Configuring Views and Dialog Boxes

Serena Release Control is designed so that most unique user interface needs can be met by configuring the underlying SBM objects. Reports and auxiliary table items populate much of the interface and the workflow transitions determine the action buttons used to progress the release items through their lifecycles. Embedded report widgets also provide a way to change UI information.

What Can You Change?

You can change the views and dialog boxes as follows:

Change the values provided in selection lists and search fields.
Edit the reports used to display information in tables.
Show and hide columns in tables.
Save reports with a different name.

CAUTION! You must change the report name by saving in place and retaining the report reference name. Otherwise, the view that uses that report will no longer be displayed without additional changes to the underlying shell UI JavaScript.

What is the Impact?

Possible impacts for changing dialog boxes are as follows:

If you change reports for the views and dialog boxes, you must make sure the columns display properly in the tables, which by default use the flexigrid.htm layout.
Most of these reports are used for multiple views. You must ensure that the changes you make are appropriate for all the places the information is displayed.
If you change the name of the report incorrectly, the view that uses that report will be displayed incorrectly.

How Do You Change It?

To change information displayed in a selection field:

From the Serena Release Control standard SBM user interface navigation pane, click the Search link, and then click Manage Data.
Update the table for the selection field with the entries you need.

To change information displayed in a table:

From the Serena Release Control standard SBM user interface, view and change the report that populates the table information you want to change.

The default implementation of Serena Release Control reports provided for views and dialog boxes are listed in the following table.

View	Report	Report Reference Name
Release Train	ApplicationReleasesInTrain	application.releases.in.release.train
Release Train	Assigned Requests for Change	RCF.assigned
Application Release	PackagesInAppRelease	release.packages.in.application.release
Application Release	Assigned Business Change Requests	BCR.assigned
Release Package	DCR Projects Assigned to a Release Package	DCR.projects.assigned.to.RP
	DU Projects Assigned to a Release Package	dimCM.projects.assigned.to.RP
	ZMF Projects Assigned to a Release Package	ZMF.projects.assigned.to.RP
	Assigned Development Change Requests	DevChRequest.assigned
	Assigned Deployment Units	DepUnits.assigned
	Assigned Tasks	Task.assigned
Deployment Process Template	Template Tasks	task.template

Verify that the updated report information shows properly in the associated UI.
To show or hide columns of information returned from the report, click the down-arrow beside the last column heading and then select or deselect column names in the list.

Documentation References

Complete documentation on configuring tables in SBM is in the Serena Business Manager System Administrator Guide in "Table Configuration".
Complete documentation on managing reports in SBM is in the Serena Business Manager User’s Guide in "Working with Reports".