• The standard layout and the layouts associated with a project cannot be deleted. You can delete the layout after associating the projects to a different layout.
  
• To view the list of layouts available in a portal, navigate to Customization >  Layouts and Fields  >  Issues  >  Layouts.
  
• You can also edit a layout's name by directly editing its name in the layout editor screen.
  

Associate a project with issue layout

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization >  Layouts and Fields  >  Issues.
   
3. Click the plus icon   to the right of the selected layout.
   
4. Select one or more projects from the drop-down to associate. You can also associate project templates with a layout.
   
5. Confirm your action.
   
6. Click Associate.
   
   
   

View Layout

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization >  Layouts and Fields  >  Issues.
   
3. In the Layouts section, you can view the list of issue layouts that have been created already.
   

   The layouts that are listed cannot be reordered.
   
4. Click the layout you want to edit, do the necessary changes and save.
   

Delete a Layout

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization >  Layouts and Fields  >  Issues.
   
3. Click the Layouts section.
   
4. Hover over a layout that you would like to delete and click the trash icon .
   
5. Confirm your action.
   

The standard layout and the layouts associated with a project cannot be deleted. You can delete the layout after associating the projects to a different layout.

Private Layouts

Users can create a copy of existing layouts and mark them as Private layouts. A private layout can only be accessed by users who are part of the projects associated with it.

Enabling the Make private layouts as a default for all the new projects option will automatically create a private copy of the layout with the project title as the layout name.

Make an Existing Layout as Private

Users can change an existing layout as private from the Issue Layout list view.

This option is only available for layouts with only one project linked with them.

1. Hover over a layout from the list view.
   
2. Click Make as Private Layout.
   
   
3. Private layouts can be viewed at the end of the list after refreshing the page.
   

What is a Section?

The various parts of the layout are called a section. The standard layout has a default section called  Issue information. You can customize each section by adding fields based on the requirements. 

Create or Edit a Section

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization > Layouts and Fields > Issues.
   
3. Click a layout to add a section.
   
4. Drag and drop the Add Section component from the left tray to the layout editor (main panel). Initially, the sections will be named "Untitled Section", "Untitled Section 1", "Untitled Section 2" and so on as you keep adding new sections in the layout editor.
   
5. Hover over the section name and edit it.
   
6. You can also add new or existing custom fields to your section.
   
7. Click Save Layout.
   
   
   

Delete a Section

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization  > Layouts and Fields > Issues.
   
3. Click a layout to delete a section in the layout.
   
4. Hover over the section and click .
   
5. The icon will be visible only when all the custom fields inside the section are removed. We recommend you to remove the custom fields first and then delete the section.
   
6. Confirm your action.
   

Create a Custom Field

1. Click   in the upper-right corner of the top navigation band.
2. Navigate to Customization > Layouts and Fields > Issues.
   
3. Click a layout to add a custom field.
   
4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   
5. Enter a field name.
   
6. Select appropriate access permission. (Project Users: Field will be available to only users who are part of the project; Client Users: Field will be available to project and client users; All Users: Field can be made available to all users via the Web to Issue Form).
   
7. Select options in Field Information section. PII denotes that the custom field captures Personally Identifiable Information.
   
8. Select Encrypt Field option if the data should be encrypted at the back-end.
   
9. Set a default value if necessary.
   
10. Select Mandatory checkbox if you want the field to be filled compulsorily. 
    
11. Click Add to Layout to include the field in the layout. When you cancel, the field is never stored anywhere.
    
12. Click Save Layout to update. 
    

You can create the following custom fields:

Edit Custom Field

1. Click   in the upper-right corner of the top navigation band.
2. Select Customization > Layouts and Fields  > Issues.
   
3. Open the layout editor and hover over the custom field you would like to edit.
   
4. Click the pencil icon .
   
5. Edit the field properties except the field name. You can change the field name also, but the new name will be reflected in all the projects.
   
6. Click Apply changes.
   

Reorder Custom Field

1. Click   in the upper-right corner of the top navigation band.
2. Select  Customization  >  Layouts and Fields  >  Issues.
   
3. Open the layout editor and hover over the custom field you would like to reorder.
   
4. Drag and swap with another field in the editor. You can reorder the fields as many times as you want until you get the desired order.
   
5. Click Save Field Order.
   

Remove Custom Field

1. Click   in the upper-right corner of the top navigation band.
2. Select Customization  >  Layouts and Fields  >  Issues.
   
3. Open the layout editor and hover over the custom field you would like to dissociate.
   
4. Click   .
   
5. Confirm your action.
   

• Removing a project custom field will not delete it permanently.
  
• The custom field will be moved to the Available Fields tray and it can be reused anytime later from this tray.
  

Delete Custom Field

1. Click   in the upper-right corner of the top navigation band.
2. Select Customization > Layouts and Fields  >  Issues  >  Fields.
   
3. Hover over the field you would like to delete.
   
4. Click . The data stored in the field will be lost
   
5. Confirm your action.
   

Create a Custom Status

1. Click   in the upper-right corner of the top navigation band.
2. Select Customization   >  Layouts and Fields  >  Issues  >  Fields.
   
3. Open an existing layout or create a new layout.
   
4. Click   on the right-side of Status & Workflow.
   
5. Change the default status for an issue under Set Default Status section.
   
6. Click the +Add Status link to create a new issue status.
   

   A new status will fall under either Open or Closed status types.
   

   Default Status can't be deleted and there should be at-least one open & one closed status.
   

6. Give a status name.
   
7. Click to the left of the status name to assign a color. Pick any color from the palette that matches the status name and type.
   
8. Define a Workflow by selecting the next available status. The workflow is determined by the next available status specified in the box.
   
9. Click Apply changes to add the Status.