Creating Issues

You can create issues that define problems that need to be resolved or functionality that needs to be investigated or improved. The app creates the issue using your current credentials (organization and collaborative space). You can control who is assigned to the Affected Items in the Settings.

Click Settings.to select any of these options for a new issue:

  • Assign automatically content owner to the issue
  • Enable the approval to ensure validation and review of this issue
  • Save the issue as a reusable template

Before you begin: From the action bar or icon toolbar, click New Issue > Create a blank issue, or click Generate Issue on the Markup section of the action bar.
  1. Click to switch from the workflow view to the full view.
  2. Enter these details:

    Field Description
    Type Only shows if your company defined subtypes of issues. Select the required subtype from the list. The dialog box adds the attributes for that subtype.

    You cannot change the type after the issue is created.
    Title Enter a descriptive title of the problem.

    When creating an issue from a 3D markup, the app uses the name of the markup as the title of the issue. You can edit the title as needed.
    Description Enter details about the problem, such as how to reproduce it.
    Classifications Click Add to select a classification. Expand the lists of libraries and classifications. Select one or more classifications, then click Add. The list only includes active classifications.

    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 If you added a classification, the dialog box shows the classification hierarchy. You can 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.
    Resolution Recommendation 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. Add content to the issue:
    1. In the workflow, click Content .
    2. For Affected Items and Context, use one of these tools:

      Affected Items means an object where the issue occurs; context means an object that includes the Affected Items object. For example, an Affected Items issue as a part could have the parent model as its context. You can add multiple Affected Items objects and contexts.

      • 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.

      The organization that owns the initial Affected Items object becomes the responsible organization for the issue.

  4. In the workflow, click Attachments . Attachments provide additional information to help analyze the issue. 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 withinIssue 3D Review.
    Upload files Upload load one or more files from your computer.

    You must have the Author or Leader access role to upload content.
    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.

  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.
    The owner of all objects specified as Affected Items can be added as an assignee of the issue. You can control who the assignees of an issue are in the Settings area in the Create Issue panel.

    After adding a person and if 3DSwym is used, you can click the picture to view that person's profile.

  6. Click Settings and choose from these options:
    1. If you want the issue to use the workflow process, select Enable the approval 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.
  7. 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.