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codebeamer Application Lifecycle Management (ALM)

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User Preferences

This section provides a description of the configuration options available in the User Preferences menu.

The User Preferences menu provides high-level configuration options related to different areas in codebeamer. The settings provided in this menu are user level settings, that is, instead of a specific entity (for example, tracker), they apply to all entities of the same type in the system.

Edit User Preferences

To check or edit the User Preferences, click on the user's name on the top right corner of the screen, then, on Preferences.


The Preferences window pops up where the below listed settings can be changed. To finalize the changes, click on [Save].


General Settings

The following options are available in this section:

  • Open links in new browser tab - this option specifies if linked items or pages open in a new browser tab when you open the link. For more information on this menu item, see section Open Links in New Browser Tab.
  • Always display context menu icons - this option specifies if context menu icons are displayed by default in tracker views. If the checkbox for this option is not selected, context menu icons are only displayed if you hover over a menu item in a tracker's header with your mouse pointer.
  • Edit Item when double clicking on Document View - this option specifies if items can be edited directly in the Document View by double-clicking an item. If this option is selected, you can edit the Summary and Description fields of an item directly in the Document View.
  • Edit Wiki section when double clicking - this option specifies if wiki sections open in edit mode when double-clicking in a wiki section. If this option is not selected, wiki sections can only be edited by clicking the icon on a wiki page.
  • Show Section Comments - Enables rendering of section comment indicators. This setting does not affect the core functionality, only used to decide whether to show the triangles, when the item is in read-only mode. It does also not affect edit mode including inline editing. (Triangles always show up while editing the wiki field.) This setting is available since codebeamer 10.0 release.
  • Show Upstream & Downstream Reference arrows on hover - codebeamer displays arrows in tracker views indicating if an item has upstream (CB:/displayDocument/1559650412139.png?doc_id=6974175&version=1&raw=true&history=false&notification=false) or downstream (CB:/displayDocument/1559650575926.png?doc_id=6974177&version=1&raw=true&history=false&notification=false) references. By default, these arrows are always displayed in Table View, Document View, and Document Edit View. If the checkbox for the Show Upstream & Downstream Reference arrows on hover option is selected, reference arrows are only displayed next to a tracker item if you hover over that specific item with your mouse pointer.
  • Enable Sticky Headers - When checked, table headers on Report and Table View pages stick to the top of the page while scrolling down. This setting is available since codebeamer 10.0 release.
  • Size of Reference Autocomplete History - Defines the length of the most recent values list stored for each tracker field. Default is 5. See Tracker Relations page for more information about the related feature. This setting is available since codebeamer 10.0 release.
  • Copy Attachments when creating a new Referring Item- this option specifies if attachments are copied from the original work item to the referred item by default when creating a new downstream reference. The following options are available:
    • Always ask - the system always asks for a confirmation about copying attachments when creating a new downstream reference for a work item.
    • Automatically copy - the system copies attachments automatically from the original work item to the new downstream reference.
    • Do not copy - attachments are not copied from the original work item to the new downstream reference.
  • Tracker transition execution settings - Controls how workflow transitions are executed. In some cases it is possible to execute a transition without human interaction (when the item has no empty mandatory field). We call such executions Quick transitions. This option has three possible values:
    • Use Tracker Default - Uses the configuration of the Tracker
    • Always use quick transitions - Overrides the Tracker configuration: all transitions are executed quickly if possible
    • Always open an overlay editor when executing transitions - Overrides the Tracker configuration: always opens an editor dialog, even when the transition could be executed quickly

Agile Settings

The following options are available in this section:

  • Show Product Backlog by opening Planner - this option specifies if the Product Backlog is displayed on the main Planner area by default when you open a release or sprint in the Planner.
  • Default View for Releases -this option specifies the default view for the Release tracker. The following options are available:
    • Release Dashboard
    • Planner

Report / Tracker View Settings

The following option is available in this section:

  • Expand Default Views section by default on View Picker overlay: this option specifies if the Default Views section is expanded by default when opening the View Menu of a tracker:


Document & Document Edit View Settings

The following option is available in this section:

  • Edit Item when double clicking on Document View: enabled inline editing of summary and description on document view.

Menu Customization

This function is available since codebeamer 10.0 release.

Users can change the visibility and override labels of tabs in the top menu bar. These changes only affect the user and are not visible to others.



To edit a tab label:

  1. Click on the user name on the top of the page.
  2. Click on Preferences in the menu.
  3. Click on the Menu Customization accordion.
  4. Hover over a label. A small pencil icon appears. Click on it.
  5. Edit the label in the text field.
  6. [Save] the changes
User-defined labels take precedence over labels defined in a project.

The customized label has a small information icon. Hovering over the icon shows the default label. This value is the project default, if the user opened the user preferences from a project context (page within a project like Trackers page) and the project admin modified the tab label. Otherwise, system default is displayed.


To edit a tab's visibility:

  1. Click on the user name on the top of the page.
  2. Click on Preferences in the menu.
  3. Click on the Menu Customization accordion.
  4. Select the checkbox next to the label.
  5. [Save] the changes.
Users cannot override visibility settings defined on project level. It is not allowed to modify the visibility of tabs considered important system features, but users can still rename those as well.

Email Delivery Customization

This feature is available since codebeamer 22.04 (Felicity).

Users can control what type of email notifications they receive from the system. To enable these settings, the appropriate Application Configuration should be set. For more information, see: Application configuration.

Add the following section to System Admin ► Application Configuration:

"emailPreferences" : {
    "emailPreferenceSettingEnabled" : true
}

Given the appropriate configuration, Email Delivery Customization settings are available on the Users Preference page:

CB:/displayDocument/1651238264606.png?doc_id=22229044&version=1&history=false&notification=false

The following type of email notifications are configurable (by default all type of emails are enabled):

  • Association created
  • Comment created
  • Tracker Item created
  • Tracker Item updated
If a user is subscribed to a Tracker Item with the Follow action, email notifications are sent when the given Tracker Item is updated, irrespective of notifications turned off for Tracker Item updated.