Customize issue types
You can add custom issue types to make the terminology in the file consistent with your organization's standards.
- If the file is protected, you must have the Modify issue types group right.
- If you are working in a sync copy, ensure you are online and synchronizing with the parent file.
To add a custom issue type:
- Right-click anywhere on the Issues pane, then click Settings | Customize Types....
- In the Issue Types dialog, click Add....
- In the ID field, enter a two-character identifier for the new issue type. In the Type field, enter the full name to display in drop-down lists for issue types.
Select any applicable settings for the issue type:
Option Description Roll Forward
Roll the issue type forward to the new year file when performing a year end close.
Allow Overwrite: Allow other users to change the default for the issue type when editing or adding an issue.
Retain on Cleanup
Retain the issue type when performing a clean up.
Allow Overwrite: Allows other users to change the default for the issue type when editing or adding an issue.
- If required, click Layout... to open the Customize Issue Layout dialog. Use this dialog to customize the available fields for new and existing issues using the new type. Issues with multiple types will merge layouts, prioritizing available fields over hidden fields.
- When complete, click OK.
The issue type is added to the file and can be selected when reporting an issue.
- You can modify an existing issue type by selecting it in the Issue Types dialog and clicking Edit....
- You can delete an existing issue type by selecting it in the Issue Types dialog and clicking Delete. Any issues using a deleted type will switch to type: None.
- If you click Defaults in the Issue Types dialog, all custom issue types and modifications to default types are removed.