Configuring the Field and Its Behaviors in Work Item Management
If review check items need to be used in work items, you need to add a review check item field for the corresponding work item type in the project and configure the behaviors of the field on the creation and details pages. Work item types include RRs, SFs, IRs, SRs, ARs, tasks, and bugs.
Prerequisites
- A project has been created.
- You have the permission to set work item templates on the work configuration page.
Adding a Review Check Item Field to a Work Item Type
- Go to the project details page.
- Choose Settings > Work Item > Work Item Management.
- Add a review check item field to a work item type.
- On the Fields page, select the work item type, for example, Raw Requirement(RR), to which you want to add a review check item field.
- Click Add Field. The Add Field window is displayed.
- Click the Field Name drop-down list. The review check item fields added in Configuring a Field of the Review Check Item Type are displayed in the list.
- Select a review check item field from the Field Name drop-down list. Retain the default values for other parameters.
- Confirm the settings. The field is added.
New field information will be displayed at the bottom of the field template list and in Common Field.
Configuring the Behaviors of A Review Check Field on the Creation Page
If you have special requirements for the behaviors of this field on the creation page (for example, you want this field to be mandatory on the work item creation page), you need to configure the behaviors of this field on the details page in the field template.
- Go to the project details page.
- Choose Settings > Work Item > Work Item Management.
- Configure the behaviors of a review check item type field on the creation page for a work item type.
- On the Fields page, select the desired work item type, for example, Raw Requirement(RR).
- In the Fields list, set the parameters of the review check item fields by referring to Table 1.
Table 1 Field template parameters Parameter
Description
Display During Creation
Specify whether to display the field on the creation page.
- If the switch is toggled on (
), the field is displayed on the creation page. - If the switch is toggled off (
), the field is not displayed on the creation page.
Required
Specify whether the field is mandatory on the creation page.
- If the switch is toggled on (
), the field is mandatory on the creation page. - If the switch is toggled off (
), the field is optional on the creation page.
Default Value
Unavailable for review check item fields. Therefore, you do not need to set it.
- If the switch is toggled on (
Configuring the Behaviors of A Review Check Field on the Details Page
If you have special requirements for the behaviors of this field on the details page (for example, you want this field to be mandatory on the work item details page), you need to configure the behaviors of this field on the details page in the status flow.
- Go to the project details page.
- Choose Settings > Work Item > Work Item Management.
- Configure the behaviors of a review check item type field on the details page for a work item type.
- On the Status Flow page, select the desired work item type, for example, Raw Requirement(RR).
- Click Edit. The status flow configuration canvas for the work item type is displayed.
- Click the status node to be edited. On the displayed page, configure the status.
- Field Configuration is enabled by default. If it is disabled, fields cannot be edited. You need to enable it first.
- If there is no review check item field, click Add Field. In the displayed Add Field dialog box, add a field.
- Configure the behaviors of a review check field on the details page. Find the review check item field in the field configuration list. Set attributes, including Visible, Editable, Required, and Role to Edit, for the field in the current status.
Table 2 Field configuration items Attribute
Description
Visible
Set whether to display the field on the work item details page. Other configurations are available only after this option is selected.
Editable
Set whether the field is editable in a work item of the current status.
Required
Set whether the field is mandatory in a work item of the current status. If the field is mandatory, it will be marked with an asterisk (*).
Controlled or Not
Review check item fields cannot be controlled. You do not need to set this attribute.
Role to Edit
Select a role from the drop-down list. The options are Default and Custom.
- After the field attributes are configured, click Update Status Flow.
If the updated custom status flow is the currently used one, you can use it in projects that use the work item type.
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