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:
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 you will be able to copy the link of your selected topic(s).
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 you will only see the selected topics filtered in the board.
Access required: Users opening the link will need read access to the topic board
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 you will be able to follow the selected topic.
Following a topic will give you notifications about changes that are made to the topic.
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.
Unfollow
If you are following the selected topic you can use the unfollow action to stop following it.
You will then no longer get notifications about the topic.
Access required: Read access to the board the topic is in
Move topic
With this action you can move the topic 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.