Create Custom Pages

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Custom pages allow you to create views that provide quick access to the data you need. You can build a custom page that summarizes Rally data in list, chart, or board form, and you can also include data from additional web sites that support your collaborative development processes such as a common wiki, calendar, source code repository, continuous integration server, related blogs, or sites on your own intranet.

Custom pages

If your subscription administrator has enabled the feature, you may create custom apps using HTML and JavaScript to display reports, graphs, and other information. You can also group a selection of Rally apps into a customized page display.

Create custom pages for individual user environments, or share them across the entire workspace for all Rally users. Shared custom pages require administrator-level permissions.

The number of custom pages you can create are defined by the Rally edition you are using. You cannot create custom pages on the Search tab. Once created, you can edit or delete custom pages as your collaborative needs evolve.

Creating custom pages includes the following:

Video

Watch the video below for a demonstration of how to create, edit, and configure custom pages in Rally:

How to Use Dashboards, Custom Pages, and Apps
9 Min

Create a custom page

To create a custom page:

  1. Hover over the tab you would like the new page to reside in.
  2. Click the + New Page link underneath the tab. An editor window displays.
  3. Enter the name of your custom page.
  4. If you would like to share the page, select the Share with all users check box.
  5. If you would like to filter the contents of apps on the page, select one of the Show Filter options.
  6. Click one of the three Save options to confirm your changes.

Any user may create individual custom pages, although only an administrator can create a custom page that is shared across the entire workspace.

Edit a custom page

You can edit a custom page and make changes to the Name, sharing, or filtering options.

To edit a custom page:

  1. Hover over the tab the custom page resides in.
  2. Click the Edit Menu link underneath the tab.
  3. Click the gear icon icon next to the page to be edited.
  4. Select Edit. An editor window displays.
  5. Make necessary changes inside the editor window, and click one of the Save options to confirm.

You may also access the editor window by selecting the Edit Page option from the Customize Page menu in the upper-right corner of the page.

Delete a custom page

As the owner of a personal custom page, you can delete any custom pages that you have created.

To delete a custom page:

  1. Select the tab the custom page resides in.
  2. Click the pencil icon on the tab to edit.
  3. Click the gear icon icon next to the page to be deleted.
  4. Select Delete.
  5. Click delete button on the confirmation message.

Copy a custom page

You may make copies of a custom page. This is useful for setting up multiple personal custom pages with similar apps, or for personal customization of a shared custom page. To copy a custom page:

  1. Go to the existing custom page and click the Customize Page drop-down.
  2. Select the Copy Page option.
  3. The copied page is moved underneath the same tab as the shared page, with (Copy) before the name.

  4. You may edit the name of the copied page using the Edit Page option in the Customize Page menu.

Share a custom page

As a subscription or workspace administrator, you can create a custom page and share it with others. When a custom page is shared, all users in your workspace will see the page available in their menus.

User features

Users of a shared custom page can:

  • View, edit, and interact with data displayed in each app
  • View the settings of apps
  • Copy the shared page as a private page
  • Re-size, move, and sort app columns

Note:

  • Data displayed in a shared custom page is dependent on the user permissions you have been assigned for the workspace.
  • Column size, position, and sort order changes made by users are not stored in the custom page. Leaving the page will reset the columns in each app to their original positions.

Administrator features

Administrators of a shared custom page can:

  • Change the column layout of the apps
  • Change the position of the apps
  • Add or delete apps
  • Change the settings of the apps
  • Share and unshare the page

Note: As an administrator, any and all changes that you make to a shared custom page will affect end users viewing that page. This includes even subtle changes like changing the sort order on a custom grid app. Please make changes with caution to avoid user disruption.

Filter a custom page by an iteration or release

You may create a custom page that contains apps linked to a specific iteration or release.

When this option is active, an iteration or release drop-down menu will display at the top of the page.

Iteration or release drop-down

Use the Left arrow and Right arrow icons to change what release or iteration the apps are collecting data from.

Compatible apps

The following apps will display data specific to the release or iteration:

  • Custom Grid
  • Custom HTML
  • Iteration Burndown
  • Iteration Burnup
  • Iteration Cumulative Flow
  • Iteration Defects by Priority
  • Iteration Defects by State
  • Iteration Summary
  • Kanban Board
  • Release Burnup
  • Release Cumulative Flow
  • Release Defect Trend

Note: Apps that are not affected by an iteration or release filter may also be installed on filtered custom pages.

View a custom page full screen

You may view all apps on a custom page without the Rally menus and navigation. To view a page full screen:

  1. Go to the existing custom page and click the Customize Page drop-down.
  2. Select the View Full Screen option.
  3. The display will expand to the size of your browser window.

To exit full screen, do one of the following:

  • Click the Back button on your browser
  • Click the Delete button on you keyboard
  • Click the Customize Page drop-down and select Exit Full Screen

Custom page fields

Field Description
Name Enter the name of the custom page. The name is limited to 48 characters. The red highlight indicates that this is a required entry field.
Shared with all Users Select this box to make the page available to all users within the workspace. This field is available only to administrators.
Show Filter Select the appropriate option to define timebox parameters on your custom page:
  • None: Apps will display data according to their individual settings.
  • Iteration: Compatible apps will display data according to the selected iteration.
  • Release: Compatible apps will display data according to the selected release.

Feedback

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