You can view basic information and add, edit, view, and delete items from Helix ALM list windows. List windows are displayed in the Issues, Test Cases, Test Runs, and Workbook panes. You can customize list windows to find the information you need to work with and perform other actions, such as add events to move items through the workflow and duplicate items.
Tip: Use the Helix ALM toolbar to quickly add items and open list windows. To view the toolbar, choose View > Toolbars > Helix ALM.
To open a list window, select the item type to work with in the View menu. For example, to open the Issues list window, choose View > Issues. You can also choose Tools > Helix ALM and then select the list window.
Following are the key components in list windows. Some of these are only available in the Issues, Test Cases, and Test Runs list windows.
| # | Area | Use to: |
|---|---|---|
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Tabs | Switch between multiple instances of lists that display different information. Click a tab to display it. You can also rename tabs, add tabs, and remove tabs you no longer use. |
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Action buttons | Add a new item to the project, or view, edit, or delete a selected item. |
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Items |
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Indicators | Quickly identify new, changed, closed, and your assigned items. Mouse over an indicator to view a description. |
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Sort arrows | 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 Shift+click another column heading to sort on a secondary value. |
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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. |
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Inline editing button | Edit item fields inline in list windows without opening the item to edit them. |
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Filter list | Apply filters to narrow the list to only items that meet specific criteria. |
To find items in lists, you can:
Note: See the Helix ALM help for information about using and customizing item list windows.