Traktip: Pre-Submit Screen

It’s time for another Traktip!

A long time ago, our customers asked for a way to prefill an issue so that end users wouldn’t need to input as much information. We responded with Issue Templates (formerly called Quick Picks), a drop-down menu option that allows users to choose an issue submission template that pre-defines certain information for them.

We also introduced the Prefill Form: a screen that, when enabled, would appear to end users before the issue itself, prompting them to select either “Issue Type” or a “Issue Template.” By choosing one or the other, they could load up an issue submission template with some information pre-filled for them.

However, choosing between “Issue Type” and “Issue Template” could get confusing for end users who didn’t know which was the preferred option. For organizations that wanted their end users to exclusively use either Issue Templates or Issue Types to fill in information, having users mistakenly choose a different option caused headaches behind the scenes as staff needed to rewrite and re-categorize the mislabeled issues.

New Feature: The Pre-Submit Screen

Introducing the Pre-Submit Screen. Much like the Prefill Form before it, the Pre-Submit Screen shows users a simpler initial screen when submitting an issue. It achieves this by allowing admins to decide whether they want end users to only see a Issue Template drop down menu or an Issue Type drop down menu (or both, if needed).

If you do not use the Pre-Submit screen, the default Issue Form (formerly called Custom Screen will be used when first opening the Submit Issue Screen.

Enabling the Pre-Submit Screen

1. Click the gear icon in the upper right-hand corner of your Issuetrak main page.

2. A settings lightbox will appear. Choose the “Features” option under "System".

3. Scroll down to the “Pre-Submit Screen” section.

4. Check “Use Pre-Submit Screen” to enable the feature.

5. Choose whether you want to include the Issue Template selection field, the Issue Type selection field, or both on your Pre-Submit Screen. 

Note that users who do not have the “can view and select from Issue Templates when submitting issues” permission will not be able to submit issues. This permission can be toggled on and off via a user’s User Record or Group memberships. In the case of using Active Directory, User Templates can also be used.

The next time a user loads an issue, they should see a screen like this prompting them to choose an option based on which selection field you’ve enabled.

The user can then choose an option from the Issue Template drop-down menu. Selecting an option will bring up a partially pre-filled issue submission form.

With that, all of your end users will have an easier time selecting the proper option -- speeding up the issue submission process and saving you plenty of headaches!

As always, if you have any questions or would like to see this in action via a quick demo, don’t hesitate to contact your Account Manager. We’re happy to help!