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1. What is a Business Rule? How can I define business rules for my project?

Business Rule is a filter that is applied to all your bugs. You can define Business Rules that will enable you to organize the bugs and perform action such as changing the severity, status, module, classification and assigning the bug to a user. Business Rule will be triggered when the bug is created and whenever there is an update in that bug.

For example, when a particular bug is classified as a feature request/ enhancement, then "is it reproducible" has to be updated to "Not Applicable" for that bug.

To add a business rule:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Hover the mouse pointer over Bugs and click Bug Settings from the displayed bug options.
  4. Click Business Rules and then click Add Rule.
  5. Specify the required business rule details in the Basic Information, Execute On, Rule Criteria and Action tabs.
  6. Click Save Rule to save the business rule.

Now, whenever a bug classification is updated to "Feature(New)" or "Enhancement",  the"Is it Reproducible" will be updated to "Not Applicable ". Similarly, you can configure your own set of business rule as per your project needs.

2. How to create modules for the bugs?

Yes. The portal administrator is the only one who can create a module for the bugs.

To create / add a new module :

  1. In Bugs tab, click Bug Settings and then click Fields.
  2. In Default Fields, under Modules click Edit Values.
  3. Click Add Value and then specify the module name.
  4. Click Add to add a new module.

Add Module

In addition, we've provided options to edit / delete and reorder your modules.

3. How to set status and workflow for the bugs?

You can create an issue status for bugs based on your requirement such as Open, In Progress, Resolved, Closed, Reopen and so on. And you can configure it's workflow too.

To set status and workflow for bugs:

  1. In HOME section, click Projects.
  2. In Projects, select a project.
  3. Click Bugs and then click Bug Settings.
  4. Click Status & Workflow and then click Add Status.
  5. Specify the Status Name, Status Type and Workflow.
  6. Click Add to add a bug status and workflow for bugs.

4. Can I associate a bug with an existing milestone?

Yes. You can associate a bug to an existing milestone when submitting an issue. The following screen capture explains how to associate a bug with a milestone.


5. Is there a consolidated view to see the bugs filed by me / assigned for me?

Yes. My Bugs view provides a consolidated view of bugs filed by you or assigned to you in a project.

  • Go to Home tab and click My Bugs option.
  • This lists all the bugs reported by you or assigned to you.

6. Can I file a bug directly from my email for a project?

Yes. You can file bugs directly from your email for a project. For this,

  • Go to Bugs tab and in the footer you can find a default email for bugs.
  • Click this email id and start filing bugs for your project.

Email Bugs

7. How can I set client permissions to view the bugs filed in a project?

To set client permissions:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Hover the mouse pointer over Bugs and click Bug Settings from the displayed bug options.
  4. Click Client Permissions.
  5. Select the desired options in Client Permissions.
  6. Click Update to update the enabled client permission rights.


  • Bugs can be assigned to client users only when Assign external Bugs to client users is selected.