Detail Pages

Detail pages allow you to quickly and efficiently view or edit fields. The different types of detail pages are:

Quick or Full Detail Pages

Quick Detail Pages (QDPs) and Full Detail Pages (FDPs) allow you to efficiently edit fields on work items .

Quick detail pages are designed to provide the most important information about work items quickly and without changing a user 's context. When you select a formatted ID, a panel slides out from the right side of your window that looks like the following:

QDP (Quick Detail Page)

Drag the color bar on the left side of the QDP to resize the QDP. The maximum size is 800 pixels.

Full detail pages are high-performance full-page views that provide you with the space to work more efficiently.

FDP (Full Detail Page)

The Full Detail Page feature is currently in Beta. Select the yellow Feedback button and let us know how we could improve your experience.

The Detail Pages documentation includes the following topics:

Using the Editor

Detail pages allow you to directly edit fields. If you can see a field and have the correct permissions , you can edit it. Uneditable fields are grayed out. Changes to fields save when you select Save and you remain on the detail page.

  • Easily add a parent, owner , project , attachments, tags, or a discussion post.
  • Save data automatically when you tab to the next field (or when you select Save).
  • Customize the page by showing or hiding any field, including custom fields, anywhere on the page.
  • Customize the page by dragging and dropping any field, including custom fields, on the right side of the page.
  • Save your customizations to the page without affecting how other users see the work item in other contexts.
  • Using work item templates, you can create templates for multiple fields, and can include child tasks. Learn more.
Note: There is no back button on the Full View detail page. Use the back button on your browser. or select the X (Close Detail Editor) at the top right.

The QDP or FDP header displays the following:

  • Formatted ID
  • ··· (Actions) menu
  • Name (on the FDP)
  • Feedback
  • Default view toggle
  • Watch
  • Show Fields
  • Templates
  • X (close)
  • Collections ribbon

QDP header and Collections ribbon

Formatted ID

If you are in the QDP, selecting the Formatted ID changes your view from the QDP to the full page.

To copy the link to the work item (in several different formats):
  1. Hover over the Formatted ID. A copy icon appears to the upper-right.
  2. Select the copy icon.
  3. From the Copy link dialog, select the copy icon to the right of the type of link you want.

    Copy link dialog with Markdown, HTML, and plain links.

··· (Actions) Menu

The Actions menu contains actions that can be performed on this work item. Options will vary depending on the type of work item you are viewing, but include New, Copy, Delete, and Print.

  • The New action creates a new work item of the same type.
  • If the work item selected can be converted to another type of work item, the Convert action is available.
  • If the work item selected can be split, the Split action is available. Learn more.

Default View Toggle

From any page, select the formatted ID for a work item that supports Full View detail pages. Initially, the item opens according to your default setting. For instance, if your default is set to open an item using the Quick View, the item opens in the QDP. Select the Default view toggle to switch between Quick View and Full View. The setting becomes your default.

QDP default view toggle

Show Fields

You can show or hide fields on the page.

To show or hide fields:
  1. Select the Show Fields icon.
    Show Fields icon
  2. Scroll through the list to the field of interest, or use Search to search for the field name.
  3. Select fields to show, or deselect fields to hide. Fields that you cannot hide are grayed out.
  4. Select Apply to apply your selections to the page.

Drag-and-Drop Fields

To customize your detail page, you can drag and drop any of the fields on the screen, including custom fields, to arrange them as you like. To drag and drop a field, hover over the left side of the field's title until the drag-and-drop icon appears. Then, drag and drop the field to where you want it. The customizations that you make to your detail page do not affect how other users see the work item.

drag-and-drop

Save or Discard

Select Save to save your changes. A green Saved indicator displays at the top of the page confirming the save.


Green Save Flare

Select Discard to cancel any changes you have made, and retain your context in the editor.

Close

Select X in the top-right to close the editor and return to previous context. A warning message displays if you have any unsaved changes.

Collections

Across the top of the detail page are icons that link to the following collections:

  • Tasks
  • Children
  • Test Cases
  • Test Run
  • Defects
  • Discussions
  • Revision History
  • Charts
  • Risks
  • Dependencies
  • Connections
  • Defect Suites - available on Defect detail pages
  • Duplicates - available on Defect detail pages

QDP Collections ribbon

Select one of the collection icons to view and manage work associated with the original work item. For example, select the Tasks icon to display the Tasks collection page.

Tasks Collection

Any collections page that includes user stories or defects can include a Plan Estimate rollup value. A summary row is added below the Plan Est header (if necessary, add the Plan Est column - learn more).

Plan Est rollup on a Collection

You can also add child or peer (sibling) items from a collections page that includes user stories or defects. Select a single item in the collection, and the +Child and +Peer buttons become available.

Add a child or peer item in a collection

Discussions

Select the discussion icon to open the rich-text editor. Select Post to add your discussion.

The Discussion field contains an @ icon, allowing you to create @ mentions. Learn more.

Connections

Select the Connections icon to display pull requests and changesets (if configured for this work item). Learn more.

Bulk Edit Work Items

From a collection page you can perform a bulk edit or delete.

To bulk edit multiple work items:
  1. Select the work items to edit, and select the Edit (pencil) icon.
  2. Select up to four fields to edit across work items. Specify a value for each field.
  3. Select Apply to save changes.

Learn more.

Add a New Work Item

The work item field is automatically selected based on the collection you selected from the detail page.

add from collection

When you add a new task, you can copy tasks from an existing work item by selecting Copy Tasks From.
Add new work item and copy tasks from another work item

Filter the List of Work Items

You can apply one or more filters to the page using multi-select. Select Apply to save your filters.

Learn more about filtering.

Select Columns to Show on the Page

Multi-select columns you want to display on the collections page and select Apply.

Reorder Columns

You can reorder columns (except for Rank , ID, and Name) by dragging and dropping the column header to the new location.

Export to CSV

Select the icon to automatically export work items to a CSV file.

Export to CSV

Test Cases

The detail page displays a different set of collections for a test case:

  • Defects
  • Test Sets
  • Results
  • Discussions
  • Steps

Learn more about Quality Management.

Rich-Text Description and Notes

The editor provides quick, easy access to these fields. Drag and drop a picture or table into either field for instant upload. Select anywhere inside the field to start scrolling. Drag the bottom right corner to expand.

Any rich-text field (Description, Notes, Discussion) contains an @ icon, allowing you to create @ mentions. Learn more.

Note: Rich-text fields have a 32,768 character limit, including formatting (html tags, bulleted lists, formatting copied from Microsoft applications, and so on). If you receive a warning flare about being over the character limit, you can either reduce the formatting or use the Remove Format button to remove all formatting. Remove formatting

Assign a Parent Story

A child user story displays a hyperlinked value in the Parent field allowing you to easily navigate the user story hierarchy .

Assign an Iteration and Release

Learn more about timebox-based planning.

Attachments

Drag or click to add attachments in the attachments field. Hover over attachment names after upload for a preview.



Detail Page FAQs

How do I convert from one work item type to another?

  • If a work item can be converted to a different type, the ··· (Actions), Convert menu item will be available. Learn more.

How do I know when my data is saved?

  • Changes to all fields save when you navigate to the next field or select the Done button.
  • A green Saved indicator displays at the top confirming the field has been saved.

How do I get to the full page (FDP) from the QDP?

  • Select the formatted ID at the top of the QDP.

If you accidentally close the editor and have unsaved changes, what happens?

  • You’ll get a warning message alerting you that you have unsaved changes.

What is the purpose of the Discard button?

  • The Discard button removes all changes since the last save.

How do I add an owner to the story or task?

  • The owner drop-down menu contains the current owner and all of the people designated as team members on the current project. You can also search to find any user who has editor permissions on the project.

How do I import or export data from the Full detail page?

  • You cannot import or export data from the Full detail page.

Where is the back button on the Full detail page?

  • The Full detail page does not have a back button. Use the back button on your browser, or select the X in the top right corner.

Editable Detail Pages

Important! Editable Detail Pages are being deprecated and replaced by the Full Detail Page. Learn more.

Editable detail pages (EDPs) allow you to directly edit fields on user stories, portfolio items, defects, and tasks. If you can see a field and have the correct permissions, you can edit it. Fields are automatically saved when you leave a field.

To access the Editable Detail Page:
  1. From the Quick Detail Page, select a formatted ID to display the Editable Detail Page (if the Full Detail Page is not enabled).

Features of EDPs include:

  • Data is automatically saved when you tab to the next field or select Done.
  • One-click access to all work items related to the work item.
  • Select the gear menu to perform various actions on the page.
  • Easily add a parent, owner, feature, project, attachments, tags, or a discussion post.

View/Edit Mode

Editable detail pages are available in two modes - editing and viewing. Some users don't want the ability to edit a page and instead want to view a work item without having the ability to edit it. You can switch between edit and view mode by selecting the icon next to the name of the work item.

To change your default detail page mode:
  1. Select the arrow next to your profile picture, then select the Edit Profile button to update your Default Detail Page Mode.

Navigation

The ribbon displays any associated work items related to the work item. Select any icon in the ribbon to navigate to the work item.

Charts

From the ribbon, select the link to display the Story Burndown page.

Actions Gear Menu

The Actions gear menu is located on the right side of the Name field. Options will vary depending on the type of work item you are viewing, but include New, Copy, Print, Convert, and Delete.

Actions gear

Changes to all fields save when you navigate to the next field or select the Done button. A green Saved indicator displays in the upper-right corner confirming the field has been saved.
Save indicator

The Done button returns you to the context that brought you to the page. Use this button instead of the Back button in your browser to retain context. If the detail page was opened in a new tab or window, the Done button returns you to your default page in CA Agile Central.

Right Navigational Options

On the right side of the detail page, you can perform the following actions:

  • Select an owner for the work item by selecting the drop-down menu or by search
  • Add a parent or associated work item
  • Select the associated project from the drop-down menu
  • Add and create tags

Reparenting and Milestones

When you reparent projects (or related projects) associated to a milestone, the milestone is un-parented from its project so that any work items related to the milestone do not lose their association.

For example, when you create a milestone in a parent project (which is the target project for the milestone), then reparent a child project to a peer of the parent project, the target project for the milestone is changed to “All Projects in the Workspace .”

Progress and Estimation Fields

You can visually report the status of your story by Schedule State , Status, and Estimate fields.

schedule state

Owner

  • The Schedule State (State when viewing tasks) is visually represented on the page as rectangles. Select the drop-down menu to update the state, or select the desired rectangle that represents the state of your work on the item. The state of tasks can roll-up to affect the schedule state of user stories and defects.

  • Mark a work item as blocked or ready with a single click under Status.

  • The owner drop-down menu contains the current owner and all of the people designated as team members on the current project. You can also search to find any user who has editor permissions on the project.

Add a Predecessor or Successor

Select the Dependencies icon. You can then select Predecessors or Successors at the top of the Dependencies page.

Dependencies

Other Functionality

Select the Short URL icon in the upper-left corner of the detail page to open a new user story detail page with the complete URL to this work item. From here you can copy the URL to use as a reference link in email to team members, or attachments to other work items, and so on.

If you expect to see a field that is not on this screen, it may have been hidden by the administrator.

If drag-and-drop ranking is configured for your workspace, the Rank field is not displayed in the user story details.

Legacy Detail Pages

The detail page provides a view of an individual user story. The page is the same for both a parent and a child user story. From here you can:

  • View a read-only display of a single user story in its entirety including all current field values and details.
  • Perform multiple activities on the displayed user story.
  • Navigate to other work items associated to the displayed user story.

To access the User Story detail page:
  1. Select the Plan tab, then select User Stories.
  2. Do one of the following:
    • Select any hyperlinked user story name from the User Story summary page.
    • Hover over the user story ID to display the description. Select the Show Detail arrow to view the User Story detail as a pop-up page.

Feedback

Need more help? The CA Agile Central Community is your one-stop shop for self-service and support. To submit feedback or cases to CA Agile Central Support, find answers, and collaborate with others, please join us in the CA Agile Central Community.