Create a Traceability Document View
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To be able to create a Traceability Document View for a tracker, you need to create a public or private view for the tracker first.
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To create a Traceability Document View for a tracker, follow the steps below:
1. Select a tracker from the Trackers menu and click Document View to go to the document view of the tracker.
2. Click 
and select Save as to create an Traceability Document View.
and select Save as to create an Traceability Document View.3. Set Name, Description and Permissions, and select view visibility by checking or clearing the Public View.
4. Click Save.
5. Open the view configuration window again by clicking , select the new view and click Traceability Document View Configuration.
, select the new view and click Traceability Document View Configuration.The Traceability Document View Configuration option is activated only if you have at least one public or private view saved for the current tracker.
The Traceability Document View Configuration window is displayed.
6. Select a rendering method for the Traceability Document View:
The following values are available in this field:
◦ Disabled (Use Basic Table View): if this option is selected, instead of an Traceability Document View, a basic Table View is created.
◦ Traceability Document View: if this option is selected, a Traceability Document View will be created.
The initial level is always the current tracker, which cannot be modified.
By default, the list in the Field Settings field contains all the fields that are included in the current tracker view. To remove any of the fields from the initial level of the new Traceability Table View, click the 
icon next to the field. To move a field, use the drag and drop function.
icon next to the field. To move a field, use the drag and drop function.To include a new field in the view, click Add Field and select a field from the drop-down list.
7. To setup level 1 filters click Add Filter 
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:8. Once a tracker is selected, specify if the references from the selected tracker should be upstream or downstream:
Specify the field settings for the level 1 references as for the initial level in Step 5.
9. To add level 2 references to your view, click Add in the Level 2 field and repeat Steps 6 to 7.
If necessary, you can configure any further levels of references for your Traceability Document View. The maximum number of levels by default is 5.
For configuration, see page Application Configuration.
| | It is possible to add any number of reference levels to an Traceability Document View. However, if too many levels are configured, managing your view may become difficult. |
10. When you are finished configuring the Traceability Document View, click Save.
11. To set descendant items visibility use Show Descendant Items on view configuration window.
Show Descendant Items will show descendants even if they are not part of the result.
The Document View will now reload in Traceability Document View mode.
The tree and center pane contain the items and their reference items in a hierarchy according to the configuration. You can perform edit actions in the center pane as in normal Document or Document Edit View.