Configure fields

How to configure the fields for control and impact group definition options.

To define the fields available to users when creating control and impact groups in Action plans, navigate to Reporting> Action Plans Settings> Fields in Medallia Admin Suite, and complete the following steps:

The Fields screen in Admin Suite

  1. In the Selected Fields property, click Select Fields:
    Selected fields property on the Fields screen
  2. Select the fields you want to make available from the list of fields, and click Select:List of fields
    After selecting the fields, you can rearrange the order of the fields by dragging and
  3. To make Medallia Text Analytics topics available in control group and impact group definitions, turn on the Add Topics Control property.
  4. To make Text Analytics themes available in control group and impact group definitions, turn on the Add Themes Control property.
  5. To make the Unit field required when creating a new Action Plan in Responses Forms, Responses Feed, and Action Plans page, turn on Unit selection is required property.
  6. Optionally, define the options in the User Qualifier dropdown on the Action Plans screen.