An issue form is a template, or framework, that you can use to create new issues. Issue forms define the information that appears on the Add Issue page, so you can control the information captured for any new issue added within the project. You can create issue forms to capture issue information specific to a department in your organization, or for any other specific purpose.
Using the Issue Forms feature, you can:
- Create, modify, and delete issue forms
- Assign issue forms to a project
- Create a new issue from an issue form
- Organize issue forms
Create, modify, and delete issue forms
If you have the required security privilege, you can create, modify, and delete issue forms to use for any project across the enterprise. When you create a new issue form, you can specify the fields you want to display, the default values associated with each field, and whether or not certain fields are required. You can additionally assign any issue codes or user defined fields. All specified fields, issue codes, and user defined fields will appear on the Add Issue page for any issue created from the issue form. Before you can use an issue form to create new issues, you must first assign the issue to the project.
Assign issue forms to a project
Issue forms are global to the enterprise, and once created, you can assign issue forms to one or more projects if you have the required security privilege. Assigning an issue form to a project makes the form available for project members to use when adding new issues within the project. Issue forms that are assigned to a project will be available to choose from when adding any new issue to the project or a workgroup.
Create a new issue from an issue form
When you add an issue to a project or project workgroup, you can specify the form you want to use. By default, you can select to create the new issue from the Default form, which displays all available issue fields, or you can select any other form that is assigned to the project. Once you select an issue form, the Add Issue page appears, displaying the form-defined information.
Organize issue forms
To organize issue forms in a meaningful way, you can assign
issue form categories to forms across multiple projects. Form categories
organize forms in the issue form hierarchy, which displays when you add, edit,
or delete an issue form. Once a category is assigned, the issue form is listed
in the hierarchy beneath the category name.
All users with the required security privilege can access issue forms and
issue form categories via the Issues menu. If you have the required security
privilege, you can additionally add,
modify, or delete issue form categories.