Setting Up Issue Types

Issue types define the type of change needed 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 so they're available for selection in the Type field on issue records. For example, you can create a new issue type called 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're not using a default issue type,remove it from the list to avoid confusion during status transitions.

To set up issue types:

Go to Issues > Setup > Issue Types.
On the Issue Types list, click the last row if it's 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 its name to make it editable. Change the name or description, and click Done. To delete a type, click its name, and 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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