You are here: Chapter 9: Advanced Features > Advanced Issue Types > Quick Issues > Creating Quick Issue Templates

Creating Quick Issue Templates

To create a new Quick Issue template:

  1. Select Administration | Project from the FootPrints Toolbar, then select Quick Issue under the Automated Tasks section of the Project Administration page.
  2. If this is the first Quick Issue template, in the top section of the Quick Issue Administration page, enter a name for the template (this is displayed in the FootPrints Toolbar) and click GO.  The name is limited to 20 characters.  A longer Title can be given in the actual template.
  3. When creating subsequent templates, the Manage Quick Issue Templates dialog is displayed in the top section of the administration page. To create a new template, select the radio button for Create a new Quick Issue Template, enter the name, and click GO.
  4. The Create Quick Issue template page is displayed.  This page is similar to the regular Create Issue page, but with fewer fields.  Address Book fields, time tracking, etc. will be filled in by the Agent when an Issue is created with the template.
  5. The available fields are:
  6. Title—This is the Title of the Issue. It can be as long as needed.
  7. Priority—This is the default priority for Issues created with the template.  It can be changed by the Agent when creating the Issue, as needed.
  8. Status—This is the default status of Issues created with the template.  It can be changed by the Agent when creating the Issue.  If the type of Issue the template relates to is usually resolved during the initial call, Closed can be selected as the Status for the template.
  9. Issue Information—One or more Project fields can be set here for the template.  Any fields not filled out here can still be filled out by the Agent when creating a new Issue from the template.  Mandatory fields do not have to be populated when creating the template (although they can be), but must be filled out when the Agent creates an Issue.  For example, you may have a mandatory field for Follow-up Date that depends on when the Issue is created.  Do not fill this field out when creating the template; instead, it is mandatory for the Agent to fill out when creating an Issue with template.  A field like Problem Type, however, would be appropriate to set in the template, as this remains constant for Issues created with the template.  Exception: Date fields (but not Date/Time fields) contain a checkbox for Current Date.  If this is checked in the template, it is pre-filled with the current date when an Agent creates an Issue. This would be useful for a field like Date Reported.
  10. Description—This can contain a pre-filled description of the problem and/or Solution.  The Knowledge Base can be used in the template to select the Solution if it already exists there.
  11. Attachments—One or more files can be attached to the template.  New Issues created with the template automatically contain links to the attachments.  This is useful for standard Request types for procedures, patches, or other documents.
  12. Assignees—Optionally select one or more Assignees or Teams to be assigned to Issues created with the template.  If no assignees are selected, the default Auto Assignment rules apply to Issues created with the template.  For example, if the default rule is to assign an Issue to the Agent creating it, an Issue created by an Agent using the template is assigned to the Agent.
  13. Email settings follow the rules for the Project.
  1. When you are done populating fields, click GO.
  2. The template is created.  The Quick Issue Administration page is displayed.  From here, you can edit or delete the template or create new templates.
  3. The template appears on the FootPrints Toolbar for all Agents under the new heading Quick Issue.

Create a Quick Issue Template