Manage work item sources

Add work item sources to tickets, issues, defects and other work items to bring work items into the TeamForge project and traceability context.

Create or find an existing Tool to group your work item source under

1. From the desired project context, navigate to Project Admin > Tools.
2. Determine whether a “Tool” exists that represents a logical container for your desired source. if you are adding a JIRA^® source, look for a tool representing the instance of JIRA in question.
   1. If a Tool exists already, click the Tool’s title to edit the Tool.
   2. If a Tool does not exist, click Add Tool.

Edit an existing work item source

3. To edit an existing work item source, locate the Data Source in question on the Edit Tool screen. You can edit the display name, while all other properties are system defined.
4. Click Update to save your changes.
   Note: While editing an existing source configuration, you can toggle a source from Active to Inactive, which will stop TeamForge from collecting data from that source; toggle back to Active to resume data collection from the source.

Create a new work item source

5. If this is a new Tool, first select the Tool Type in the drop-down menu. For instance, if you’re adding an external JIRA Tool instance, select the appropriate Tool Type.
6. Select the Include Traceability check box. A blank data source appears. If this is an existing Tool with existing sources, click the Data Source + (Add Source) icon to add a new blank source.
   1. Provide a display name for the work item source. This display name will help you differentiate the source throughout the user interfaces where this source appears. The display name can be up to 100 alphanumeric characters in length.
7. Click Update.