Managing existing topics in the legacy Topic editor
When you hover over a topic, options appear for you to alter the topic hierarchy, add child topics, edit topics, and delete topics.
Additional options appear when you select a topic’s checkbox:
| Option | Description |
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Filter |
Filters topics according to status: Active — The topic has been published, and is available for text processing. Information about the topic is visible on the reporting side of the application. Inactive — The topic is not available for text processing, and is not visible on the reporting side of the application. Draft — The topic has been changed. If an active topic also has a draft status, the topic has been changed since it was last published, but the older version of the topic is still visible on the reporting side of the application. Failed — An unspecified error occurred when an attempt was made to publish the topic. When this happens, try publishing again. |
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Import |
Inputs topics in XML format and adds them to your topic set. Importing is useful for moving topics between systems, repopulating the system with topics from a backup file, and making changes to preexisting topics. The topic status for the imported topics should be Inactive. Note: When importing, there is an option to override existing topics of the same name.
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Export |
Produces an XML version of the selected topics. You can then copy the XML and manually save it to a text file for import into another system. Selected synonyms and negation settings are also exported in XML. Note: Backup your topics on a regular basis by exporting the topics and saving the file on your system, as Medallia does not store backups of topics.
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Status |
Modifies the status of the selected topics. See Status options for more information. |
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Visibility |
Authorizes specific roles to view the topic in reports. Note: You must activate the topic before the selected roles can view information about the topic in reports.
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Duplicate |
Creates a copy of one or more topics. |
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Delete |
Deletes the selected topics. Consider the following best practice:
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Status options
The Status button modifies the status of the topic.
| Status option | Description |
|---|---|
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Activate |
To make a topic and its associated information appear on the reporting side of the application, select the topics you would like to see and click Activate. If the topic has been published previously, choosing Activate publishes the latest version of the topic. |
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Deactivate |
To remove a topic from the dropdowns on the reporting side of the application, select the topics you would like to remove and click Deactivate. |
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Abort |
If you accidentally hit activate for a topic and want to stop it from shuttling over the associations it has made with the comments in your system, select the topic and click Abort while publishing is still in progress. Clicking this button will also deactivate your topic. |
