Creating Activity Views

To create an activity view:

  1. Select Home or a pinned application or application group. This determines where the view you create will be available.
  2. Do one of the following:
    • Select an existing activity view, such as My Activity, and then click the Create New Activity icon (image).
    • Click the Manage Views icon (image), and then select Activities header. Click the blue plus sign on the Activities menu header or the Create Activity button in the content pane.
  3. Provide a name and description for the view. Users you share the view with can search for it using the information you provide here.
  4. Select the Feeds tab, and then:
    • Click New to create a new activity feed and add it to the view. For details, refer to Creating Activity Feeds.
    • Click Select to add an existing activity feed to the view.
  5. Use the Filters tab to organize the drill-down tabs into categories and to add fields to the Sort menu. For activity views with multiple applications, you can organize tabs for each context. Once you select a filter context, you can:
    • Add Filters

      Hover over a field in the palette, and then click the plus (+) sign.

    • Remove Filters

      Hover over a field, and then click the minus (-) sign.

    • Reorder Filters

      Drag and drop filters to place them in the order they should appear in the view.

    To learn more about filter contexts, refer to Customizing Filters for Activity Views.
  6. Use the Fields tab to organize the data that is shown in for each work item returned in the view. For activity views with multiple applications, you show different fields for each context. Once you select a filter context, you can:
    • Choose to display each item's title and description, if available. Also choose to display labels for the fields that are shown for each item.
    • Drag and drop up to three fields from the palette to always show them for each item.
    • Drag and drop additional fields from the palette to show them when you expand an item view.
    Tip: Drag fields to reorder them in the work item view. To increase or decrease the cell size, hover over the cell, then click the blue arrow.

    image

    To learn more about field selections for the work item view, refer to Customizing the Work Item View.
  7. Optionally, click the Sharing tab to select users, groups and resource teams to share the view with. For details, refer to Sharing Views.
  8. Save your view. If you created the view using the Create menu, the view is automatically added to the menu in the navigation pane. If you created it from the Manage Views page, hover over the view in the list, and then click the star to add it to your menu.

Customizing Filters for Activity Views

You can add and remove filters from your personal views and shared views. If you are not the owner of a shared view, you can add filters and remove filters you added, but you cannot remove filters added by the view owner.

The list of available fields that you can use for filter tabs and the Sort menu is primarily determined by the activity view's context and the feeds included in the view:

The blue circle indicates that filters have been customized for that context.

Note: Multi-Selection, Multi-Relational, and Multi-Group fields cannot be used as activity view filters.

Customizing the Work Item View

You can choose which fields to show for each work item in the list. If your view spans multiple applications, you can choose to show different data for work items for each application.

You can add and remove display fields from your personal views and shared views. If you are not the owner of a shared view, you can add fields and remove fields you added, but you cannot remove fields added by the view owner.

The list of available fields that you can use to customize the work item view is determined by the activity view's context and the feeds included in the view:

For either context, you can also choose to show the special Last Updated and Last Transition fields. Note that the values for these fields default to the item's Submitter value if the Last Modifier and Last State Changer system fields have not been added to the application.

The blue circle indicates that display fields have been customized for that context.