Set up lists

ALM Octane provides default lists of values for system fields. Shared space admins and workspace admins can modify the values according to the site needs.

You can modify values for many system lists, and create lists of your own.

Shared space admin or workspace admin permissions are required.

Create a user-defined list

After a shared space admin or a workspace admin creates a user-defined list, the list can be added in your forms and rules can be created that access the lists.

To create a user-defined list: 

  1. In Settings , select Spaces and select a shared space or a workspace.

  2. Click Lists, and then + to add a list.

  3. Name the list.

  4. You can perform the following operations on your lists: 

    Click... To...
    Name text box Rename the list.
    List item's text box Rename a list item.
    Add a value to the list.
    Toggle sorting the items in the list in ascending and descending order.

    Deactivate an the item in the list.

    Deactivated items are no longer displayed in the list. However, they are not removed from existing lists.

    You cannot reactivate an item in the list once the list is saved. Alternatively, you can create a new list item with the same name.

    Restore While editing a list, you can restore the values until you Save. Values are reset to their original values when you started editing the list.
  5. Click Add.

Back to top

Modify a system list

The shared space admin or the workspace admin can modify some of the default system lists that are provided with ALM Octane.

To modify a system list: 

  1. In Settings , select Spaces and select a shared space or a workspace.

  2. Click Lists.

    All lists are displayed. However, you can modify only user-defined lists and certain system lists. To determine if, and to what extent, lists are editable, see the IS MODIFIABLE and IS RENAME ONLY columns.

  3. Click the link to the list you want to modify.

  4. Modify the list. 

    Not all lists support full editing. For example, Severity and Priority fields only support renaming of list items.

    Click... To...
    Name text box Rename the list.
    List item's text box Rename a list item.
    Add a value to the list.
    Toggle sorting the items in the list in ascending and descending order.

    Deactivate an the item in the list.

    Deactivated items are no longer displayed in the list. However, they are not removed from existing lists.

    You cannot reactivate an item in the list once the list is saved. Alternatively, you can create a new list item with the same name.

    Restore While editing a list, you can restore the values until you Save. Values are reset to their original values when you started editing the list.
  5. Click Save.

Delete a user-defined list

If a list is no longer in use by any user-defined fields (UDFs) or rules, the shared space admin or workspace admin can delete the list.

To delete a user-defined

  1. In Settings , select Spaces and select a shared space or a workspace.

  2. Click Lists.

  3. Select the list you want to delete.

  4. Click .

Back to top

See also: