Custom List

The Custom List app (formerly known as the Custom Grid) is a powerful tool for helping manage work across enterprise teams. It is utilized commonly in custom pages and dashboards, which are some of the most heavily used pages in CA Agile Central. These pages help focus in on and manage the work most cared about, while also communicating real-time status with the rest of the organization. You can use the Custom List app to prepare, plan and track portfolios, programs and development work.

Note: The Custom List app has full WSAPI 2.0 support. This means full support for objects such as Milestones. However, this also means that you can no longer just use the display name for custom fields. The full WSAPI field name must be used. For example, c_customfieldname should be used instead of customfieldname. A query will fail if the full WSAPI field name is not used.

The Custom List app allows you to set up a view of set of work items. You can add multiple copies of the app to a page and set each to display data from multiple projects, iteration, releases, work item types, or other criteria. For example, you can create one app pulling data from dozens of projects and another one focused on a specific project filtered by iteration, release, and so on.

You can choose which fields display inside of the app and (with most fields) edit the values directly by double-clicking. You can also edit the same field on several work items at once with bulk edit mode. You can change the owner of several selected user stories, or associate a group of defects to a user story.

Note: The Custom List app does not have full multi-artifact hierarchical support. The app supports one top-level work item (artifact) type at a time. Work items beneath the top-level work item in the view are shown hierarchically.

Settings

Click the gear menu icon on the app to access the Custom List settings.

  • You can enter a new Title for the Custom List and select to follow the global project setting or select a specific project.
  • You can set the list to change its data with your global project picker, or you can choose a specific project or group of projects to work from. If you choose the Follow Global Project Setting, then the contents of the board will change according to your global project picker. Select Choose a Specific Project if you want to see another project's work, regardless of your global project setting.
  • Select the Type of work item you would like to display from the drop-down menu.
  • Additionally, you can enter a custom query.
  • Deselect or select the Show Control Bar checkbox. The Control Bar displays by default on the Custom List app. When the Control Bar is selected, the following capabilities are available:
    • Add new work items to the list
    • Select filters to apply to the list
    • Filter items in the list by owner
    • Select columns to display on the list
    • Export, import, print
    • Pagination (displays if there are 10 or more work items)

Use the app

Note: To add new work items, filter and show columns on the list, ensure that the Show Control Bar checkbox is selected in settings.

Add new work items

Add a new story, defect, defect suite or test set by clicking the Add New button.

You can click the Add button to quickly add a new work item and enter details later, or you can click Add with Details to open the editable detail page for the work item and enter details.

Note: The Add New component will NOT automatically set filtered fields. For example, if you create a Custom List that is filtered by Owner, the Add New component will not automatically set the Owner field when a new work item is added.

Sort items on the list

To sort items in the list in ascending or descending order, click the column header. The Custom List currently allows sorting by single field. For example, if you sort by Rank first and then click the ID column header, the rank sorting will not persist.

Apply advanced filters

Use advanced filters and custom queries

The Custom List app gives you the ability to customize items listed by applying filters and as well as using custom queries. The Filter popover on the app provides dropdown lists where you can easily select values that you want to apply to your list, whereas the Query field requires that you enter a query using the correct syntax to apply to your Custom List.

The advanced filtering option allows you to filter, set any field as a quick filter, search, and set up custom filter conditions.

To use advanced filtering, click the Add Filter next to the the filtering tray. Default quick filters are owner, schedule state, and type. To add another quick filter click Add Filter. You can also filter on a blank fields allowing you to filter on items that have fields that have no value or are blank.

By default, multiple filters use an and or condition so all results displayed. Advanced filters help you look for powerful, complex conditions, such as open high-priority defects. You can add an advanced filter by clicking Advanced Filters. To hide your advanced filters click Hide Advanced. You can see how many filters are applied as the filter icon will list active filters numerically. You can clear your filters by clicking Clear All. Your filters will remain active when you navigate away from the page.

Learn more about advanced filtering here.

Save and share views

You can use saved views to save and come back to the views you use most often. To save a view click the Saved Views drop-down. From the drop-down you can save a new view or manage your saved views. By default, saved views are defect status, task status, and test status. You can then share it at the project or workspace level.

Select columns to show on the list

Click the Show Columns icon. Search or scroll to select columns that you want to display on the list. Rank, ID and Name display as columns by default on the Custom List, but you can select to hide these columns by unchecking the checkbox. Click Apply to confirm your selections.

Examples of columns that might be helpful to add to your custom list:

  • Blocked - whether or not a work item is blocked
  • Collaborators - Count of anyone that has ever worked on the PI or any work item associated with the PI

Pagination

The pagination component that you see on a number of other CA Agile Central pages is now available on the Custom List app.

Import, Export and Print

You can perform the following actions from the Import/Export/Printimport export icon:

  • Import work items
  • Export work items to CSV
  • Print
Note: Import is context sensitive based on the type of work item you’ve selected for your Custom List app.

Use advanced filters and custom queries

The Custom List app gives you the ability to customize items listed by applying filters and as well as using custom queries. The Filter popover on the app provides dropdown lists where you can easily select values that you want to apply to your list, whereas the Query field requires that you enter a query using the correct syntax to apply to your Custom List.

Bulk edit

You can edit the field value of multiple work items at once, using bulk edit mode.

To enter bulk edit mode:

  1. Select more than one work item by the checkboxes on each row. The gear menu switches to bulk edit mode bulk.
  2. Click the bulk edit mode gear menu and select Edit.
  3. bulk edit
  4. Select the field that you want to edit and select a new value.
  5. Click Apply to edit the selected work items.

Unsupported fields

You can edit most fields, including custom fields. However, some standard fields and types of custom fields are not supported. See the table below for a list of fields that do not display in the bulk edit chooser:

Work item type Fields
All work items
  • Rich text fields (Description, Notes)
  • Rank
  • FormattedID
  • Custom fields
  • Text fields
  • Web link fields
  • Tasks
  • Project
  • Task Index
  • Test cases
  • Rich text fields (Expected Result, Validation Input)
  • Test Case Result
  • Portfolio items
  • Type
  • Bulk parent or associate

    You can add or change the parent of a group of user stories, or associate a group of tasks, defects, or test cases to related work items in a single step.

    To bulk edit the parent or association of a work item:

    1. Select more than one work item by selecting the checkboxes on each row. The gear menu switches to bulk edit mode. bulk.
    2. Click the bulk edit mode gear menu and select Choose Parent or Choose Work Product (depending on work item selected).
    3. From the chooser, search by keyword or ID to locate the work item you want to associate or set as the parent.
    4. Select the work item and click Choose.

    Note:
    • Portfolio items cannot be bulk parented.
    • Defect suites and test sets cannot be associated to other work items.

    Apply custom queries

    In the Query field in Settings, you can use SQL-style syntax to write a query with multiple conditions to generate very specific results. For example, you can filter all user stories in project X, completed in iteration Y, owned by user Z, with a tag of A.

    Query field

    Learn more about writing custom queries:

    Examples

    High priority defects

    This shows open P1 defects. Select Defect as your Type in the Settings panel.

    Enter the following in the Query field:

    • ((Priority = "Resolve Immediately") and (State < "Closed")) and (Requirement = null))

    Support Top 10

    Used for a support team who tags up to 10 items that they would like to be fixed soon.

    Enter the following in the Query field:

    • ((Tags.Name = "Top10") AND (State < "Closed"))
    For Developers: 

    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.