Creating/Modifying Type Categories

Summary

Type Categories can be used to group different Types for all Ticketing Applications and for Project Types. Although multiple ticketing applications may exist, type categories apply to all ticketing application instances. Types are used to specify the kind of work that should occur on the associated Ticket. Categories allow similar Types to be grouped so that they can be located in a more intuitive manner.

To edit or create within a ticketing application, via the Admin tool by locating Ticketing Applications > Shared Settings > Type Categories. The New button can be clicked to create a new type where you can specify Name, Description, and Order. The Edit link on this page can also be clicked in order to change an existing Type Category's information. The Reassociate button can be clicked to easily transfer a group of Types from one category to another.

To edit or create within projects, via the Admin tool by locating Project > Type Categories. The New button can be clicked to create a new type where you can specify Name, Description, and Order. The Edit link on this page can also be clicked in order to change an existing Type Category's information. The Reassociate button can be clicked to easily transfer a group of Types from one category to another.

NOTE: Type Categories are a shared list between Projects and all Ticketing applications. Additionally, when creating new types, only categories that are marked as active can be selected. Application administrators do not have permission to configure Type Categories since they apply to all ticketing applications. However, application administrators have permission to edit the Types for an application, since these are scoped to a single ticketing application.

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Details

Article ID: 4616
Created
Thu 4/2/15 3:12 PM
Modified
Thu 11/10/22 1:19 PM

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