Document Edit View

Document Edit View is available on all trackers where:

• Document View is available
• the current user can edit items

This is a special view where the fields are inline editable and are presented in a table like form (just like in Microsoft Excel). These properties make it suitable for the fast editing of items.

The Document Edit View is accessible through an icon on the action menu bar:

Clicking on the icon will open the view with the default fields: by default shows the same columns as the table view.

Each field that you have access to is immediately editable. After a field was modified the left border of the row is set to red and all mandatory fields for the item are also marked with a reddish background:

You don't have to save the items one by one, you can edit as many as you want. After you finished your modifications just click the Save icon on the top toolbar to save them in one go.

Handling fields

As stated above the Document Edit View shows the same fields as the table view by default. One important difference is that the mandatory fields are always visible (even when they are missing on the table view). This is because you cannot save an item without setting its mandatory fields. The other difference is that the Description field is also always visible (you cannot remove it even from the context menu).

You can add new columns using the context menu of the column headers:

The columns can also be reordered by drag and drop.

After adding or removing columns or changing their order, the new column set can be stored, using the filter menu:

On this menu you can also select previously defined views. This reloads the page with the filters and the columns defined in the private view.

In Document Edit View, non-directly editable fields cannot be added as columns. This includes the Status field too as changing it involves using transitions.

To see an item status and manage transitions, use the icon in the left column:



Since Codebeamer 10.1 you are able to add shared fields to the table. For details, see: Reports.

Hotkeys

You can easily navigate between the cells of the Document Edit View with the following hotkeys:

• Tab/Alt+Right: next field of the current row or first field of the next row
• Shift+Tab/Alt+Left: previous field of the current row or last field of the previous row
• Alt+Up: same field of the previous row (one cell up)
• Alt+Down: same field of the next row (one cell down)