Form Management

In Dynamsoft Issue Tracking Anywhere, form is used for issue operations. When you create a new issue, view or edit an existing issue, an interface is needed. The interface is called a form. A form determines what fields should be displayed and how they be displayed. Each issue type is associated with a Form Management.

This page allows you to configure fields and tabs for the form in the issue type.

Access Rights

You must have Manage Project (Project Templates Management) permission.

To Manage Form

1. Click Projects (Project Templates) Management in System Admin page, and the Project (Project Template) List page appears.

2. Select the project (project template) that you wish to manage, click in Manage column of Project (Project Template) List page, and the Project (Project Template) Management page appears.

3. Click Issue Types Management in Project (Project Template) Management page, and the Issue Type List page appears.

4. Select the issue type that you want to manage, click in Manage column of Issue Type List page, and the Issue Type Management page appears.

5. Click Form Management in Issue Type Management page, and the Form Management page appears, as seen in the following figure:

6. Add or remove fields, set position or order of fields.

Window Items:

Issue Details:

Title: The concise summary of the issue.
State: The current state of the issue.
Priority: The subjective importance and urgency rating of the issue.
Assigned To: The user who is assigned to work on the issue.
Description: The detailed information of the issue.

Issue Tabs:

Comment: Comments on the issue, any of which will be recorded. The formatting options are available to the content for the comments. By using this tab, users can add and view comments on the issue.
Attachments: File attachments of the issue. By using this tab, users can open, add, and remove file attachments of the issue.
History: History log of any field changes that have already occurred. By using this tab, users can expand and collapse details about historical revisions to the issue.
Links: Links to other issues that related to the current issue. By using this tab, users can open, add, and remove links related to the issue.

Edit Form:

Add field

Select a field from field dropdown list; Note that the field dropdown list contains all the fields in Fields Management except the fields that have already been in the form.
Set the position for the selected field by selecting the row and the column.
Click Add to add the field into the form.

Adjust height

Select a field from field dropdown list; Note that the field dropdown list contains all the fields of HTML and PlainText type in the form. That is to say, you can only change the heights of fields of HTML and PlainText type.
Set the height for the selected field by inputting value in the textbox.
Click Change to modify the height of the selected field.

Remove field

Select a field from field dropdown list.
Click Remove to remove the selected field from the form.

Show tabs

Check tabs to show in the form.
Set order and height for the checked tabs.
Click Save to add checked tabs into the form.

Note:

By default, issue details include the following fields: Title, State, Priority, Assigned To and Description.
By default, issue tabs include the following tabs: Comment, Attachment, History and Links.
No matter whether the field is in the form, rules of this field will take effect.