Creating Issue Templates

You can create templates to be used as the basis for creating issues. When users create issues from templates, the new issue includes all the details from the template.

The workflow shown in this dialog box is also used to edit an existing issue template.

Before you begin: Open the Manage Templates window.
  1. From the icon toolbar, click More actions
  2. From the Tools section of the action bar, Manage templates.
  3. From the icon toolbar, click More actions > Manage templates. Click the action for how you want to create the new template:

    • to create the template from a blank form.
    • to create a template from an existing issue.
    • to create a template as a copy of the selected template.

    If you clicked , use 3DSearch to select the issue to use as the basis for the template.

    The multi-step workflow guides you through the process.

    You can click at the bottom 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 multi-step workflow, but the information you enter is the same in the full view.

    For any non-mandatory field, you can click for that field to hide it. Issues created from the template will not see that field. Hidden fields show with for that field in the template.

  4. To define default values for issue properties, add default values for these fields:

    If you started from a template or a copy of another issue, you can add to, remove, or edit the information copied from the template or issue.

    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.

    Users can change the type when the create issues from the template.
    Title Add a default title. For example, if you design a template used for issues to report problems with a specific dialog box, you can use that as the title.
    Description Add a default value. You can use the text here as a guideline to the people who will create issues to show them what information needs to be entered.
    Classification 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 by using IP Classification.
    Library and classification hierarchy If you selected 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.
    Proposed Fix Add a default value. You can use the text to guide the requestor for suggesting a fix for the issue.
    Priority Click the level of priority that issues created from this template should be assigned. For example, if the template is used to report an exceptional problem, the priority could be Urgent, while a template used to report typos in the UI could have a Low priority.
    Due Date Enter a default due date.
    Additional Attributes If you selected a subtype, any attributes defined for that subtype are listed. Enter values as appropriate.

  5. If available, define values for additional attributes:
    1. In the workflow, click More Attributes.
    2. Enter values for any of the listed attributes.
  6. Define the default objects related to the issues created from the template:
    1. In the workflow, click Related Objects.

      You cannot add Project Planning tasks.

    2. To select Affected Items, click and use 3DSearch to locate an object.

      For example, if the template will be used to create issues for a specific product, select that product.

    3. To select a Context, click and use 3DSearch to locate an object.

      For example, if the template will be used to create issues for a context that includes the Affected item, select that item.

  7. Define the default responsible organization and assignees:
    1. In the workflow, click Team.
    2. From the list, select the Responsible Organization that will be assigned to issues created from this template.
    3. To designate a person as co-responsible for issues created from this template, start typing a name in the Co-Responsible box and select the person you want.
    4. To add assignees, type a name and select the person you want. You can also click Assign To Me so that any issue created from this template automatically adds you to the list of assignees.
  8. Define the default attachments for issues created from the template:
    1. In the workflow, click Attachments.
    2. To manage the default attachments, use these actions:

      Action Description
      Screen shot Not available when creating a template. 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.
      Search 3DEXPERIENCE objects Use 3DSearch to attach an existing object to the template.
      Remove selected document(s) Removes the selected attachments from the list.
      or Change Catalog Layout Switch between the list and tile view of the attachments.

  9. Complete the issue:
    1. In the workflow, click Finalize.
    2. If you want the issue to automatically be promoted to the Pending state (instead of remaining in New until reviewed and promoted), select Promote Issue to 'Pending' state.
    3. Enter a name for the template. The name will let people know what type of issue will be created from it.

      The Save the form as a reusable Template control is not used here. It is used when creating an issue if you want to save that issue as a template.

    4. Enter a description for the template. This information is used to provide additional information to help people choose the correct template when they need to create an issue.
  10. Click Create and Close.

    You can also click Create if you want to create this template, but leave the form open to create additional templates. If so, you can edit any of the already-defined information, or click Clear to erase all the information.

If you selected an existing issue, the values from that issue, including any classification and associated attribute values, are saved in the template.