Calendar Feeds

To create a calendar feed:

  1. Use one of these methods to open the New Feed page:
    • Create or edit a calendar view, and then click New in the feeds area. Select Calendar Feed.
    • Click the user icon in the corner of Work Center, select Settings, and then click Feeds. Click New Feed, and then select Calendar Feed.
  2. On the Select Applications tab, select the application or auxiliary table from which feed data should be returned. (If you are creating the feed from a single application context, only that application is available.)
  3. If you selected an application table in the previous step, the Select Projects tab appears. Select an option to filter the projects from which work items are returned, based on the feed's application context:
    • No filter

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

    • Selected projects

      Select this option to return work items from selected projects. Search for projects by name, if necessary.

      You can optionally select the Include sub-projects check box. This does not add sub-projects to the Selected projects list, but work items from sub-projects will be included in the results at runtime.

      In the list of available projects, hover over a project, and then click the Plus sign to add a single project. To add a project and all of its sub-projects to the Selected projects list, hover over the parent project, and then click the check mark (image).

    • My Projects for user viewing the feed

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

  4. If you are creating a feed for an application table, the Select Owners tab appears. Select an option to filter work items by owner:
    • No filter

      Select to return items owned by any user.

    • 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).

  5. Select the Include secondary owners check box to return items that the selected users own with other users (in addition to items they primarily own). Clear this check box to return only items the selected users are primarily responsible for.
  6. On the Set Criteria tab, click Add to add one or more search filters. 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.
    • Multiple criteria use "and" operators. For example, a feed that has these filters:

      Submitter in Chad Release Engineer

      Submit Date > Starrtof_thisyear

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

  7. On the Set Display Options tab, provide the following:
    • Event Start Field/Event End Field

      Select fields that represent the start and, optionally, end dates for 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 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 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.

  8. On the Preview Feed tab, review the items that are returned by the feed in a listing report format.
  9. On the Save Feed tab, 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.

      Note: If you plan to share a view with other users, the feeds in that view must be set to public.
    • Description

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

  10. Save your changes.
    Note: Calendar feeds created in SBM Work Center cannot be added to Multi-Calendar reports. Similarly, Calendar reports cannot be used in Calendar views in SBM Work Center.