Content
View differences
Updated by Dominic Bräunlein about 1 year ago
# Admin Guide: Configuring Automatic Subjects
This guide explains how admins define **subject patterns** for work package types, ensuring clear, automated titles.
---
## 1\. 1. Introduction
Subject patterns embed placeholders, like placeholders—like `[Author]` or `[Custom Field: Invoice ID]`, into ID]`—into titles. Users creating or editing work packages see subjects auto-generated from these patterns, promoting consistency and clarity.
> **Tip:** See the [User Guide on Automatic Subjects](https://community.openproject.org/#) Subjects](#) for the user's user's perspective.
---
## 2\. 2. Adding, Changing, and Deleting Attributes
### 2.1 Adding Attributes
1. Go to **Administration → Work Package Types**, select a type, then open **Subject configuration**.
2. Type `/` in the text field to activate attribute search.
3. Start typing an attribute name (e.g., “start date”); select it from the dropdown to insert a pill (e.g., `[Start date]`).
### 2.2 Changing Attributes
* - Click directly into an existing pill. It becomes editable, triggering the attribute search.
*
- Type the new attribute name and select from the dropdown. The pill updates immediately.
### 2.3 Deleting Attributes
* - Remove the pill as you would regular text (e.g., using backspace).
---
## 3\. 3. Supported Values and Display
Patterns support concise attributes suitable for subjects:
* - **Standard fields**: Author, Start date, Finish date, Status, Priority
*
- **User fields**: Assignee, Accountable
*
- **Version and Category**
*
- **Custom fields**: Short text, integer, lists (long text and multi-select excluded)
*
- **Project attributes**: Project name, Project identifier
Unsupported attributes (long texts or multi-selects) won’t appear in search results.
---
## 4\. 4. Limitations
* - **Multi-select and long text fields** are not supported.
*
- Referencing unavailable attributes or empty fields results in **“N/A”**.
*
- Attributes from a parent or project update only when the child work package is saved.
---
## 5\. 5. When Does the Subject Update?
Subjects regenerate automatically whenever referenced attributes change in the **current work package** upon saving. Changes to attributes in the **parent or project** require updating and saving the child work package again to refresh the subject.
---
## 6\. 6. “N/A” in Subjects
“N/A” appears when:
* - A referenced attribute is empty.
*
- No parent is set (if parent attributes are referenced).
*
- Referenced attributes don’t exist for the parent’s type.
*
- Attributes aren’t activated for the project.
Filling or enabling these attributes and saving the work package replaces **“N/A”** with actual values.
---
## 7\. 7. Choosing Effective Patterns
* - **Be concise**: Limit placeholders to essential attributes (date, ID, author).
*
- **Clear labels**: Use short descriptions indicating work package type.
*
- **Start simple**: Begin with common or critical tasks (Invoices, Vacation Requests).
For examples, refer to [Example Subject Patterns](https://community.openproject.org/#). Patterns](#).
---
## 8\. 8. Further Reading
* - [User Guide on Automatic Subjects](https://community.openproject.org/#)
* Subjects](#)
- [Tips on Writing Effective Patterns](https://community.openproject.org/#)
Patterns](#)
---
**Summary:**
Automatic subject patterns simplify work package identification by standardizing titles. Choose concise attributes carefully, maintain simplicity, and clearly communicate the benefits to your users.
This guide explains how admins define **subject patterns** for work package types, ensuring clear, automated titles.
Subject patterns embed placeholders, like
> **Tip:** See the [User Guide on Automatic Subjects](https://community.openproject.org/#)
### 2.1 Adding Attributes
1. Go to **Administration → Work Package Types**, select a type, then open **Subject configuration**.
*
*
-
*
---
Patterns support concise attributes suitable for subjects:
*
*
-
*
-
*
-
*
-
*
*
-
*
-
---
Subjects regenerate automatically whenever referenced attributes change in the **current work package** upon saving. Changes to attributes in the **parent or project** require updating and saving the child work package again to refresh the subject.
“N/A” appears when:
*
*
-
*
-
*
-
*
*
-
*
-
*
*
-
---
Automatic subject patterns simplify work package identification by standardizing titles. Choose concise attributes carefully, maintain simplicity, and clearly communicate the benefits to your users.