Editing A Record

To edit a record, you can either perform a query and press the Edit button located in the Action column of the report next to the desired problem record, or you can press the Edit button located in the Button bar and enter the record number you would like to edit.

The edit form allows you to directly modify any field of the record. This can be useful if you wish to update a description, or force a record to a particular process state (for instance, mark a record as "Released" before it has been tested).

When large text fields (BigText) are present, an "Annotate" button will be displayed to the left of the field. Clicking on the "Annotate" button will add a date and time stamp with your user name to the field. This makes it easy to distinguish which information within the field has been added by you or another user.

To view the full contents of the large text fields, use the scroll bar on the right of the field. Alternatively, the number of lines displayed for these large text fields can be customized by setting the value of "Multi-line Field Settings" on your Personal Preferences page.

Your ProblemTracker may have been configured to have dependent pulldown fields. Dependent pulldowns are pulldown fields where the option menu values displayed in one pulldown are determined by the value selected in the pulldown it is dependent on. If you change the value selected in a parent pulldown field, it may change the value selected in the child pulldown menu based on the relationship set up between the two fields.

The edit page also allows you to add, edit, or remove an attachment for the record. Click here for details.

If you have been assigned permission to edit the source code list, you will be able to add, edit or remove source code files for the record. Click here for details.

If you have been assigned permission to edit the alert settings for a record, you will be able to set up an alert for the problem record. Click here for details on setting an Alert for a record.

When you edit the record you can also enter a comment that will be entered into the history for the record. This can be useful in the future to help determine why the record was edited. Up to 2000 characters can be entered into the history comment field.

If record-level security has been enabled, and your are a member of a user group that is allowed to modify the visibility of a record to user groups, a selection list will appear at the bottom of the page. This list allows you to select which user groups this record is visible to. To select more than one user group, hold down the shift or control key while clicking.