About Issue Forms

The Issue Forms feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.

There is a generic, system-generated Issuetrak Screen that is pre-selected in Settings Lightbox > Features beneath System, but once you create additional Issue Forms, you can change the default. For any Issue Types that do not have a specific Issue Form assigned, the default will be used.

Only users with Sys Admin or Can access and maintain Administration functions permissions can add, edit, or delete Issue Forms within your system. Only a user with Sys Admin can change the Default Screen.

---

To see a demonstation of creating an Issue Form, click the Continue button to start the presentation below.

---

 

Creating Issue Forms

Steps:

1. Click the gear icon in the upper right > click Issue Forms beneath Issue Setup > click Add on the right quick menu.
2. Enter Issue Form Name (50 characters max).
3. Drag and drop any Available Fields you want to display on this Issue Form into the appropriate display order in the Included Fields list on the right. (To remove fields from this Issue Form, drag and drop them into the Available Fields list on the left. Fields that begin with an asterisk * cannot be removed.)

4. Add, drag, and drop any Custom Section Headers, Blank Lines, and Form Text you want to display into the appropriate display order in the Included Fields list on the right. (To remove Section Headers, Blank Lines, and Form Text from this Issue Form, drag and drop them into the Available Fields list on the left.)
5. Click Next.
6. Select any additional field requirements that apply. Required means that the field is required at all times on the issue. Required on Close means that the field only has to be filled out at some point before the issue can be closed.

7. Click Save.

A confirmation message will appear when this process is complete.

---

 

Editing Issue Forms

Steps:

1. Click the gear icon in the upper right > click Issue Forms beneath Issue Setup.
2. If you simply wish to toggle an issue form's "Active" status, you can do that now. It will be effective immediately and without confirmation. The steps below are not necessary to apply this change. You may have to click on "Show Inactive" to display the issue form you want to toggle.
3. Click edit next to the Issue Form you want to change.
4. Make your changes.
5. Click Update.

A confirmation message will appear when this process is complete.

---

 

Adding Form Text

When creating or editing Issue forms, you are able to add form text to be displayed on the Issue screen to the user.

This content will be visible to all users who can see that issue form, regardless of permissions.

Steps:

1. On the first screen when creating or editing an Issue Form, click the "+ add form text" link above the list of available fields.
   • This pop-up will contain 2 fields: Title and a Rich Text Editor.
   • The Title will be the name of the field as it shows on the Issue Forms screen, while the Rich Text Editor will become the information that appears on the Issue screen itself.
2. Once created, you will see the Title of the form text you created appear in the left list of available fields. Drag-and-drop this to the right list of included fields where you want the content to appear on the Issue screen.
3. Do not forget to click on Next at the top and then Update the form after all changes have been made.

The Rich Text Editor allows for content to be resized, colored, or formatted to the way you want it to show on the screen and also includes the ability to use HTML formatted content on the issue.

To read more about what HTML content can be applied to Form Text, please see our HTML Enhancements Options article for more details and code snippets.

---

 

Changing the System Default Form

Steps:

1. Click the gear icon in the upper right > click Features beneath System.
2. Scroll down to the Issue Forms section.
3. Select the Issue Form you want to use as the Default form.
4. Click Update.

A confirmation message will appear when this process is complete.

---

 

Assigning Issue Forms to Issue Types

Steps:

1. Click the gear icon in the upper right > click Issue Forms beneath Issue Setup > choose Assign from the right quick menu.
2. Select the Issue Form you want to assign.
3. Check the Issue Types that need to be assigned to this Issue Form.
4. Click Save.

A confirmation message will appear when this process is complete.

---

 

Deleting Issue Forms

Steps:

1. Click the gear icon in the upper right > click Issue Forms beneath Issue Setup.
2. Click del next to the Issue Form you want to delete.
3. Click OK to verify you want this item deleted.

A confirmation message will appear when this process is complete.