Create Custom Pages

Custom pages allow you to create views that provide quick access to the data you need. You can build a custom page that summarizes
Rally
data in list, chart, or board form, and you can also include data from additional web sites that support your collaborative development processes such as a common wiki, calendar, source code repository, continuous integration server, related blogs, or sites on your own intranet.
Standard Navigation
Personalized Navigation
Custom pages
Custom pages in Personalized Navigation.
You can group a selection of
Rally
apps
into a customized page display. If your subscription administrator has enabled the feature, you may create custom apps using HTML and JavaScript to display reports, graphs, and other information.
Create custom pages for individual user environments, or share them across projects for multiple
Rally
users. Shared custom pages require administrator permissions.
The number of custom pages you can create are defined by the
Rally
edition you are using. Once created, you can edit or delete custom pages as your collaborative needs evolve.
Watch a short YouTube tutorial on how to create custom pages and use your dashboard.

This section includes the following topics:

Create a Custom Page

You can create a custom page in any of the menus.
Any user may create individual custom pages, although only administrators can create a custom page that is shared with one or more projects. Learn more.
Standard Navigation
Personalized Navigation
Custom pages
Custom pages in Personalized Navigation.
  1. In the menu where you would like to put the new page, select the
    plus
    icon.
  2. The Custom Page editor window displays.
  3. Enter the name of your custom page.
  4. If you would like to filter the contents of apps on the page, select one of the
    Show Filter
    options.
  5. Select one of the
    Save
    options to create your page.
  6. Select a page layout option. You can always change this setting later.
  7. Select the
    Start adding apps
    link.
    Start adding apps
  8. Add apps from the App Catalog. When you have finished adding apps, your custom page displays with the apps you selected.

Edit a Custom Page

You can edit a custom page and make changes to the name, sharing, or filtering options.
Any user may create individual custom pages. Only administrators can share a custom page with one or more projects. Learn more.
Standard Navigation
Personalized Navigation
Custom pages
Custom pages in Personalized Navigation.
  1. (Standard Navigation) In the menu containing the custom page, select the
    pencil
    icon.
  2. Select the
    gear
    icon next to the page to be edited.
  3. Select
    Edit
    or
    Page Settings
    . An editor window displays.
  4. Make necessary changes inside the editor window, and select one of the
    Save
    options to confirm.
You may also access the editor window by selecting the
Edit Page
option from the
gear
icon in the upper-right corner of the page.

Delete a Custom Page

As the owner of a personal custom page, you can delete any custom pages that you have created.
Standard Navigation
Personalized Navigation
Custom pages
Custom pages in Personalized Navigation.
  1. Select the menu the custom page resides in.
  2. (Standard Navigation) Select the pencil icon on the tab to edit.
  3. Select the
    gear
    icon next to the page to be deleted.
  4. Select
    Delete
    or
    Delete Page
    .
  5. Select
    Delete
    on the confirmation message.

Copy a Custom Page

You may make copies of a custom page. This is useful for setting up multiple personal custom pages with similar apps, or for personal customization of a shared custom page.
  1. Go to the existing custom page and select the
    gear
    icon.
  2. Select
    Copy Page
    .
    The copied page is moved underneath the same menu as the shared page, with (Copy) before the name.
  3. You may edit the name of the copied page using the
    Edit Page
    option from the
    gear
    icon.

Using a Shared Custom Page

Any user may create individual custom pages. Only administrators can share a custom page with one or more projects. Learn more.
When a custom page is shared, all users in selected projects will see the page available in their menus.
Users of a shared custom page can:
  • View, edit, and interact with data displayed in each app
  • View the settings of apps
  • Copy the shared page as a private page
  • Re-size, move, and sort app columns
  • Data displayed in a shared custom page is dependent on the user permissions you have been assigned for the workspace.
  • Column size, position, and sort order changes made by users are not stored in the custom page. Leaving the page will reset the columns in each app to their original positions.

Filter a Custom Page by an Iteration, Release, or Milestone

You may create a custom page that contains apps linked to a specific iteration, release, or milestone.
  1. When you create or edit a custom page, select the
    Iteration
    ,
    Release
    , or
    Milestone
    options in the
    Show Filter
    field in the custom page editor to enable filtering.
  2. When you display the custom page, an iteration, release, or milestone drop-down menu displays at the top of the page. Use the left arrow and right arrow icons to move the release, iteration, or milestone backward or forward. This determines the timeframe from which the apps are collecting data.

Compatible Apps

The following apps will display data specific to the release or iteration:
  • Custom List
  • Custom HTML
  • Iteration Burndown
  • Iteration Burnup
  • Iteration Cumulative Flow
  • Iteration Defects by Priority
  • Iteration Defects by State
  • Iteration Summary
  • Kanban Board
  • Release Burnup
  • Release Cumulative Flow
  • Release Defect Trend
The following apps will display data specific to milestones:
  • Custom List
  • Custom Board
  • Custom HTML
  • Apps that are not affected by an iteration, release, or milestone filter may also be installed on filtered custom pages.
  • If a custom page is created to show multiple projects across the same app (for example, three instances of Iteration Burndown set to depict the burndown for three different parent/child projects), then configured to show filters for iteration or release, the apps lose their scope to the individual projects and the global project scoping takes precedence. The result is all the apps will then scope to the single global project, and all three charts become identical.

View a Custom Page Full Screen

You may view all apps on a custom page without the
Rally
menus and navigation.
  1. Go to the existing custom page and select the
    gear
    icon.
  2. Select
    View Full Screen
    .
    The display will expand to the size of your browser window.
  3. To exit full screen, select the
    gear
    icon and select
    Exit Full Screen
    .

Custom Page Fields

Name
Enter the name of the custom page. The name is limited to 48 characters. The red highlight indicates that this is a required entry field.
Show Filter
Select the appropriate option to define timebox parameters on your custom page:
  • None:
    Apps will display data according to their individual settings.
  • Iteration:
    Compatible apps will display data according to the selected iteration.
  • Release:
    Compatible apps will display data according to the selected release.
  • Milestone:
    Compatible apps will display data according to the selected milestone.