Configuring 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.

Each item type has a default layout you can use. Default layouts, named <Default>, are assigned to all security groups. Requirements have one default layout that applies to all requirement types.

You can also configure different layouts for specific security groups and requirement types. A layout can be assigned to one or more security groups. Each security group can only use one layout per item type or requirement type. For requirement types, you can configure different layouts for specific requirement types or all requirement types.

Administrators and other high-level users configure field layouts. 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.

Existing layouts are displayed in the order they are prioritized. To learn more about prioritization, see Prioritizing field layouts.

Layouts for specific requirement types are grouped by type. You can search for a layout. Matches are displayed as you type.

3. To add a layout, click Add. See Adding field layouts.

4. To edit a layout, select it and click Edit. See Editing field layouts.

5. To duplicate a layout, select it and click Duplicate. See Duplicating field layouts.

6. To prioritize layouts to indicate which layout should be used for users in multiple security groups, select a layout and click to move it to the top, up one position, down one position, or to the bottom of the list. See Prioritizing field layouts.

7. To evaluate a layout to identify any configuration issues that you need to resolve, select it and click Evaluate. See Evaluating field layouts.

8. To view the layout that a specific user sees, click . See Viewing field layouts a specific user sees.

9. To delete a layout, select it and click Delete. See Deleting field layouts.

10. Click OK when you finish.