Filters and views in modules

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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. Module views are a simple way to filter content from the module and can help you reuse and share requirement artifacts. Using consistent sets of criteria, module views are 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 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 box, 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 to link the module view to development and test plans, 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. To easily identify and retrieve a view, select the Make this view preferred check box. When a view is marked as a preferred, it appears in bold font in the View column and is also the default view that is displayed. If you have multiple preferred views, the default one is chosen by a predefined algorithm.
  8. Enter a description to summarize the contents of the view.
Tip: You can also use the Edit View option 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, enter the module ID or module name that contains the module view in the Search View field.

Important: 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.