Introduction To Change

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

The Change page allows users to view, search and filter their Changes. Changes represent any features, change requests, enhancements and additional scope items that are developed and deployed to Systems within your organization.

Open a Change (by clicking the blue linked ID or Name) to view, edit or delete it.

See how to Add Or Edit Changes. Or Bulk Lock Or Unlock Changes.

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

Change August 7 2017

Live Search searches Name.

To use Live Search:

  1. Go to Releases > Change.
  2. Type your search query into the Live Search field. Your search results will appear as you type.
    Press Enter to immediately perform the search.

The grid column selector is the set of search fields and menus at the top of the data columns, under the column headers.

Change grid column filter August 7 2017

To filter Changes:

  1. Go to Releases > Change.
  2. If the grid column filter is a:
    1. Search field: Type a search term.
    2. Drop down menu: Click to select a list item.
    3. Combo box: Click to select one or more checkboxes.
      Now, the Changes Priority and Raised By columns have combo boxes instead of drop down menus.
    4. Date field: Select a date and click Done.
  3. Press the Enter key to run the filter.

To clear a filter, click the gray cross Gray cross or select Action > Clear Grid Column Filtering to clear all the filters.

Changes grid has a new column that shows which user or user group has been Assigned To each Change. This column is hidden by default. Reveal it by following the procedure below.

Change page has a number of default columns but it is possible to add more (including the new Lock/Unlock column).

To show or hide columns using the grid column selector headings:

  1. Hover your mouse cursor over the right-hand side of a header until the header menu button appears.
    Header Menu Button
  2. Click the header menu button and select Columns.
    Header menu
  3. Click to select column checkboxes.
    Change columns
    Now you can select a new column: Parent Release ID.

Users can now edit Change Custom Fields directly in the Change grid by clicking on a cell.

When Change Custom Fields columns are visible in the Change grid (see Show or Hide Columns using the Grid Column Selector above) they can now be edited by clicking on the cells, similar to Microsoft Excel.

All the functionality associated with Change Custom Fields will occur when they are updated in this way, including sending emails through the Email Template Wizard.

To update Change Custom Fields directly in the Change grid:

  1. Go to Releases > Change.
  2. See Show or Hide Columns using the Grid Column Selector above if Change Custom Fields are not showing as columns.
  3. Go to the Change Custom Fields columns. (Usually located on the right-hand side of the page.)
  4. Click a cell in one of the Change Custom Fields columns:

    • The cell can be edited and saved, just like a cell in Microsoft Excel.
    • Click outside the cell to save your update.
      Drag and drop custom fields are not editable from the Change grid
    • Click refresh on your browser if you are experiencing problems using the feature for the first time.
    • The usual user permissions still apply.

To add custom field columns to the Change page:

  1. Go to Releases > Change.
  2. Select Grid Column Selector from the Action drop down menu.
  3. Drag and drop custom fields into Selected Columns.
    Fields in Grid Column Selector containing a padlock Padlock Locked Custom Field have been locked by administrators using Change Custom Fields.
  4. Click Save & Close.
    The selected custom fields will appear as new columns to the right of the Release Date column.

To remove custom fields columns:

  1. Go to Releases > Change.
  2. Select Grid Column Selector from the Action drop down menu.
  3. Drag and drop custom fields from the right-hand panel into the left-hand panel.
  4. Click Save & Close.

Click the Filter By buttons to filter by:

  • My Portfolio Association: Show Changes for your portfolio association. Check which portfolio association you belong to in Settings.
  • I’m a Stakeholder: Show Changes for which you are a stakeholder.
  • All: Show all Changes.

Query Builder allows users to create and save their own private searches and use public searches. (Users must have the Create/Delete Change Public Query Builder user permission to create, edit or delete public queries.)

Click the right side Query Builder buttonGrid column filter button to open the quick access menu, which lists private and public queries.
QB drop down

To use Query Builder, click the funnel-shaped button Funnel-shapped Filter button on the Change page. See Manage Query Builder for more information.


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