Save a New View
To save a new view, click Manage Tracker Views icon
A window opens where you can select and create a new view by following procedure given below:
A window opens where you can select and create a new view by following procedure given below:• Select the desired filters, optionally add Group by or Order by options.
• Click on the View Menu
• Click on Save as...
• Type the name of the view (if you have permission to admin views, Public View checkbox appears in the overlay, check it if you would like to create a public view)
• Optionally add a description of the view
• Click on Save button
• The saved view will immediately appear within the view menu
Once you save a custom view, you can manage the view using the upper action bar of the View Menu (Save, Save as..., Properties, Delete) or using the pencil / delete icons near the name of the views. If you select a Public View, you have the ability to set view as default view for the tracker by clicking the Set View as Default button near the name of the Current View.
View Permissions
From Codebeamer 10.0.0 you can set role-based permissions for Tracker Views. The permission handling is like on Report page, except you cannot select the project, the roles of the current tracker's project will list in the Save View overlay.
You can set READ permission for the users in Tester role for your own private view, therefore the view will be listed for Tester roles too as a Private View.
View accessability regarding the permissions is working as follows:
• Private Views:
◦ READ permission: the creator of the view and the users in the selected roles with READ or WRITE permissions.
◦ WRITE permisson: the creator of the view and the users in the selected roles with WRITE permission.
• Public Views:
◦ READ permission: all of the users of the current project who has permission for the current tracker.
◦ WRITE permission: The creator of the view, users in roles where the role has Public View - Admin Tracker permission and the users in the selected roles with WRITE permission note that only the users whose role has Public View - AdminTracker permission can save and set a View as Public View!
Show Ancestor and Descendant Items
You can also include ancestor (parent) and descendant (child) items of the tracker items in a new view. To include ancestor and/or descendant items in a view, select one of the mentioned menu options when creating a new public or private view.
The new view will now display parent and child items of the tracker items.
The Show Ancestor Items and Show Descendant Items options are available in the Table View, Document View and Document Edit View.
If the Always Show Ancestor Items option is selected in User Preferences (see Displaying Ancestor Items by Default in Document and Document Edit View), the Show Ancestor Items option will be disabled in the View Menu in the Document and Document Edit View of a tracker.
If the Show Ancestor Items or Show Descendant Items option is selected, it is not possible to use the Group by or Order by functions.
In case the Show Ancestor/Descendant Items option is selected, and you are using a filter in your tracker view, child or parent items of work items will be displayed even if they do not match the filter criteria. For example:
In this example, we are filtering tracker items based on the Status: In progress value. However, as the Show Ancestor Items option is specified for this view, two parent items are also displayed even though they are in New status.
Parent/child items that do not match the filter criteria are displayed with a light red background.
Show Children
From Codebeamer 10.0.0 you can use the Show Children option for displaying the child items as in the previous versions (< 9.5.0).
If you select the Show Children checkbox, an arrow will appear before the name of the item. By clicking the arrow, the child items will load under the parent item. If some of the child items do not match the selected filter, they will get a light read background, otherwise the background of the child items will be light orange.