If you have the required security privilege, you can do the following with an issue form:
Editing an issue form enables you to modify information, such as the name of the form, the category to which it is assigned, and the fields that display for all issues created from it. You can additionally assign or remove issue codes and user defined fields.
To edit an issue form:
- Click Administration in the global navigation bar.
- From the Issues section of the Administration Home page, click Issue Forms.
- Expand the issue category that contains the issue form you want to edit, and select the issue form.
- In the Form Name field, type a unique name. A name can contain up to 50 characters. This is a required field.
- In the Form Category field, click
to choose a form category to assign to the form. Select a category, and then click Assign.
- Mark the fields you want to display for all issues created from this
form.
You can also choose whether the field is required.
For some fields, you can select a default value. You can display any of
the following fields:
Issue Name - The name assigned to the issue. This is a required field, so it is always selected to display, and it is always designated as a required field.
Applies to Activity - The activity to which the issue is associated.
Date Identified - The date the issue was identified.
Identified By - The person who identified the issue. This field is always designated as a required field.
Owner - The resource responsible for the issue. Clickto specify a resource as the default value. The list of available resources you can select from depends upon your resource access security privileges.
Priority - A priority designation. You can select one of the following default values: top, high, normal, low, lowest. This field is always designated as a required field.
Resolution Date - The planned (open issue) or actual (closed issue) resolution date for the issue.
Responsible Manager - The OBS element associated with the issue. Clickto assign a default OBS element that is responsible for the issue. This field is always designated as a required field.
Status - The current issue status. You can select one of the following default values: open, on hold, or closed. This field is always designated as a required field.
- To assign an issue code to the form, in the Issue Codes section, click Assign Issue Codes. Select the issue code you want to associate with the form. Click Assign. Each issue code you assign displays on the Add Issue page for all issues created from this form.
Tip: Once an issue code is assigned, click
to assign an issue code value. Next, select an issue code value and then click Assign. To indicate whether the issue code value is required, mark or clear the checkbox in the Required field.
- To remove an existing issue code assignment, click
. You must have the required security privilege to remove an issue code assignment.
- To assign a user defined field to the form, in the User Defined Fields section, click Assign User Defined Fields. Select the user defined field that you want to associate with the form. Click Assign.
- Click Save.
Each user defined field you assign displays on the Add Issue page for all issues created from this form.
Tip: Once a user defined field is assigned, you can subsequently assign a default value. To indicate whether the user defined field is required, mark or clear the checkbox in the Required field.
To delete an issue form
- From the Issues section on the Administration Home page, click Issue Forms.
- Expand the issue category that contains the issue form you want to delete, select the issue form, and click
Modify.
- Click
Delete.
- Verify that you want to remove the issue code value, and click Delete Form.