Managing products and portfolios : Configuring views : Adding a view
  
Adding a view
To add a view, you must create a view definition. A view definition is a set of rules to filter the required set of elements from the module. You can use element attributes, such as title, description, and owner, to create view rules. You can use any number of view rules in a view definition.
Procedure
1 Click the Settings icon Settings icon, and then, from the Configure group, click Views.
2 Click Add View and specify the attributes for the view.
If integration with IBM Rational Change is enabled, the Enable Change Requests (CR) to be created in IBM Rational Change check box is displayed. If the check box is selected, members can create elements and folders in the view as change requests in Rational Change.
3 Click Save. The view is added to the list of views.
4 Click the view name. Click the Edit link for the View Definition attribute.
The View Definition page is displayed.
5 Click the module from which to view the elements.
6 Define the rule for the view, and then click OK.
 
To
Do this
add another view rule
Click Add Rule
edit a view rule
Clicking the Edit icon Edit icon
change the order of the view rules
Click the arrow icons Arrow icons
remove a view rule
Click the Delete icon Delete icon
remove all the view rules and define new rules
Click Redefine
specify how the view rules are related
Specify AND and OR choices
By default, text attributes are not case sensitive. To filter elements so that you view only the elements whose case matches the view rule, select Case sensitive.
When the Show elements whose field is set to Parent Folder, the Recursive check box is displayed:
If Recursive is selected, all the elements that are below the selected folders are matched.
If Recursive is not selected, only the elements that are directly below the selected folders are matched.
If you are configuring a view rule to list members who have a specific view, a member who inherits the view from another member is not listed.
7 Click Next.
The page to define access level is displayed. Specify which attributes must be visible and editable.
None: The attribute is not visible.
Visible: The attribute is visible, but cannot be edited.
Editable: The attribute is visible and can be edited.
Use drag handles to move the attributes in any order as needed. To move an attribute to a position before a selected attribute, click on the attribute to be moved and select the Position Before in the “Move attribute” window. To restore the default order of the attributes, click Reset attribute order at the top of the attribute column.
8 Optional: For Add and Display views, in the Miscellaneous Settings, make these selections:
Select Allow elements to be turned into folders and folders into elements to allow members to change elements into folders, and folders into elements in the Add or Display page.
Select the workflow to be used for the view.
9 Click Next to define the default view settings.
For more information, see Defining the default display format.
10 Click Finish to complete the view configuration.
Remember: From the Settings menu, select Manage in the Members group, and edit the My Views field to allow other workspace members to access the view.
Related topics
Editing view settings
Go up to
Configuring views