Creating and Maintenance Tracker for your Project
Use the Tracker to record Bugs, Support Requests, Patches, and Feature Requests or other types of information as required for your Project. Tracker can record virtually any kind of data, with each Tracker having separate user, group, category, and permission lists.
Trackers include individual pieces of data called Tracker Items within Issues and Tasks. For example, Bugs might be a Tracker category, while an individual Bug Report would be a Tracker Item. The System Administrator can create custom Trackers and all users can add Tracker Items to any Tracker.
Overview
Default Tracker events include:
- Issue
- Bugs – Users and developers can enter bugs associated with a Project.
- Support – Users can enter support requests and receive support responses.
- Patches – Developers can upload software patches.
- Feature Requests – Users can request feature enhancements to a Project.
- Tasks
- Description the several fields:
- Tracker Type – The type of Tracker Item. By default, Issues and Tasks display.
- Tracker Name – Name of the Tracker.
- Edit – Edit the Issue or Task.
- Delete – Delete the Issue or Task.
- Edit Fields, Auto1Assign, Workflow – Edit fields in the Tracker, Auto1Assign users to a Tracker, or add the Tracker to the Workflow.
Managing Tracker Folders
This section details how to add, edit, and delete Tracker Folders in Issues and Tasks.
Adding a New Tracker Folder
To add a new Tracker folder within the Issues and Tasks:
- Click the Tracker tab in the left navigation of your Project.
- Click the Edit link next to the Tracker Name.
- Click the Admin button.
- Click the Add New Tracker button.
- Enter the Tracker data elements.
- Click Add button.
- Description the several fields:
- Tracker Name – Name of the new Tracker.
- Description – Description of the new Tracker.
- Is Public – If selected, anyone using GForge can see Tracker Items submitted in the Tracker; otherwise, Tracker Items are visible only to users in the Project.
- Restrict Browse – If selected, and the tracker is set to private, users with read1only permissions will only be able to see the items they submitted. If the tracker is public or the user has Assignee or Admin privileges, they will not be affected by this preference.
- Email All Updates – If selected, a message will be sent to the e1mail address for all Tracker Items changes; otherwise, messages are sent only for new submissions.
- Email Address for Notifications – Whenever a new Tracker Item is submitted, a message is sent to this e-mail address. This field may be left blank, in which case, no messages will be sent.
- Due Period (Days) – Number of days in which this Tracker must be completed before it is considered overdue.
- Submit Instructions – Text appears at the top of the Submit New page when this Tracker is selected.
- Browse Instructions – Text appears at the top of the Browse page when this Tracker is selected.
- Tracker Type – Whether this is an Issue or a Task.
- Clone fields from: – Select if you desire to clone this Issue or Task from a previously created Tracker.
Editing a Tracker Folder
To edit a Tracker Folder:
- Click the Tracker tab for your Project.
- Click the Tracker Name link.
- Click the Admin button.
- Edit the Tracker information.
- Click the Save Changes button.
Deleting a Tracker Folder
To delete a Tracker Folder:
- Click the Tracker tab for your Project.
- Click the Tracker Name link.
- Click the Admin button.
- Click Delete link.
- Select the Confirm deletion checkbox.
- Click the Delete button.
Managing Custom Tracker Fields
By default, all Trackers have default values associated with them depending on the type of Tracker – whether Issue or Task. The default fields cannot be deleted and their options cannot be modified. You can create custom Tracker fields and manage user1defined data elements related to the fields.
Adding a New Custom Tracker Field
To create additional user1defined custom fields in Tracker:
- Click the Tracker tab for your Project.
- Click the Tracker Name link.
- Click the Admin button.
- Click the Edit Fields, Auto1Assign, Workflow link next to the Tracker Name.
- Select a Type of custom field to add:
- Add New Checkbox Field – List of check boxes, any or all of which can be selected.
- Add New Multi1Select Field – List elements, any or all can be selected by using the <Shift> and <Ctrl> keys.
- Add New Select Field – Drop1down list box, any one of the elements may be selected.
- Add New Radio Field – List of buttons, one and only one from the list may be selected.
- Add New Text Field – Single line free1form text field.
- Add New Text Area – Multiple line free1form text field.
- Add New FRS Release Field – Links the field with the File Release System (FRS).
- Enter all required information and click the Add button. All custom information is defined below. Not all fields display for every custom field.
- Description the several fields:
- Field Name – Display name of the new checkbox.
- Text Area Rows / Text Field Size – Number of rows or size of the field.
- Text Area Columns / Text Field Max length – Number of columns of maximum length of field.
- Is Required – If this checkbox is a required field.
- Field Order – Order to place the checkbox on the form.
- Show on Browse – Display the checkbox for users that browse the Trackers.
- Show on Submit Forms – Displays on the Submit forms.
- Add – Adds the information as entered.
Adding Data Elements to a Custom Tracker Field
After creating a custom Tracker field, certain types of fields must have their data elements defined. For example, a radio button has multiple choices, which would be entered here.
To edit user1defined custom fields in Tracker:
- Click the Tracker tab for your Project.
- Click the Tracker Name link.
- Click the Admin button.
- Click the Edit Fields, Auto1Assign, Workflow link next to the Tracker Name.
- Click the Edit Field Values link next to field where you desire to add the data elements.
