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Idea New UX - Board View Create flyout - default view

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Article ID: 189045

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Updated On:

Products

Clarity PPM On Premise

Issue/Introduction

Can the admin edit the default values being shown in the Create - details section of the Board View? We would like to be able to configure the Create flyout with our own default fields

Environment

Release : 15.7.1, 15.8 and higher

Component : CA PPM PROJECT MANAGEMENT

Resolution

The setup for the Create View is possible starting 15.8.0 where you have Default Views.

What you have to do is the following:

  1. Go to Ideas - Board view
  2. Click on any of the board cards in the bottom half
  3. Select Details - then Configure
  4. Configure the View as you'd like it it
  5. Save the View
  6. Once Saved, you can set it up as Default and call it Create View or something like this.

The users will have to select it before clicking on + to create a new idea.

Example:




Additional Information

Note: On lower versions it is possible to create a view but it will not be possible to set it up as Default, the users will have to pick it up

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