Configuring the Inbox

Serena Release Control uses SBM reports to display the action item information in your inbox views.

What Can You Change?

You can change the reports displayed in the inbox as follows:

Change the reports that populate the inbox.
Save reports with different names.

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?

If you change the inbox reports, the list of items in the My Inbox page changes according to the new report criteria.
These reports may be 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?

You can change the associated reports to change the information shown in the inbox.

To change reports for the inbox:

From the Serena Release Control standard SBM user interface, select the process app for which you want to change a report, such as RTrain.
From the Reports section of the navigation pane, search for all reports.
Select the report you want to change, make your changes, and then click Save.
Overtype the existing name with a new name, making sure that you do not change the report reference name.
Repeat for all Serena Release Control process apps for which you want to change My Inbox page reports.

The default reports for each inbox selection are shown in the following table.

Section	Entity	Report Name	Report Reference Name
My Action Items	Release Trains	train Assigned To Current User	train.inbox
	Application Releases	application Assigned To Current User	application.inbox
	Release Packages	package Assigned To Current User	package.inbox
	Deployment Tasks	task Assigned To Current User	task.inbox
	Deployment Process Templates	Template Assigned To Current User	templates.owned.by.current.user
	Environments	Environments owned by Current user	environments.owned.by.current.user
Manage All Items	Release Trains	Train All	train.all
	Application Releases	Application All	application.all
	Release Packages	Package All	package.all
	Deployment Tasks	All DT	task.all
	Deployment Process Templates	Templates All	templates.all
	Environments	Environments All	environments.all

Documentation References

Documentation on managing reports in SBM is in the Serena Business Manager User’s Guide in "Working with Reports".
Documentation on referencing reports in SBM is in the Serena Business Manager SBM Composer Guide in "Referencing a Report".