Change Type Customization

Changes Types are selected when adding or editing a Change on the Change page.

Changes Types are also used by the Escaping Defects By Changes Type Customization for Insights Dashboard.

Location of Changes Type

To locate the Changes Type field:

  1. Go to Release > Change.
  2. Click to open a Change.
  3. The Changes Type field is located in the Details panel under the Change tab.

Add a Changes Type

To add a Changes Type:

  1. Go to Settings > Customization > Changes.
  2. Click Type.
  3. Click Add Field.
  4. Type the new Value.
  5. Select a Category:
    • Initiative: A strategic-level goal to deliver as part of your product roadmap.
    • Epic: A large piece of work to be completed in order to deliver an initiative.
    • Story: A breakdown of epics into smaller chunks of work that can be delivered incrementally.
    • Defect: A document of functionality that isn’t working as expected and needs to be addressed.
    • Task: A breakdown of a story into small chunks of work to be completed in order to deliver the story.
  6. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the Changes Type label in the Change pop up.
  7. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  8. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Edit a Change Type

To edit a Changes Type:

  1. Go to Settings> Customization > Changes.
  2. Click Type.
  3. Click to select the Changes Type.
  4. Click Edit Field.
  5. Edit the Value.
  6. Select a Category:
    • Initiative: A strategic-level goal to deliver as part of your product roadmap.
    • Epic: A large piece of work to be completed in order to deliver an initiative.
    • Story: A breakdown of epics into smaller chunks of work that can be delivered incrementally.
    • Defect: A document of functionality that isn’t working as expected and needs to be addressed.
    • Task: A breakdown of a story into small chunks of work to be completed in order to deliver the story.
  7. Double click the Color column and select a color from the drop-down menu or enter a Hex value.
    The color appears on the Changes Type label in the Change pop up.
  8. Click to select the Default checkbox to make the item appear by default in the drop-down menu.
  9. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

 

 

Sort Changes Types

Sort Manually

Sorting Changes Types manually changes their order in drop-down menus.

Refresh your browser to sort manually after sorting alphabetically. 

To sort Changes Types manually:

  1. Go to Settings> Customization > Changes.
  2. Click Type.
  3. Hover your mouse cursor over the sort column.
    The sort handle (six gray dots) appears.
  4. Left click and drag the sort handle to resort the Changes Type.
  5. Click Submit.
    The yellow Your changes have been saved pop up opens and closes.
    If you click away from the Customization page without clicking Submit, your changes will not save.

Sort by Column Header

Sorting Changes Types by column header only changes their order on the Customization page.

To sort alphabetically on the Customization page by column header:

  1. Go to Settings> Customization > Changes.
  2. Click Type.
  3. Click a column header.
    The Changes Types will revert to their previous order when you click away from the Customization page.

Delete or Replace a Changes Type

Deleting a Changes Type will not delete it from Change records. But it will no longer be available when adding or editing a Change.

Replacing a Changes Type will replace it in existing Change records.

To delete or replace a Changes Type:

  1. Go to Settings> Customization > Changes.
  2. Click Type.
  3. Click to select the Changes Type.
  4. Click Delete Field.
  5. Choose one of the following:
    1. Delete and Replace:
      1. Select the item that will replace the deleted Changes Type from Replace with.
      2. Click Delete and Replace.
        Your updates will be automatically saved. There is no need to click Submit.
    2. Delete:
      1. Click Delete.
        Your updates will be automatically saved. There is no need to click Submit.

 

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Updated on October 1, 2021

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