Creating a Discussion Topic

You can create a discussion topic about a workflow and send optional alerts to Users and Groups. A user can subscribe to a topic, meaning they will be alerted when a response is added. The subscription default is controlled by a user preference.

To create a new Discussion Topic:

  1. Add a new workflow or access an existing workflow.

  2. On the Workflow Record page click the Discussion tab and select the New Topic action to go to the Discussion Topic dialog box.

  3. Click in the Subject field and enter the subject of the Discussion Topic.  Note this will not appear in the subject of the email. The subject of the email will be "Discussion Alert from <User Name>" in which <User Name> is the IQ user that sent the alert.

  4. Enter the text of the discussion alert in the text box located below the Subject field.

  5. Check the Subscribe to this topic check box if you would like to receive an email, with a link to the Discussion panel in the associated workflow, each time a reply is posted. Note you can set your user preference to automatically subscribe to workflows in which you are a participant.

  6. Click in the Alert User or Alert Group and enter or select a user and/or group that you would like to send a discussion alert email to.

  7. Click the Save button to save the new discussion topic.

You can attach a file to an existing Discussion Topic by clicking the Attach File link (located in the blue section heading on the Discussion panel), however, the attachment will not be sent as part of the alert email.