Submitting Multiple New Issues

Steps

1

From the view of the Global issue, click Global Issue Options in the left hand menu.

2

Select Submit New Issues to Link under the Linked Issues section. This will allow you to add one or more new issues containing the same information as the new global issue. Choose an option from the drop down to submit a new issue based on Asset, Location, Organization, User or Custom Table. Once selected, a list with search options will appear to help you locate and select the values desired.

3

The value entered as submitter for the issue varies depending on the option selected. Selecting User will enter the user selected as the issue's submitter. Choosing Location, Asset or Custom Table (field one) will enter the logged in user as the issue submitter. The Contact User value from the Organization record will be used when choosing to submit issues by Organization.

When submitting new issues based on Organization, only those Organizations with a valid Contact User defined will be included in the list. This value is required as it will be used as the issue submitter.

4

After your appropriate values have been selected, click Submit New Issues . A popup will appear to have you confirm the creation of the new issues. Click OK . The page will say processing issues with a spinning wheel. This may take a moment as the new issues submit and link to the existing Global Issue.

Max 200 issues may be submitted at one time. If submitting more than 200, values already used for submitting issues will not be listed for subsequent batches.

The message Global Issue successfully updated will display when the submission process is complete.

Issuetrak will not send emails on Submit when issues are created via the “Firestorm” feature. When there is the potential to create hundreds of issues all at once, there is the potential to possibly generate that many emails (possibly to the same person).

A workaround for this situation would be to create the issues then add a note to the Global issue. As long as the users on the distribution list have On Note selected and the global issue is set to add notes to linked issues on change, they should get the notification for the issue.


Applies To:

Issuetrak 9.9+