Action plan fields

Reporting > Report Helpers > Action Plans Settings > Fields

Use this screen to configure the options available to users when defining control and impact groups in action plans. For more information, see Action plans.

Fields screen for configuring control and impact group definition options

Properties on the Fields screen

Selected Fields
Select the fields to be available to users when defining control and impact groups in action plans, and then click Add.
Add Topics Control
Turn on to include Medallia Text Analytics topics as part of the definition for control and impact groups in action plans.
Add Themes Control
Turn on to include Text Analytics themes as part of the definition for control and impact groups in action plans.
Unit selection is required
Turn on to make the Unit field required when creating a new Action Plan in Responses Forms, Responses Feed, and Action Plans page.