Previous Topic: Assign Locations to an Issue CategoryNext Topic: Issue Transitions


Update an Issue Category

You can edit an issue category that has already been created. Issues can be assigned to categories so that default values defined for a category automatically appear in fields on new issues. Defining categories allows you to quickly create new issues.

Note: When you update a category, not all issues currently assigned to that category are affected. Your changes only affect issues assigned to the category after it was updated.

To update an issue category

  1. On the Administration tab, browse to Service Desk, Issues, Categories.

    The Issue Category List appears.

  2. Select the issue category to edit.

    The Issue Category Detail page displays.

  3. Click Edit.

    The Update Issue Category page displays.

  4. Edit the fields as appropriate.

    See Issue Category Fields for field definitions.

  5. (Optional) Use the controls available on the tabs at the bottom of the page to configure the following features:
    Properties

    Allows you to define custom properties to be applied to issues assigned to this category. For more information see Add Properties to Issue Categories.

    Workflow

    Allows you to attach a workflow, to specify a standardized sequence of tasks to be performed in order to resolve issues assigned to this category. For more information see Attach a Workflow.

    Auto Assignment

    Allows you to specify how issues in this category are automatically assigned. For more information see Enable Auto Assignment.

  6. Click Save.

    The Issue Category Detail page displays a successful save message.

  7. Click Close Window.

    The updated issue category appears in the Issue Category List when you redisplay the list.