Topics

What are Topics?

A topic is a custom attribute linked to a Serial Reference, they can be used to add additional information, for example a Model or Product ID.

When an integration is added, a new topic is automatically created with the integrations name, i.e Shopify. When a new Serial Reference is created or used depending on the Group Type, then the topic data will be populated with the Shopify Order ID.

Each Group can have a maximum of 7 manually created topics - integrations topics can still be added once the limit has been reached. Topics can be updated and deleted.

Each time a new Serial Reference is created, you can set the Topic Data to populate automatically using the Default Topic Data option. By presetting the Topic Data, each Serial Reference will use the same data when it is created.

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Topic Example

Topic Name	Topic Data
Colour	Red
Size	Large

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Manage Topics

Creating a new Topic

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section, then click New Topic

5. Enter a name for your new Topic

6. Click Create

Tips

• The name of the topic must be unique
• Use the plus to add an additional fields or minus to remove a field.

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Update a Topic's name

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section

5. Open Topic Actions on the topic you'd like to update

6. Select Edit Topic

7. Enter the new name for the topic

8. Click Save

Tips

• The name of the topic must be unique

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Delete Topics

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section

5. Open Topic Actions on the topic to delete

6. Select Delete Topic

7. Confirm you'd like to delete the topic in the prompt

Topic Data

Add or update Topic Data for a single Serial Reference

1. Visit a Group

2. Find the Serial Reference you would like to add Topic Data too

3. Open Global Actions

4. Select Edit

5. Fill in the Topics Data

6. Click Save

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Add or update Topic Data for multiple Serial References

1. Visit a Group

2. Using the checkboxes, select the Serial References you would like to add topic data too or update

3. Open Actions

4. Select Batch Edit

5. Fill in the field text

6. Check the 'Confirm Update', for any of the fields you are adding to or updating

7. Click Save

Tips

• Where there is already Topic Data set for the one or more of the selected lines you'll see a § followed by the count of different topic data set i.e § - 2 options
• Hovering over the Topic Data field will show you a unique list of all the Topic Data set for the selected Serial References
• To prevent the accidental overriding of Topic Data, you'll need to check the Confirm Update option for all the Topics you'd like the Topic Data to be updated

Default Topic Data

Enable and set Default Topic Data

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section, then click Default Topic Data

5. Enable Default Data

6. Fill in the default topic data you'd like to be set

7. Click Save

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Update Default Topic Data

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section, then click Default Topic Data

5. Make the amendments to the Default Topic Data fields

6. Click Save

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Disable Default Topic Data

1. Visit a Group

2. Navigate to the Settings panel

3. Click Edit

4. Scroll to the Topics section, then click Default Topic Data

5. ClickDisable Default Data