Adding and editing Subtypes 2, 3 and 4

Steps

To add new Subtype 2s or change existing Subtype 2 properties:

1

From the Edit Issue Type screen, select the level 2 link next to the appropriate subtype level 1. The Edit Issue Subtype screen for level 2 will then appear.

CAUTION: If you make any changes on this screen, do not use the level 3 links until after you have clicked Update or the changes will not be saved.

2

To change any existing Subtype 2-related properties, use the Active checkbox and the notify, trak tip and/or restrict links next to the appropriate level 2 subtype.

3

To add a new Subtype 2, enter the display order and title for this New Level 2. To include a trak tip with the new subtype 2, enter the Trak Tip text. To display this tip only to Agent users, select Display this tip to Agents only.

4

Click Update.

The message Subtype successfully updated will then appear.

To add new Subtype 3 or 4s or change existing Subtype 3 and 4 properties:

1

Use the level 3 link next to the appropriate level 2 subtype. The Edit Issue Subtype screen for level 3 will then appear.

CAUTION: If you make any changes on this screen, do not use the level 4 links until after you have clicked Update or the changes will not be saved.

2

To change any existing Subtype 3-related properties, use the Active checkbox and the notify, trak tip and/or restrict links next to the appropriate level 3 subtype.

3

To add a new Subtype 3, enter the display order and title for this New Level 3. To include a trak tip with the new subtype, enter the Trak Tip text. To display this tip only to Agent users, select Display this tip to Agents only.

4

Click Update.

The message Subtype successfully updated will then appear.

To add new Subtype 4s or change existing Subtype 4 properties:

1

Use the level 4 link next to the appropriate level 3. The Edit Issue Subtype screen for level 4 will then appear.

2

To change any existing Subtype 4-related properties, use the Active checkbox and the notify, trak tip and/or restrict links next to the appropriate level 4 subtype.

3

To add a new Subtype 4, enter the display order and title for this New Level 4. To include a trak tip with the new subtype, enter the Trak Tip text. To display this tip only to Agent users, select Display this tip to Agents only.

4

Click Update.

The message Subtype successfully updated will then appear.


Applies To:

Issuetrak 9.9+