Use Outline numbering

Outline numbering can be applied to Document headings or Work Items in a Document. Outline numbering in Polarion behaves similarly to outline numbering in Microsoft Word.

Outline numbering for Document headings

The outline numbering feature adds outline numbers to document headings. When Importing a Word document, Outline numbering is enabled by default, but can be disabled before the actual import, as described in the procedure below.

  1. On the Document Editor toolbar, click () to display a menu.

  2. In the menu, click () Document Properties.

  3. Us the buttons in the Outline Numbering section to turn numbering ON or OFF as shown in the figure below.

  4. (Optional.) Enter a prefix to be shown before the outline numbers.

    Note:

    Prefix is only applied to Work Items within the heading, and is visible in Tree View of Work Items.

  5. Click the Save icon to save the Document and apply the changes.

Outline numbering for Work Items

Polarion can also automatically add outline numbers to all Work Items within a Document.

  1. Select an existing Work Item or locate the insertion point on an empty line.

  2. Click the Work Item Type selector icon in the Document Editor toolbar.

    Note:

    The Work Item Icon you seen depends on the Work Item type the Document is configured to contain.

  3. Choose Configure. The Configure Work Item Presentation dialog box appears.

  4. For every Work Item type in the table (there is one per row), click Select Fields. Then, in the Select Fields dialog box, add Outline Number from the list of fields on the left to the list of fields on the right.

  5. (Optional) You can edit the order that the selected fields will appear using the keys. (The field at the top of the list appears at the top of the table.)

  6. Select a layout option:

    • Show in Sidebar only (Outline numbers only appear in the Document Properties, Work Item Properties and Document Outline sidebars.)

    • Show in Document only Outline numbers only appear in the Document.

      This only applies to the Work Item and Document sidebars. Outline Numbers always appear in the Document Outline Sidebar.

    • Show in Sidebar and document (Outline numbers appear in both the document and respective sidebars.)

      (An additional Show at option appears letting you select whether to show the outline numbers Before or After the Work Item.)

    • - Show Fields at End as Table Displays any field with selected in a table at the end of the Work Item.

  7. Click Set as Default, then click OK .

Personal outline numbering

You can optionally set a personal, user-specific preference for Work Item outline numbering if outline numbering is not otherwise applied. In this case, you see outline numbers but other users do not.

  1. Click on the Work Item sidebar ( Work Item Properties).

  2. Click Select Fields.

  3. The Configure Work Item Presentation dialog will appear but will contain an additional Set as Personal button beside Set as Default.

    Note:

    The Reset button resets any field customization to the default settings.