Creating/Editing an Issue Tracking Instance
- Karl Henselin
- Chandresh Patel
- Dan Reynebeau
Issue Tracking Instance is configuration details to connect with specific issue tracking system like Jira, Azure Boards etc. This information is used to manage Issues - status and / or comments.
To create an Issue Tracking System instance, select the Issue Tracking tab, and click the button. To edit an existing instance,  Click on an Instance row from the list.
Enter values for the fields as described in the table below.
Field Name | Required | Description |
|---|---|---|
Instance Code | Yes | Short name for the instance. |
Instance Name | Yes | Long display name for the instance. |
Issue Tracking System | Yes | Jira, Redmine, Azure Boards, GitLab, and GitHub are the supported out-of-box issue tracking systems. Any custom issue tracking systems you create will also appear as an option here. Once the Issue Tracking Instance is saved, this cannot be modified. |
Description | Yes | A description of the instance. |
Active | Yes | Whether or not the instance is active in the system. Defaults to "Yes". |
If the selected Instance Tracking System has any properties defined, then you must set up values for those properties as well.
Click the Test Connection button to verify the credentials and other connection details. Click the Save button to save the changes. Optionally, click the Apply button to save the changes, but remain on the current screen until the Cancel the button is clicked.
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