Creating Activity Views

To create an activity view:

  1. Select All or a pinned application or application group. This determines where the view you create will be available.
  2. Do one of the following:
    • Click Activities in the side menu, and then click the Create Activity button in the content pane.
    • In the side menu, open a pinned activity view, and then click the Create New Activity icon (image).
  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:
  5. Use the Filters tab to define the drill-down tabs that are displayed at the top of the view. The fields you add are also added to the Sort menu in the activity view. 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 can 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. Select the Field name check box to display the field name for any fields that you add.
    • 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 List.
  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.

Customizing Filters for Activity Views

You can add and remove filters from personal views and shared views. The filters appear as tabs at the top of the view. 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 filters 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 List

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 fields 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 list 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.