15.3 Modifying the issue before it is sent out

15.3.1 Standard actions on an issue

15.3.2 Editing the distribution list

15.3.3 Changing the issue type

15.3.4 Editing the issue details

15.3.5 Changing the documents in the issue

15.3.1 Standard actions on an issue

The standard Rename and Edit Description actions are available on Issues - either on the Issue Sheet's View/Change menu. These actions are also available on the Issue as    |   Rename   and    |   Edit Description   for the issue inside the collection or folder where it is held.

The issue's metadata type may be edited in the usual way by clicking    |   Change Metadata Type   from within the collection search page or folder view containing the issue or from by clicking the   View/Change  |   Change Metadata Type   page in the Issue Sheet.
The metadata on the issue, if any, may be edited via   View/Change  |   Edit Metadata   or    |   Edit Metadata  .

None of the above actions are permitted once the issue has been sent out - see section 15.4.1 - Sending out an issue.
Standard actions will cause the usual change event types to be registered - see section 4.7 - Events.

15.3.2 Editing the distribution list

Clicking on either the issue icon () or the name of the issue will display its Issue Sheet - see Figure 15.4-1. To edit the current distribution list of the issue, click on   View/Change  |   Edit Details  on the Issue Sheet. An editable version of the issue sheet will be displayed where users can be added or removed from the Distribution List in the same way as when the issue was being created - see section 15.2.1 - The Distribution List. Only those users who are not included in the Distribution List will be displayed and hence only those companies which have some users who are not included will be available.

If no other users are available to be added to the Distribution List, this part of the Edit Issue page will be omitted. In this case, users are removed from the Distribution List by deselecting their names by unticking the Chosen checkbox in the same row as their name then clicking Update. The page will be refreshed with this user no longer appearing in the Distribution List.

When the required changes have been made, click the "Update" button to save them. The page will be refreshed with the changes having taken effect. To return to the Issue Sheet, click the "Go back" link in the bottom left hand corner of the page or use the location bar (see section 2.2.2 - A Typical Page) to return to another location.

Editing the Distribution List will trigger an artifact type changed event, indicated by in the events listing on the issue's information page or a in the "events inside" listing for the issue's container.

15.3.3 Changing the issue type

The issue type may be changed to a different metadata type as long as the issue has not been sent out. Click on the Issue Sheet name and then   View/Change  |   Metadata Type  on the Issue Sheet to see the Change Metadata Type page. The issue types available in this location are presented in a drop-down list. Select one and click "Set Type". Alternatively, you may set the type and provide metadata values by selecting the new issue type and clicking "Set Type and Edit Metadata" as described in section 13.3. After setting the type and, optionally, values for the metadata fields, you will be returned to the Issue Sheet.

On the Issue Sheet, you will see that the "Purpose of Issue" values remain unchanged until they are edited - see section 15.3.4 - Editing the issue details.

Editing information relating to metadata, such as changing the issue type, will lead to a modified event, in the issue's information page or a in the "events inside" listing for the issue's container.

15.3.4 Editing the issue details

Until the issue is sent out, previously entered information about the issue may be edited. These details are altered from the Edit Issue page - accessed by clicking the Issue Sheet name and then   View/Change  |  Change Edit Details   on the Issue Sheet - which is also the page where the Distribution List may be edited (see section 15.3.2 - Editing the Distribution List) and the set of documents associated with the issue updated (see section 15.3.5 - Changing the documents in the issue).

Other details which may be altered include the Response Type (which is displayed as Purpose of Issue on the Issue Sheet), the Due Date (which is shown as Comment Date on the Issue Sheet) and the Comment & Action Notes.

The values are edited as described in section 15.2.4 - The Issue Sheet and saved by clicking "Update". Editing the issue details will trigger an artifact type changed event, indicated by in the events listing on the issue's information page or a in the "events inside" listing for the issue's container.

15.3.5 Changing the documents in the issue

Until the issue is sent out, the set of documents associated with it may be edited. This is done by clicking the Issue Sheet name and then   View/Change  |   Edit Details  on the Issue Sheet.

On the resulting Edit Issue page, clicking "Show Current Documents…" displays the documents currently associated with the issue, grouped together according to their metadata type. To remove a document from the issue, deselect its name and click "Update". The Edit Issue page will be refreshed and, clicking Show Current Documents…" again will show that the deselected document has been removed.

Further documents can also be added to the issue from this page by clicking the "Browse" button. Navigate from the collection search page (or the folder containing the issue) to the location of the document(s) which you wish to add to the issue. Then select the document(s) by checking the checkbox beside their name(s) and click   Selected  |   Mark  . You will be prompted to confirm the selection of documents to be added to the issue. (If you do not wish to continue, use the "Go back" link at the bottom left of the page.)Click "Confirm" and you will be returned to the Issue Sheet where the newly selected document(s) will be displayed.

Editing the issue details will trigger an artifact type changed event, indicated by in the events listing on the issue's information page or a in the "events inside" listing for the issue's container.

Note

By default, marked documents will be added to the Issue which you most recently created and which has not been sent.