Creating a view

Views give teams insight into the state of the key artifacts. The key artifacts can be test cases, requirements, work items, and design models. For example, the V Process view shows the lifecycle of the artifacts, from system design to item integration and test.

Before you begin

You must have permission to create views or you cannot use the views editor.

Creating views is a specialized customization. You must be able to modify or create SPARQL queries, visualize view layouts, modify X/Y coordinates, manipulate resource types, and more.

For help with creating custom views for your team, contact your IBM® service representative.

About this task

You can either create a view from scratch or from an existing view. In the following steps, you can use the editor to create a view that is called Simple from an existing view. The editor is an easy way to control the data in the view, and the look and feel of the view. Learn about the editor by hovering over the small question mark to the right of Page Properties and Properties.

Alternatively, you can build a view by using artifact elements, which are containers that automatically gather information that you can use to build a view. Use artifact elements as building blocks to visualize the data you need to track. Instructions for building a view with artifact elements is available in the View editor, on the view canvas. The online directions are displayed after you create a view (Views > Create View).

After you complete the steps, the view will look like this image, but it will contain your data:

This image is an example of what the "Simple" view looks like after you complete the following steps.

Procedure

  1. Create a view that is called Simple. In My or Shared Views, click Create View in the icon bar in the upper right.
  2. In the Create a view dialog box, set up the view.
    1. Give the view a name of Simple.
    2. Save the view in My Views.

      Save the view in your private views folder until you thoroughly test the view and are satisfied with the results. After your testing is completed, then share the view with your team, if appropriate.

    3. Set the kind of view to be created. This view will be empty, so do not change the Create empty view setting.
    4. Click Finish and the Simple view opens.

      The view is empty, so the Quick view set up assistance text is displayed. Follow the steps in the assistance to create Simple from scratch. Use the instructions for "Starting with prepopulated artifact elements."

      The artifact elements contain queries that gather the artifacts you want to display in your view, so you do not need to create or edit the SPARQL query to gather necessary artifacts.

  3. Edit the connectors to make them more visually unique.
    1. Still in the Connections dialog box, change the connector arrows by setting the UI Type to roundConnection.
    2. Change the connector color in UI Parameter by changing the value of stroke to orange.
    3. Save your changes by clicking OK.
    4. You can change many other properties by using the Page Properties editor, such as background, user interface types, and artifact nodes.
  4. Save the view.
  5. Create a report to collect information and display it visually as a printed or PDF report.

    To run a report on the Simple view, see Running and printing a report to show the status of artifacts

  6. If you are satisfied that the view results are valid, share the view.
    1. In the My Views screen, hover over the Simple view and click the Move or Copy Selected Views icon on the far right.
    2. Choose to copy the view into a folder in Shared Views, and then click OK.
    3. The view is available to everyone in Shared Views.

What to do next


Feedback