Adding issues

When you find a bug that needs to be addressed or a feature that needs to be implemented, add an issue to track it.

1. In the left pane, enter or select General and Custom Fields values. The available fields and grouping depends on how Helix ALM is configured for your team. To learn more, see Configuring field layouts.

To scroll to a field group, click Scroll to fields and select a field group.
To expand a field group, click . To collapse a group, click . To expand all groups, click . To collapse all groups, click .
If information is available about a field group, mouse over to display a tooltip.

2. Click Add in the Issues list.

You can also add an issue from any page in Helix ALM, except when working in the Administration area. Click Add Item at the top of the page and choose Add Issue.

The Adding Issue page opens.

3. Enter the Summary to briefly describe the issue. You can enter up to 255 characters.

4. In the left pane, enter or select General, Custom Fields, and Workaround values. The available fields and grouping depends on how Helix ALM is configured for your team. To learn more, see Configuring field layouts.

To scroll to a field group, click Scroll to and select a field group.
To expand a field group, click . To collapse a group, click . To expand all groups, click . To collapse all groups, click .
If information is available about a field group, mouse over to display a tooltip.

5. In the right pane, on the Detail tab, enter any additional information, such as the user or customer who found the issue, a detailed description, the steps to reproduce the issue, and the computer configuration the issue was found on.

The Found by field identifies who found the issue. When you update the Found by and date fields, the Report field is automatically updated. If the issue was reported by multiple users or customers, click Add to add a new report to the same issue. If a report is added by mistake or no longer needed, select the user in the Report field and click Delete. See Adding additional reports to issues.

Tip: To search for a user or customer in the Found by field, select Advanced search in the list. If you cannot find the user or customer and have permission to manage users and customers, you can click Add User or Add Customer in the Select User dialog box to add them to the project. See Adding users and customers.

6. Click Attach to attach files to the issue. See Attaching files.

7. Click the Traceability tab to link the issue with other items. See Working with related items.

8. Click the Folders tab to add the issue to a folder. See Adding items to folders.

Note: You will use the Workflow, Files, Email, Baselines, and History tabs when viewing or editing issues. See Viewing issues and Editing issues.

9. 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 and choose an option. See Emailing from Helix ALM.
To run a report that includes information about the issue, click and choose a report. See Running reports.

10. Save the issue.

Click Save to add the issue to the project and return to the page you were working on.
Click Apply to save the issue and continue working on it. Save the issue when you finish.
Click Save and Add Another to add the issue to the project and then add another issue.
Click Cancel to discard any changes.

The available options depend on the Add Multiple Issues user option set in the Helix ALM Client. See the Helix ALM Client help for information about setting add multiple items options.