The following procedure applies to adding or editing form types that are sequential, and do not have a tree-based hierarchy. In the default TRACE setup, this includes Action Items, Bugs, Issues, and Test Runs.

To add a new or edit an existing form:

Tutorials Available: Go to Standard Forms for a list of interactive tutorials on using forms.

1.    Select the project from the drop-down list at the top of the Task pane. See Figure 5‑1

2.    Select the Module button from the Module bar. For sequential forms, this will be Actions, Bugs, or Issues.

3.    Perform one of the following:

a.    Create a new form: Click New <Form Type>… in the Task pane. For example, click New Action Item… to open the new form dialog to create a new Action Item form. Go to step 4.

b.    Edit an existing form: Navigate to display the form information in the Main pane. Click Edit… in the Action links to display the Edit Form dialog.

Figure 5‑1: Create sequential form

4.    Enter/edit the necessary information in the form’s General tab. See Typical Form Elements and Fields for additional form-related information. See Figure 5‑2

Note: Field names in italics represent required fields. Users must complete these fields to successfully save the form information.

Figure 5‑2: Create or Edit Form - General Tab

 

5.    To add or update a comment, select the Comments tab. See Figure 5‑3

a.    Enter a new comment in the New Comment field.

b.    Optionally, select the Internal checkbox. See Internal vs. External for additional information.

Figure 5‑3: Create or Edit Form - Comments Tab

6.    To add or update related items, such as related forms or documents, select the Related tab as shown by Figure 5‑4. The Related field lists all previously related (linked) items. For a new form, this will be blank. To manage related items:

a.    Add new related: Enter criteria in the search field and press Return. Select the checkbox next to the item (to add it) and click Add.

b.    Delete related: Click the – (minus) button to the left of the item.

7.    The Attachments field lists all previously attached documents or URLs. For a new form, this will be blank. To manage attachments:

a.    Add new attachment: Click Add Document to display the Add a Document dialog.

1)    Select whether the attachment is a file (Upload) or a link to a file (URL). For a file, navigate to the document location. For a link, enter the web address, for example, http://doc.com/trace-attach.html.

2)    Enter a description and click Add.

b.    Delete attachment: Click the – (minus) button to the left of the item.

8.    Optionally, select the Internal checkbox of the form. See Internal vs. External for additional information.

9.    Once all form information is entered successfully, click Save. Optionally, choose a save option from the arrow icon next to the Save button. Save options include:

a.    Save as Copy: Select to use an existing form as a template and save it using a different name.

b.    Save & Keep Editing: Select to save the form’s work-in-progress.

Figure 5‑4: Create or Edit form - Related Tab