FAQs

This page answers some of the frequently asked questions about OpenText Core Software Delivery Platform.

How do I set up my user profile?

Some of your profile information, such as name and email, is defined by your administrator.

You can upload your profile picture and set personal UI preferences. For details, see User preferences.

What do all the backlog entities mean?

The backlog tree is made up of a hierarchy of items, starting with epics at the top level of the tree, and ending with tasks at the bottom.

For a description of the backlog item types, see Backlog.

What kinds of connections can exist between different items?

There are many kinds of predefined connections between items, such as epic-feature, feature-story, feature-test. You can view all of an item's connections in the item's Relations tab.

Some connections are created automatically, and you can add others manually. For details on creating and managing connections between items, see Related items.

How do I save and share a filter?

After you've customized and filtered a grid view, you can save it to revisit in the future, and share the same view with other users.

For details on customizing and filtering a grid, see Grids and views and Filters.
For details on saving and sharing the view, see Favorites.

Why doesn't my filter show the results I need?

If you set up a filter and you do not see the expected results, check the following:

No unwanted filters are active.
The active filters do not have conflicting fields or values.
The Show descendants filter is set correctly.

For details, see Filters.

Where can I find a kanban board?

There are a variety of customizable board views suitable for every stage of your work, from release planning board to task board.

For details, see Board view.

Why can't I access some of the functionality and data?

The functionality and areas that you have access to can differ from user to user in the same workspace.

Your access level is defined by your license and role. Based on your role, some of the data in the system might also be unavailable to you. Your license and role are assigned to you by your administrator. For details, see User management.

Why do labels not match their description in the Help Center?

You might see differences between the names given to modules and items in your workspace and the way they're described in the Help Center. For example, defects in your workspace may be called issues. The reason is that entity names in your space may be configured to match your organization's development methodology, such as Agile, SAFe, Waterfall. The recommended entity names differ slightly between the methodologies.

For details, see Labels.