Creating Custom Screens

Steps

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

1

Go to Administration > Custom SCreens > List All > Add.

2

Enter a Name for this Custom Screen (50 characters max).

creatingcustomscreens_1.png

3

Drag and drop any avalabile 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 Avalabile 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

4

Add, drag and drop any Custom Section Headers, Blank Lines and/or 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/or Screen Text from this Custom Screen, drag and drop them into the Available Fields list on the left.)

5

Click Next.

6

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.

7

Click Save.

creatingcustomscreens_3.png

A confirmation message will appear when this process is complete.


Applies To:

Issuetrak 9.9+