Documentation

This section contains documentation for TrackStudio. If you have problems or questions the best place to find answers is on the web forum.

Tutorials

  1. Preparing the Database (Flash, 490 KB)
  2. Establishing a User Group Accounts (Flash, 700 KB)
  3. Configuring Workflows (Flash, 1.2 MB)
  4. Configuring Categories (Flash, 650 KB)
  5. Creating Users and Projects (Flash, 740 KB)
  6. Processing a Bug Report (Flash, 620 KB)

Articles

This is the must-read documentation that will provide you with the fast track to understanding and setting up TrackStudio.

Quick Start resources

Here you will find a number of spreadsheets and scripts that are designed to help you rapidly to construct and populate your User hierarchies. Looking at the matched pairs of example CSV files and scripts will also help you understand how the CSV import mechanism works.

Note: Some of the spreadsheets contain macros and so you will be asked whether you want to enable them as you open the file.

Workflow diagrams and resources

You may find it helpful to create your own workflow diagrams. Below are diagrams of some of the workflows that are associated with the tasks an the as-installed instance of TrackStudio that you might like to use as a starting point. Also provided are maps illustrating the permissions associated with the workflows.

SQL Schema and Statements

Though being able to examine the TrackStudio database directly is not a requirement you may find that doing so makes life easier. For this reason the following files provide you with the Database Schema and some sample SQL statements that you may find useful. The SQL statements may well need to be modified to suit your own implementation/purposes.

Note: Making changes to the TrackStudio database and its contents other than via the user interface is not recommended unless you have a very high level of database experience and are confident that you fully understand the relationships and constraints within it. The consequences of any such changes are not supported by TrackStudio.

Script Library

Scripts provide the mechanism through which the behavior of your implementation of TrackStudio can be customized. The best way in which to learn about how to implement scripts is by looking at examples of scripts that have been created by other TrackStudio users and this is why the Script Library has been created. If you have a script that you think others may find useful please send it to TrackStudio for inclusion in the Library.

Note: Whilst efforts have been made to ensure that these scripts behave as intended TrackStudio can accept no liability for any errors or omissions.
Download all scripts as a zip file here.
Custom Field Scripts  
  Task  
    Value  
      Create multiple list List multiple String values
      Day on which task created Returns the day of the week on which an issue was created
      Display instructions Used to display Instructions
      Display links To show favorite links
      Display login id Gets the logged-in user's login id
      Get most recent message description Returns the description of the most recent message
      Get time from Submit to Sign off Used to calculate the time elapsed or time until signed off
      Get value from task or workflow UDF Gets the value of the task- or workflow-based custom field [Order Availability]
      Get value from user-based UDF Gets the value of a user-based custom field [Address]
      List custom fields with values List all custom fields with values for the current task
      List task attachment links Shows the link/s to attachments for tasks
      List task members Displays a list of users who have access to the current task except for those who are belong to company "Dummy Co."
      List task numbers Lists tasks numbers in the array
      Months elapsed since submit Calculates the number of months between the task submit date and the current date. It can be used to find tasks submitted this month, last month, etc.
      Number of days since last update Returns the number of days since the last update (this field can be used to find out what tasks have been neglected for a long time)
      Parent folder name Returns the name of the parent folder
      Set actual start Sets the value of the actual start date as date/time on which the first "Started work" message was created.
      Sum of actual time of current task and subtasks Calculates the sum of the actual time for all not-closed tasks
      Text of all messages of current task Collects the text from all messages for the current task
         
    Lookup  
      Lookup values from task list To get a list of task names from some folder
         
  User  
    Value  
         
    Lookup  
         
Trigger Scripts  
  Add Message  
    AFTER  
      Copy task after message Copies a task to the Knowledge Base (task #2 in this example) when user adds a message.
      Move task after message Moves a task to the Knowledge Base (task #2 in this example) when user adds a message.
         
    BEFORE  
      Check multiple signoff Checks to see whether all the people who need to sign off the task have done so
      Force change of handler except qa New handler must not be same as existing handler, except when he/she has status of "QA-Team"
      Generate ticket id Creates an id of the following format 000##YYMM@@_****description from various task details and handler
      Prevent closing of task with open subtasks Prevents users from closing a task that contains non-closed subtasks
      Prevent message type depending on category Message cannot be created if Task Category is "Customer report"
      Record UDF value changes in message Tracks custom field value changes in the message description
      Set handler to person who submitted request User who last submitted "Request" message assigned as handler
      Set message handler to value of user UDF Sets the handler of the message to be the user defined in the UDF.
      Set resolution to next step Set Task resolution to next step from message resolution
      Set resolution to previous step Set Task resolution to previous step from message resolution
      Set string UDF to value of message resolution Takes message resolution and populates "Outcome" field
      Set value of a UDF Sets value of UDF "Customer told" to "Yes"
      Set workflow user UDF to handler Sets the value of the "Assigned Engineer" field to current handler
         
    INSTEAD OF  
      Increment integer UDF Implements the ability to vote for a task by adding a message. To use this script, create a custom field votesCounter of type Integer that will be used to count votes. Assign this trigger for a message type used to vote.
         
  Create Task  
    AFTER  
      Parse task description Parses the task description and fills some custom fields given in the description in text form
      Populate similar tasks field Fills in the task type UDF [See Also] with a list of tasks similar to the one being created
      Set value of user UDF to task handler Sets the value of the "Assigned Engineer" workflow field to the the Task's handler
         
    BEFORE  
      Force deadline entry Complains if the Deadline task property has not been filled in for the task
      Force UDF value entry Complains if the Exists in Production custom field value has not been filled in for the task or equals "Please Choose"
      Replace string in Task description String that is used as placeholder is deleted before task is created.
      Require a deadline to be later than today Checks deadline before form submission
      Set Group Handler of new task Irrespective of handler selected by user handler is set to "controller"
      Set unique name of new task Sets the name of the task to "[Submitter]'s task" and ensures that no other task of that name already exists at the same level.
      Validate a custom list field Ensures that a value is selected from a list UDF
      Validate interdependent custom fields Throws an exception if value of one UDF is "Other" and the value of another UDF is empty.
         
    INSTEAD OF  
      Set random handler Chooses a random handler for the task and assigns that handler to the task
         
  Edit Task  
    AFTER  
         
    BEFORE  
      Validate budgeted time Prevents users from saving a task with Budgeted Time less than Actual Time
         
    INSTEAD OF  
      Log deadline changes Creates messages of the type log for each deadline change using the Current Task -> Task... -> Edit link. Create message type log before using this trigger.
         
CSV Import Scripts  
      Create messages Bulk-process some task by creating a message
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