Generating Issues and Change Actions

You can generate issues and change actions for markups.

This task shows you how to:

Before you begin: Create a markup and save it.

Generate an Issue for a Markup

You can generate an issue for a markup. For more information on issue, see Issues.

  1. From the Markup section of the action bar, click Generate Issue .
  2. In the New Issue(s): Markup Title dialog box,
    1. In the Title box, change the title if required.

      By default, the markup title is used as the issue title.

    2. In the Description box, enter the required description.

      By default, the markup description is used as the issue description. If there is no markup description, and the markup context is a filter then the <filter name> (<root product name>) is set as the description. Otherwise the <root product name> is set as the issue description.

    3. Select the required priority from the available priority options.
    4. Set the other parameters as per the requirement.

    By default,

    • the issue is attached to the markup.
    • the issue is reported against the context of the markup.
    • the context for the markup is also the context for the issue.
    • the issue is assigned to the owner of the objects selected under Reported against. You can select the Assign to me check box to assign the issue to yourself.

  3. Click Send.
    An issue is created.
    Note:

    If an issue is selected when opening 3D Markup, the widget checks if a single markup is attached to the issue.

    • If a single markup is attached to the issue, the markup is loaded in the widget.
    • If a markup is not attached to an issue,
      • If the issue is reported against a single object, it is loaded in the widget. A new markup is created pointing to this object and attached the issue.
      • If the issue is reported against multiple objects or if no objects are selected under Reported against, no object is loaded in the widget.

Generate a Change Action for a Markup

You can generate a change action for a markup. For more information on change action, see Work Under a Change Action

  1. From the Markup section of the action bar, click Generate Change Action .
  2. In the Create Change Action dialog box,
    1. In the Type list, select one of the following:

      • Change Action
      • CMSSubSub_CA
      • CMSSub_CA

      By default, Change Action is selected.

    2. In the Title box, change the title if required.

      By default, the markup title is used as the change action title.

    3. In the Description box, enter the required description.

      By default, the markup description is used as the change action description. If there is no markup description, and the markup context is a filter then the <filter name> (<root product name>) is set as the description. Otherwise the <root product name> is set as the change action description.

    4. Select the required priority from the available priority options.
    5. Set the required due date.

    A change action is created. It is attached to the markup under consideration. The context for the markup is also the context for the change action. This change action is assigned to the owner of the context.

    Note: If the markup under consideration is attached to a single issue, the newly created change action is added under this issue's Resolved by area. A notification is displayed, indicating if the change request is attached to an issue or not.