Editing and updating an issue that has been entered into the database allows you to add information, update the status of an issue, change incorrect information, or view the history of changes for the issue. If configured by your system administrator, you will also be able to manage groups of related issues. Once again, note that the actual fields on your installation will have been set by your administrator and therefore the screen may not look the same as in the example.

Related topics covered in this section include

To Edit an Issue

Navigate to the Edit Issue screen (the screen can be accessed from many places including - Home screen folders, Email Notification, Add Issue Summary, Quicklist Report, Detailed Report, Summary Report, Custom Reports).

Adding Another Repeating Record

When you are editing an ExtraView Issue you may have the opportunity to add another repeating record to an existing issue. For example, if you are tracking software defects, you may want to track the issue against more than one release or version in which the issue is found. The specific fields available may differ from installation to installation.

To Add Another Repeating Record

Adding Attachments

ExtraView gives you the ability to add file attachments to any ExtraView issue. Attachments can include anything from a screenshot to a document. You can attach an unlimited number of files of any type to any given issue. Each file may be up to 2GB in size if your database is Microsoft SQL Server, or 4GB in size if your database is Oracle. The size of attachments when the underlying database is MySQL is determined by your administrator.

To Add An Attachment

From the Edit screen, click the Add attachments button.

Special Field Types

There are several special field types that you may see when using ExtraView. For example, the Status field may be displayed as follows, allowing you to select the status you want to transition an issue into by clicking on a button.

This field type displays a quick view of the history of an issue. This is independent of the more complete view of history that is available to most users from the edit screen.

Interest List

Interest lists allow non-owners or originators to follow the state of an existing issue by providing these individuals with automatic email notifications. You can use the Include self on interest list checkbox to add yourself to the interest list to always receive notification when the issue is updated.

View Issue History

ExtraView retains a complete record of all changes to every issue. This allows you to audit the history of changes from the time the issue is first entered until final closure.

To View Issue History

Note that you will see the most recent record first, with successive changes to each field reflected in red or another color selected by your administrator.

Clone an Issue

ExtraView gives you the ability to clone an existing issue into an entirely new issue. ExtraView will assign this new issue its own unique ID and give you the ability to manage it independently of the original issue. This feature is useful if there are a number of very similar issues that require only a small change in order to differentiate. When you clone an issue, a comment is automatically added to the old and new issues, to show the cloning details.

To Clone an Issue

Note that the new issue will replace the previous issue in the edit window and changes can be made immediately.

Related Issues

A Relationship Group is a grouping of issues within the system for the purpose of keeping track of similar or related items, and to allow the status of all the related issues to be updated as a single action.

To Add an Issue to a New or Existing Relationship Group

To Create a Relationship Group from a Quicklist or Custom Report

Updating Relationship Groups

Once a relationship group has been created, and issues have been associated with it, ExtraView will notify the user of the existence of related issues each time you do an issue update, and give you the opportunity to make batch-level status changes, as needed.

Email Templates

The custom notification feature allows the ExtraView user to send email notifications using a pre-defined template, to one or more persons. For example, if you are in customer support or marketing and want to send email to all customers associated with a certain issue or set of issues, you can drill down to a given issue's edit screen, and then click the Email button to activate the feature, generate the email list, select a template, or write a custom mail, and then send the message.

To Create Custom Email

Note that many of these features must be enabled through the Grant Security Privileges section by your ExtraView Administrator.

Reference

Additional information: http://docs.extraview.com/extraview-23/end-user-guide/managing-issues/editing-issue

 


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