Customizing Defects Module Dialog Boxes

You can modify the appearance of the New Defect and Defect Details dialog boxes by setting different fields to be visible for each user group. You can also sort the order in which the fields are displayed on the dialog box for each user group.

Note: This workflow customization example can be modified to display fields only to specific user groups. However, this example only covers changing the fields available in a dialog box. To set which fields are visible to specific user groups in a module grid, use the Groups and Permissions module in Customization. For task information, see Hiding Data for a User Group (Data hiding).

For example, you may want the Assigned To and Priority fields to appear only for a user that has developer privileges. Also, you can customize the Assigned To field so that it is displayed before the Priority field for this user group.

Note: To make fields invisible, set the ENABLE_COLUMN_VISIBILITY_TRACKING parameter in the Site Configuration tab. For details, see Setting ALM Configuration Parameters.

To perform a customization for all user groups, you can use the script editor to write a script. For details, see Example: Customizing a Defects Module Dialog Box.

Note: These script generators can be used to customize dialog boxes in the Defects module only.

To customize Defects module dialog boxes by user group:

  1. In the Project Customization window, in the left pane, click Workflow. The Workflow page opens.

  2. To modify the appearance of the New Defect dialog box, click the Script Generator - Add Defect Field Customization link. The Script Generator - Add Defect Field Customization dialog box opens.

    To modify the appearance of the Defect Details dialog box, click the Script Generator - Defect Details Field Customization link. The Script Generator - Defect Details Field Customization dialog box opens.

    Available Fields contains the names of all the fields you can display. Visible Fields contains the names of the fields that can currently be seen by the selected user group, and their sorting priority.

  3. From the User Group list, select the user group to which the customizations are to apply.

  4. Choose field names and click the arrow buttons (> and <) to move a name between Available Fields and Visible Fields. Click the double arrow buttons (>> and <<) to move all the names from one list to the other. You can also drag the field names between lists.

  5. In Visible Fields, to set a field as a required field, select the check box next to it. For a required field, a value is mandatory. Its title is displayed in red in the Add Defect or Defect Details dialog box.

  6. You can set the order in which fields are displayed for the selected user group by using the up and down arrows . You can also drag the field names up or down.

  7. You can set the Add Defect and Defect Details dialog boxes to include one or more input pages. By default, all fields are displayed on one page. Use the up and down arrows to move fields to the appropriate page.

  8. To save your changes, do one of the following:

    • Click the Apply Script Changes button to save your changes and close the script generator.

    • Click the Apply & View button to save your changes and view the generated script in the Script Editor.

      9. If you use the Script Editor to modify a script that was created by a script generator, your modifications are overwritten the next time you run that script generator. It is recommended that you rename the generated script before you modify it. For details on the Script Editor, see Working with the Workflow Script Editor.