Data hiding

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.

Consider the following before you hide data for a user group.

For users of the default Viewer group

When a user is created, it is added to the default Viewer group which has the data-hiding filter settings disabled, which means the user can view all data.

If the user is added to another group that has data-hiding filters set, the user can still view all data as long as it is still in the Viewer group.

Therefore, if you want the data hiding settings apply to the user, remove the user from the Viewer group.
Cross project customization - working with a linked project

If you are working with a project that is linked to a template project, you cannot hide data for any field defined by the template project.

For user groups defined by the template project, you can hide the data of user-defined fields defined by the project. In the Groups and Permissions page, select the user group in the group list, and click the Data-hiding tab to determine which data is visible.

To hide data for a user group:

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

  2. From the group list, select 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. You can hide data by setting filters or by defining visible fields.

    Set filters

    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.

    To set filters:

    1. Click Set Filter/Sort .

    2. Set one or more filters, and click OK.

      For details on filtering, see Filter dialog box.

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

    To define visible fields:

    1. Click Set Visible Fields .

    2. To hide a field, move the field from the Visible Columns to the Available Columns.

      The fields marked with a cannot be moved.

    3. Click OK.

  6. Click Save.

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