Hiding Data for a User Group

You can instruct ALM to hide specific records that a user group can view. You can hide records related to defects, libraries, requirements, business components, resources, tests, and test sets. Hiding records includes the following options:

  • Filtering Data. You can set filters for specific fields, limiting the records that the user group can view. For example, you can set the filter for the field Assigned To to "[CurrentUser]". This instructs ALM to display only the records that are assigned to the current user.

    Note: If you are filtering requirements for a user group according to the Req Parent field, all requirements under the selected parent are displayed in the requirements grid. The requirements tree does not display any requirements.

    Empty test subject and test set folders are not included in any filter results.

    For details on filtering, refer to the Micro Focus Application Lifecycle Management User Guide: Filter Dialog Box.

  • Defining Visible Fields. You can select which fields in a module the user group can see and which should be hidden. Users belonging to a specific user group need to view only data that relates to their work. For example, you may want to hide the Path field in the Test Plan module from user groups that should not be able to access test scripts from the file system. You cannot hide required fields.

    Note: Certain critical fields cannot be hidden. These fields are marked with a and cannot be moved.

To hide data:

  1. In the Project Customization window, in the left pane, click Groups and Permissions. The Groups and Permissions page opens.

  2. In the group list, choose the user group for which you want to hide data.

  3. Click the Data-hiding tab.

  4. Click the entity for which you want to hide data. For example, click Defect. The pane at the right displays the filters currently set and the fields currently visible in the Defects module to the users of the selected group.

  5. Click the Set Filter/Sort button. The Filter <entity> dialog box opens.

  6. Set one or more filters. The filter determines the records that a user group can view in ALM. For details, refer to the Micro Focus Application Lifecycle Management User Guide: Filter Dialog Box.

  7. Click OK to close the Filter <entity> dialog box. The filters you set are displayed.

  8. Click the Set Visible Fields button. The Select Columns dialog box opens.

  9. Click the arrows to hide or display each field.

  10. Click OK to close the Select Columns dialog box. The fields you set as visible are displayed.

  11. Click Save to save your changes to the Groups and Permissions page.

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