Adding field layouts
Field layouts organize fields in groups in the Add, Edit, and View item windows in the Helix ALM desktop client and Add, Edit, and View item pages in the web client. Field layouts can help support different users needing different fields based on their team or function, or help capture the most important information about each requirement type.
Add a field layout when you want to use a different layout from the default layout for an item type for specific security groups or requirement types.
Layouts are applied to both the desktop and web clients.
1.Choose Tools > Administration > Field Layouts.
The Field Layouts dialog box opens.
2. Select an Item type.
3. Click Add.
4. Enter a Name to identify the layout. You can enter up to 128 characters
The name must be unique with the layouts for each item type.
5. Enter a Description of the layout. You can enter up to 1024 characters.
6. If you are adding a layout for issues, manual test runs, requirement documents, or test cases, select the Security groups to assign the layout to. If you are adding a layout for requirements, skip to step
You can use a layout for one or more security groups, but each security group can only use one layout per item type. If a security group is not included in the list, it is because a layout is already assigned for the group.
7. If you are adding a layout for requirements, select the Requirement type. Select <All Requirement Types> to use the layout for all requirement types.
8. If you are adding a layout for requirements, select a Security groups option.
- All security groups assigns the layout to all security groups.
- Specific security groups assigns the layout to the selected security groups. You can use a field layout for one or more security groups, but each security group can only use one layout per requirement type. If a security group is not included in the list, it is because a layout is already assigned for security group for the requirement type. You can only use <All Security Groups> in one layout per requirement type.
9. In the Field Groups area, click Add to add a field group to the layout.
A field group is a group of related fields identified by a descriptive label. For example, you may have a field group in an issues layout named Product Info with the Product and Component fields in it. Each layout must have at least one field group. See Adding field groups to a field layout.
10. To evaluate the layout to identify any configuration issues that you need to resolve, select it and click Evaluate. See Evaluating field layouts.
11. Click Save to save the changes.
