Working with Issues

This section describes how to create, edit, and clone AccuWork issues. See Issue Form if you are interested in details about the AccuWork Issue form itself.

Creating an Issue

To create an issue in AccuWork:

  1. Click the Create Issue button () on the AccuRev main toolbar.

    Alternative: Select Issues > Create Issue from the AccuRev main menu.

    The Issue form appears.

  1. Enter data in all of the required fields.

Note: While required fields have red labels, whether or not a field is required is determined by your AccuRev administrator and how he or she has configured your site’s AccuWork schema. See Issue Form for more information on this topic.

Note: The User type custom fields have forward matching capabilities. Type the letters to start matching. The user data that matches appears in the list. This is a case insensitive feature.

  1. Enter any additional information you have.
  2. When you are done, click the Save button ().

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Modifying an Existing Issue

To modify an existing issue:

  1. Click the Open Issue button () on the AccuRev main toolbar. 

    The Open Issue button is also available on the Query Results pane toolbar. See Query Tab Layout for more information.

    Alternative: Select Issues > Open Issue from the AccuRev main menu.

    AccuWork displays the Look Up Issue dialog, which prompts you to enter the issue record's ID. This can be an integer (in the case of AccuWork) or some other unique identifier (some third-party ITSs use alphanumeric IDs, for example).

    Tip: If you have implemented third-party issue tracking system (ITS) keys in your AccuWork schema, this dialog box displays a pair of radio buttons that let you indicate whether you want to use AccuWork issue numbers or third-party ITS keys when looking up issues. See Using Third-Party Keys in the AccuRev GUIfor more information.

  1. If applicable, change the default ITS.
  2. Enter the issue number and click Ok.

    The Issue form for the issue you specified appears. See Issue Form for more information on the form.


  • Multiple depots

    A typical AccuRev repository contains multiple depots.  Each depot can have its own AccuWork configuration. In each depot, the issue records are numbered sequentially: 1, 2, 3, ... The Create Issue or Look Up operation applies to the current depot.

  • Alternate lookup field

    AccuWork can be configured to use a lookup field other than the default (field name issueNum, field label Issue). In this case, the label for the configured field appears in the prompt window, and you must enter a value that exactly matches (except for uppercase/lowercase) some issue record's value of that field.

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Cloning an Issue

Cloning an issue creates a new issue record based on the issue you have chosen to clone. You might want to clone an issue when it contains a lot of information that is relevant to the new issue you want to create and you do not wish to recreate this information manually.

To clone an issue:

  1. Select the issue you want to clone. You can select an issue by:

  1. Click the Clone Issue button () on the Issue form or Query Results pane toolbar.

    If the original issue has any attachments or parent issues, AccuWork asks you whether or not you want to create the new issue with this information in the Cloning Options dialog box:

    Make your choices and click Ok. In either case, the new issue appears on its own tab.

    The Short Description field, if present in your schema, includes a prefix of [Clone of <issue number> to help distinguish it from the original issue.

  1. Make any changes required and then click either the Save button () or the Save & Close button () to create the issue.

What Information is Cloned

When you clone an issue, under the covers AccuWork:

  1. Initializes the new issue based on the "initialization of new issue" conditions specified on the Validation tab of the Schema Editor.
  2. Copies all values from the original issue record to the clone.
  3. Initializes the cloned issue based on the "initialization of cloned issue" conditions, if any, specified on the Validation tab of the Schema Editor.
  4. Performs any other issue validation specified on the Validation tab of the schema editor.

The cloned issue is created as a new issue only after you click the Save button () or the Save & Close button ().

By default, AccuWork clones all of the fields defined in your schema except issueNum (including third-party ITS keys, if you are using them) and transNum. The new issue record is created with the same values as those in the original issue.

For example, imagine you have submittedBy and dateSubmitted fields in your schema, which record the username of the user who created an issue and the date it was created. By default, the issue record AccuWork creates during cloning will also get those values — even if the clone operation was performed by a different user at another date and time. If you want, you can use the "initialization of cloned issue" validation condition to set new values for these fields — and any other fields you wish. In this case, you might want to set submittedBy to "CUR_USER" and dateSubmitted to "CUR_DATE". Other examples for values you might wish to reset are an issue’s state or status. See Validation Tab to learn more about using the schema to specify issue record initialization and validation.

Note: Remember that the content of Issue forms, including some subtabs, is determined by how your AccuRev administrator has configured your AccuWork schema — you might not see an Attachments tab on the Issue form at your site, for example. For general information about the Issue form, see Issue Form.

Information That is Never Cloned

In addition to the issueNum and transNum values, AccuWork never copies the following:

  • Change package information
  • Issue history
  • Subtasks
  • Relationships

    • Tracking issues
    • Dependent issues
    • Duplicate issues

In addition, the value of the shortDescription field (if present in your schema) is given a prefix of [Clone of < issue number >] to help distinguish it from the original issue. You can, of course, change the shortDescription to whatever you like.

As mentioned previously, attachments and parent/subtask relationships are created in the cloned issue only if you choose.

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Creating Subtasks

AccuWork allows you to define parent/subtask relationships between issues. You might want to do this when you have a single issue (or story) that is made up of two or more individual tasks that you want to be able to manage separately. In AccuWork, you can create separate issues to represent those tasks and associate them, as subtasks, with the parent issue. For example, imagine an issue such as User wants reporting. In fleshing out this story, you might discover that it really consists of a number of individual requirements, each of which you want to manage as its own task. Using parent/subtasks, you might end up with the following issues:

  • 23425 — User wants reporting (parent issue)

    • 23426 — Support PDF, CSV, and HTML report formats (subtask issue)
    • 23448 — Support online help (subtask issue)
    • 23517 — Support custom reports (subtask issue)

As the issue numbers suggest, parent/subtask issue relationships can be created at any time.

You can create subtasks graphically, using familiar drag-and-drop gestures, or manually, using the Subtasks panel on the Issue form.

Creating Subtasks Using Drag-and-Drop

To create a subtask using drag-and-drop:

  1. In the Query Results pane of the Queries tab, locate the issues for which you want to create a parent/subtask relationship. (See The AccuWork Query Editor if you need help understanding the Queries tab.)
  2. Drag the issue you want to create as a subtask, and drop it on the issue you want to define as the subtask’s parent.

    Tip: You always drag-and-drop the issue you want to create as the subtask. The parent issue is always the target.

Creating Subtasks Using the Issue Form

  1. To create a subtask using the issue form:
  2. Open the Issue form for the issue you want to create as either the parent or subtask.
  3. Click the Subtasks tab.

    If you opened the Issue form for the issue you want to create as the parent, navigate to the Subtasks toolbar.

    If you opened the Issue form for the issue you want to create as the subtask, navigate to the Parents toolbar.

  4. To use an existing issue to specify the parent/subtask relationship, click the Link issue... button ().

    AccuWork displays the Link with Issue dialog box. Enter the appropriate issue number and click Ok to create the relationship.

  5. To create a new issue to specify the parent/subtask relationship, click the Link new issue... () button.

    AccuWork displays a new Issue form. When you are done, click the Save or Save & Close button. AccuWork both creates the new issue and the parent/subtask relationship.

How Subtask Issues are Sorted

AccuWork always sorts issues using data in the parent issue, even if the subtask issue. Consider the following simple example, which shows the default sort order for the Query Results pane, by Issue number in ascending order:

Even though issue 7 is the lowest issue in the table, it is not listed first because it is a subtask of issue 8.

Similarly, if we next sort on Assigned To, issue 12 is listed first because its value, dfoster, is lowest in the alphabet. Note that it also appears after the value xander, because that issue (10) is a subtask of issue 9 with which xander is associated.

While the sort behavior of subtask issues is intuitive, it might not be immediately apparent why sorting on a particular column, like Assigned To in the previous illustration, yields the results it does — especially if the Issue column is obscured from view.

Query Results with Large Numbers of Subtasks

When you execute a query that has a large number of issues that are subtasks in the result set, AccuRev presents a dialog box that displays its progress in expanding the paths to all of those subtasks that match the query you ran. An example of this dialog box is shown here:

  • The Now expanding: field shows the total number of issues whose paths need to be expanded to display the subtask, and how many have already been expanded. In this example, AccuRev has expanded 55 of the 621 paths to subtask issues.
  • The Expanded path for issue: field identifies the last issue number (or third-party key) that has been expanded.

Processing a substantial number of subtask issues can take a long time. You can click Cancel at any time to stop the subtask issue path-expansion processing. AccuRev will display expanded paths for any issues it has processed at that time, and you can manually expand the paths for any remaining issues if you choose. Cancelling this processing does not affect the result set in any way.

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