About Custom Screens

The Custom Screens feature in your Settings Lightbox allows you to customize the information displayed on different Issues Types, as well as the required fields that apply to those Issues Types.

There is a generic, system-generated Issuetrak Screen that is pre-selected in Settings Lightbox > Features beneath System, but once you create additional Custom screens, you can change the default. For any Issue Types that do not have a specific Custom Screen assigned, the default screen will be used.

Only users with Sys Admin or Can access and maintain Administration functions permissions can add, edit, or delete Custom Screens within your system. Only a user with Sys Admin can change the Default Screen.


Please note that the video below contains navigation steps that apply to versions prior to Issuetrak 14. The actual use of the features depicted remains largely unchanged.

Click here to see a complete list of our training videos


 

Creating Custom Screens

Any features, optional fields, or user-defined fields you want to include on a Custom Screen must first be activated within your Settings Lightbox.

Steps:

  1. Click the gear icon in the upper right > click Custom Screens beneath Issues > click Add on the right context menu.
  2. Enter Custom Screen Name (50 characters max).

creatingcustomscreens_1.png

  1. Drag and drop any Available Fields you want to display on this Custom Screen into the appropriate display order in the Included Fields list on the right. (To remove fields from this Custom Screen, drag and drop them into the Available Fields list on the left. Fields that begin with an asterisk * cannot be removed.)

Permission-based field values can be seen only by users with appropriate permissions.

creatingcustomscreens_2.png

  1. Add, drag, and drop any Custom Section Headers, Blank Lines, and Screen Text you want to display into the appropriate display order in the Included Fields list on the right. (To remove Section Headers, Blank Lines, and Screen Text from this Custom Screen, drag and drop them into the Available Fields list on the left.)
  2. Click Next.
  3. Select any additional field requirements that apply. Required means that the field is required at all times on the issue. Required on Close means that the field only has to be filled out at some point before the issue can be closed.

Permission-based field values can be updated only by users with appropriate permissions.

  1. Click Save.

A confirmation message will appear when this process is complete.


 

Editing Custom Screens

Steps:

  1. Click the gear icon in the upper right > click Custom Screens beneath Issues.
  2. Click edit next to the Custom Screen you want to change.

  1. Make your changes.
  2. Click Update.

A confirmation message will appear when this process is complete.


 

Changing the System Default Screen

Steps:

  1. Click the gear icon in the upper right > click Features beneath System.
  2. Scroll down to the Custom Screens section.
  3. Select the Custom Screen you want to use as the System Default Screen.

  1. Click Update.

A confirmation message will appear when this process is complete.


 

Assigning Custom Screens to Issue Types

You can also assign Custom Screens to Issue Types directly from the Add or Edit Issue Type screen.                                                           

Steps:

  1. Click the gear icon in the upper right > click Custom Screens beneath Issues > click Assign on the right context menu.
  2. Select the Custom Screen you want to assign.

  1. Check the Issue Types that need to be assigned to this Custom Screen.

  1. Click Save.

A confirmation message will appear when this process is complete.


 

Deleting Custom Screens

Steps:

  1. Click the gear icon in the upper right > click Custom Screens beneath Issues.
  2. Click del next to the Custom Screen you want to delete.
  3. Click OK to verify you want this item deleted.

A confirmation message will appear when this process is complete.

The Issuetrak screen cannot be deleted. If you delete a screen currently in use, any issues with types associated with that screen will revert to your default screen layout.