Creating Issue Forms
Create an issue form to capture all the attributes your organization wants to track when users add issues to a project. Each form helps maintain consistency when future issues are identified. Project members must select an issue form to serve as a template when they want to create a new issue.
To create an issue form:
- Click
Projects. - On the Projects navigation bar, click
Issues. - On the Issues page, click Issue Forms.
- In the Issue Forms pane, click
Modify and then click Add Form. - In the Select a Form to Copy dialog box, select an existing form or the default form to copy as the basis for your new form. Click OK.
- On the Issue Forms page:
- Enter a name in the Form Name field.
- Select or clear the Display options to determine which attributes appear when users add new issues based on this form.
- To associate issues with codes, expand the Issue Codes section, click Assign Issue Codes, and select issue codes from the dialog box.
- To associate issues with UDFs, expand the User Defined Fields section, click Assign User Defined Fields, and select user-defined fields from the dialog box.
- For all the attributes you assigned or marked with the Display check box:
- Set their Default Value fields, if available. Select a value from the list, enter a value in the field, or click
and select a value from the dialog box. - Select the Required check box for each attribute you want to designate as mandatory. Users must provide data for these fields when adding new issues based on this form.
- On the Issue Forms page, click the Access tab.
- On the Access tab, click Assign Projects.
- In the Select a Project dialog box, select a project in which you want to make this form available for users adding new issues. Click Assign. Repeat this step for all projects in which this issue form should be available. Click Close.
- Click Save.
Tips
- To modify a form, navigate to the Issue Form Details page and select a form in the Issue Forms pane.
- To delete an issue code, user-defined field, or project assignment, click
Delete in the item's row. To delete an entire issue form, select the form first in the Issue Forms pane. Then, in that same pane, click Modify, and then click Delete.
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