Active Process Items

The Client enables you to pre-select a process item as the active process item to use the next check-in operation. This type of process item is referred to as an active process item.

You can select a change request, requirement, task, or custom component as an active process item before adding or checking in files. Pre-selecting an active process item is a convenient way to save time when you know that you will be adding files or checking them in later using the designated process item. When you have a process item selected on the upper pane, making it the active process item is a simple operation. Before or during each check-in operation, make sure you select the correct active process item.

The active process item is the default selection when you add files or check them in. However, you can change your mind and select another appropriate item. An active process item is used until its status becomes ineligible or another process item is chosen.

The Status bar displays the name of the active process item. If the active process item is from a different view and project than the current view, you can hover over the active process item shown in the status bar and see a tool tip showing the project and view as well as the process item description. The Status bar pre-pends the name of the active process item with the name of the project and view. To see details about a process item, you can double-click the item in the status bar to open the Properties dialog box with more information.

Note: You can only specify one item for each view as an active process item. Selecting a second active process item clears the first.

Tip: After you finish with a process item, you should choose Clear Active Process Item on the menu so that it cannot be accidentally reused. That removes the information from the status bar and keeps the process item from reappearing in the File Add or File Checkin dialog boxes.