Configure the Work Items Table

You can configure the data columns that display in the Table view of the Work Items page. You can customize the column display either globally or for a specific project. If you are not familiar with the basics of the different scopes, you may want to review: The Administration Interface.

Note that individual users can reconfigure the Work Items table to suit their own needs and preference via the Table Configuration dialog box available in the Polarion web interface. Their changes are saved to their respective user profile. For information, see Customize the Work Items Table.

The Configuration File

The Table customization is done by editing the table-settings.xml file for the scope you want to customize, either online in the Table Configuration topic of Administration, or offline by downloading the file from that topic, editing offline, and then uploading the modified file back to the Polarion server in the same Administration topic.

The configuration file contains <column> tags for all the available data fields that can be displayed in the Work Items Table. The tags for the columns that appear by default are uncommented. Other available tags are placed inside a comment. If you want to remove one of the default columns so that it does not appear in the Table, cut it and move it into the comment that contains the other available column tags. To make one of the other available columns appear in the Table, cut its tag from the comment that contains the other available columns and paste it into the block of uncommented column tags in the position you want it to appear.

For example, if you wanted to add resolution as the third column in the table, cut the tag <column id="resolution" ...> from the block of commented tags and paste it as the fifth tag in the block of uncommented <column> tags.

Accessing the configuration files

  1. Log in with administrator permissions and enter the Administration interface.

  2. Open the scope you want to configure: Repository, or a project. (Click the current repository or project name in Navigation, just under the logo image.)

  3. In the Navigation pane, expand Work Items and select Table Configuration.

You can now download the relevant configuration file. If you are making a project configuration and no configuration file for the project scope exists, you can use the controls in the Edit Project Configuration section to create a project-scope copy of the global configuration file in the text editor, where you can modify and save it.

Note:

Administrators with global rights can optionally change the table configuration using the Table Configuration dialog box as described in: Customize the Work Items Table. To change the global configuration, be sure you have selected the Repository the Open Project or Project Group dialog box before invoking the Table Configuration dialog box.

Limit the loading of Work Items

User queries on Work Items can sometimes find very large numbers of Work Items. However, it is not likely that all of the items are actually needed. So for performance reasons, you may want to set a limit on the number of Work Items that can be loaded in tables of Work Items. You can do this with the system configuration property loadAllLimit (in the polarion.properties file.) By default, the limit is 3000 Work Items.

Note that setting this limit in the configuration does not mean that is the number of items that is always loaded. It reflects only the maximum number of items that are allowed to be loaded in the table. When the number of items found by a query exceeds the configured limit, users are presented with a link Load first NNNN where NNNN is the configured load limit. For example: Load first 3000. When a user clicks the link to start the loading, items are loaded in blocks of 50. The count of loaded items is updated after each block loads, so the user can estimate when the loading will be finished.

Note:

The configured limit applies in Users, Roles, Projects, Time Points, Categories, Builds and Jobs in addition to the Table and Multi-Edit views in the Work Items topic.

Fields displayed as table columns

In a new, clean installation the fields available to display as table columns are listed in the configuration file in comments. However, you may have an upgrade installation which has a version of the configuration file without such comments. Therefore, it may be useful to have a complete list of fields that you can optionally configure for display in the Work Items Table. The following table lists the field IDs of fields that you can display as columns in the Work Items table, along with which ones are shown by default in new installations.

Field ID

Shown by Default

type

YES

title

YES

priority

YES

severity

YES

status

YES

created

YES

assignee

YES

author

YES

plannedStart

YES

timePoint

YES

description

NO

categories

NO

resolution

NO

previousStatus

NO

dueDate

NO

initialEstimate

NO

timeSpent

NO

remainingEstimate

NO

attachments

NO

updated

NO

plannedEnd

NO

approvals

NO

planningConstraints

NO

linkedWorkItems

NO

hyperlinks

NO

linkedRevisions

NO

comments

NO

Note:

Custom fields may also be used.