Setting Up Issue Types

Issue types define the type of change that needs to be made for an issue. For example, the default issue type Problem can be assigned to issues that involve restoring functionality to a product. The default issue type Enhancement can be assigned to issues that request new functionality to existing products or request new products.

You can create new issue types to make them available for selection in the Type field on issue records. For example, you may want to create a new issue type Customer Specific for issues that are specific to one customer.

When you define status transitions, you can create a set of transition rules for each issue role by issue type. Go to Issues > Setup > Manage Status Transitions. If you do not use a default issue type, you should remove the type from the list to avoid confusion with status transitions.

To set up issue types:

Go to Issues > Setup > Issue Types.
On the Issue Types list, click the last row if it is not already selected. This row should be blank.
In the Name column, enter a name for the type you want to add.

This name will be available to select in the Type field on issue records.
In the Description column, enter a brief description of issues that fit into this type.
Click Add.
Click Save.

To edit an existing issue type, click the name of the type to make it editable. Change the name or description, and then click Done. To delete a type, click the name, and then click Remove.

You can rearrange issue types to change how they appear in the Type field on issue records. Click the name of a type. Use the Move Up, Move Down, and Move to Top buttons to set their order.

To set up issue types:

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