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By default, all active instances are displayed in the search results. To refine the search results, select one or more criteria options and click on the Search button. Select the Any radio button to indicate the search results should include instances matching any of the specified criteria, or the All radio button to indicate that the search results should only include instances matching all of the specified criteria. Click on the Reset button to return to the default search criteria form.
Creating or Editing Instances
Each instance type has slightly different configuration requirements. The following links will assist in setting up Instances.
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To create an Issue Tracking System instance, click the Create button and select Issue Tracking System Instance. To edit an existing instance, select an instance and click the Edit button.
Enter values for the fields as described in the table below.
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Field Name
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Required
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Description
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Instance Code
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Yes
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Short name for the instance.
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Instance Name
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Yes
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Long display name for the instance.
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Issue Tracking System
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No
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The issue tracking system that will be used.
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Description
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Yes
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A description of the instance.
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Active
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Yes
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Whether or not the instance is active in the system. Defaults to "Yes".
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Inactivating/Activating Instances
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