Setting Active Process Items

Setting an active process item is a convenient way of saving time when you know that you will be adding files or checking them in later. When you have an item selected on the upper pane, making it the active process item is a simple operation.

You can make a selected change request, task, or requirement the active process item for the current view, an open view on the same server, or a different view on the same server.

Note: You can only specify one active process item for each view. Setting a second active process item for the same view at one time clears the first one.

To set an active process item to make it the default process item for future file additions or check-in operations, do the following:

  1. Select a folder from the folder tree.
  2. Select a folder from the folder tree.

  3. Do one of the following:

    • Right-click and choose Set Active Process Item > Current View to choose the current view.
    • Right-click and choose Set Active Process Item > [view name] to choose from the listed opened views on the server.
    • Right-click and choose Set Active Process Item > Select View to open a dialog box and choose any other view on the server.

Note: You can also set the currently-selected item as a process item by using the Use As Active Process Item button on the toolbar.

The active process item you selected is used by default when you add files or check them in. However, you can override this default and select another appropriate item when adding or checking in files.

Tip: After you finish with a process item, you should right-click it and choose Clear Active Process Item 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.