Grouping by Reference Field
If you select a reference field as Group by(Team, Upstream reference or any reference custom fields), you can rank the groups. You can use the group ranking in the Release and Sprint scope and the Product Backlog.
If you group by reference field, the Relations tab of the left pane will represent the same structure as you see in the center pane, but without the items. You can move and reorder the groups in this section.
You can also create new References directly through the context menu.
You can also move items within a group.
When items are grouped based on a reference field, the user can mass expand or collapse groups of items in the Planner.. To expand or collapse all groups in the planner area, use the Expand all or Collapse all options in the top right-hand corner of the Codebeamer window:
It is also possible to expand or collapse one group only in the planner area. To do this, use the 
and 
buttons for the group that you want to expand or collapse. You can move items from one group to another, even if the target group is collapsed. However, if the target group is collapsed, you cannot move the transferred item to a specific position within the new group. In this case, you need to move the item to the target group first, then expand the target group, and then move the new item to the required position within the target group.
and buttons for the group that you want to expand or collapse. You can move items from one group to another, even if the target group is collapsed. However, if the target group is collapsed, you cannot move the transferred item to a specific position within the new group. In this case, you need to move the item to the target group first, then expand the target group, and then move the new item to the required position within the target group. | • When you collapse a group in the Planner screen, the items in that group are filtered out and do not appear in any other group, even if they belong to that group. • If you expand or collapse items for one specific group in one sprint in the Planner, the same group will be expanded or collapsed in all other sprints simultaneously. • When a group is collapsed, all the items in the collapsed group will still be visible on the right panel under the References section. |
