Favorite views

You can save the look and feel of an ALM window as a favorite view to reload and use it in the future.

Overview

You determine the way an ALM window looks by selecting certain settings for it. For example, these settings may include applying a filter to grid columns, or sorting fields in a grid. You can save this view as a favorite view to be reloaded and used in the future.

You decide if others have access to the favorite views by saving them to either a public folder or a private folder. Views in a public folder are accessible to all users. Views in a private folder are accessible only to the user who created them.

You can create subfolders to help you organize your favorite views. For example, you can create folders for different products, releases, or teams.

Consider the following when working with favorite views:

  • A favorite view is unique to the module in which the view is created. For example, the Favorites menu in the Defects module contains only favorite views created for the Defects module.

  • A favorite view includes the module view setting in which you create it, such as grid or tree view. For example, if you create a favorite view in the test plan tree view, and then load that favorite from the test grid view, ALM switches back to the test plan tree view.

    In contrast, all Requirements module views except for the Requirements Grid view share favorite views. For example, if you create a favorite view in the Requirement Details view, loading the favorite from the Coverage Analysis view does not switch back to the Requirement Details view.

Some favorite view commands are accessible only to certain user groups. For details on user group privileges, see Manage user groups and permissions.

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Use favorite views

This section describes how to work with favorite views in an ALM project.

Add a favorite view

Arrange an ALM window to meet your needs and save it as a favorite view.

  1. Determine the way an ALM window looks by selecting certain settings for it.

    For example, this can include applying a filter, or sorting fields in a grid. For task details on displaying ALM data, see Display ALM data.

  2. Select Favorites > Add to Favorites.

    UI Element

    Description
    Name

    The name of the favorite view.

    New Folder. Opens the New Favorite Folder dialog box, enabling you to add a folder under a selected folder.

    Delete. Deletes the selected favorite or folder. Deleting a favorite folder also deletes its subfolders and favorite views.
    Private

    Favorite views in this folder can only be accessed by you. You cannot delete the Private folder.
    Public

    Favorite views in this folder can be accessed by all users of the project. You cannot delete the Public folder.

Load a favorite view

Load an existing view in an ALM window by selecting a recently used favorite view, or by selecting a view from a private or public folder.

Load a recently used favorite view

Open the Favorites menu and select a view.

Note: By default, ALM displays four most recently used views on the Favorites menu. You can define the number of views displayed on the menu by setting the FAVORITES_DEPTH parameter. For details, see Set configuration parameters.
Load a favorite view not recently used

Select Favorites > Private or Favorites > Public and select a view.

Update a favorite view

You can update the settings of an existing favorite view.

  1. Load a favorite view from the Favorites menu.

  2. Make changes to the view.

  3. Select Favorites > Add to Favorites. The Add Favorite dialog box opens.

  4. In the Favorites list, select the view name and click OK.

  5. Click OK to overwrite the previous settings.

Organize favorite views

Organize your favorite views in private or public folders, or delete views no longer in use.

From the menu bar, select Favorites > Organize Favorites. Drag and drop favorite views to move them between folders.

Note: You cannot drag and drop favorite views between private and public folders.

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