Working With Views, Feeds, and Reports → Working With Feeds → Creating Calendar Feeds

Creating Calendar Feeds

You can create Calendar feeds that show work items in a calendar format based on data in Date/Time fields. For example, you can show work items on a calendar based on a Due Date field.

Calendar feeds are based on single applications, but you can add multiple calendar feeds to a global or application view. This enables you to clearly see date-based information for items across all applications.

Use feed criteria to filter work items shown in the a calendar as needed. (Data returned by feeds is dependent on each user's privileges to view and work with work items.)

To create a Calendar feed:

  1. Use one of these methods to open the New Feed page:
    • Select the user image in the upper right corner, select Settings, and then click Feeds. Click the New Feed link, and then click Calendar Feed.
    • Select Home, and then click Customize(image). From a new or existing Calendar view, the New button.
    • Select a pinned application or application group, and then click Customize(image). From a new or existing Calendar view, the New button.
  2. Select the application from which feed data should be returned. (If you are creating the feed from a single application context, only that application is available.)
  3. Click Next.
  4. Select an option to filter the projects from which work items are returned, based on the feed's application context:
    • Selected projects

      Select to return work items from selected projects, and then select the projects.

      To add a single project, hover over the project, and then click the Plus sign.

      To add a project and all of its subprojects, hover over the parent project, and then click the check mark (image).

      You can also add parent projects, and then select the Include sub-projects check box.

    • My Projects for user viewing the feed

      Select to return work items from user's the preferred projects list.

    • No filter

      Select to return work items from any project within the feed's application context.

  5. Select an option to filter work items by owner:
    • User viewing the feed

      Select to return items owned by the user viewing the feed.

    • Selected groups and users

      Choose to return items owned by a specific set of groups (image) or users (image).

    • No filter

      Select to return items owned by any user.

  6. Select the Include secondary owners check box to return items that the selected users own with other users along with items they primarily own. Clear this check box to return only items the selected users are primarily responsible for.
  7. Click Next.
  8. Click Add to add one or more search filters based on work item fields. Use these guidelines:
    • For each filter, you must specify a field, an operator, and value criteria. The operators and value options that are available to you depend on the selected field type.
    • For feeds based on all application, field choices are limited to system fields, such as Submitter and Active/Inactive.
    • Multiple criteria use "and" operators. For example, a feed that has these filters:

      Submitter in Chad Release Engineer

      Submit Date > Starrtof_thisyear

      Returns work items that Chad Release Manager submitted AND the submit date is greater than the start of the current year.

  9. Click Next.
  10. Set display options, as follows:
    • Event Start Field/Event End Field

      Select fields that represent the start and, optionally, end dates for work items you want to view.

    • Event Colors

      Choose a default event color for all calendar entries. You can also choose a selection- or user-type field from the Field Event Color list, and then specify a different color for each selection or user. For example, select a Release Engineer field, and select a different color for each user assigned to this field. This enables you to quickly see who owns different items.

    • Event Icons

      Select a default event icon to show for all work items. You can also choose a selection- or user-type field from the Field Event Icon list, and then specify a different icon for each selection or user.

    • Display Format/Display Fields

      Use these options to determine which information is shown on the calendar for each work item. By default, Value Display Format is selected. Your administrator defines which information in included in the value display format. Clear this check box to choose up to two different display fields.

  11. Click Next.
  12. Provide the following information for your feed:
    • Name

      Provide a name for your feed.

    • Visibility

      Set the feed as private or public. Private feeds are visible only to the author; public feeds can be viewed by others users, but only the author and administrators can modify public feeds.

    • Description

      Text provided here is shown to users when the select feeds for their views.

  13. Save your changes.
    Note: Calendar feeds created in the Serena Work Center cannot be used in the SBM User Workspace. Similarly, Calendar feeds created in SBM User Workspace cannot be used in Serena Work Center.
The feed can now be added to Calendar views. For details, refer to Using Calendar Views.

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