Configure Work Item form layout

Note:

If Polarion Requirements or Polarion QA is running on a server where no Polarion ALM license is present, then multiple Interface Views are not available, and only the form layout of the Default View is configurable.

For any Interface View, you can configure the layout of the fields on the Work Item form. This form enables viewing and editing of Work Item details in the lower half of the Table presentation of Work Items (both Document-based and Tracker-based) when you select a Work Item in the table. This configuration requires editing an XML configuration file. Administration provides access to this file and a basic online XML editor enabling you to edit the file online without leaving your browser. Alternatively, you can copy the XML from the online editor, paste it into your favorite XML editor to work on it, and finally past the modified XML back to the online editor.

This topic explains how to access the configuration data and the online editor. Comments embedded in the XML code, plus embedded Quick Help on the editor page provides information about the elements and attributes used in the configuration.

Access the Form Layout configuration

  1. Open the project or repository for which you want to configure Work Items form layout, and enter Administration.

  2. In the Navigation pane, select Work ItemsForm Configuration. The Form Configuration page loads.

  3. Find the Form Layouts section of the page (scroll down if necessary). That section enables you to create a new form layout, and presents a table of existing Interface Views having a customized Work Item form layout. You can edit or remove any existing form layout.

Create a new Form Layout

The Interface View for which you want to create a custom form layout must already exist. That is, you cannot create new View during the form layout configuration process.

  1. Navigate to the Form Configuration page as described in the previous set of steps.

  2. In the Form Configurations section, click the Create New Form Layout button. The Create New Form Layout dialog box appears.

  3. In the View list, select the Interface View you want to configure. If you want the form layout to apply only for a specific type of Work Items, select the type from the Work Item Type list. After selecting the desired list value(s), click the Next button. The Form Layout Configuration page loads in your browser.

  4. In the embedded XML editor, edit as needed to create the layout you want for the selected View and Work Item type (if you selected one). Refer to the embedded Quick Help text on the page (scroll down if necessary to see it).

  5. Save your configuration when you finish editing. As soon as you change anything in the XML editor, the Save and Cancel buttons become enabled. These enable you to save changes or abandon any unsaved changes.

Modify an existing Form Layout

  1. Open the project or repository which contains the Interface View you want to modify.

  2. In the Navigation pane, select Work ItemsForm Configuration.

  3. Locate the table of existing layouts in the Form Layouts section of the Form Configuration page (scroll down to see it if necessary). Click the Edit button on the row of the layout you wish to modify. The Form Layout Configuration page loads in your browser, and the XML code for the selected layout loads in the embedded XML editor.

  4. Modify the XML code as desired, referring to the page's Quick Help text if necessary. Click the Save button when finished.

Remove an existing Form Layout

  1. Navigate to the Work ItemsForm Configuration topic as described in Access the Form Layout configuration, above. Be sure you are working in the correct project or repository.

  2. In the table in the Form Layouts section of the page, find the layout you want to remove.

  3. Click the Delete button on the layout's row in the table, and respond affirmatively to the confirmation prompt.

Note:

Global configuration for the -- Default -- Interface View plus the -- unspecific -- type cannot be deleted because it is the basis from which other configurations are derived.