Using item lists

Helix ALM items are displayed in lists, which you can customize to find exactly the information you need to work with. You can view basic item information and add, edit, view, and delete items from item lists. You can also perform other actions, such as add workflow events to move items through your workflow, email other users, and add items to folders.

To open a list, click the area you want to work in on the left side of the page.

Following are the default work areas in Helix ALM. Keep in mind that the names may be different to match your team's terminology and you may not have access to all areas depending on your security permissions.

Work area Use to: More information
Dashboards View important project information and metrics. Using dashboards
Issues Add and work with tasks, defects, feature requests, change requests, or other work items. Managing issues
Test Cases Add and work with test cases, which document the conditions, actions, expected results, and other criteria used to determine if a product component is working correctly and meets its specified requirements. Managing tests
Test Runs Work with test runs, which are instances of test cases created for different configurations and used to perform a specific test and document the results.
Documents Work with and review requirement documents, which group and organize related requirements. Managing requirements
Requirements Add and work with business, functional, technical, or other types of requirements.
Folders Organize items in a hierarchical folder structure. If release planning is configured, you can view release information, such as the remaining days in the release period and available man hours. You can also view task boards for an alternate, interactive view of folder contents. Organizing items with folders
Reports Run a variety of reports that can help you analyze project data. Running reports
Baselines Work with baselines, which preserve data for a collection of items at a point in time, such as a project milestone Working with Baselines
Administration Perform administrative tasks, such as managing users and customers, and configuring dropdown field values in the project. Managing Helix ALM

Following are the key components of item lists. Some of these are only available in the Issues, Requirements, Requirement Documents, Test Cases, and Test Runs lists.

# Area Use to:
Tabs Add tabs to easily switch between multiple instances of lists that display different information. Click a tab name to display it. You can also rename tabs, save tabs to open them again later, and remove tabs you no longer use. See Using item list tabs.
Actions
  • Add a new item: Click Add.
  • Add a workflow event to move an item through its lifecycle and share information about the work you performed: Select an item, click Workflow, and choose an event. See Adding workflow events to items.
  • Perform various actions on an item, such as adding links and adding items to folders: Select an item, click Actions, and choose an action.
  • Run a report about specific items: Select the items and click the Reports button. Mouse over the report to run. Choose HTML to run a report in HTML format. See Running reports. Click PDF to save the report in PDF format. See Saving reports as PDFs.
  • Email Helix ALM users and other recipients about an item: Select an item, click the Email button, and choose an option. To send email unrelated to a specific item, do not select or open any items. See Emailing from Helix ALM.

You can also select multiple items to perform actions on them at the same time.
Workflow bar Add workflow events to items. Only the events that you can add to a selected item are displayed.
Item
  • Open an item: Click the number or summary.
  • Edit, view, or delete an item: Mouse over it, click the gear icon, and choose an action. To perform these actions on multiple items (bulk actions), select the check box next to each item first.
  • Watch an item to be notified about changes: Mouse over it, click the gear icon, and choose Watch. Choose Stop Watching if you no longer want to be notified about item changes. To watch or stop watching multiple items, select the check box next to each item first. See Watching items to be notified about changes.
Sort arrow Sort items based on column values. Click a column heading to sort items based on the column values. An up arrow indicates ascending order and a down arrow indicates descending order. You can also sort on a secondary value. See Changing item list columns.
Column filter Filter lists based on values in columns. When you select a filter value, the list is updated to display only items that contain the selected value. See Filtering list columns.
Filters Apply filters to narrow the list to only items that meet specific criteria. See Applying filters. You can also add, edit, and delete filters.
Columns Configure the list columns. See Changing item list columns

To select all items, click the check box in the column headings row.
Search Search the list for items by text or number, or perform an advanced search with more specific criteria. See Searching for items.
Refresh Refresh the list.
Item count and previous/next arrows See the item count and navigate between multiple pages of items.

To find items in lists, you can:

  • Search based on text or number, or perform a more advanced search. See Searching for items.
  • Apply a filter to display only items that match specific criteria. See Applying filters.

You can customize lists to display exactly the information you need in your preferred layout. See Customizing item lists.