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Topic Management Enhancement

Add new topic classifications to improve search and reporting - or attach a gold-standard deck to each topic and automatically share it with speakers when they’re invited to present. All of this is now possible with the new Dynamic Topic Field enhancements.

EnhancedTopicProfiles

  • Overview
  • Key Capabilities
  • Topic Field Customization
  • Topic Name & Display Name on Agenda – Behavior
  • Topic Fields – Structure
  • Standard Topic Fields
  • Standard Field Rules
  • Field Properties
  • Custom Topic Fields
  • Supported Field Types
  • Configuration & Administration
    • Navigation
    • How to Configure Topic Fields
    • Managing Field Options
    • Field Ordering
    • Field Visibility
  • User Roles / Permissions / Prerequisites
    • Prerequisites
  • How It Works – User Flow
    • Access Configuration
    • Configure Fields
    • Add Custom Field
    • Validate Topic Name Behavior
  • Important Considerations & Limitations

What’s New

  • New Topic Field Customization screen under Admin Settings

  • Centralized management of all topic fields

  • Support for custom topic fields

  • Field-level configuration for Required, Reporting, and Template usage

  • Enhanced Topic Name display logic across agenda and exports

  • Clear handling of Display Name on Agenda vs Topic Name

  • Field ordering, inactive field management, and improved UI indicators

  • Search and Filtration in the topic list

 

Overview

Topic fields define how topic information is structured and displayed across the system.

Admins can:

  • View all fields in a centralized table

  • Identify system vs custom fields

  • Configure behavior and usage

  • Add new custom fields

  • Control how topic names appear in agenda outputs

Topic Name & Display Name on Agenda – Behavior

The system includes two related fields: 

Field

 

Purpose

 

Topic Name

Primary system-defined name of the topic

Display Name on Agenda

Optional override used for agenda presentation
 
 

Display Logic

The system follows a controlled logic to determine what is shown in agendas and exports:

  1. If Display Name on Agenda is populated
    → That value is shown in the agenda UI

  2. If Display Name on Agenda is empty
    → The system defaults to Topic Name

  3. For Agenda Exports (Download, Email, Link, Review)
    → The exported output always reflects the Topic Name as shown in the agenda

Key Scenarios

 
 
 

Scenario

 

Input

 

Output in Agenda

 

Output in Export

 

Display Name provided

Topic Name = “AI Strategy”
Display Name = “AI Strategy – Executive Session”

“AI Strategy – Executive Session”

“AI Strategy – Executive Session”

Display Name empty

Topic Name = “AI Strategy”

“AI Strategy”

“AI Strategy”

Display Name updated

Display Name changed after creation

Updated value reflected immediately

Updated value reflected

Export triggered

Agenda contains topics

Display logic applied

Export matches agenda display
  

Important Behavior

  • Topic Name remains the source-of-truth field

  • Display Name on Agenda acts as a presentation layer override

  • Exported agendas respect the final display logic applied in Agenda

  • No separate or conflicting naming is introduced in exports

Topic Fields – Structure 

 

Column

 

Description

 

Field Name

Name displayed to users

Field Type

System or Custom

Field Data Type

Text, Long Text, Numeric, Choice, Multiple Choice, Number

Field Properties

Required, Report, Parameter indicators, Filters
  

System fields are clearly labeled and cannot be deleted or structurally modified.

Standard Topic Fields

Includes key system fields such as:

  • Topic Name

  • Display Name on Agenda

  • Topic Type

  • Topic Category

  • Topic Description

  • Duration

  • Site Access

  • Abstract

  • Hide on Agenda

  • Hide on Survey

  • Available to Account Manager

Standard Field Rules

  • Cannot be deleted

  • Cannot change data type

  • Can be renamed and reordered

  • Fully configurable for usage

  • Can be reordered

Field Properties

 
 

Property

 

Description

 

Required

Field must be completed

Show in Reports

Available in reporting

Use in Parameter

Available in templates
  

Icons and tooltips visually indicate each property.

Custom Topic Fields

Admins can create additional fields to capture business-specific data.

Supported Field Types

  • Single Select

  • Multi Select

  • Short Text

  • Long Text

  • Rich Text

  • Number

Configuration & Administration

Navigation

  • Settings → Topic Field Customization

 
 
image-20260331-070300.png

How to Configure Topic Fields

  1. Open Topic Field Customization

  2. Review existing fields

  3. Update labels, properties, and order

  4. Configure field usage (Required, Report, Parameter)

  5. Add custom fields if needed

  6. Save changes

 
 
image-20260331-070134.png

Managing Field Options

For select-type fields:

  • Add, edit, reorder, activate, or deactivate options

 
 
image-20260331-070411.png

Field Ordering

  • Drag-and-drop to reorder fields

  • Order persists across the system

Field Visibility

 
 
 

State

 

Behavior

 

Active

Visible and usable

Inactive

Hidden from new use, retained in system

Show Inactive Fields

Allows admin to view/reactivate fields
 
 
 

User Roles / Permissions / Prerequisites

 
 
 

Role

 

Access

 

Admin

Full configuration access

Account Manager

Uses configured fields
 
 
 

Prerequisites

  • Admin access required

  • Field configuration should be completed before rollout

How It Works – User Flow

Access Configuration

  1. Go to Settings

  2. Click Topic Field Customization

Configure Fields

  1. Review field list

  2. Identify system vs custom fields

  3. Update properties

  4. Reorder fields

  5. Save

Add Custom Field

  1. Click Add Custom Field

  2. Select type

  3. Configure field

  4. Save

Validate Topic Name Behavior

  1. Create or edit a topic

  2. Enter Topic Name

  3. Optionally enter Display Name on Agenda

  4. View topic in agenda

  5. Export agenda and confirm displayed name

Important Considerations & Limitations

  • Topic Name is always required and acts as the base identifier

  • Display Name on Agenda is optional but controls presentation

  • System fields cannot be deleted and type cannot be changed

  • Inactive fields retain historical data

  • Only configured fields appear in reports/templates

FAQs

What is the difference between Topic Name and Display Name on Agenda?
Topic Name is the core system value. Display Name is an optional override used only for presentation in agenda views.

Which topic name appears in exports?
Exports reflect the name shown in the agenda after applying display logic.

What happens if Display Name is empty?
The system automatically uses Topic Name.

Can I remove Topic Name?
No, it is a required system field.

Can I rename these fields?
Yes, labels can be updated, but functionality remains unchanged.

Can I delete the custom fields that are being used in reports or email parameters?
No, the fields that are being used elsewhere cannot be deleted. The delete button is disabled for those fields. The admin when hovers over the delete link, can see at how many places it is being used.

Can I search through the filtered results?
Yes, once the filtered is applied, additional search can be performed through search input box to get the desired results.