Setting user field options

User field options control information displayed in user list fields, if local users and customers are displayed in assignment filter and live chart restrictions, and how to populate user fields in Helix ALM Web.

1. Choose Tools > Administration > Project Options.

The Project Options dialog box opens.

2. Select the Users category.

3. Select Add additional information to names in user selection lists to display additional contact information with full names in list fields with user values, which helps distinguish between users with the same first and last name.

You can add the email address, phone number, company, division, or department to user list values. The information is displayed in parentheses after users' full names. For example, if you select to add email addresses, users with the name John Smith are displayed as Smith, John (johnlsmith@wysicorp.com) and Smith, John (smithjd@wysicorp.com). If a user record does not include the selected information, no additional information is displayed in user lists.

4. Select Include local users and customers in assignment filter and live chart restrictions if you assign items to local users or customers and want to include them in assignment filter restrictions and user/customer field value lists in live charts. Do not select this option if you do not assign items to local users or customers.

5. Select Populate user lists on demand to only display recently accessed or selected users and customers in Helix ALM Web user fields.

Helix ALM Web performance may be slow if a project includes a large number of users and customers because all user fields are loaded when logging in and each user field is populated when a page is displayed. If this option is selected, users and customers are cached when they are accessed or selected on a page, which prevents repopulating the fields. Users can easily search for users and customers to select in fields.

6. Click OK to save the changes.