User Preferences
This section describes the configuration options available in the User Preferences menu.
The User Preferences menu provides high-level configuration options related to different areas in Codebeamer. These are user-level settings that apply to all entities of the same type in the system.
Edit User Preferences
To view or edit the user preferences, click user's name on the top right corner of the screen, and then click Preferences.
Modify the preferences in the Preferences window, and then click Save.
General Settings
The following options are available in this section:
• Open links in new browser tab— Specifies whether linked items or pages should open in a new browser tab. For more information, see the section Open Links in New Browser Tab.
• Always display context menu icons— Specifies whether the context menu icons are displayed by default in tracker views. If the checkbox for this option is not selected, the context menu icons are displayed only when you hover a pointer over a menu item in the tracker's header.
• Edit Item when double clicking on Document View—Specifies whether you can edit the Summary and Description fields of an item directly in the Document View by double-clicking the item.
• Edit Wiki section when double clicking—Specifies whether wiki sections open in edit mode on a double-click. If this option is not selected, wiki sections can be edited only by clicking the 
icon on a wiki page.
icon on a wiki page.• Show Section Comments— Enables comment indicators for sections. This setting does not affect the core functionality. It only determines whether to show the triangles when the item is in read-only mode. This setting does not affect the edit mode, including inline editing. Triangles always appear while editing the wiki field. This setting is available starting with Codebeamer 10.0.
• Show Upstream & Downstream Reference arrows on hover — Displays arrows in tracker views indicating if an item has upstream (
) or downstream (
) references. By default, these arrows are always displayed in Table View, Document View, and Document Edit View. If the Show Upstream & Downstream Reference arrows on hover checkbox is selected, reference arrows are displayed only next to a tracker item when you hover the pointer over that specific item.
) or downstream () references. By default, these arrows are always displayed in Table View, Document View, and Document Edit View. If the Show Upstream & Downstream Reference arrows on hover checkbox is selected, reference arrows are displayed only next to a tracker item when you hover the pointer over that specific item.• Enable Sticky Headers— When checked the table headers on Report and Table View pages stick to the top of the page while scrolling down. This setting is available since Codebeamer 10.0 release.
• Size of Reference Autocomplete History— Defines the length of the list of the most recent values that are stored for each tracker field. The default value is 5. See Tracker Relations for more information about the related feature. This setting is available starting with Codebeamer 10.0.
• Copy Attachments when creating a new Referring Item— Specifies whether attachments are copied from the original work item to the referred item by default when creating a new downstream reference. The following options are available:
◦ Always ask— The system always asks for a confirmation about copying attachments when creating a new downstream reference for a work item.
◦ Automatically copy— Attachments are automatically copied from the original work item to the new downstream reference.
◦ Do not copy— Attachments are not copied from the original work item to the new downstream reference.
• Tracker transition execution settings— Controls how workflow transitions are executed. In some cases, it is possible to execute a transition without a user interaction (when the item has no empty mandatory field). These are called Quick transitions. This option has three possible values:
◦ Use Tracker Default— Uses the configuration of the tracker.
◦ Always use quick transitions— Overrides the tracker configuration. All transitions are executed quickly, if possible.
◦ Always open an overlay editor when executing transitions—Overrides the tracker configuration. Always opens an editor dialog box, even when the transition could be executed quickly.
• Preferred user interface (UI) settings— Allows the System Administrator to switch the user interface from SYSTEM_DEFAULT either to Codebeamer or Codebeamer X.
To set the
◦ Codebeamer Classic user interface as the default preferred user interface on system level, use the following command in the application configuration:
"installation" : {
"preferredUi" : "CLASSIC"
},
"preferredUi" : "CLASSIC"
},
◦ Codebeamer X user interface as the default preferred user interface on system level, use the following command in the application configuration:
"installation" : {
"preferredUi" : "CBX"
},
"preferredUi" : "CBX"
},
If you configure this command in application configuration, select Use System default in Preferred user interface (UI) Settings.
Agile Settings
The following options are available in this section:
• Show Product Backlog by opening Planner— Specifies if the Product Backlog is displayed on the main Planner area by default when you open a release or sprint in the Planner.
• Default View for Releases—Specifies the default view for the Release tracker. The following options are available:
◦ Release Dashboard
◦ Planner
Report/Tracker View Settings
The following option is available in this section:
• Expand Default Views section by default on View Picker overlay—Specifies whether Default Views section is expanded by default when opening the View Menu of a tracker:
Document & Document Edit View Settings
The following option is available in this section:
• Edit Item when double clicking on Document View—Enables inline editing of the summary and description in document view.
Menu Customization
 | This function is available starting with Codebeamer 10.0. |
You can change the visibility and override labels of tabs in the top menu bar. These changes affect only an individual user and are not visible to others.
To edit a tab label:
1. Click User Name on the top of the page.
2. Click Preferences.
3. Click Menu Customization.
4. Hover a pointer over a label. A pencil icon appears. Click the icon.
5. Edit the label in the text field.
6. Click Save.
| | User-defined labels take precedence over the labels defined in a project. |
The customized label has an information icon. Hovering the pointer over the icon shows the default label. If the user opened the user preferences from a project context (a page within a project like the Trackers page) and the project administrator modified the tab label, the value is set to the project default. Otherwise, the system default is displayed.
To edit a tab's visibility:
1. Click the User on the top of the page.
2. Click Preferences.
3. Click Menu Customization.
4. Select the checkbox next to the label.
5. Click Save.
| | Users cannot override visibility settings defined on the project level. You cannot modify the visibility of tabs that are considered important system features, but users can rename them. |