User interface

The basic window elements include the top banner, window panes, and the details view.

Top banner

The top banner contains the following options:

Button Description
Main menu Access all areas of ALM Octane. For details, see Modules.
Search Search for any item in your workspace. For details, see Search.
Favorites Save personalized views as favorites that you can return to and share. For details, see Favorites.
My Work View and handle your assigned work in a personalized to-do list. For details, see My Work.
Settings

Perform the following actions:
Help Links to the what's new window, the online community, and other useful resources.
Programs If programs are enabled, switch to a different program context. For details, see Programs.
Workspaces If you have access to more than one workspace, switch to another workspace. For details, see Space overview.
User avatar

Choose your language and theme, and upload a picture. For details, see Set personal preferences.

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Window panes

The main module views consist of the following panes:

Pane Description
Entity tree

In the following sub-modules, the left pane consists of an expandable tree of items:

  • Requirements: Requirements tree

  • Backlog: Backlog tree

  • Quality, Pipelines: Application modules tree

Expand and select a tree folder or item. The selected item is reflected in the data displayed in the main pane.
Main pane

The main pane consists of tabs, each displaying different information.

  • Overview tab. The Backlog and Quality modules contain an Overview tab containing a customizable dashboard of widgets. For details, see Dashboard.

  • Grid tabs. Many of the tabs display grids that you can filter, sort, and group. For details, see Grids and views.

    Click an item's ID to open it in full-page view. For details, see Details view.
Sidebar

The right sidebar enables other interactions with the items in the main pane. Standard sidebars include the Filter button and the Preview button .

Your environment can contain custom sidebars developed for your workspace. For details, see Create sidebar plugins.

If the sidebar is hidden, click one of the sidebar buttons to open it.

You can choose which of the sidebar icons are displayed in the toolbar. Click the Manage sidebars button and switch sidebars on or off.

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Details view

You can open an item in a full-page details view. To open in details view, click the item’s ID. Details view includes the following elements:

Element Description
Back button Returns to the view from which you arrived at the current item.
Breadcrumbs The chain of the items that you clicked to arrive at the current item. Click any of the links to return to a previous item.
Follow button Follow the item to receive notifications about changes made to the item. For details, see Follow items.
m out of n If you arrived at the item from a grid, use the back and forward arrows to move to the previous or next item in the list.
Phase selector Click Move to <next phase> to move the item to its next phase. For details, see Phases.
Details tab

The Details tab contains the following:

  • Fields. The fields are organized in collapsible sections. Click the Customize fields button to add or remove fields from the standard form. Fields that you add are included in the More section. Your customizations are saved for next time. For details, see Forms and templates.

  • Tags. Assign tags to the item.

  • Related users. The item's stakeholders, including Owner and Created by.
Relations tab A diagram of the items related to the current item. For details, see Related items and dependencies.
Backlog Items tab

The item's child backlog items.

Available for: Epics and features. Epics also have a Features tab, which shows the child features of the epic.
Tasks tab

Tasks related to the item. For details, see Manage backlog items.

Available for: Backlog items.
Development tab If you have set up your source control management (SCM) system to work with ALM Octane, this tab shows code commits, pull requests, and branches associated with the current item. For details, see Analyze development in your SCM system.
Tests tab Tests associated with the item. For details, see Testing overview.
Attachments tab Files relating to the item. Attachments also include images that are embedded in the item's description. For details, see Attachments.
History tab A record of the changes made to the item's fields. For details, see History.

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Quick actions

Use the Quick Action shortcut (CTRL+Q) from anywhere to jump to any tab, or perform relevant actions.

The list of quick actions is filtered according to your current context.

In the action box, start typing the name of an action. Select an action from the suggestions.

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See also: