Managing saved list window tabs

List window tabs let you switch between multiple instances of the same list. Each tab has its own column layout, filter, and sorting to display specific information. See Using list window tabs.

You can save tabs to use the same list configuration later, and edit, duplicate, or delete saved tabs. You may also be able to share tabs with other users, change the owner, and set default tabs for security groups.

Note:  Views configured in Helix ALM 2017.1 and TestTrack 2016.1 and earlier are now saved tabs. They are available in the Tabs > Open Saved Tabs menu and the Saved Tabs dialog box. Views now refer to configurable layouts applied to open requirement documents. See Using requirement document views.

1. Choose Tabs > Manage Saved Tabs.

The Saved Tabs dialog box opens. The available options depend on your security permissions.

2. Select a Show option to limit the tabs displayed.

You can see tabs you own, tabs shared with you, all saved tabs, tabs owned by inactive users, and tabs set as defaults for security groups.

3. Select a List window type to limit the tabs displayed by item type.

To view tabs for all lists based on the selected Show option, select <All>.

Tip:  You can also search for tabs by name.

4. Click Add to add a saved tab. See Adding saved list window tabs.

Tip:  If you already set up a tab you want to save, select it in the list window and choose Tabs > Add Saved Tab. See Saving the current list window tab.

5. Select a tab and click Edit to edit it. See Editing and deleting saved list window tabs.

6. Select a tab and click Duplicate to create a copy of it. See Duplicating saved list window tabs.

7. Select a tab and click Share With to share it with specific users, customers, or security groups. See Sharing saved list window tabs.

8. Select a tab and click Set Owner to change the owner. See Changing a saved list window tab owner.

9. Select a tab and click Set As Default to make it a default tab that new users see the first time they open a list after they are added to security groups. See Setting default list window tabs for security groups.

10. Select one or more tabs and click Export to export them to an XML file. See Exporting saved list window tabs.

11. Click Import to import tabs exported to an XML file from another project. See Importing saved list window tabs.

12. Select a tab and click Delete to delete it. See Editing and deleting saved list window tabs.

13. Click Close when you finish.

You and users the tabs are shared with can open them in the corresponding list window. See Opening saved and shared list window tabs.