Managing saved item list tabs

Item list 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 item list 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 Open Saved Tabs list in the the Tabs menu menu and the Saved Tabs dialog box. Views now refer to configurable layouts applied to open requirement documents. See Using requirement document views.

1. Click the Tabs menu and choose 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 an Item list 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 item list tabs.

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

5. Click a tab name to edit it. See Editing and deleting saved item list tabs.

6. Click the gear icon next to a tab and choose Duplicate to create a copy of it. See Duplicating saved item list tabs.

7. Click the gear icon next to a tab and choose Share With to share it with specific users, customers, or security groups. See Sharing saved item list tabs.

8. Click the gear icon next to a tab and choose Set Owner to change the owner. See Changing a saved item list tab owner.

9. Click the gear icon next to a tab and choose 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 item list tabs for security groups.

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

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

12. Click the Refresh button to refresh the list.

13. Click the gear icon next to a tab and choose Delete to delete it. See Editing and deleting saved item list tabs.

14. Click Close when you finish.

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