Spaces and Subspaces

You can create a hierarchy of nested folders (Spaces and Subspaces) for new documents, and optionally save them as Shortcuts in Navigation.

Note:

Five levels of nested subspaces and up to 250 artifacts within each of them are officially supported.

Tip:

Plan and create your Space and Subspace hierarchy before creating documents to avoid any move restrictions.

Warning:

Permissions change when creating a new Subspace within a Space. If you create a Subspace within a Space, or Move a Space/Subspace from another Space, they do not inherit the Subversion repository's restrictions, or permissions from their new parent. If you want to restrict access to a newly created Subspace, you need to work with an an administrator to remove the SVN access rights and create a custom rule for permissions (see Configure user Permissions: Define permissions for Artifact Sets).

When creating documents in Polarion for the first time, it's a good idea to plan out how you would like to organize them beforehand. Unlike Word documents, Live Documents and Live Reports are integrated with a vast array of possible widgets, potentially thousands of Work Items, and in the case of Live Documents, a powerful version history.

This diversity of integrated external content can lead to move restrictions, so its a good idea to organize your Spaces and Subspaces from the start, to avoid any potential move restrictions.

Note:

You can move LiveDoc Documents once they're created, but you cannot move Live Report, Info or Classic Wiki pages.

Create a nested hierarchy of Spaces

  1. In Navigation, click Documents and Pages.

  2. Click on the top left.

    • If you clicked on an existing Space or Subspace, click Expand Tools at the top then and click Create New.

    • If you clicked on an existing, top level, Space, click Expand Tools at the top, then and click Create New.

    • If you clicked on the Index, click on the top left.

  3. Click Create New Space.

  4. Enter a Space Title, a Space Name and select the Parent Space that you would like the new Space to appear in.

    (If you've already created a Subspace within a Space, then the hierarchy appears within the list control.)

  5. Click Create.

    The new Space appears in the navigation bar's Space hierarchy.

  6. Now when you create a new Live Document, Live Report, Info Page, or Classic Wiki Page , you can select any Space or Subspace in the Space list.

    Live Documents can also be moved to a Space or Subspace.

Note:

Hierarchical spaces created in the Polarion do not actually create physical nested folders within the repository.

Rename a Space or Subspace

  1. Click on Documents and Pages in Navigation.

  2. All existing Spaces appear in a list.

    (You can view their hierarchy in Navigation.)

  3. Click to the right of the Space you want to rename.

  4. Enter a new Title.

    (The Space's ID cannot be changed.)

  5. Click Save.

  6. The updated name appears in Navigation.

Delete a Space or Subspace

Warning:

If you delete a Space, any Documents or Subspaces within it are also deleted, and cannot be restored.

Delete a Space:

  1. Click the Index of the Space you want to delete.

  2. Click and select Delete (Space_Name) Space.

  3. The Confirm Delete dialog appears.

  4. Click OK.

Delete a Subspace:

  1. Click the Index of the Space that contains the Subspaces you want to delete.

  2. Select the check box beside the Subspace(s) to delete.

  3. Click Delete on the right.

  4. The Confirm Delete dialog appears.

  5. Click OK.

Save a Space or Subspace as a Shortcut

  1. Click the name of the Space or Subspace that you want to save as a Shortcut.

  2. Click the star icon () at the top of Navigation.

  3. Click Add.

    [

    Tip:

    Optionally click Select to choose a different icon.

  4. The Space or Subspace now appear in the favorites section of Navigation.

    If it contains a hierarchy of Subspaces, all files and Spaces within the hierarchy are also accessible from the Shortcut.

    Tip:
    • You can optionally modify the position of the Shortcut, and you can remove it at any time.

    • Filtering also works in Space/Subspace hierarchies added as favorites.