Work Items Topic Overview

The Work Items topic in Navigation provides access to the integrated bug (issue) tracker, one of the most widely and frequently used Polarion tools. This section provides a brief introduction to the main components of the Work Items page.

Table View

By default, this view presents a list of Work Items as a table. The contents of the table varies according to the current query, shown in the Query Builder (see Searching Work Items). By default, the table is sorted by Work Item ID in ascending order. You can sort the table on any column by clicking the column header. A Polarion administrator can customize the names and other properties of the columns, and add or remove columns. (See Administrator's Guide:Configuring the Work Items Table.)

When you select a Work Item in the Table view, the panes are tiled horizontally. The top pane shows a table of Work Items retrieved by the current query, and the bottom pane displays a multi-section form providing access to the various data fields the item(s) currently selected in the table. Some of the key Work Item fields are editable in place, so it is not necessary to load the entire work Item in Edit mode in order to make some common edits (setting a new Status, for example).

By default, the IDs of Work Items in this view (and wherever they appear throughout the entire system) are rendered in different font colors according to the value of the Severity field. Items with high severity appear in Red font. Medium and low severity items appear in shades of gray.

The panes can be tiled horizontally or vertically via menu options located on the Refresh button's drop-down menu.

Figure 6.1. Table view

Table view

Table View (Work Items Topic)

In products where it is supported, this view incorporates the Bulk Edit feature. You can select multiple items by checking the box next to the ID, and edits will apply to all the checked items. Export operations are not affected by the selection of items for Bulk Edit.

The Table view's toolbar displays some information about the results returned by the current query:

  • Total number of items found by the current query.

  • Number of root items found and number of children (only when table is viewed using the Tree presentation option),

  • Number of items currently loaded in the table.

    Note that an administrator can set a limit in the system configuration on the number of items that can be loaded. The default maximum is 3000 items. The limit does not apply when the Tree presentation option is used to view the items.

  • Load all link. This appears only if the number of items loaded in the table is less than the total number of items found and less than the maximum number of items allowed in the system configuration.

    When the number of items to be loaded exceeds the configured limit, the link label reads Load first NNNN where NNNN is the configured limit on the number of Work Items that can be loaded in the table. (For example: "Load first 3000").

Tree View

Similar to the Table view, except the set of retrieved items is presented as a tree hierarchy. Top level nodes are items retrieved by the current search query. If these items have items linked to them with a child relationship, their nodes can be expanded to show the linked Work Items. If a child item has one or more others linked to it within the scope of the Depth query parameter, its node is expandable and the linked items appear as child nodes.

In the Tree view, the Query Builder has several additional fields that enable you to specify the role(s) of linked items, the maximum number of link levels to search, the direction of linking, whether or not to include repository commits in the search results, and whether or not to filter all levels.

Figure 6.2. Tree view

Tree view

Tree View (Work Items Topic)

LiveDoc Outline Numbers

When opening the table view of a LiveDoc with outline numbering enabled, Outline Number appears as the first column unless already defined in the table configuration.

To hide the Outline Number column, customize the table in Table view.

Live Plan View

This view presents the output of the Live Plan feature. It is a GANTT style chart showing what people have what tasks in some specific time period. Unlike other tools, you never update the project plan. Rather, you create constraints for the project, and set dates, time estimates, and personnel assignment for Work Items. The plan automatically updates as developers start progress on, and close Work Items. The aggregate result displays in the Live Plan. (There is a repository-level aggregation of the Live Plan in the Repository Dashboard which sums up everything for all projects.)

The vertical axis contains people who have items assigned to them (there is also a common line, labeled with the name of the project, which contains unassigned Work Items). The horizontal axis contains time intervals. Non-working time (as configured in the global Working Calendar and Working Calendars of users who have a project role) is visualized in the Live Plan. Work Items are represented as color coded blocks. Hovering over any Work Item's block pops up a summary of information about the item. Clicking a Work Item's block displays its detail in the detail pane below the Live Plan chart.

Figure 6.3. Live Plan View Live Plan View

Live Plan View

Live Plan view (Work Items Topic)

Road Map View

(Scopes: Repository, Project Group, Project)

The Road Map view shows all Work Items in the current scope that are assigned a specific Time Point. You can select a Time Point in the appropriate combo box to display relevant Work Items.

As in the Table view, the Query Builder appears here, and you can click any Work Item to have its details display in the detail area where you can also edit the data.

In products where it is present, this view also incorporates the Bulk Edit feature. You can select multiple items by checking the box next to the ID, and edits will apply to all the checked Work Items.

Figure 6.4. Road Map View

Road Map View

Road Map view (Work Items Topic)

Multi Edit View

The Multi Edit view enables you to edit commonly edited fields of multiple Work Items without having to trigger Edit mode for each one. What Work Items appearing in Multi Edit view depends on the current query in the Query Builder. You can add a comment or edit any of the data fields for any of the items in the page. When finished, you click the Save button to update all the edited items in one operation. Changes made to an item apply only to that item.

The Multi Edit view has two display modes - flat, and hierarchical. You can toggle between the presentation modes in the drop-down list to the right of the Operations button. Note that the Tree presentation option is only available when the displayed data is filtered for a single work item type by selecting one of the types in the Navigation pane under the Work Items node. In Tree mode, the Query Builder has several additional fields that enable you to specify the role(s) of linked items, the maximum number of link levels to search, the direction of linking, whether or not to include repository commits in the search results, and whether or not to filter all levels.

Figure 6.5. Multi Edit View

Multi Edit View

Multi Edit view (Work Items Topic)

Matrix View

The Matrix view is an interface for Polarion's traceability and impact analysis features. To establish traceability, you must create links between Work Items, and/or between Work Items and repository revisions. This can be done by editing individual Work Items as they are processed, or you can create links for any number of Work Items using the Matrix view.

The view presents a grid of Work Items. The set of Work Items (or revisions) that appears in each axis is determined by a query in the Search bar, which in the context of the Matrix view, contains two sets of controls: an upper set for the horizontal axis, a lower set for the vertical axis. The intersection of the axes represents an actual or potential link between the two items. If no link exists, the intersection is empty. If a link does exist, an arrow symbol appears indicating the direction of the link (i.e., from source, to target). You can click on the link symbol to pop up a box with details about the linked items. You can navigate directly to any of the linked items by clicking on the item name in the Link Details popup.

Figure 6.6. Matrix view

Matrix view

Matrix view queries and link details

There are two properties in the polarion.properties file that define the maximum number of cells in a Traceability matrix or a Variants comparison matrix.

Time Sheet View

In this view team members can review and report the time they have spent on Work Items during a period of time which they specify in the relevant field. They can also use the view to edit time already reported for individual items in Work Records. For more information, see Polarion for Developers: Using the Time Sheet View.

Figure 6.7. Time Sheet view

Time Sheet view

Time Sheet view (Work Items Topic)

Work Item Browser and Editor Panes

Please refer to the following figure for the next sections:

Figure 6.8. Work Item Selections

Work Item Selections

Work Item Browser and Editor panes

Work Item Browse/Select Pane

This pane enables you to select a Work Item for reading, editing or some other applicable operation. Depending on the current view, you may be able to select multiple Work Items. The layout of this area (Table, Tree, Matrix, etc.) varies according to the current view selected. (In products having the Bulk Edit feature, you can also select multiple items for bulk editing.)

Work Item Viewer/Editor Pane

This pane displays the Work Item form providing access to detailed information about the Work Item selected in the current Work Item view. You can scroll, resize, or maximize the pane to browse all available information.

You can also reduce the number of fields shown using the button on the Work Item toolbar.

This pane is where you can edit the selected Work Item. Depending on your permissions and the form configuration, some fields may be editable "in place" without activating Edit mode with the Edit button.

The toolbar for this pane provides buttons for a number of common operations you can perform on the selected item(s) - editing, for example. Other buttons provide access to common actions, and quick jumps within the form to commonly needed sections such as Comments, Links, and Attachments.

The level of detail displayed on a Work Item can be toggled using the button on the Work Item toolbar.

Which fields are displayed or hidden can be defined by an administrator in the "Form Filters" section of "Form Configuration".

TIP: "Why can't I edit?"

Your ability to edit Work Items depends on the role and permissions assigned you by the system/project administrator. If you do not have write permissions, the buttons and links that trigger edit mode do not appear, or are disabled in the interface, and you cannot edit any fields in place.

Viewing Work Item History

You can review the history of a selected Work Item by clicking on the History toggle button on the Viewer/Editor pane toolbar. You can drill down into any revision of the Work Item here as well.

Linking to Another Work Item

You can quickly create a link to another Work Item by clicking icons that appear above and below the title in the Viewer/Editor. You can set different relationships with the current Work Item depending on which icon you click:

  • Linking: the Work Item you select with have parent link relationship to the current item.

  • Linked: the Work Item you select will have a child link relationship to the current item.

Any Work Items already linked to the current one display above or below the title, according to their relationship to the current item.

Figure 6.9. Linking to Another Work Item

Linking to Another Work Item

Use icons to create links to other Work Items with different relationships