You can customize the structure of the work item editor
by defining tabs, sections, and presentations. Sections are areas
of related content on tabs. Presentations identify the work item attributes
that appear on sections. The structure applies to both the Rational Team Concert™ client
and the Web interface.
About this task
An editor presentation is associated with a work item type.
After you create or modify an editor presentation, you bind it to
a work item type by using the Editor Presentation Bindings aspect
editor. If a work item type does not have its own editor presentation,
it uses the default editor presentation defined for its type category.
You
can re-use tabs and sections. If you re-use a tab or section that
is shared with other editor presentations, any changes that you make
to it appear in the other editor presentations as well. An alternative
approach is to create a duplicate tab or section. Changes that you
make to a duplicate tab or section are limited to the current editor
presentation.
- In the Team Artifacts view, right-click
the project area and select Open.
- Click the Process Configuration tab.
Expand Project Configuration, then Configuration
Data, and then Work Items. Click Editor
Presentations. To create an editor presentation, click Add
Presentation. Enter an ID for the presentation and click OK.
Define the editor presentation in a hierarchical manner. Define tabs
first. Then define the sections that appear on each tab. Finally,
define the presentations that appear in each section.
Click Add
Tab. In the Title field, enter
the name that you want to appear on the tab in the Work Item editor.
Select one of the existing layouts. To re-use an existing tab definition,
select Reuse Existing Tab and select a tab
ID from the list. Otherwise, select Create Tab Id and
enter an ID. Click OK to save the tab definition.
Click Add
Section to add a section to the tab that you just defined.
In the Title field, enter the name that you
want to appear on the page in the Work Item editor. To re-use an existing
section definition, select Reuse Existing Section and
select a section ID from the list. Otherwise, select Create
Section Id and enter an ID. Click OK to
save the section definition. Click OK to save
the section definition.
Click Add Presentation to
add a presentation to the section that you just defined. If the presentation
will be referenced from elsewhere, such as by a link from the Quick
Information section, enter an ID for the presentation in the Id field.
In the Attribute field, select an attribute
to add to the section. You can use the predefined attributes or you
can use custom attributes, which you define in the Work
Item Types aspect editor. You can further configure some
presentations by adding properties, such as readonly.
Click OK to save the presentation definition.
You
can configure the work item editor header by adding presentations
to the Header Section. The configured presentations
are displayed in one row across the top of all tabs of the work item
editor.
To configure a Quick Information section, add a Quick
Information presentation. In the presentation definition, add a property
named quickinformationConfiguration and set
the value to the name of the Quick Information configuration. Use
the Quick Information Configuration aspect
editor to create a configuration.
- Click Save to save your changes.
- Click Editor Presentation Bindings.
Select the editor presentation ID and the work item type to bind it
to. You can bind editor presentations to each of the following editors:
- Work Item Editor – primary editor
- Inline Work Item Editor – inline editor in the query results of
the Web UI
- Lightweight Work Item Creation Dialog – presentation section in
Deliver and Resolve wizard
- Plan Editor Preview – plan preview used for the plan editor preview
pane (Eclipse client) and the inline editor in the plan (Web UI)
- Click Save.