Quick Edit

The Quick Edit feature provides an interface to quickly edit existing issues from the homepage using a limited set of configured fields. This should speed up workflow. Administrators must determine which fields are used the most often by agents and which fields are used the least and configure the Quick Edit feature accordingly. By polling agents, an administrator may, for example, find that the majority of agents open issues to edit the status and description fields and frequently do very little else. Enabling this feature and configuring it to display only frequently used fields means agents can more quickly conclude their business on an issue page without having to search for the relevant fields.

Quick Edit is configured on a workspace-by-workspace basis.

To enable Quick Edit:

1. Select Administration from the FootPrints toolbar, then select Workspace from the menu.
2. From the workspace administration page, select Workspace Options.
3. Select the Quick Edit tab.
4. Click the Enabled radio button.
5. Enter your password and click SAVE.

To configure fields for Quick Edit:

Select Administration from the FootPrints toolbar, then select Workspace from the menu.

1. From the workspace administration page, select Workspace Options.
2. Select the Quick Edit tab.
3. Click a field that you wish to display in the All Workspace Fields list and then click the Add button. Continue to add fields until you have all the fields you want displayed in the Quick Edit Fields list.
4. If you need to change the order in which the fields are displayed on the Quick Edit page, click on a field and then move it up or down using the arrows to the right of the Quick Edit Fields list.
5. Enter your password and click SAVE.

To remove a field from the Quick Edit page:

1. Select Administration from the FootPrints toolbar, then select Workspace from the menu.
2. From the workspace administration page, select Workspace Options.
3. Select the Quick Edit tab.
4. Click on a field in the Quick Edit Fields list.
5. Click the Remove button. This means the field will no longer be displayed on the Quick Edit page. It will continue to be displayed on the full Details and Edit Issue pages. Repeat this procedure until all the fields that you want to remove have been removed.
6. Enter your password and click SAVE.