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SFEE Change Management / Tracker FAQ
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General Questions
What is a tracker? What is an artifact?
A tracker is a container which holds structure data with similar definitions. An artifact is a hen choose "Tracker Settings". This page will allow you to define as many trackers as you may need.
Not all my team members appear in the "assigned to" field. Why is that?
In order to appear in the Assigned To field, the user must belong to a role giving them edit/view permissions on the tracker.
How do I create new values in the "Reported in Release" field?
SFEE will populate that field automatically from the packages which are defined in the file release tool.
How do I create a parent/child artifact?
New with SFEE 4.4, you can specify a hierarchical relationship between artifacts. A tracker artifact can be a parent or a child to another artifact.
- A child artifact can have only one parent.
- A parent artifact can have any number of children.
- A parent artifact cannot be closed if a child is open.
To create a new parent/child artifact of an existing artifact:
- Click on the Dependencies tab of the artifact
- Click the Create New Parent or Create New Child button. Fill in the form the same way as you would for submitting an unrelated artifact.
- Click the Next button.
- Enter a comment that describes the relationship, if appropriate.
- Click the Finish button.
Note - If the Choose Parent or Create New Parent button is not visible, the artifact already has a parent artifact.
Defining new trackers
I don't need the priority and assigned-to fields, how do I get rid of them?
These fields are used by SFEE internally and may not be deleted or disabled.
I'd like to change the display order of the fields in my tracker. How do I do that?
Simply drag and drop the fields within your browser. Horizontal rules may also be added in this manner.
Creating Artifacts
How do I create an artifact via email?
To create a tracker artifact using email Send an email message to the following email address:
<tracker id>@<SFEE server>
You can find the tracker id on the artifact list view page. Fields are mapped as follows:
- To: Tracker email address
- Subject: Artifact title
- Body: Artifact description
- Attachments: Attachments
Editing Artifacts
How do I edit an entire group of artifacts at one time?
This is a two step process. First, filter the artifacts down to the set you want to change. After filtering the artifacts, simply use the "mass update" button to apply changes to all artifacts within your filtered subset.
Is it possible to move an artifact from one tracker to another?
Yes. Simply use the cut button to remove the artifact, then paste it to another tracker. The destination tracker need not be in the same project, but if the tracker definitions differ data could be lost.
How do I edit multiple artifacts at once?
If you want to make the same edits to multiple tracker artifacts simultaneously, you can do so using the Mass Update function. You can mass update a selection of artifacts, for example those returned by a filter, or all artifacts in a selected tracker.
To edit multiple artifacts:
- Click Tracker in the project navigation bar. The list of project trackers is displayed.
- Find the tracker artifacts that you want to edit. Use the filter if needed to find the desired artifacts.
- Select the artifacts that you want to edit by checking the boxes. Then click Mass Update. Note - If the artifacts that you want to edit are displayed on more than one page, you do not need to select them. You will be able to select "all" on the next screen. The Mass Update page is displayed.
- Choose which artifacts you want to update:
- Selected - Updates only the artifacts that you selected.
- Results Set - Updates all artifacts returned by your filter, or all artifacts in the tracker if you did not apply a filter.
- Choose Results Set when the artifacts span multiple pages and you cannot select them all.
- Make the changes:
- To update the value in a single-select field, choose a new value from the drop-down list.
- To update the value in a text-entry field, enter new text and check the Update box.
- To add a comment, enter the text in the Comment Text field.
When you are finished, click Update. The changes are now applied to all selected artifacts.
I am unable to edit a specific artifact via email, but I can vi the web UI. Why is this?
There may be workflow rules applied to the tracker that requires specific fields to be set. As you can only define the artifact title, and description via email, the artifact creation fails. If you wish to create artifacts in this tracker via email, the tracker admin will need to disable these workflow rules.
Querying artifacts
Why do the open tracker counts differ from when I filter on open?
Example: The Tracker Summary block shows "21 Open" artifacts. However, when filtering on "Open" artifacts only five are displayed. Why is there a discrepancy?
"Open" on the summary screen is based on the "meta" status Open. It includes "Open", "Fixed", and any other statuses that are defined as equivalent to open by the tracker admin for your project.
If you filter by "All Open" you will see all 21 issues. If you filter by "Open" you will see only the artifacts that actually have the status "Open".
How do I change the columns displayed in the tracker list?
You can select the columns you want to see on any list artifacts page You set your column preferences for each tracker independently.
To choose which columns you see:
- Click the down arrow next to the Select Columns button, and choose Configure.
- The popup window for configuring columns is displayed.
- Available columns are in the listing on the left.
- Selected columns are in the listing on the right.
- Artifact ID : Title, Priority and Status are required columns.
- Choose columns that you wish to add from the listing on the left, and click the right arrow button to move them to the Selected Columns list. Note - Selecting more columns can increase the time required to load the listing page.
- Choose columns that you wish to remove from the listing on the right, and click the left arrow button to move them.
- Use the Move Up and Move Down buttons to change the display order of the columns.
- Click the Apply button.