Managing custom structured views

Create, switch between, update, rename, delete, clone, and reset custom structured views built from grouping and filtering criteria.

There are two types of views: the Default view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

Important:

Public views can be edited by other users.

Note:

The filters and saved views described on this topic apply to the Requirements, Test Cases, and Test Sets object lists. Filters within an open requirement's assigned test cases are a separate filter context and do not affect or share state with these saved views.

Create custom structured views

Save a combination of grouping and filtering criteria as a named custom view so you can quickly return to the same filtered perspective without reconfiguring the filters each time.

1. Go to the desired test object section (that is, Requirements, Test Cases, Test Sets).

Figure 1. Filter criteria for custom structured views

2. Apply the available grouping and filtering criteria. 3. To save you custom structured view, go to the end of the filter bar, expand the Views menu, and select Save new view. 4. In the Save new view window, give your view a name (in the Label field) and decide whether to keep the new view private or set it to Public for other users to access and edit. Select Save to confirm changes.

Figure 2. Save New View for custom structured views

Important:

Public views can be edited by other users.

Switch between views

Switch between the default flat view and any custom structured view to change the grouping and filtering applied to the object list.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu, and select the Default view or a custom structured view.

Figure 3. Switching between custom structured views

Update the filters of custom structured views

Modify the grouping or filtering criteria of an existing custom structured view and save the changes so the view reflects an updated set of filters.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select a custom structured view.
3. Update the filtering criteria.
4. To save your changes, go to the end of the filter bar, expand the Viewsmenu, and select Save current view.
5. In the Save current view window, give your view a name (in the Label field) and decide whether to keep the new view private or set it to Public for other users to access and edit. Select Save to confirm changes.

Update the name or the visibility of custom structured views

Rename a custom structured view or change its visibility between private and public to control which project members can access it.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To edit a private view, select My views. To edit a public view, select Shared views.
4. Identify the view you want to edit, and select the pencil icon.
5. In the Edit view window, update the name and the visibility.
6. Select Save.

Delete custom structured views

Permanently remove a custom structured view that is no longer needed from either your private or shared views collection.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To delete a private view, select My views. To delete a public view, select Shared views.
4. Identify the view you want to delete, open the context menu for the three vertical-dot icon, and select Delete.

Perform other operations (clone, make public or private) on custom structured views

Clone, make public, or make private a custom structured view to reuse its configuration or adjust who can see it in your project.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select Manage views.
3. To manage a private view, select My views. To manage a public view, select Shared views.
4. Identify the view of interest, open the context menu for the three vertical-dot icon, and select the operation you want to perform: Make public, Make private, Clone view.

Figure 4. Operations with custom structured views

Clear all the filters applied onto custom structured views

Reset all active filters on a custom structured view to return to an unfiltered state while keeping the view definition intact.

1. Identify the upper, left-hand corner of the object screen (Requirements, Test Cases, Test Sets).
2. Expand the menu and select a custom structured view.
3. On the filter bar, select Reset.

Result

The filters are saved as a view and applied to the Requirements page. You can switch between personal and public views to quickly filter requirements.