CA Agile Central supplies a variety of view types. Views are a collection of like data that are arranged in a relevant display. Some views are standard static views while other views can be customized. CA Agile Central offers the following views:
You can view work items using two main view types, the detail
and the summary page. Use the summary page to manage your
, and the detail page to review all details of the individual work item.
Work Item Summary Pages
A work item summary page provides the following:
- A summary listing of all work items for the tab selected.
- On most summary pages, there is an Actions button used to perform multiple activities. The available options may vary based on the summary page displayed.
- Inline edit a work item by double-clicking within the highlighted row.
- Various row action icons displayed on each row of the summary page that provide access to common actions.
- In some cases, CA Agile Central supplies predefined quick views, or saved queries, to easily assemble your work items into a meaningful display.
- Select the View drop-down to display the saved view selections. Further refine these views by using the filter and sort capabilities.
- Quickly locate a specific work item by entering its number directly into the ID text box.
- Use the following delimiters with a specific number to refine your ID search: <= , >= , = , < , > .
- A hyperlinked display of work items.
- Select any hyperlink for the work item in the summary page navigate to its detail page.
- Filter work items to be displayed based on values of the fields.
- Sort work items in ascending or descending order by headings.
- If drag-and-drop ranking is enabled in your
, you can prioritize
stories and defects by dragging them up or down on the page.
Work Item Details
The work item detail page can provide any combination or all of the following options:
- A read-only view of the work item.
- An Actions button with multiple options that can be performed on the work item.
- The Actions button options vary with the work item displayed.
- A sidebar containing a listing of all associated work items that are related to the current work item. Select any association link and go directly to a summary page of all associated work items. From this view you can continue to drill down into the detail of the
while remaining in context of your original work item.
- Use the show and hide icons located in the
to control the links display.
In some cases, CA Agile Central supplies predefined quick views to easily assemble your work items into a meaningful display. Quick views are a collection of comprehensive queries and filters that can be selected to quickly present snapshots of your data in relation to significant criteria.
Quick views are on the following summary pages:
- User Stories from the Plan tab
- Tasks from the Track tab
- Defects from the Quality tab
- Test Cases from the Quality tab (requires the CA Agile Central Quality Manager
You can further refine these views by using the filter and sort capabilities.
Available Quick Views
User Story Quick Views
|All User Stories
||All user stories within the project.
||All user stories that have a parent user story.
||All user stories that have assigned child user stories.
||All user stories that do not have any assigned child user stories.
|Scheduled User Stories
||All user stories that have been scheduled into a release or iteration.
|Unscheduled User Stories
||All user stories that have not been scheduled into a release or iteration.
|Assigned to Current Release
||All user stories that are scheduled for the current release.
|Assigned to Current Iteration
||All user stories that are scheduled for the current iteration.
|Has Test Cases
||All user stories that have associated test cases.
|No Test Cases
||All user stories that have no associated test cases.
|All Test Cases Passing
||All user stories that have associated test cases that are passing.
|Test Cases Not Passing
||All user stories that have associated test cases where at least one test case is not passing.
|Has Active Defects
||All user stories that have associated active (not closed) defects.
|No Active Defects
||All user stories that do not have any associated active (not closed) defects.
Defect Quick Views
||All defects within the project.
|High Priority (p1-p3)
||All defects whose Priority field contains a value of P1, P2, or P3.
||All defects that have been scheduled into a release or iteration. This includes any defects that are scheduled through defect suites.
||All defects that have not been scheduled into a release or iteration. This includes any defects that are scheduled through defect suites.
|Found in Current Iteration
||All defects created between the start and end date of the current iteration.
|Found in Current Release
||Any defect created between the first day after the last release to the current release date.
|Doc or Release Note
||All defects that contain a check mark in the Affects Doc or Release Note fields.
|Passing Test Cases
||All defects where the associated test case result's Last Verdict field is marked as Pass.
Task Quick Views
||All tasks within the project.
||All tasks that display a Schedule State field value of Defined or In Progress.
||Lists all tasks that contain a check mark in the Blocked field.
Test Case Quick Views
|All Test Cases
||All test cases within the project.
||All test cases that have never been executed.
||All test cases that are not passing.
||All test cases that have related active defects (non-closed defects).
CA Agile Central summary pages allow you to create custom views that filter and sort on your chosen criteria. This enables you to show only a select group of work items, rearrange columns, or remove items that are not applicable. Most fields that display with a custom view can also be edited with CA Agile Central's multi-edit capabilities.
Custom views are grouped into two categories:
- My views. These views are created by an individual user and are visible only to the user that created them.
- Shared views. These views are shared across the entire workspace and are visible to all users of the indicated workspace. Shared views are created, edited, and deleted by
or workspace administrators only.
The following CA Agile Central summary pages may be customized with a view:
- User Stories from the Plan tab
- Tasks from the Track tab
- Defects from the Quality tab
- Test Cases from the Quality tab (requires the CA Agile Central Quality Manager module)
Custom views include:
Create Custom Views
To create a new custom view:
- Select the icon to the right of the Views drop-down.
- On Create Custom View, complete the Name field with a unique value.
- Select Add Condition to activate the filter parameter fields.
You can build complex filters by adding multiple filter parameters to a single custom view.
- Select a single Sort Order for a selected value.
- Choose whether to sort in Ascending or Descending order.
- In the Display Columns section, specify which columns should be displayed and in what order.
- Use the side arrows to move columns between the Available Columns and the Selected Columns boxes.
- Use the up and down arrows to change the order of the Selected Columns.
- Select the Set as Default field to make this view your default view.
- Select the Shared View field to make this view available to other users.
- Select Save.
Copy Custom Views
You can make a copy of an existing custom view to create more views with similar filter criteria. This function can also be used to create a personal copy of a shared custom view.
- Select the view you want to copy in the Views drop-down.
- Select the icon.
- On Create Custom View, edit the name, filter conditions, and display settings as necessary.
- Select Save.
Edit and Delete Custom Views
Next to the icon for creating a custom view are two additional icons:
- The Edit view icon opens an editor window to modify the currently selected custom view.
- The trashcan icon deletes the currently selected custom view.
Custom View Filter Parameters
To add a new filter expression, select Add Conditions. Use the following fields to configure your filters:
- Show results when: Select a value to set the boundaries for your filter display. You may select to display your data when all or any of the conditions are met, or select CUSTOM for further display boundary options. Custom allows you to create complex queries. See custom filtering tips for more information.
- Column: Select a field value that you want to filter. This list reflects the values for the work item for which you are creating a custom view. Any custom values that have been defined for this work item type are also included in the list.
- Operators: Operators apply your filters to the data and return only those records that match your criteria. The operator types available depend on the type of value you selected in the Column field. The following operators are available:
||Not equal to
||Greater than or equal to
||Less than or equal to
||Valid for string and text fields; contains the specified characters entered in the Value field
||Valid for string and text fields; does not contain the specified characters entered in the Value field
- Value: The value action reflects the type of column that has been selected:
|Type of column selected
||Resulting value display
||Text box that only allows numeric characters to be entered
||Drop-down with the valid values from the chosen value
||Radio buttons for true and false with true defaulted
||Select the Calendar icon and select a date from the displayed calendar
Continue to select Add Conditions until you have defined all expressions for your custom view.
Custom Filtering Tips
Custom filtering allows you to string together multiple query criteria and apply operators in a preferred order of execution. CA Agile Central supports Boolean AND/OR as custom conditions. CA Agile Central does not currently support the NOT operator. The custom conditions apply to your query criteria after the criteria is defined. Group your criteria according to the operator order entered in the Custom Condition Grouping field.
The Show results when field is activated when two or more conditions have been added. Select Add Conditions to add query conditions. As soon as there are two conditions, you can select one of the following conditional operator options:
Select the statement that represents the intent of your query:
- ALL of the conditions below are met: Performs a Boolean AND of the listed conditions.
- ANY of the conditions below are met: Performs a Boolean OR of the listed conditions.
- CUSTOM: String multiple Boolean operators and conditions together for complex queries.
If you select CUSTOM, the Custom Condition Group field displays. Use this field to enter Boolean conditions.
|(1 AND 2) OR 3
||The query returns records that match both of the first two filter conditions, or the third condition. Apply the following criteria to a defect custom view:
- Owner = Joe
- Tags contains API
- Severity = Crash/Data Loss
The result displays all defects with the API
that are owned by Joe, or all defects with a Severity field entry of Crash/Data Loss. This allows Joe to locate his defects that he needs to address with the API tag and also a listing of high severity defects which Joe can also help resolve.
|1 AND (2 OR 3)
||Using the same custom conditions shown above, use this custom condition syntax to return a result displaying all defects that Joe owns that are either tagged API or are of a Crash/Data Loss severity.
|(1 AND 2) OR (3 AND 4)
||This query returns all records that match the first two filter conditions or the final two conditions. Apply the following criteria to a user story custom view:
- Tags contains API
- State = Defined
- Tags contains Integrations
- State = Completed
The resulting display lists all user stories with the API tag that are in a Defined state, or all user stories with the Integrations tag that are in a Completed state.
|(1 OR 2 OR 3) AND 4
||This query returns all records that match any of the first three values in addition to the fourth condition. Apply this criteria to a task custom view:
- Project = A
- Project = B
- Project = C
- Owner = Joe
The resulting display lists all tasks in Project A, B or C that are owned by Joe. This query is helpful for tracking work across multiple projects.
Custom View Fields
||Enter the name of the custom view. The red highlight of the field indicates that this is a required entry field.
||Select Add Conditions to set your filter parameters such as columns, operators, and values for the custom view.
||Select a single sort order for a chosen value. Your custom view will display sorted by the selected value in Ascending or Descending order based upon the field selected.
||Group your custom view display according to the specified criteria. The displayed view will show a collapsed view grouped by the values of your selection. Expand the categories to view the details of the records. This field is only available for task and defect custom views.
||Configure the display of your custom view by selecting which columns should be displayed and in what order. Highlight the column you wish to display in the Available Columns list box and select the side arrow to move the column to the Selected Columns list box. To change the order of your display highlight a column in the Selected Columns list box and select the up or down arrow.
|Set as Default
||Select this field to save your custom view as the default view to be displayed each time you access the tab. A user-created custom view (My View) that is set as the default view will override any shared view that is set as the default view.
||Select this field to indicate this custom view is to be shared and viewed across the entire workspace. All workspace users will have read-only access to this custom view. Workspace administrators can edit, create, or delete workspace views.