Creating Work Item Feeds for Activity Views

You can create work item feeds that show items based on search criteria from all applications or a single application. You can create private feeds or feeds that you can share with other users.

Use feed criteria to filter the list of work items as needed. Data returned by feeds is dependent on each user's privileges to view and work with items.

To create a work item feed:

  1. Use one of these methods to open the New Feed page:
    • Create or edit an activity view, and then click New in the feeds area.
    • Click the user icon in the corner of Work Center, select Settings, and then click Feeds. Click New Feed, and then select Work Item.
  2. On the Select Applications tab, select one of the following:
    • No Filter

      If this option is selected, work items that meet the rest of the feed criteria are returned from all applications, depending on the feed creation point. For example, if you create the feed for a view in an application group, work items from all applications in that group are returned.

    • Select an Application

      Select a single application from which work items will be returned.

    Note: Application options cannot be changed once you save a feed.
  3. On the Select Projects tab, 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 the user's preferred projects list.

  4. On the Select Owners tab, 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 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 applications, 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.

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

  9. Save your changes.