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Add issue forms

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An issue form defines the information that displays on the Add Issue page for all issues created from the page. If you have the required security privilege, you can create new issue forms to define required fields and assign issue codes and user defined fields.

Once created, you can subsequently assign the issue form to a project so project members can create new issues based on the form.

To add an issue form:

  1. Click Administration at the top of the page.
  2. From the Administration Home page, click Issue Forms. In the hierarchy, click Modify, then click Add Form.

  3. Select an existing form on which you want to base the new form, then click OK. You can select the Default Form (which displays all issue fields) or any other existing form.
  4. 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 category to assign to the form. Next, select a category, then click OK.
  5. Mark the fields you want to display for all issues created from this form. You can choose which fields are required and, for some fields, you can select a default value. You can include 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. Click to 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. Click to 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.

  6. 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, and then 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.
  7. 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 you want to associate with the form, and then click Assign. 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.
  1. Click Save.

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