Work Item Properties sidebar

Manage display of Work Item data fields, edit fields, and create, view, follow, and edit links.

This panel shows Work Item data fields that can be edited from the Document. It enables a user to specify which data fields appear in the panel, and in what order.

The panel also shows outgoing links from the Work Item currently selected in the Document. Users can access the linked items, create new links via pasting, and to manage links in a pop-up dialog.

Component Descriptions:

  • Label: Shows the ID and Title of the Work Item currently selected in the Document body.

  • Properties section - Displays edit controls for the Work Item data fields currently enabled for editing from the Document.

  • Links section - Displays the type icon, ID, and Title of all Work Items that the currently selected Work Item has outbound links to. Each item is a hyperlink. If the target item is in the same Document, the link leads to the properties of the linked Work Item, which display in this pane and replace the previous information. If the link is to an item external to the Document, the item opens in s separate browser tab or window.

    Multiple links are split into categories according to link role (e.g. "has parent", "implements", etc.).

  • Edit Links - Launches the Linked Work Items dialog that enables users to manage the linking of the Work Item currently selected in the Document. See Edit Work Item links.

  • Documents section - Displays the name of the Document that contains the selected Work Item, and the names of other Documents that the selected Work Item is referenced in (if any). When a reference is clicked it opens the document in a new browser tab.

    The number of Document references displayed is set to 20 by default but can be changed via the following property in the polarion.properties file:

    com.siemens.polarion.ui.referencingDocuments.softLimit=20

    (The most recently updated documents appear at the top of the list.)

    Note:

    Due to possible Document restrictions, the displayed result may not accurately represent the total number of times that the Work Item is referenced.

  • Sidebar settings - Displays a menu with options applicable to this sidebar. See next section.

Sidebar settings

The Select Fields menu option leads to the Select Fields dialog. The dialog displays a list of all standard fields for the Work Item currently selected in the Document. Custom fields may be added to the list of Available Fields using the link Add Custom Field ID. Fields in the list on the right appear in the Fields section of the panel. User can remove fields by selecting fields in the right-hand list and clicking Remove button, or add fields by selecting them in the Available Fields list and clicking Add button. Fields can be moved up or down in the list by first selecting, then clicking either the Up or Down button in the dialog. The Reset button returns the Work Item selection to the default settings.

The Set as Default button applies the changes and makes them the default for the Document. Other users will see the selected fields in the Work Item Properties sidebar. The Set as Personal button applies the changes and makes them the default for the current users. Other users see the Document default fields in the sidebar.

When a field is selected in the right-hand list, several options appear in the dialog for how to display the field.

  • Show in Sidebar Only - The field only appears in the Document sidebar.

  • Show in Document Only - The field only appears in the Document.

  • Show in Document and Sidebar - The field appears in both Document and Document sidebar.

  • Show At - Appears only if option to show field in Document is selected. Controls whether to show the field at the start or end of Work Items.

  • Render As - Appears only for Polarion fields that have an associated icon, and only if option to show field in Document is selected.

    Controls whether the Work Item in the Document displays as icon, text, or both.

  • Show Fields at End as Table - If checked, any fields having option set to show them at the end of Work Items will be formatted as a table.