Editing issues

Edit issues to provide additional or updated information.

Tip:  If you need to update field values for multiple issues, use bulk change fields. This allows you to quickly update multiple items simultaneously. See Bulk changing fields to update multiple items.

1. In the Issues list, click the gear icon next to the issue and choose Edit. You can also click the number or summary and then click Edit on the Viewing Issue page.

The Editing Issue page opens.

Note:  Icons or messages may indicate the item is locked or marked as suspect. See About item status indicators.

2. Make any changes to the general, custom fields, and workaround information in the overview area.

3. Make any changes to information on the tabs in the details area.

Tab Displays: More information
Detail Users who reported the issue and other information, such as a detailed description, steps to reproduce the issue, the computer configuration the issue was found on, and file attachments.

Click View User Details or View Customer Details to see information about the user or customer who reported the issue. The View User or View Customer page opens. Click the Back to <issue> link to go back to the issue.
Adding issues
Workflow Work performed on the issue as it moves through the workflow. Viewing workflow event history
Files Files attached to the issue, including files attached from source control applications, such as Surround SCM. Viewing and downloading file attachments
Email Email sent about the issue. You can reply to email. Available only if email tracking is enabled for the project. Viewing email and Replying to email
Traceability Items linked to the issue and options to perform impact analysis. You can add, edit, and delete links, mark linked items as suspect to indicate they may be impacted by changes, and investigate suspect dependencies. Working with item links and Performing impact analysis
Folders Folders the issue is included in. You can add the issue to other folders, move it to different folders, or remove it from folders. You cannot add or move the issue to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the issue from locked folders. Organizing items with folders
Baselines Baselines the issue is in. You can view the issue as it was when added to the baseline, view differences between the current issue and issue in the baseline, and view differences between the issue in two baselines. Working with baselines from items
History Historical information about the issue, such as when it was created, when it was last modified, and all actions performed on it. Viewing item history

4. Click Watch to be notified every time the issue changes. See Watching items to be notified about changes.

5. Perform any additional actions.

  • To move the issue through the workflow, click a workflow event button. For example, click Assign to assign it to another team member. Click More to see additional events. See Adding workflow events to items.
  • To perform various actions on the issue, click Actions and choose an action.
  • To send email about the issue, click the Email button and choose an option. See Emailing from Helix ALM.
  • To run a report that includes information about the issue, click the Reports button and choose a report. See Running reports.

6. Save the issue.

  • Click Save to save and close the issue.
  • Click Apply to save and continue working on the issue.

Tip:  If the changes impact linked or related items, you may want to mark the items as suspect. This flags the items to indicate they should be reviewed. See Marking items as suspect.