New to Software Planner - question on owner/assigned to fields

[Wanda Rogers]

What is the difference between the owner field and the assigned to
field? I'm in the process of setting up a project template for the
defect flow and it appears when I change the assigned to field it
automatically changes the owner field. This is the behavior I expect
but would the two fields ever be different? If not then I should be
able to keep the owner field hidden to reduce the clutter on the
screen and reduce the confusion to the end users.

Is there any way to reduce the people who appear in the assigned to
dropdown to only those who could actually be assigned the defect based
on the state transition? I thought I saw this in the CBT but have
been unable to find the reference again. What I'm after is a way to
only display for example, developers if the state transition is
"Development Assigned". Again, the more I can reduce the choices and
clutter on the screen, the better.

[Steve Miller]

Hi Wanda,

Welcome to Software Planner. See answers embedded below

On Oct 19, 7:10 am, Wanda Rogers <wanda.rog...@agilysys.com> wrote:
> What is the difference between the owner field and the assigned to
> field?  I'm in the process of setting up a project template for the
> defect flow and it appears when I change the assigned to field it
> automatically changes the owner field. This is the behavior I expect
> but would the two fields ever be different?  If not then I should be
> able to keep the owner field hidden to reduce the clutter on the
> screen and reduce the confusion to the end users.

[Steve] The owner normally is the person that is supervising the work
and the assignee is normally the person doing the work at any given
time. It does, by default, make you the owner of the item when you
add a new item. If you don't like that behavior, click Setup / System
Configuration / Screen Layouts / Defects (or what ever screen you wish
to control) / click the Defaults tab. Notice that the Owner is
defaulting to the person logged in. You can remove that here. To
learn more about screen layouts, watch this quick movie:
http://www.pragmaticsw.com/GuidedTours/Default.asp?FileName=ScreenLayouts.

[Steve] Regarding hiding fields, yes, you can do that as well. You
can do that regardless of what the status is by using the Screen
Layouts feature discussed above. But many times you wish to hide
fields based on being in a specific status. You can do that using our
configurable workflow. To see how to do that, watch this quick movie:
http://www.pragmaticsw.com/GuidedTours/Default.asp?FileName=Workflow

> Is there any way to reduce the people who appear in the assigned to
> dropdown to only those who could actually be assigned the defect based
> on the state transition?  I thought I saw this in the CBT but have
> been unable to find the reference again.  What I'm after is a way to
> only display for example, developers if the state transition is
> "Development Assigned".  Again, the more I can reduce the choices and
> clutter on the screen, the better.

[Steve] There is no way to do that currently without a special java
script extender, which is pretty easy. The extender is simply a
special java script include for your account that can implement this
type of logic (and do any other custom logic you desire) that is
placed on the add/edit screen. If you are interested in that, it
takes a little professional services work, so just let us know and we
can have our professional services team contact you.