Detail Pages

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

Quick Detail Pages

Quick Detail Pages (QDPs) allow you to efficiently edit fields on portfolio items, defects, user stories, test sets, test cases, and tasks. Quick detail pages are designed to provide the most important information about work items quickly and without changing a user's context.

QDPs are the default for portfolio items, defects, user stories, test sets, test cases, and tasks. Select a formatted ID and a panel slides out from the right side of your window that looks like the following:


The Quick Detail Pages documentation includes the following topics:

Create New

Select the Add with Details button to open the QDP panel and create new user stories, defects, tasks, or portfolio items.

Once you are done adding details, you can select the Create button to save the work item and stay in context with the page you are on. Select the Create + New button to add another work item.

Navigation

The QDP header displays the following buttons:

  • Formatted ID
  • Action menu
  • Default view toggle
  • Watch
  • Feedback
  • Show Fields
  • X or close


Select the Action menu to display 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.

Select the Default view toggle to switch between Quick View and Full View. The setting becomes your default.

Scroll down the QDP to view all the fields. Select the Show Fields icon to manage the fields that you want to see.

Show 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 in the QDP.



A green Saved indicator displays at the top of the page confirming the field has been saved.


QDP Green Save Flare

 

The Discard button will cancel any changes you have made, and retain your context in the QDP.

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


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


Collections

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

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

QDP Collections

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

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

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

Select the Connections icon to display third-party context (if configured for this work item). Learn more.

From a tasks, children, test cases, or defects collection page, you can perform the following actions:

Bulk Edit Work Items

Select up to four values to edit across work items. Select Apply to save changes. Learn more.

Add a New Work Item

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

Add New 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.

Select Columns to Show on the Page

Multi-select columns you want to display on the 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 QDP 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

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

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.




Quick Detail Page FAQs

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 editable detail page (EDP)?

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

If you accidentally close the QDP 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.

Can I create a new work item in the QDP?

  • Not right now, but watch for this option in a future release.

Editable Detail Pages

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.

From the Quick Detail Page, select a formatted ID to display the Editable Detail Page.

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.



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.

  • 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.
  • schedule state


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

  • Mark as blocked or ready

    block


  • 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.
  • Owner


    select owner

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.

Full View Detail Pages

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

Full View detail pages for test cases, test case results, and defect suites, are high-performance full-page views that provide you with the space to work more efficiently.

The Full View Detail Pages documentation includes the following topics:

Full View Detail Page Overview

From any page, select the formatted ID for a test case, test case result, or defect suite. 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. To open the item in the Full View, select the Full View icon.

Full View icon

Select the Default view toggle to switch between Quick View and Full View. The setting becomes your default.

Full View pages allow you to directly edit fields on test cases, test case results, and defect suites. 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 Full View detail page.

Use the Full View Detail Page to:

  • Easily add a parent, owner, project, test case result, test steps, defects, 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 effecting how other users see the work item in other contexts.

Full View Detail Page Navigation

Scroll and Show/Hide Fields

Scroll down the full page to see all the fields. You can configure which fields are visible on the entire Full View detail page. Select the Show Fields icon to manage the fields that you want to see. The changes that you make to show or hide fields on your Full View detail page do not effect how other users see the work item.

Show Fields

Full View Detail Page Collections

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

  • Details
  • Defects
  • Test Sets
  • Results
  • Test Run
  • Discussion
  • Steps
  • Revision History

Select one of the collections icons to view and manage work associated with the original work item. For example, select the Results icon to view or to add results for a test case.

Note: There is no back button on the Full View detail page. Use the back button on your browser.

Right Side 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

Drag and Drop Fields

To customize your Full View detail page, you can drag and drop any of the fields on the right side of 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 Full View detail page do not effect how other users see the work item.

Full View Detail Page FAQs

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

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

Where is the back button on the Full View detail page?

  • The Full View detail page does not have a back button. Use the back button on your browser, instead.

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.



Feedback

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