Follow
Editing Issues

***

You can edit information on issues that you have created, or that you have permissions to Manage. You must have access to Edit Issues in your access level in order to edit issues. For more information about the access model, see "Understanding the Access Model."

Editing an Issue

  1. Navigate to the Projects area in the Global Navigation Bar.
  2. Select the Projects tab.
  3. Click the name of a project to select it.
  4. Select the Issues tab.
  5. Either click the name of an issue in the list, then click Edit Issue.
    edit_issue.png
    Or
    Select the Issue Details tab and edit the fields under the Overview and Custom Forms sub-tabs.
    There is a limited number of fields you can edit on this tab.
    Or
    To edit all fields for the issue, select the issue that you want to edit in the issue list, then click Edit.
  6. The Edit Issue dialog box is displayed.
    edit_issue_box.png
  7. Consider specifying information in any of the following sections:

Overview

  1. Begin editing an issue as described above.
  2. Click Overview.
    overview_section_edit_issue.png
  3. Consider the following:
    Name: Specify a name for the issue.
    Description: Add additional information about the issue.
    URL: Specify a web link that relates to the information about the issue.
    Depending on the Queue Properties selected by your project manager in the Queue Setup of the project, you might be able to specify the Type of the issue. Select from the following options:
    - Bug Report
    - Change Order 
    - Issue
    - Request
    Depending on the Project Preferences selected by your system administrator, the names of the types of the issues might be different for you. 
    Status: Select the status of the issue. For more information about issue statuses, see "Understanding Issues Statuses." 
    Priority: This is a visual flag for you which allows you to prioritize issues. 
    Select from the following options:
    - None
    - Low
    - Normal
    - High
    - Urgent
    Depending on the Project Preferences selected by your system administrator, the names of priorities might be different for you. For more information about editing priorities, see "Customizing and Creating Priorities."
    Severity: This is a visual flag for you which indicates how severe the problem described in the issue is. Severities are specific to issues. Select from the following options:
    - Cosmetic
    - Causes Confusion
    - Bug with workaround
    - Bug with no workaround
    - Fatal error
    Depending on the Project Preferences selected by your system administrator, the names of severities might be different for you. For more information about editing severities, see "Customizing and Creating Issue Severities."
    Primary Contact: By default, the Primary Contact is the creator of the issue. To modify this, start typing the name of any active user in Workfront, then select it from the list. An issue can have only one Primary Contact. 
    Planned Hours: Specify the amount of Planned Hours for the issue, in hours. This is the amount of actual time it would take the assignees of the issue to complete it. 
    NOTE Changing the Planned Hours of the issue will not change the issue Planned Completion Date. 
    (Optional) Specify a Planned Start Date for the issue. By default, the Planned Start Date is the date and the time when the issue was created. 
    (Optional) Specify a Planned Completion Date for the issue. By default, the Planned Completion Date is 24 hours from the default Planned Start Date. By default, issues have a Duration of 1 day. 
    (Optional) Specify an Actual Start Date for the issue. The Actual Start Date is automatically populated when you change the status of the issue to In Progress
    (Optional) Specify an Actual Completion Date for the issue. The Actual Completion Date is automatically populated when you change the status of the issue to Closed or Resolved.
    Resolved By: Select whether this issue will be resolved by a task, a project, or another issue from the drop-down menu, then start typing the name of the task, project, or issue that will resolve the issue. Select it when it appears in the list. 
    NOTE When you select an object to resolve an issue, the issue status is linked to the status of the resolving object and cannot be changed on the issue. For more information about resolving objects, see "Understanding Resolving Objects."
  4. (Optional) Continue editing the following sections, depending on the information you want to modify.
    Or
  5. Click Save Changes

Settings

  1. Begin editing an issue as described above.
  2. Click Settings.
    settings_area_edit_issue.png
    Consider the following:
    Reminder Notifications: Select which Reminder Notifications you would like to attach to this issue. Your system administrator must configure Reminder Notifications before you can select them on an issue. For more information about configuring Reminder Notifications, see "Setting Up Reminder Notifications."
    Approval Process: Select an approval process that you want to associate with the issue. Your system administrator must define system-level Approval Processes before you can associate them with issues. For more information about creating Approval Processes, see "Creating Approval Processes." 
  3. (Optional) Continue editing the following sections, depending on the information you want to modify.
    Or
  4. Click Save Changes.

Custom Forms

  1. Begin editing an issue as described above.
  2. Click Custom Forms.
    custom_forms_area_edit_issue.png
  3. Select the custom form or forms that you want to associate with the issue. You must build the custom forms before they are available to select in this field. For more information about building custom forms, see "Creating Custom Forms." You can add up to ten custom forms to an issue. 
  4. (Optional) Continue editing the following section, depending on the information you want to modify.
    Or
  5. Click Save Changes.

Assignments

  1. Begin editing an issue as described above.
  2. Click Assignments.
    assignments_ara_edit_issue.png
  3. Click Add Assignee to add a new assignee to the issue. You can assign users, roles, or teams to an issue. You can have multiple assignees on an issue. 
  4. (Optional) Indicate whether an assignee is the primary assignee on the issue, by selecting the Issue Owner radio button. 
  5. (Optional) Select a role from the Assignee's Role drop-down menu. 
    This is the role that the assignee can fulfill on this issue. Only the job roles associated with each assignee in their profile appear in the drop-down menu.
  6. (Optional) Continue editing the following sections, depending on the information you want to modify.
    Or
  7. Click Save Changes.

Comment

  1. Begin editing an issue as described above.
  2. Click Comment.
    comment_area_edit_issue.png
  3. Specify a comment that you want to display in the updates stream of the issue in the available field. This comment is visible for everyone with View access to the issue and with access to view Notes.
  4. Click Save Changes.
    Your changes will be submitted for this issue. Any notifications that are triggered by making edits to the issue and meet the conditions to be sent at this time, will now be sent to the users associated with this issue. 

Editing Issues in Bulk

You can edit issues in bulk and update all their information at the same time. 

To edit issues in bulk:

  1. Navigate to the Projects area in the Global Navigation Bar.
  2. Select the Projects tab.
  3. Click a project name to access the project.
  4. Select the Issues tab.
  5. Select several issues in the list. 
  6. Click Edit.
    The Edit Issues dialog box opens.
  7. Specify the information on all selected issues. 
    Editing the information on all issues is identical to editing information on one issue.
    For more information about editing an issue, see "Editing an Issue."
    NOTE The information you are changing on all the issues selected will override the existing information on individual issues, except for the Assignments field. Adding a new assignee in bulk edit will add that assignee to all the selected issues. If other assignees are assigned to the selected issues, they will remain assigned in addition to the one added through bulk edit. 
  8. Click Save Changes
    All changes you made are now visible on all the selected issues. 

For more information about bulk editing, including bulk editing custom forms, see "Bulk Editing." 

 ***

Linked to other articles - don't delete/ change name or link.