Creating an Issue from a Template

You can create issues from templates defined with starting values for many fields. For example, a template can be created that already defines the Affected Items, ,such as a product or part, with the owner, co-owners, and assignees already entered.

The app creates the issue using your current credentials (organization and collaborative space).

Before you begin: Click New Issue .
  1. If the required template shows in the Recent templates list, click it.

    If the template does not show in the list, click Create from a template, select the required template, and click Select.

    The multistep workflow guides you through the process. You can click to switch from the workflow view to the full view. The full view uses a scroll bar to access the information you need to enter. These instructions use the multistep view, but the information you enter is the same in the full view.

  2. Enter these details:

    You can add to, remove, or edit the shown information.

    Field Description
    Type If your company defined subtypes of issues, select the required subtype from the list if appropriate. The dialog box adds the attributes for that subtype.

    You can choose a different type of issue than the type defined by the template.
    Title Enter a descriptive title of the problem.
    Description Enter details about the problem, such as how to reproduce it.
    Classification The dialog box lists the classifications from the template. Expand the classifications to enter values for the attributes.

    You can add classifications to the issue in addition to the ones defined by the template.

    Click Add to select a classification. Expand the lists of libraries and classifications. Select one or more classifications, then click Add.

    The app adds an expandable list of attributes for the selected classification to the Create Issue dialog box.

    You can add as many classifications (and their associated attributes) as required for the issue.

    Classifications are defined using IP Classification.
    Library and classification hierarchy Lists the classifications included in the template and any added for the specific issue.

    Click X to remove the classification and its attributes from the issue.

    Expand the classification to view the attributes defined for that classification.

    Enter or select values for the listed attributes.
    Proposed Fix If you know how the issue should be resolved, enter that information here.
    Priority Click the level of priority for the issue.
    • - low priority
    • - medium priority
    • - high priority
    • - urgent
    Due Date Enter a due date.
    Escalation Required Date Choose whether or not to escalate the issue.
    Additional Attributes If you selected a subtype, any attributes defined for that subtype are listed. Enter values as appropriate.

    These attributes do not display on the Properties tab for the issue. If you do not enter a value before clicking Start or Save as Draft, you cannot enter a value later.

    If you enter a value and switch the issue type, the attribute and its value are removed.

  3. If defined for your system, enter values for additional attributes:
    1. In the workflow, click More Attributes.
    2. Enter values for any of the listed attributes.
  4. Define the objects related to the issue:
    1. In the workflow, click Related Objects.
    2. For Affected Items and Context, use one of these tools:

      • To place the issue in the location where it occurs in a 3D image, click Pick a precise element in the 3D to add it to the issue and click the location in the image where the issue occurs.

        This option is only available if you create the issue from Issue 3D Review.

      • Click and use 3DSearch to locate an object, or drop an object from another widget into the box.
      • When applicable, you can click Replace by revision.
      • Options are available for Replace by revision and Download

      You can have multiple Affected Items and contexts.

  5. Define the owners and assignees:
    1. In the workflow, click Members.
    2. From the list, select the Owner that will be assigned to the issue.
    3. To assign a person as co-owner for the issue, start entering a name in the Co-owners box and select the person you want.
    4. To add assignees, start entering a name and select the person you want. You can also click Assign To Me so that the issue will automatically add you to the list of assignees.
  6. In the workflow, click Attachments. You can use these tools to work with the attachments:

    Action Description
    Screen shot You can only take a screen shot when creating the issue from within Issue 3D Review.
    Upload files Upload load one or more files from your computer.
    Add Existing Use 3DSearch to attach an existing object to the template.
    Remove selected document(s) Removes the selected attachments from the list.
    or Thumbnail View and Grid View Layout Switch between the list and tile view of the attachments.

  7. Click Settings and choose from these options:
    1. If you want the issue to use the workflow process, select Enable the workflow to ensure validation and review of this issue.
    2. If you want this issue to be saved as a template, select Save the form as a reusable template and enter a name and description for the template.
  8. Save the issue:

    • Click Save as Draft to create the issue in the Draft state. Use this option if you have not completed defining the issue or are not ready for it to be worked on.
    • Click Start to create the issue in the To Do state. Notifications are sent to the assignees who can start working on it.