Configuring Reference Fields for Trackers and Work/Config Items
To define a reference field referring to issue trackers, select Trackers in the reference field configuration dialog box. You must at least select one project, to refer to all trackers in the project. You can then further restrict the match as follows:
• Explicitly select specific trackers in the projects.
• Select all trackers in the projects of a specific type.
• Select all trackers in the projects for which the user has specific permissions.
For example, reference to the versions category in the test project and all trackers of the release type and issue-close permission:
Work/Config items
To define a reference field referring to issues, select Work/Config items in the reference field configuration dialog box.
You must at least select one project, to refer to all issues in the project. You can then further restrict the match as follows:
• Explicitly select trackers or categories for work or config items from specific trackers in the projects.
◦ You can then optionally choose a view or filter to only include items or issues matching this filter or view.
• Select all tracker items in the projects of a specific type.
• Select all tracker items in the projects for which the user has specific permissions.
For example, reference to all use cases and requirements in the Demo project:
The list of available filters contains a predefined set, and may include custom views as well.
The built in options are based on Meaning values of Status and Resolution fields:
Definitions of predefined filters are summarized in the following table:
|
Filter Name
|
Field Meaning Values
|
|---|---|
|
Any status
|
no filtering at all
|
|
Open
|
Status not Closed
|
|
Pending
|
Status is neither of Closed, Resolved, In Progress
|
|
In Progress
|
Status is In Progress
|
|
Resolved
|
Status is Resolved
|
|
Closed
|
Status is Closed
|
|
Unresolved
|
Status neither Closed nor Resolved
|
|
Successful
|
Status is Resolved, and resolution is Successful
|
|
Unsuccessful
|
Status is Resolved, and resolution is not Successful
|
 |
Besides using the described filters, you can filter out all the folder types, information types and deleted items as well.
|
Limitations for the Status or Resolution Filter in Reference Fields with Work/config items Datasource
To allow a faster search and selection in a reference field with Work/config items datasource, you can configure the field to display only the items that match a specific status or resolution value for a tracker or a group of work item types. Note that Codebeamer does not consider the filter set for the status or resolution value in certain scenarios, such as:
• External integrations—When the reference field is populated by external integrations, such as MS Excel import.
◦ For example, the Excel round-trip and Excel import features can populate a work or configuration reference field with an item in closed status, even if the reference filter on the Codebeamer user interface allows only the selection of items in open status.
• Status changes—When the item selected in the reference field has changed its status after being set.