Filters and views in modules

In modules, you can modify the column settings, filter the artifacts that are shown, and then save the column and filter settings as a view. You can modify columns to show specific attributes or link types, and you can filter by artifact type, artifact tags, attribute values, and link types.

You can filter artifacts in modules by using the same techniques that you use on the Artifacts page and the Collections page. When you filter artifacts in a module, the filter summary displays the number of the filtered artifacts. You can name and save views, including the column settings and filtering criteria. For more details, see Filters and views.

Module views

Module views are a subset of the module content. It is a simple way to filter out content from the module and helps reuse and sharing of requirement artifacts. Using consistent sets of criteria, its is a quick method to share common requirement entries across the team. You can create a personal view for private use, or a shared view for use by the project team. When you create a view in a module, you can either show the view in only the current module or in all of the modules.

To create a module view:

  1. Select an artifact or entry within the module.
  2. In the View column to the left, click Save as new view Save as new view.
  3. In the New view dialog, enter a name.
  4. Under Type, select Personal or Shared.

    Any project member can create a personal view for private use. A shared view is a view that can be used by all project members. Shared views can only be created or changed by an administrator or a user who has the required permissions.

  5. Select where you want this view to be visible: Just this module, All modules of this type (Module Specification), or All modules.
    Tip: If you plan on linking the module view to development and test plans, make sure to select Shared in step 4 and Just this module in step 5.
  6. In the Who can see this view option, select the roles. Users must have at least one role in the artifacts process area that is also assigned to the view.
  7. You can check the Make this view preferred box, to easily identify and retrieve a view. When a view is marked as a preferred, it appears in bold font in the View column and also it is the default view that gets displayed. If you have multiple preferred views the default one is chosen by a pre-defined algorithm.
  8. Enter a description, to summarize the contents of this view.
Tip: You can also use the Edit View, to select roles, modify the view name, or make the view preferred.

With module views, you have more control over which artifacts in a module are available for reuse or linking. To find a module view quickly, use the module ID or module name that contains the module view in the Search View field.

Important: If you use IBM Cognos Business Intelligence to generate data warehouse reports that include module views, those views might not contain the latest content. Module views are loaded as collections into the data warehouse during the ETL process. A view can become outdated if someone updates its contents without editing the view itself. To ensure that these module views contain the latest content, you can add them to a list in the Refresh Module Views section. You must have permission to add views to the list. Click Manage Project Properties > Module Views, and in the Refresh Module Views page, add the views to the list. When you add a view to the list, it is shown only if it is unique to the module and is shared.