Tracker Item Templates

From codebeamer 22.04 (Felicity), users have the option to create tracker item templates based on already existing tracker items. This way, specific field values of a given tracker item can be saved as a template for extended reusability when creating new items. All configured tracker types support the creation of item templates, except document and test run type trackers.

Tracker item templates are stored with the tracker in which they are created. For example, item templates based on task items are stored in the tasks tracker.

Creating Tracker Item Templates

Users with Public View and Item Template permission are able to create public item templates. These templates are available for other users, but are only editable for users with the permission. Users without this permission can only create private item templates, which are only available for, and editable by the owners. Creating tracker item templates is available from the following places:

• Item details page.
• Context menu of the item in table view.
• Context menu of the item in document view.
• Right clicking an item on the left tree (in document view and document edit view).

When creating a new tracker item template, the field values of the selected item are saved as default for new items created based on the template.

Create a Tracker Item Template

To create a new tracker item template, do the following:

1. Choose an item for the basis of the new template.
2. Navigate to either of the places mentioned above.
3. In the context menu of the item, choose Save as Item Template option.
   
4. Add a name, and optionally, a description to the template.
5. Optionally, select the Public check box to make the template public.
6. To overwrite an existing item template, click Overwrite Existing tab and selecting the template to be overwritten.
7. Click [Submit] to save the changes.

Creating Work Items Based on an Item Template

To create a new work item from an item template, click the Create item from a template icon, and select the template to use from the dropdown menu.

Private and public templates are listed separately, in alphabetical order.

The Create item from a template icon on the action bar is available on the following pages:

• Document view
• Document edit view
• Table view
• Tracker cardboard
• Release cardboard
• Work item details

On a document view or document edit view page, it is also possible to create an item-template-based child item using the context menu in the tree view (right clicking an item).

During the creation of a new item using an item template, if field values no longer exist or are no longer valid (for example, due to tracker configuration change), the user is warned about this fact, while the creation of the new item is completed with still valid and existing values.

Managing Item Templates

Users can delete or update existing item templates if they have write access to it. To manage the templates, do the following:

1. Click the context menu on Document View, Document Edit View and Table Views, and select Manage Item Templates.
2. To delete a template, click the x icon, then confirm the action.
3. To modify a template, click the edit icon.
   
   Clicking on the edit icon opens the Edit Item Template overlay, where the item details can be updated. The required fields are marked with asterisk, the fields with grey asterisk are only mandatory at tracker item creation, but not in the template. With the [Required], [Editable], and [All] buttons, it is possible to filter the fields. The default view is all fields.
   
4. Click [Save].

Limitations

Current limitations of the feature:

• Each Item Template belongs to the single Tracker it was created in and cannot be used in another one.
• The maximum number of Item Templates in a Tracker is limited to 1000 (including private and public templates, independent of the owner).
• The following attributes are not stored in Item Templates:
  • Status
  • Comments and attachments
  • Spent time
  • Tags
  • Reminders
  • Associations
  • Downstream references
• Item Templates are not transferred in project or project deployment .zip export.
• Item Templates are not inherited with Tracker inheritance.
• Item Templates are and not copied to Working Set variants.