Setting Up Issue Sources

Use the Issue Sources list to create new choices for the Source field on issue records. Selecting the source of an issue lets assignees know who is affected by the issue. It also helps you search and report on how issues are reported.

To set up issue sources:

1. Go to Issues > Setup > Issue Sources.

2. On the Issue Sources list, click the last row if it is not already selected. This row should be blank.

3. In the Name column, enter a name for the source you want to add.

   This name will be available to select in the Source field on issue records.

4. In the Description column, enter a brief description of what types of issues are created with this source.

5. Click Add.

6. Click Save.

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

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

Related Topics

• Issue Management Overview
• Issue Management Setup Checklist
• Getting Started With Issue Management
• Setting Issue Management Preferences
• Setting Up Issue Statuses
• Creating an Issue External Status
• Setting Up Issue Severities
• Setting Up Issue Priorities
• Setting Up Issue Types
• Setting Up Issue Reproducibility
• Setting Up Issue Tags
• Working with Products and Modules
• Creating Issue Role Types
• Managing Issue Status Transitions
• Creating Employee Groups for Issues
• Customizing Issue Notification Email
• Logging Issues
• Linking Issues with Cases
• Working with Related Issues
• Issue Management

General Notices