Work Item Properties sidebar

Displays a menu with options applicable to this sidebar.

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

Displays edit controls for the Work Item data fields currently enabled for editing from the Document.

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 panel 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 — has parent, or implements, for example.

Launches the Linked Work Items dialog where you can Add or Remove related Work Item(s) to the selected Work Item.

If you know the Work Item ID(s) that you'd like to add:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Links on the Work Item Properties sidebar.

   The Linked Work Items dialog box appears.

   

3. Enter the Work Item ID you want to add in the Title and click .

4. Select a Role for the Work Item from the drop-down box.

5. Repeat steps 3 and 4 for all the Work Items that you want to add.

6. Click Confirm when you've finished adding Work Items.

If you don't know the Work Item ID(s) that you'd like to add:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Links on the Work Item Properties sidebar.

   The Linked Work Items dialog box appears.

3. Click

   The Work Item Picker dialog box appears.

   

4. Select the scope (Document, Project or Repository) in the drop-down box on the right.

5. (Optional) Click to filter your query graphically. (For example by type.)

6. Click on a Work Item that you want add.

7. Select a Role for the Work Item from the drop-down box.

8. Click and repeat steps 3 to 7 for all the Work Items that you want to add.

9. Click Confirm when you've finished adding Work Items.

Remove a Linked Work Item:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Links on the Work Item Properties sidebar.

   The Linked Work Items dialog box appears.

3. Click on the right of the Work Item(s) that you want to remove.

4. Click Confirm.

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.)

Displays the hyperlinks that are contained within the Hyperlinks section of a Work Item.

Edit Hyperlinks:

Add or remove hyperlinks for the selected Work Item.

(Can also be done in the Hyperlinks extension of the Work Item.)

Add a link:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Hyperlink.

   The Hyperlinks from Work Item dialog box appears.

   

3. Select a link Role in the drop-down box.

   (Link Roles are customizable.)

4. Select a URL type in the drop-down box.

5. Enter the link and click .

6. Click Confirm.

Remove a link:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Hyperlink.

   The Hyperlinks from Work Item dialog box appears.

3. Click beside the link(s) you want to remove.

4. Click Confirm.

Displays the first 20 revisions (by default) contained within the Linked Revisions extension of a Work Item.

(Administrators can configure the default number of Linked Revisions that appear in the sidebar.)

Click Show more to launch the Work Item in a new browser tab and view all Linked Revisions .

Add Linked Revisions:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Linked Revisions on the Work Item Properties sidebar.

   The Linked Revisions dialog box appears.

   

3. Click beside the Revision(s) you want to add.

Search for and add a specific revision:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Linked Revisions on the Work Item Properties sidebar.

3. Scroll to the bottom of the dialog box and click .

   (The Revision Picker dialog box appears.)

4. (Optional) click on a revision's Message to view its details.

   

5. Click on the revision's Name.

6. Click Confirm.

Remove a Linked Revision:

1. Click on a Work Item within the Document.

   The Work Item's left margin is highlighted yellow.

   

2. Click Edit Linked Revisions on the Work Item Properties sidebar.

3. Click beside the revision(s) you'd like to remove.

4. Click Confirm.

The field only appears in the Document sidebar.

The field only appears in the Document.

The field appears in both Document and Document sidebar.

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.

Controls whether the Work Item in the Document displays as icon, text, or both. Appears only for Polarion fields that have an associated icon, and only if the option to show the field in the Document is selected.

If selected, any fields having option set to show them at the end of Work Items will be formatted as a table.