> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/automations/global-actions-and-action-groups/types/create-issue.md).

# Create Issue

### Generic Global Action properties

This action has generic properties, as other global actions:

* **Name** - give Action a name in order to search for it easy, otherwise system will use ID of this Action.
* **Type** (Rule or Action) - this is mandatory. Select "Action".
* **ID** - given by system after saving a new Action first time.
* **Status** - you can activate or deactivate an action temporary (e.g., for debug).
* **Context Object Type** - a data source which fields can be used in Action [conditions](/automations/queries-and-conditions/working-with-conditions/conditions-overview.md) and properties.
* **Action Type** - main property which determines what Action will do and it's configuration. [Explore all action types here](/automations/global-actions-and-action-groups/types.md).
* **Execute** - specify if Action will be executed always or when some conditions are matched.&#x20;

<figure><img src="/files/Wyr0epEhpQbqgP9w7cC9" alt=""><figcaption></figcaption></figure>

### Overview

The **Create Issue** action allows you to add [tasks and issues](/functional/tasks-and-issues/introduction-to-tasks-and-issues.md).

### Configuration

* Select necessary object in Context Object Type.

{% hint style="info" %}
This is not mandatory, but can be useful - e.g., if you want to update records with field values based on another record shown in current form.
{% endhint %}

* Set **Action Type** = "Create Issue".

{% hint style="info" %}
These are the same sets of settings used when [creating a task or issue manually from Task Manager dashboard](/functional/tasks-and-issues/create-task-or-issue-from-task-manager-dashboard.md#new-task-or-issue). Both float and non-float tasks/issues can be created in this way.
{% endhint %}

Set the **Configuration** of the newly added **task/Issue:**

* **Type** - Select the **Type** of the task: Task or Issue (Problem).
* **Float Issue** - When checked, the Task/Issue will not be related to any particular Process Instance, but may still be related to record by selecting the **Object** and searching for a **Record**.

{% hint style="info" %}
**Float Task/Issue** is related to some specific record.

**Non-float Task/Issue** is specific to some particular process instance.
{% endhint %}

* When Float Issue is **toggled off**:
  * Select a **Process Instance**. A "Step" field will became containing [steps](/processes/process-steps/step-types.md) of that instance process.
  * Select a **Step** to associate the Task/Issue with a particular step, or leave this field set to the default "All Steps" value to relate the Task/Issue to the entire process.
  * Toggle **Lock Process** on if the Task/Issue must be completed before the active Process Instance step(s) can be proceeded/approved/rejected.

The following properties are the same, regardless of the Float Issue settings.

* **Subject** - Provide the Task/Issue subject.
* **Description** - Provide a description, if desired.
* **Assign To** - Select an assignee for the Task/Issue. Only one user can be assigned.
* **Priority** - Select a priority for the Task/Issue.
* **Due Date** - Provide a date by which the Task/Issue should be completed.

<figure><img src="/files/ZXGn2BV96P2EGR2DQMFH" alt=""><figcaption></figcaption></figure>

### Configuring layout

The Layout Type will determine the interface that is presented to the user when viewing the Task/Issue. The following options are available: are the same as for process steps and can be [Standard](/processes/process-steps/process-step-settings/process-step-layouts.md#standard), [Work Relay Form](/processes/process-steps/process-step-settings/process-step-layouts.md#work-relay-form) or [Visualforce Page](/processes/process-steps/process-step-settings/process-step-layouts.md#visualforce-page).

* **Standard** - Displays the Task/Issue details in read-only mode.
* **Form** - Displays a custom Work-Relay Form. The following settings will be available:
  * **Mode** - View or Edit
  * **Form** (required)
  * **Layout Parameters** - set Form parameters here

<figure><img src="/files/mdzpdvnvKK7HA16884qR" alt=""><figcaption></figcaption></figure>

* **Visualforce** **Page** - Displays a Visualforce page. The following settings will be available:
  * **Visualforce Page** (required)
  * **Layout Parameters**, which may be configured in the same manner described for the Form layout type above

<figure><img src="/files/SNd37njzSg4Y89hYu2Eq" alt=""><figcaption></figcaption></figure>

### Configuring operations (buttons)

Four action buttons are available to display on Tasks and Issues: [Accept, Restart, Hold and Complete](/functional/tasks-and-issues/how-to-manage-tasks-and-issues.md). The following configuration options are available for each button:

* Left-side checkboxes - when checked, the respective button will be displayed on the Task/Issue.
* **Label** - Defines the text that will be displayed on the button.
* **Require comment** checkboxes - when checked, the user must enter a Comment when clicking the respective button.
* **Before Handler** - Optionally defines a Global Action or Global Action Group that will be executed before the Task/Issue status update occurs. Select necessary handler type to see other fields:
  * Action selection field - click a search button (lens) to look for necessary action or action group.
  * Parameters - enter parameters as JSON directly or click <kbd>>></kbd> button to add them one by one.

<figure><img src="/files/RYEkgz91SmmbW0mDflPX" alt=""><figcaption></figcaption></figure>

### How to create multiple tasks or issues

Click **Apply & New** button to store the newly configured **Task/Issue** configuration and show the form for one more.

Click **Apply** to store this another **Task/Issue** configuration and do not add more.

If you do not want to add more tasks/issues, including the one currently being configured, click **Cancel**.

<figure><img src="/files/cOcGdDVF2VmbjLtd7MRr" alt=""><figcaption></figcaption></figure>
