Hide if and Mandatory if formula

From codeBeamer 9.5 you have the ability to hide fields or make the fields to mandatory of a Tracker Item by using a computed formula. You can use the same expression language as you use for Computed field formulas.

Hide if formula

Set Hide if formula

Go to Tracker Configuration page Fields tab and select a field. Below the Computed as row you can see a Hide if row where you can type your own formula. Please note that Hide if formula is not available for Summary and Description fields.

In this example we use the Requirement tracker of the Agile-Scrum Smart Template. We set the following Hide if formula for the Resolution field:

categories[0].name == 'Information'

It means that if the value of the Type choice field (which has the property name categories) set to Information, the Resolution field and its value will be hided immediately.

Same as

Once you set at least one Hide if formula, you are able to use the same for other fields too. Select a field where you want to copy the Hide if formula and check the checkbox.

In this example we use the same Hide if formula for Complexity field as for Resultion field. The formula will be copied to the textarea in read-only mode.

Affected pages

• Tracker Item Edit page: while editing the field values, the Hide if formula will be checked immediately. If some fields should hide or show because of the formula, the affected fields will flash with yellow background.
  
• Tracker Item Details page: after using inline edit, the affected fields will be hided or shown according to the Hide if formulas.
• Document View / Planner right Issue properties section: after using inline edit, the affected fields will be hided or shown according to the Hide if formulas.

Handling mandatory fields

You can use Hide if formula and mandatory field at the same time, but the behaviour can vary if a field is hided or shown because of the set Hide if formulas.

If a field is mandatory, but it is hided because of a Hide if formula, the mandatory check will be skipped, and so the mandatory field value could be empty. Once the field get shown, the mandatory check will apply.

Mandatory if formula

From codeBeamer 20.11 you have the ability to make fields mandatory of a Tracker Item by using a computed formula. You can use the same expression language as you use for Computed field formulas.

Set Mandatory if formula

Go to Tracker Configuration page Fields tab and select a field. Below the Hide if row you can see a Hide if row where you can type your own formula. Please note that the Mandatory if formula is not available for Summary and Description fields.

In this example we use the Task tracker of the Agile-Scrum Smart Template. We set the following Mandatory if formula for the Assigned to field:

namedPriority.name == 'High' || namedPriority.name == 'Highest'

It means that if the value of the Priority choice field (which has the property name categories) set to High or Highest, the Assigned to field value should be mandatory.

Same as

Once you set at least one Mandatory if formula, you are able to use the same for other fields too. Select a field where you want to copy the Mandatory if formula and check the checkbox.

In this example we use the same Mandatory if formula for Reease field as for Assigned to field. The formula will be copied to the textarea in read-only mode.

In that case Assgined to field and Release field will be mandatory if the value of the Priority field is High or Highest.

Affected pages

Tracker Item Edit page

While editing the field values, the Mandatory if formula will be checked immediately. If some fields became mandatory because of the formula, the affected fields will flash with yellow background and the red star will display next to the field label. Table columns are also affected.

In our example, I set the Priority field to Highest, so that the Release and the Assigned to fields became manadatory.

Mandatory check will perform while trying to Save tracker item and user will get an error message if tries to save "normal" mandatory fields or fields with Mandatory if formula without value.

Tracker Item Details page / Inplace edit

Using inline edit on Tracker Item Details page, if user modifies a field value, and some other fields became mandatory because of the Mandatory if formula, a Mandatory field dialog will display which will show the missing mandatory fields and user can add values to that fields as well. So the user can save the modifications in one step.

In our example, I set the Priority field to Highest on Tracker Item Details page. Release and Assigned to fields do not have values. When try to save the modified Priority value, a dialog appears with the missing Release and Assigned to fields (which became mandatory because of the Mandatory if formula).

Save performs only when user fills out the missing mandatory field values in the dialog.

Note: Table fields are not displaying in that dialog.

Edit Mandatory Fields dialog

The Mandatory field dialog will display on the following pages as well, mostly on all of the pages where inplace edit is enabled:

• Table View during inplace edit
• Detailed Panel View right pane properties panel during inplace edit
• Intelligent Table View during inplace edit
• Report during inplace edit
• Planner during inplace edit
• Document View right pane properties panel during inplace edit
• Planner right pane properties panel during inplace edit
• Suspected merge diff overlay

Functionalities with Mandatory if check

The following functionalities will check Mandatory if formula when trying to save Tracker items. Error messages will appear if fields became mandatory because of the formula:

• Document Edit View
• Mass Edit
• Test management functionalities (Test Runner, Test Case edit, etc.)
• Word / Excel import
• Workflow transitions

Disbeld functionalities

Doors and Jira integration is not possible for trackers where there is at least one field with Mandatory if formula. Also, if a tracker is already synchronized with Doors/Jira, the Mandatory if input will be disabled for any fields.

Handling Mandatory if formulas with Hide if formulas

You can use Hide if formula and Mandatory if formula at the same time, but the behaviour can vary if a field is hided or shown because of the set Hide if formulas.

If a field is Mandatory because of the Mandatory if formula, but it is hided because of a Hide if formula, the mandatory check will be skipped, and so the mandatory field value could be empty. Once the field get shown, the mandatory check will apply.