Attaching source files to Helix ALM items

You can attach source files to Helix ALM issues, requirements, and test cases. The file information is attached to the item, making it easy to work with the file from Surround SCM or Helix ALM.

You can attach source files to items from the source file list and when you add files, check in files, promote or rebase files and branches, or view file history. You can also attach changelists and files in changelists to items. See Attaching changelists and files to Helix ALM items.

1. Select the files or repository and choose Activities > Attach to Helix ALM.

To select the files to attach by label, choose Tools > Labels, select the label, and click Attach. Ctrl+click the files to attach in the Select Files to Attach dialog box and click Attach.

The Helix ALM Browser dialog box opens.

2. Select the Helix ALM Connection for the project to access.

Click Configure to create or change a connection. See Configuring Helix ALM connections.

3. Click the tab for the item type to attach the files or repository to.

4. Select the items to attach the files to. To select multiple items, Ctrl+click each item.

Your assigned items are displayed by default. Select a filter from the Filtered By list to narrow the list of items or select <Not Filtered> to view all items. To display specific items, click the Go To TestTrack Item button, enter the item number or multiple numbers separated with spaces, and click OK. You can only attach files to items you have access to.

5. Click a button to perform any additional actions.

Button Use to: More information
View View details about the selected item. Viewing Helix ALM items
Add Add a new issue. Not available for requirements and test cases. Adding Helix ALM issues
Edit Edit details for the selected issue. Not available for requirements and test cases. Editing Helix ALM issues

6. Click Attach to attach the files to the selected items.

If an item is locked for editing by another user in Helix ALM, you must wait for them to unlock it before you can attach files. If you are editing a selected item, you are prompted to resolve the item lock. Click Save and Close to save the changes and close the item. Click Discard and Close to discard the changes and close the item. Click Switch to Helix ALM to manually resolve the conflict. Click Cancel to cancel attaching files to the locked item.

The Attach to Helix ALM dialog box opens. Items you added are displayed in the Pending Attachments list.

7. Select an item and click a button to perform an action.

Button Use to: More information
Add Add other items to the Pending Attachments list.  
Remove Remove the selected item from the Pending Attachments list.  
View View details about the selected item. Viewing Helix ALM items
Edit Issue Edit details for the selected issue. Not available for requirements and test cases. Editing Helix ALM issues
Fix Mark the selected issue as fixed. Not available for requirements and test cases. Fixing Helix ALM issues

8. Click OK to attach the files to the selected items.