Creating Favorite Views

A favorite view is a view of an ALM window configured with the settings you applied to it. For example, in the Defects Grid, you may want to apply a filter to display only the defects that were detected by you, are assigned to you, or have the status “Not Closed”.

In this exercise, you will create a favorite view in the Defects Grid.

To create a favorite view:

  1. Make sure that the Defects module is displayed.

    If the Defects module is not displayed, on the ALM sidebar, select Defects.

  2. Define a filter to view defects you detected that are not closed.

    1. Click the Set Filter/Sort button. The Filter defects dialog box opens.

    2. For the Detected By field, click the Filter Condition box. Click the arrow. The Select Filter Condition dialog box opens.

    3. Under Name, select the [CurrentUser] variable, or select your ALM login name from the list. Click OK to close the Select Filter Condition dialog box.

    4. For the Status field, click the Filter Condition box. Click the arrow. The Select Filter Condition dialog box opens.

    5. In the right pane, click the logical expression Not.

    6. In the left pane, select Closed.

    7. Click OK to close the Select Filter Condition dialog box.

    8. Click OK to apply your chosen filter. The Defects Grid displays the defects you detected that are not closed.

  3. Add a favorite view.

    1. In the Favorites menu, select Add to Favorites. The Add Favorite dialog box opens.

    2. In the Name box, type: My detected defects (status ‘Not Closed’).

    3. You can add a favorite view to either a public folder or a private folder. Views in the public folder are accessible to all users. Views in the private folder are accessible only to the person who created them. Select Private.

    4. Click OK. The new favorite view is added to your private folder, and is displayed in the list of recently used favorite views, located under the Private and Public folders.

  4. Organize favorites.

    1. In the Favorites menu, select Organize Favorites. The Organize Favorites dialog box opens.

    2. Double-click the Public folder.

    3. Click the New Folder button. The New Favorite Folder dialog box opens.

    4. In the Favorite Folder Name box, type QA defects, and click OK. The QA defects folder is added as a sub-folder to the Public folder.

    5. Drag the following favorites into the QA defects folder:

      • QA Bug Verification

      • QA Team Member - My Fixed and Rejected defects

    6. Click Yes to confirm, and close the Organize Favorites dialog box.