topic move it to a different topic board.

Access can be configured per topic board.

Access required to configure access ot a topic board: Full access to the topic board

Without access to a topic linked elements like documents and objects will still display that a topic that was linked to them exists but the user will need access to the topic board to see its contents.

To completely hide a topic from project members so it also no longer shows up in linked elements it can be moved an board that is then archived.

Topics in archived topic boards no longer show up in linked elements like documents and objects.

Access required to archive a topic board: Full access to the topic board

Deleted topics cannot be re-created

Only delete topics if the data will not be required in the project later on.
After deleting a topic it is not possible to import a BCF for a topic with that ID again as it is still in use by the deleted topic.

Preventing editing or deletion
Create a PDF export of a topic to create an export of the topic that cannot be edited.

Backup recovery requests

Backup recovery of deleted topics can be requested in the case of a dispute.

Backup recovery requests can take up to two weeks.

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