The Priority
field is used to rate Issues by importance or impact. You can define the properties of the Priority field to set:
Name of the field
Names for each level of priority
Colors associated with each priority level
Abbreviation to be used in the field (in case the actual name is too long)
Whether the priority is displayed in a Priority column on the FootPrints homepage.
To edit Priority properties, hover the cursor over the Priority field and click the Edit icon.
Setting Properties
Click a section heading to expand or collapse the section. Enter values into the fields as follows:
BASIC ATTRIBUTES
Name—Enter a name
for the field. This will be displayed as a label for the field on the published form.
Width—Select the number of columns that the field spans. The form is limited to three columns, so options are 1, 2, and 3.
Input Size—Input Size allows you to determine how much of a one, two, or three column selection is occupied by the field. For example, you might want a field to occupy a row by itself (three columns), but because the value entered into that row will only be a few characters long, you might not want the field to occupy the entire length of the row. Options for this property are:
Mini—Occupies approximately 20% of a one, two, or three column field.
Very Small—Occupies approximately 45% of a one, two, or three column field.
Small—Occupies approximately 50% of a one, two, or three column field.
Medium—Occupies approximately 80% of a one, two, or three column field.
Long (the default)—Occupies approximately 98% of a one, two, or three column field.
Priority—The number beside the Priority option states the number of values that have been defined for the field. Click the number to expand the PRIORITY OPTIONS section of the Properties window.
PRIORITY OPTIONS—Use the list to set properties for the priority levels as well as to delete levels.
Word—Words
and colors can be assigned to priorities. Rather than selecting 1,
2,
3,
etc., agents can select Urgent,
High,
Medium,
etc. Click in the field to replace the number with any string you wish.
Color—If
colors are selected, the issue is displayed in that color on the FootPrints
homepage. Select a color by clicking the word "Pick" next to the priority. A color map is displayed from which you can select a color by clicking on it. The
hex code for that color is displayed in the color box for the priority.
Abbreviation—Type in the letters you want displayed in the Priority column on the homepage. If nothing is entered, then an abbreviation is automatically configured using the first four letters of the Priority word, or the whole word if it has four or fewer letters.
Display—Determine whether a priority is displayed in the Priority column on the homepage list of issues. By displaying only the higher priorities or specialized priorities, those issues stand out more when an agent is viewing the list of issues on the homepage. To specify that a priority is displayed on the homepage, click the empty checkbox next to the priority. To turn off the display of a priority, click a populated checkbox next to the priority.
Add—The Add link adds values to the field. When you click the Add link, the Add Choices Editor is displayed. Type the values into the field and press Enter after each value. Click the Add Choice(s) button when you have entered all of the values. The Add Choices Editor enforces uniqueness; if you enter the same value twice, when you click the Add Choice(s) button, the values are not added but, instead, an asterisk is displayed next to the repeated value. If the values are accepted, a list of the values are displayed in the section.
Controls for the list of values—Once values have been added to the field, the values are displayed in a list. The following controls can then be viewed and selected when hovering the mouse over a value in the list:
Checkmark icon—Sets the value as the default for the field. Click the icon to set the value as the default. To change the default, click the same icon on a different value.
HELP TEXT AND INSTRUCTIONS
Mouseover Text—Enter the text to be displayed when a cursor hovers over the field or the field name. Text is limited to 100 characters.
Help Text and Instructions—Help text and instructions can be as detailed as you like and are displayed above the field on the published form.
Show on Create & Edit—Select whether to show the help text and instructions on the Create and Edit pages of an issue:
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
If row is shown—Display the text and instructions only if the row in which the field appears is visible to the agent or customer.
Details—Select whether to show the help text and instructions on the Details page of an issue.
Never—The text and instructions are never visible to the agent or customer.
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
Rich Text Mode checkbox—Check the box to use the Rich Text Mode Editor to edit the instructions. The editor provides a variety of text formatting options, including font options and HTML options such as inserting an image from a file or the clipboard, linking to a URL, etc. Leave the box unchecked to use plain text for the help text and instructions. The box is checked by default.
Text field—Enter the help text or instructions into the multi-line character field.
CANCEL/SAVE buttons—To cancel the edits you've made to the field, click the Cancel button below the Properties window. To save the edits, click the Save button. If the field is being introduced for the first time and has not been saved before, clicking Cancel leaves the Properties window without adding the field to the form. Clicking Save does not publish the field addition/edit to the production version of the form, that is, the changes to the form do not become visible to the user until the form has been published.
Editing or Moving the Field
To edit the field properties, from the Form Designer, hover over the field and click on the edit icon.
To move the field, from the Form Designer, hover over the field, click on the move icon, hold down the mouse button, and drag the field to the location in which you want it displayed. The Priority field cannot be moved to another tab.
Changing the Field Name
You can change the field name from the Form Designer without going into the Properties window. To do so, click in the field name from the Form Designer. The name is highlighted in yellow. Type the new name into the field.