The Status field is used to define the workflow of Issues or the stages that an Issue
moves through from beginning to end. Statuses
can be added, deleted, and reordered here. The
dialog is pre-filled with the Statuses defined by the workspace template.
Note
Open and Closed are built-in statuses and cannot be deleted or moved from their positions in the list. They can be renamed. Request is also a built-in status that cannot be removed from the choices, but can also be renamed.
To edit Status properties, hover the cursor over the Status field and click the Edit icon.
Setting Properties
Click a section heading to expand or collapse the section. Enter values into the fields as follows:
BASIC ATTRIBUTES
Name—Enter a name
for the field. This will be displayed as a label for the field on the published form.
Width—Select the number of columns that the field spans. The form is limited to three columns, so options are 1, 2, and 3.
Input Size—Input Size allows you to determine how much of a one, two, or three column selection is occupied by the field. For example, you might want a field to occupy a row by itself (three columns), but because the value entered into that row will only be a few characters long, you might not want the field to occupy the entire length of the row. Options for this property are:
Mini—Occupies approximately 20% of a one, two, or three column field.
Very Small—Occupies approximately 45% of a one, two, or three column field.
Small—Occupies approximately 50% of a one, two, or three column field.
Medium—Occupies approximately 80% of a one, two, or three column field.
Long (the default)—Occupies approximately 98% of a one, two, or three column field.
Dropdown—The number beside the Dropdown option states the number of values that have been defined for the field. Click the number to expand the CHOICES section of the Properties window. By default, Open and Closed are always part of the Status field.
CHOICES—Specify the choices available to the user from the drop-down field.
Add—The Add link adds values to the field. When you click the Add link, the Add Choices Editor is displayed. Type the values into the field and press Enter after each value. Click the Add Choice(s) button when you have entered all of the values. The Add Choices Editor enforces uniqueness; if you enter the same value twice, when you click the Add Choice(s) button, the values are not added but, instead, an asterisk is displayed next to the repeated value. If the values are accepted, a list of the values are displayed in the section.
You can also change the display for the built-in Statuses—To change the name displayed for a built-in status, click in the field where the name appears and type in the new name.
Controls for the list of values—Once values have been added to the field, the values are displayed in a list. The following controls can then be viewed and selected when hovering the mouse over a value in the list:
Trash can icon—Click the icon to delete the field.
Checkmark icon—Sets the value as the default for the field. Only the Open or Closed status can be set as a default. Click the icon to set the value as the default. To change the default, click the Checkmark icon of a different value.
Move icon—Move the value to another position in the list. To move the value, hold down the mouse button on the Move icon and drag the value to the new location.
HELP TEXT AND INSTRUCTIONS
Mouseover Text—Enter the text to be displayed when a cursor hovers over the field or the field name. Text is limited to 100 characters.
Help Text and Instructions—Help text and instructions can be as detailed as you like and are displayed above the field on the published form.
Show on Create & Edit—Select whether to show the help text and instructions on the Create and Edit pages of an issue:
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
If row is shown—Display the text and instructions only if the row in which the field appears is visible to the agent or customer.
Details—Select whether to show the help text and instructions on the Details page of an issue.
Never—The text and instructions are never visible to the agent or customer.
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
Rich Text Mode checkbox—Check the box to use the Rich Text Mode Editor to edit the instructions. The editor provides a variety of text formatting options, including font options and HTML options such as inserting an image from a file or the clipboard, linking to a URL, etc. Leave the box unchecked to use plain text for the help text and instructions. The box is checked by default.
Text field—Enter the help text or instructions into the multi-line character field.
CANCEL/SAVE buttons—To cancel the edits you've made to the field, click the Cancel button below the Properties window. To save the edits, click the Save button. If the field is being introduced for the first time and has not been saved before, clicking Cancel leaves the Properties window without adding the field to the form. Clicking Save does not publish the field addition/edit to the production version of the form, that is, the changes to the form do not become visible to the user until the form has been published.
Defining Permissions Per Role
To define field permissions with greater granularity, edit the Role Properties for the field. Once you have done so, if you return to the Form Designer, specific permissions can be entered for specific roles.
Editing, Moving, or Deleting the Field
To edit the field properties, from the Form Designer, hover over the field and click on the edit icon.
To move the field, from the Form Designer, hover over the field, click on the move icon, hold down the mouse button, and drag the field to the location in which you want it displayed.
To delete the field, from the Form Designer, hover over the field and click on the trash can icon. Deletion is not permitted if a field is part of some other feature (such as a field dependency). In those instances, the relationship between the field and the other feature must first be severed before the field can be deleted.
Note
Deleted data fields are no longer viewable, and FootPrints
forms no longer contain that field. The
column is also deleted and the data no longer accessible. To
undelete a
field (assuming you've made a backup of your database), contact BMC for instructions.
Changing the Field Name
You can change the field name from the Form Designer without going into the Properties window. To do so, click in the field name from the Form Designer. The name is highlighted in yellow. Type the new name into the field.
