Create an Traceability Table View
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To create an Traceability Table View for a tracker, a public or private view for the tracker must be created first. The Traceability Table View function does not support the Group by option. Thus, the original view that is used to create an Traceability Table View cannot include the grouping of items.
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To create an Traceability Table View for a tracker, do the following:
1. Select a tracker from the trackers menu and go to Table View.
2. Click

and select
Save as to create an
Traceability Table View.
3. Set the Name, and optionally the Description and Permissions fields. Selecting the Public View check box is required.
4. Click Save.
5. Click

.
6. Select the new view and click Traceability Table View Configuration.
7. Select a following rendering method:
◦ Disabled (Use Basic Table View): If this option is selected instead of an Traceability Table View, a basic Table View will be created.
◦ Traceability Tree View: If this option is selected, a Traceability Tree View will be created. For more information, see
Traceability Tree View section.
◦ Hierarchical Table View: If this option is selected, a Hierarchical Table View will be created. For more information, see
Hierarchical Table View section.
8. Specify the field settings for the initial tracker level.
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 newTraceability Table View, click the
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.
Since
Codebeamer 10.1, it is possible to use shared fields. For more information, see the Adding Shared Fields section of
Reports.
9. Click Add Filter

to create level one filters.
This specifies the tracker from which to add upstream or downstream references to the Traceability Table View.
10. Specify whether the references from the selected tracker are upstream or downstream references.
11. Specify the
Field Settings for the level one references as for the initial level in step 7. Since
Codebeamer 10.1, it is possible to use shared fields. For more information, see the Adding Shared Fields section of
Reports
12. Click Add in the level 2 field and repeat step 9 and step 10 add level two references to the view.
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It is possible to add any number of reference levels to an Traceability Table View. However, if too many levels are configured, managing your view might become difficult.
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13. Click Save.
14. Set the visibility of the child and parent items using the Show Children, Show Ancestor Items, and Show Descendant Items check boxes.
Both Show Ancestor Items and Show Descendant Items turn on a parent-children hierarchy view. Show Ancestor Items shows ancestors even if they are not part of the result. Show Descendant Items shows descendants even if they are not part of the result.