Managing Topics

     

    You can add new topics, rename an existing topic, associate topic groups, and move topics and subtopics to a different parent topic. This provides you the ability to organize your solutions in a logical manner. Only the Administrator and Account Admin can Manage topics.

     

    To manage topics

    1. Log in to the ServiceDesk Plus - MSP application using your user name and password.

    2. Click the Solutions tab in the header pane.

    3. Click the Manage Topics link available in the Solutions list view page adjacent to the Browse by Topics combo box. The manage topics page is displayed with the available topics and their subtopics listed in the hierarchy. From here you can add, rename, move, and delete topics.

     

    Adding a New Topic

    To add a new topic

    1. In the Manage Topics page, click the Add New Topic button. The add new topic form is displayed just above the available topics list with the Topic Name and the list of parent topics as the two fields. If there are no topics available then the Choose a parent topic field will have the /Topic Root alone.

    2. Enter the name of the topic in the Topic Name field and choose the parent topic under which you want to place the new topic.
      For example - if you want to add the new topic as a main level topic, choose /Topic Root as the parent topic. Or else, choose any other topic as the parent topic.

    3. If you add the topic to /Topic Root, you can associate this topic to an existing topic group. If you choose the parent topic as /Topic Root, the list of available topic groups are displayed.
      Note: If you add a topic to a topic group, all the sub-topics under that topic are also added to the topic group.

    4. Click Add. The topic is added as subtopic to the parent that you chose and is displayed in the available topics list. A message is displayed stating that the new topic is added successfully.

     

    Renaming a Topic

    To rename a topic

    1. In the Manage Topics page, click the Edit link of the topic that you wish to rename. The Edit topic form is opened.

    2. Type the new name for the topic in the topic name field.

    3. Click Save.

    The changes made to the topic name are displayed in the available topics list and a message is displayed above the list.

     

    Moving a Topic

    To move a topic to a different parent

    1. In the Manage Topics page, click the Edit link in the row of the topic that you wish to move. The Change Parent Topic form is displayed. In the Choose the parent topic text box, by default, the current parent topic of the topic that is to be moved is selected.

    2. Select the new parent topic.

    3. Click Save. If you do not want to move the topic to a different parent topic, then click Cancel.

    Note

    Note: You cannot move a topic as a subtopic to its current child topic itself.

     

    Deleting a Topic

    To delete a topic

    1. In the Manage Topics page, click the Delete link in the row of the topic that you wish to delete. A confirmation page opens.

    2. Click Confirm to delete the topic or click Cancel to retain the topic. If you click Confirm, then the topic is deleted and a message is displayed stating that the topic is deleted.

    When a topic is deleted, by default, the solutions present under the topic are also deleted and if there are any subtopics, then these are moved to the /Topics Root. You can later choose to move the topics as child topics to other parent topics. But if you want to override the default actions performed during the delete operation, move the subtopics of the topic which you plan to delete, under a different parent topic of your choice. Also, if you do not wish to delete the solutions that are available under the topic to be deleted, then you can move the solutions to other topics. For this, when you click the Delete link and are led to the confirmation page,

    1. Select the check box below the first point. This opens the topic list box, and enables you to move the reference of the solutions of the topic to a different parent topic of your choice.

    2. Select the parent topic of your choice from the list box.

    3. To move the subtopics to a different parent topic, select the check box below the second point in the confirmation page.

    4. In the topic list box, select the parent topic of your choice under which the subtopics of the current parent topic that is being deleted can be moved.

    5. Click Confirm.

    This deletes the topic after moving the solutions and subtopics from the deleted topic to the parent topic you selected.

     

    Note

    Note: You cannot move a subtopic of the topic that is going to be deleted, as a subtopic to another child topic of the same parent topic which is going to be deleted.

     

     

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