Maintaining Reference Issue Step Events

In this Topic

Setting Up Initial Actions
Setting Up Transition Events
Setting Up Additional Step Events

The Step Events component allows you to maintain the steps included in a reference issue. The system uses a reference issue as a guide for how a tracked issue should operate and what information it contains. A reference issue includes the steps or processes that need to occur to resolve the tracked issue.

Note: Steps and step events included in a reference issue cannot be modified after the reference issue is used to create a tracked issue.

To display the Step Events component, click the Step Events Quick link on the Issue Summary component.

Each reference issue includes multiple steps. To display information for a specific step, click the arrow in the Step box on the component subheader, and select the step you want from the list. You can also display a different step by using the arrow buttons on the right side of the subheader to scroll through all the steps in the reference issue. The top of the component displays the Step name and Description for the step that is currently displayed.

For each step, you can maintain the initial actions, the step transition, and any additional step events.

Setting Up Initial Actions

Initial actions occur at the beginning of a step without needing an event trigger. When the issue progresses to the step, the system performs the initial actions specified for that step.

In the Initial Actions section of the Step Events component, each row includes an Order and Type field. When you select a value in the Type field, additional fields are displayed in the row depending on the type of action selected. For more information about which fields are displayed for each action type, see Working with Event Actions.

To modify an initial action for the reference issue, click in a field and add, delete, or change information as needed. After an action is saved, you cannot modify the value in the Type field. If you need to change the action type, you can delete the action and create a new one.

To delete an initial action, click the Mark for Deletion button at the end of the action row. To remove the mark for deletion, click the Undo button. Click the Save button when you are finished.

To add an initial action for the reference issue, follow these instructions:

Click in the Order field in the empty row at the bottom of the actions list. If no initial actions have been recorded for the issue, the Initial Actions section displays only one row.
Enter a numeric value to indicate the order in which the initial actions are performed.
Click the arrow in the Type field, and select the type of action you want to occur.

Additional fields are displayed in the initial action row. For information about which fields are displayed for each action type, see Working with Event Actions.
Enter information in the remaining fields in the initial action row as needed.
The system automatically adds an empty row to the bottom of the list. You can continue adding initial actions by entering information in the empty row. You can delete an action from the event by clicking the Delete button at the end of the action row.
When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Setting Up Transition Events

The Transition section on the Step Events component contains the event that, when completed, transitions the issue to the next step. Each step must have at least one transition event specified. Each event consists of one trigger and one or more actions. When the system encounters the condition specified as the trigger, the system then performs the actions specified.

To modify transition events for the reference issue, click in a field in the Transition section and add, change, or delete information as needed. After an action is saved, you cannot modify the value in the Type field. If you need to change the action type, you can delete the action and create a new one.

To delete a transition event action click the Mark for Deletion button at the end of the action row. To remove the mark for deletion, click the Undo button. Click the Save button when you are finished.

To set up a transition event for the reference issue, follow these instructions:

In the Transition section, click the arrow in the Trigger field, and select a trigger that will initiate the event.

When you select a value in the Trigger field, additional fields are displayed depending on the trigger selected. For more information about triggers and which fields are displayed, see Working with Event Triggers.

Because the first action in the Transition section indicates which step will occur after the transition event is completed, the Type field is automatically set to "Transition To".
Click the arrow in the Step field, and select the step you want the issue to perform after the transition event is completed.
To add additional actions that will be part of the transition event, click in the empty row at the bottom of the Transition section.

If a transition event includes more than one action, subsequent action rows include the Order field.
Enter a value in the Order field to indicate the order in which the actions in the Transition section are performed.
Click the arrow in the Type field, and select the type of action you want to occur.

When you select a value in the Type field, additional fields are displayed in the row depending on the type of action selected. For more information about which fields are displayed for each action type, see Working with Event Actions.
Enter information in the remaining fields in the action row as needed.
Continue adding actions to empty rows in the transition section as needed. You can delete an action from the event by clicking the Delete button at the end of the action row.
When you are finished, click the Save button.

Setting Up Additional Step Events

Additional events included in the step are listed in collapsible sections at the bottom of the component.

To modify an event, expand the event section. Click in a field and add, change, or delete information as needed. After an action is saved, you cannot modify the value in the Type field. If you need to change the action type, you can delete the action and create a new one.

To delete an action from the event, click the Mark for Deletion button at the end of the action row. To remove the mark for deletion, click the Undo button. Click the Save button when you are finished.

To delete an event, select Delete from the Actions menu on the event section header. To reverse the deletion, click the Undo button.

Click the Save button when you are finished.

To add an event to the step, follow these instructions:

Click the New button.
Enter a value in the Order field. If more than one event within a step is triggered at the same time, the events are processed in the order specified.
In the Event field, enter a name to identify the event.
Click the arrow in the Trigger field, and select a trigger that will initiate the event.

When you select a value in the Trigger field, additional fields are displayed depending on the trigger selected. For more information, see Working with Event Triggers.
Enter information in the remaining trigger fields as appropriate.
In the actions row, enter a value in the Order field. If more than one action within an event is triggered at the same time, the actions are processed in the order specified.
Click the arrow in the Type field, and select the type of action you want to occur.
Enter a value in the Type field to indicate the type of action.

When you select a value in the Type field, additional fields are displayed in the row depending on the type of action selected. For more information, see Working with Event Actions.
Enter information in the remaining fields in the action row as needed.
Continue adding actions to empty rows in the event section as needed. You can delete an action from the event by clicking the Delete button at the end of the action row.
When you are finished, click the Save button.