Clarity PPM Studio Object Views

Configure the default views in Studio to determine how object information appears on a page. The following default views appear for any object:
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Configure the default views in Studio to determine how object information appears on a page. The following default views appear for any object:
  •  
    Properties View:
     This view allows users to enter information about an object instance. The properties view controls the information that you see when you create an object instance or when you edit an existing instance.
  •  
    List View:
     This view displays information about object instances in rows and columns.
  •  
    Filter View:
     This view appears as a section at the top of a list and allows users to search for information.
 
 
2
 
 
Example: Track Project Release Information in a Retrospective
Project Managers want to provide a retrospective report to upper management at the end of a project release cycle. As an administrator or content developer, create a custom object that is named 
Retrospective
 to allow project managers to capture the information for their projects. When project managers create an instance of a retrospective, they enter the following information in the fields that the Retrospective object provides:
  • Project Name
  • Project Start Date and End Date
  • Project Manager
  • Team Members
  • What Went Well
  • Areas for Improvement
Upper management wants to track the length of the release cycle in the retrospective. To meet this objective, the system administrator configures the properties view for the Retrospective object to include the following new attributes:
  • Release Start Date
  • Release End Date
Object View Prerequisites
Review and complete the applicable prerequisites in this list:
  • Enable the following access rights:
    •  
      Administration - Studio
       
    •  
      Object - Create Definition
       
    •  
      Object Administration
       
  • Enable applicable global object rights to work with the object instances. For example, to work with the custom Retrospective object, you need the following access rights:
    •  
      Retrospective - Edit All
       
    •  
      Retrospective - Navigate
       
    •  
      Retrospective - View All
       
    •  
      Retrospective - XOG Access
       
  • Create the attributes that you want to add to the view in advance.
Configure the Properties View
The properties view for an object defines the following information for object instances:
  • Which attributes display on the create or edit pages.
  • The order and location in which attributes display on the page.
Configure the properties view to change which attributes display and how they display. For example, you can configure the properties view of the Retrospective object to include release-specific attributes. Including the release attributes allows users to provide release information for a project when creating a retrospective.
To configure the properties view, complete one or more of the following tasks:
Add Attributes to a View
Configure the Properties view to add attributes to the create or edit pages of an object instance. For example, add release-specific attributes to the properties view of the Retrospective object to allow users to provide the release start and end date information.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of an object.
  3. Click Views.
  4. In the Category column, locate the Properties view and click one of the following links from the Setup column in that row:
    • [Layout:Create] Adds attributes to the properties page a user uses to create an instance initially for the object.
    • [Layout:Edit]. Adds attributes to the properties page a user uses to change the created instance of the object.
  5. In the property layout, select the section to which you want to add the attribute, and click the Properties and Layout icon next to the item.
  6. In the Available list, select the attributes that you want to add and move them into the Selected list box. You can move fields to the left or right column.
  7. Save your changes.
Static lookups that you configure with the 
Pull-Down
 display type can automatically change to 
Browse
. This change in display type improves performance and usability. This automatic change in appearance only occurs when all of the following conditions exist:
  • You develop an editable list view. This behavior does not occur on other types of views.
  • Your list view contains a static lookup with the Display Type set to 
    Pull-Down
    .
  • Your lookup contains 20 original values.
  • You add at least one additional lookup value.
When the number of possible lookup values exceeds 20, the 
Pull-Down
 changes to a 
Browse
 type.
The display type for OBS, dynamic, and dependent lookups on editable list views is always 
Browse
. If you add a lookup attribute to a properties view, we recommend the 
Pull-Down
 display type for 20 or fewer lookup values. When the number of potential lookup values exceeds 20, we recommend the 
Browse
 display type.
You can also manually change the display type.
 
Follow these steps:
 
  1. On the Views tab, in the General row, click [Fields].
  2. Click the Properties icon for the lookup attribute.
  3. In the Display Type field, select 
    Pull-Down
     or 
    Browse
    .
  4. Click Save and Return.
Add Sections to a View
Configure the Properties view to add a section that lets you group certain attributes that appear on a page in meaningful ways. For example, all the organizational breakdown structure fields (Department, Location, and so on) can appear in a separate OBS section on the project properties page.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
  4. In the Category column, locate the Properties view and click one of the following links from the Setup column in that row:
    • [Layout:Create]. Adds sections to the properties page a user uses to create an instance initially for the object.
    • [Layout:Edit]. Adds sections to the properties page a user uses to change the created instance of the object.
  5. Open a subpage.
  6. In the property layout, click Create Sections.
  7. In the Section Names field, enter the name for each new section on the page.
  8. Save your changes.
Add a Subpage to a View
You can group specific information for the user on its own subpage. The Finance subpage for a project is an example. This page groups all financial information for a project. The general Properties page is generic and users go to the Finance page to view or define any financial data.
Verify that you have the following information to use the condition builder for a subpage:
  • The rules for manually entering an expression in the condition builder.
  • The operands that allow you to create a display condition.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of an object and then click Views.
  3. In the Category column, locate the Properties view. Click the Layout:Edit link from the Setup column in that row.
  4. In the property layout, click Create Subpages and complete the required information.
    •  
      Subpage Name
      Defines the linked name of the subpage that appears in an object menu. Users can select the link to navigate to the subpage.
    •  
      Subpage ID
      Defines the unique ID for the subpage. If you do not specify an ID, the system automatically assigns an ID to the subpage.
  5. Click Save and Return.
  6. (Optional) Add sections to a subpage to group attributes in meaningful ways.
    1. In the Category column, locate the Properties view. Click the [Layout:Edit] link from the Setup column in that row.
    2. In the property layout, click the name of the subpage.
    3. Click Create Sections. Enter the name for up to five sections in the Section Names field.
    4. Click Save and Return.
    5. To add attributes to a section, complete the following steps:
      • Click the Properties and Layout icon next to the section.
      • In the Available list, select the attributes that you want to add to the section.
      • Move the attributes to the appropriate column and place them in the proper order in the column.
    6. Save your changes.
  7. Define the subpage properties to determine the layout, security, and view conditions.
    1. In the Category column, locate the Properties view. Click the Layout:Edit link from the Setup column in that row.
    2. In the property layout, click the Properties and Layout icon of the subpage. Complete the requested information.
      •  
        Sections
        Defines the order in which the subpage sections appear on the subpage. Use the arrows to place the sections in the order that you want them.
      •  
        Current Location
        Displays the path for the current subpage in relation to the parent page.
        Example
        : /Edit Project Properties/General
      •  
        Subpage Name
        Defines the linked name of the subpage that appears in an object menu. Users can select the link to navigate to the subpage.
      •  
        Linkable
        Specifies whether you can link to the subpage from other pages.
      •  
        Secure
        Specifies whether the subpage has associated access rights. If you secure the subpage, access rights (view and edit) are generated for the subpage. Grant access rights to allow users to view or edit the subpage.
    3. (Optional) You can define a set of conditions that determines when the subpage appears. Click 
      Define display conditions
       in the Display Conditions section.
    4. Click Save and Return.
Configure the List View
The list view appears when you select an object link from the Home menu. The view lists all of the created instances of the object. For example, if you select Projects from the Home menu, the projects list page appears displaying all of the created project instances.
Configure the list view to change how the list page appears for your object instances. The following rules apply when adding a lookup attribute to the list view of an object:
  • Static dependent list lookups that are configured as multivalue lookups are not supported in list views.
  • Autosuggest or the ability to populate fields automatically is not supported for static dependent lists.
Configure Attributes and Options for a View
You can set up your list views in the following ways:
  • Add attributes to display additional fields in the list. For example, configure the projects list view to include a Change Request field to display any associated change requests for any of the projects. You can also add virtual attributes (for example, progress bars, or Gantt charts) to display aggregations, comparisons, and variances.
  • Define options for your lists such as how to display secondary values, filter results, and protect or display certain attributes. For example, if you have two fields that are named Cost and Baseline Cost, you can display both values in a cell. Select Baseline Cost as the secondary value. The Cost value displays as usual. When you move the cursor over a cell in the grid, the Baseline Cost also displays.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
  4. In the Category column, locate the desired List view and click the [Layout] link from the Setup column in that row.
    The list column layout page appears.
  5. In the Available Columns list, select the attributes that you want to add and move them to the Selected Columns list.
  6. Click Save and Return.
    The views list page appears.
  7. In the Category column, locate the desired List view and click the [Options] link from the Setup column in that row.
  8. Complete the requested information. The following fields require explanation:
    •  
      Secondary Value Display
      Indicates the way that secondary values display in a grid cell.
      Values
      :
      • Mouseover only. Displays no secondary value.
      • Mouseover and redline text.
         
        Displays a secondary, comparison value when you place the cursor over a cell in a grid.
      • Show Null Secondary Values. Displays the secondary value even when there is no number value to show.
    •  
      Allow Configuration
      Specifies whether users can change the appearance of the page.
    •  
      Allow Label Configuration
      Specifies whether users can change the page label. If you select the Allow Configuration option and clear the Allow Label Configuration option, users cannot configure labels but they can configure other items.
    •  
      Attribute Value Protection
      Indicates whether an attribute is protected or displayed. You can protect attributes from appearing using display conditions, secured subpages, or both.
  9. Save your changes.
    Protected views are not automatically updated when a new content package add-in is installed. You can upgrade individual views when new views are available in a new content add-in.
Attribute Value Protection (AVP)
The list view options for the display of object attributes include a setting called Attribute Value Protection (AVP). The default AVP setting applies to all new objects, subobjects, and grid portlets that display attributes. AVP settings include:
    1. Use display conditions and secured subpages to protect attribute values on this list.
    2. Use only secured subpages to protect attribute values on this list.
    3. Display all attribute values on this list.
Since release 14.3, the default AVP setting for new customer deployments changed from (a) to (b). The change improves performance and simplifies maintenance.
For existing customer deployments after an upgrade from 14.2 or an older release to any newer release, the AVP setting before the upgrade is preserved after the upgrade.
You can secure object subpage views. Each secure subpage results in a sub-query to check security. If you place an attribute on a secure subpage, to be secured properly, the field must not be accessible on any other subpage layout. It is important to note that if the data is seen by a restricted user, it indicates the field is on another subpage that is accessible by the user.
On the Project List and other large object list views, heavy use of secure subpages combined with AVP settings to enforce secure subpages might reduce performance. As a best practice, minimize your use of the AVP option named 
Use display conditions and secured subpages to protect attribute values on this list
.
Configure Sorting Attributes for a View
You can define up to four attributes (default, custom, or both) to sort a list view. For example, you can set up the project list page so that it sorts primarily by project name and then by project manager in alphabetical order.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
  4. In the Category column, locate the List view and click the [Layout] link from the Setup column in that row.
  5. In the column layout, select an attribute to indicate the primary sort column in the First Field row of the Column Sorting section.
  6. Indicate the direction of the sort by selecting Ascending or Descending.
  7. Indicate additional sort columns by selecting attributes for the remaining fields in the Column Sorting section.
  8. Save your changes.
Configure the Appearance of a View
You can use the following types of graphics to represent data in a list view:
  •  
    Colors
    .
     
    Represents data ranges by different colors where each color defines an attribute and a range of data. For example, you can configure an attribute so that the numbers 1-5 display in red, while the numbers 6-10 display in green.
  •  
    Icons
    . Represents ranges of values using a standard set of icons including colored checkmarks, discussion bubble, attachment icon, lock icon, and many others.
  •  
    Bar or column charts
    . Displays numbers, formulas, or money attributes as bar or column charts. Column charts are like bar charts, except that they are oriented up-and-down instead of left-to-right. You can add a stacked bar to bar charts that start at the right end of the primary bar. For example, add a stacked bar in the Primary Column to show cost to the date and another in the Secondary Column to show cost remaining.
The following rules apply when displaying graphics in list views:
  • Virtual columns containing Gantt charts, progress bars, time sliced values, or virtual images cannot display graphics.
  • Only number data type attributes can display graphics.
  • Any changes that you make to the appearance of an attribute apply only to the specific view. You can set different appearance options for the same attribute in different views.
To display graphics in the list view, complete one or more of the following tasks:
Display an Attribute as a Bar or Column Chart
To represent the values of an attribute visually, display an attribute as a bar or column chart. Number, formula, and money attributes work well with bar or column charts. For example, you can graphically display the Cost to Date attribute for a project instance.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of an object.
  3. Click Views.
  4. In the Category column, locate the List view and click the Fields link in that row.
  5. Click the Properties icon in the row that contains the attribute you want to change.
  6. Complete the requested information depending on the attribute data and display type. The following fields require explanation:
    •  
      Display Type
      Specifies the type of chart for the attribute. The list of display type values is based on the attribute data type. For example, if the attribute data type is numeric, the display type values are Number, Percent, Calculated Percent, Column Graph, and Bar Graph.
    •  
      Secondary Value
      Defines the attribute whose value displays as a secondary value when the user moves a cursor over the primary bar.
    •  
      Length Scaling
      Defines the length scaling for the bars in the chart.
      Values:
      • Relative to Same Column. Makes the bar length proportional to other bars in the same column. Select this option when displaying horizontal bars. For example, the Budget Cost bar in a row for $500,000 shows twice as tall as the Budget Cost bar in a row for $250,000.
      • Relative to Same Row. Makes the bar proportional to all other bars in the same row. Select this option when displaying vertical bars. For example, the Budget Cost bar with a value of $500,000 shows twice as tall as the Budget Benefit bar with a value of $250,000.
      • Relative to Entire Table. Makes the bar proportional to all bars of the same type (vertical or horizontal) in the entire table. For example, in a grid with the Budget Cost column as a vertical bar, a row with a Budget Cost of $500,000 appears twice as tall as the Budget Cost of $250,000 in another row.
      • No Scaling. Draws all bars to the maximum length. Select this option to create progress bars.
        For example, you can have an ETC (estimated time of completion) column with actuals as the threshold value. The part under the threshold shows how much work is already done. The part over the threshold shows how much work remains to be done. By looking at a column of these bar charts, you can quickly see how close each task is to being complete relative to the others.
    •  
      Color
      Specifies the color for the primary bar.
    •  
      Threshold Line Attribute
      Defines the attribute that holds the threshold value. In bar charts, a vertical line marks the threshold value.
    •  
      Over-threshold Color
      Defines the color to represent values greater than the threshold value. Any portion of the primary bar that extends past the threshold is drawn in the over-threshold color. Any portion of the secondary bar that extends past the threshold is drawn in a darker shade of the same color.
    •  
      Link
      Specifies the page to display when the user clicks the primary bar. To open the page in a pop-up window, select Open as Pop-up.
    •  
      Stacked Attribute
      Specifies the attribute to represent as a stacked bar.
    •  
      Color
      Specifies the color for the stacked bar.
    •  
      Secondary Value
      Specifies the value to display when the user moves a cursor over the secondary bar.
    •  
      Link
      Specifies the page to display when the user clicks the secondary bar.
  7. Save your changes.
Display a Progress Bar
Add a progress bar field to a list view to show progress over time. The new virtual field displays in the far right column of the list by default. You can move the virtual field to a different position in the list.
The option to display progress bars is not available for custom objects.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
    The list of views appears.
  4. In the Category column, locate the List view and click the [Fields] link in that row.
    The list column fields page appears.
  5. Click New.
  6. Click Progress Bar, and click Next.
  7. Complete the requested information. The following fields require explanation:
    •  
      Current Stage Name
      Specifies the field value to use for each stage in the progress bar. The value displays below the column label.
    •  
      Current Stage Number
      Specifies the field value to use for the current stage in the progress bar.
    •  
      Number of Stages
      Specifies the field value that defines the total number of stages in the progress bar.
    •  
      Show Label
      Indicates whether the name of the current stage is displayed in the progress bar.
    •  
      Column Width
      Defines the percentage of the row width that is allocated to the progress bar column.
  8. Save your changes.
Configure Display Mappings
To indicate a range of values using icons or colors, configure the display mappings for an attribute. You can visually represent specific information in the following ways to enable users to scan a list quickly:
  • Select whether to place the graphic before or after the content.
  • Set up an unlimited number of graphics for a list column.
You can only display attributes as graphics if their data type is 
number
.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Attributes.
  4. Click the attribute for which you want to display a graphic.
  5. Complete the following steps in the Display Mapping Section:
    1. In the Type field, select Color or Icon.
    2. For each range beginning with the default bucket, select the appropriate color or icon.
    3. Enter a brief description about the color or icon in the Description field.
    4. Enter a number for the beginning of the range that the color or icon represents in the From field.
    5. Enter a number for the end of the range that the color or icon represents in the To field.
  6. Repeat Step 5 to define any other ranges of numbers to color-code or represent by an icon.
  7. Save your changes.
    You configured the display mapping for an attribute. You can now add the attribute to the list view and configure it to display a range of values using icons and colors.
Display a Gantt Chart
Use a Gantt chart to show duration and progress over time in a list view. The Gantt chart appears by default in the far right column of the list. You can move the chart to a different position in the list.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
  4. In the Category column, locate the List view and click the [Fields] link in that row.
  5. Click New.
  6. Select Gantt, and click Next.
  7. Complete the requested information. The following fields require explanation:
    •  
      Start Date
      Indicates the start date for the column spread.
    •  
      Time Scale
      Specifies the time period by which data displays (for example, days or weeks).
    •  
      Number of Time Periods
      Defines the number of time periods that display.
    •  
      Time Period Offset
      Defines how to shift the beginning of the Gantt bar relative to the start date. Enter a positive or negative number of time periods into the field.
      A negative number in relation to the start date takes you back in time (days) from the actual start date. A positive number takes you forward from the start date.
    •  
      Show Group Header Row
      Indicates whether the timescale displays above the Gantt bar. If you select this option, select a timescale value.
    •  
      Item Name Attribute
      Defines the type of information to display in the corresponding Gantt bar.
    •  
      Start Date Attribute
      Defines the start date of the corresponding Gantt bar display.
    •  
      Finish Date Attribute
      Defines the finish date of the corresponding Gantt bar display.
    •  
      Milestone Attribute
      Defines the attribute to designate as a milestone. You can only assign a milestone attribute for a task.
    •  
      Progress Through Date Attribute
      Defines the length of the black overlay line that shows how much work is complete. If you select the Progress Through Date Attribute, it overrides the Progress Percent Attribute.
    •  
      Progress Percent Attribute
      Defines the percentage that is used to move the green progress line relative to the length of the taskbar to indicate the completed work. If you select a value for this field, it overrides the Progress Through Date Attribute selection.
    •  
      Label for Bar
      Specifies the label text to display above each taskbar.
    •  
      Additional Information Attribute
      Specifies the field used in the text note when you hover over a taskbar. For example, to display the assigned resources for a task, when the cursor is over a taskbar, complete the following steps:
      • Select Assigned Resources from the Additional Information Attribute field.
      • Select Additional Information in the Show Mouseover field.
    •  
      Show Mouseover
      Specifies the information that you want to display in a text note when the mouse scrolls over an area of the Gantt chart.
    •  
      Show Dates on Primary Bar
      Indicate the dates to show in the primary bar by selecting the desired dates in the Available section and adding the dates to the Selected section. Change the order of the dates in the list using the arrows in the Selected section.
    •  
      Secondary Bar
      Specifies whether to display a second bar below the primary bar for comparison purposes. To show a secondary bar, specify the following information for the bar:
      • The type of information to display.
      • The start and finish dates for the bar.
      • The progress through date attribute.
      • The progress percent attribute.
  8. Save your changes.
Add an image link that users can click to access another page. When you add an image link to a list view, the new virtual field displays in the far right column of the list by default. You can move the virtual field to a different position in the list. For example, you can add a resource icon next to each task name on the project tasks page. When a user clicks the resource icon, the task assignments page appears.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
  4. In the Category column, locate the List view and click the [Fields] link in that row.
  5. Click New.
  6. Select Image and click Next.
  7. Complete the requested information. The following fields require explanation:
    •  
      Image
      Specifies the image to use in the grid column.
    •  
      Link
      Specifies the page to which you can navigate by clicking the image.
    •  
      Open as Pop-up
      Indicates whether the target page of the image link appears as a pop-up.
    •  
      Disable Link Attribute
      Disables the image link. If after creating the link you want to disable it, select this option.
  8. Save your changes.
Add Aggregation Rows to a View
You can add aggregation rows to a list view for attributes that display monetary or numeric values. For example, you can add a Total Cost row to show the aggregated value for the Planned Cost column. The Total Cost row displays the total planned costs for all projects in a given fiscal year.
The following procedure assumes that numeric attributes exist and you have added them to the list view.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
    The list of views appears.
  4. In the Category column, locate the List view and click the [Aggregation] link from the Setup column in that row.
    The list aggregation page appears.
  5. Click Add.
  6. Complete the requested information. The following fields require explanation:
    •  
      Label
      Defines the name for the aggregation row.
    •  
      Show
      Indicates whether to display the name of the aggregation row.
    •  
      Attribute
      Defines the field value to use for aggregation.
    •  
      Function
      Specifies the aggregation function to calculate values for a selected field (cell) in the row. For example, Sum adds up all the values of the field for all instances on the view.
  7. Save your changes.
Configure the Filter View
The filter view displays on list pages and helps users filter the items that are displayed in a list. You can specify whether the list filter is collapsed and shows only the filter field or expanded to show the filter options.
You can add a link that is named Build Power Filter in the filter views for users to build and save complex queries. For example, with a power filter, users can filter in the following ways:
  • Use boolean operators
  • Select the fields to search
  • Specify whether to search on exact phrases or any word in a search phrase
Configure the filter view to add filtering attributes and link to the power filter builder.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Objects.
  2. Click the name of the object.
  3. Click Views.
    The list of views appears.
  4. In the Category column, locate the Filter view and click the [Layout] link in that row.
    The layout page appears.
  5. In the Available list, select the attributes that you want to add to the list filter and move them to the Selected list.
  6. Complete the requested information. The following fields require explanation:
    •  
      Section Title
      Defines the text that appears at the top of the section for the filter.
    •  
      Default Filter State
      Specifies whether the initial display of the filter is expanded or collapsed.
    •  
      Allow Power Filter
      Specifies whether the filter provides advanced search features.
  7. Save your changes.
Verify the Views for Custom Objects
To display the views that you configured for your custom object, place the custom object in the Application menu. By default, all custom objects are added to the Custom Objects menu item in the Application menu hierarchy.
For example, if you create a Retrospective object to capture retrospective information for projects, the object is added to the Custom Objects menu item by default. To display the views that are associated with the Retrospective object, add this object to the Portfolio Management menu item. Project managers can then view and access the Retrospective object and views from the Portfolio Management menu item in the Home menu.
When you configure the views for an existing object, you do not have to complete the steps in this procedure.
 
Follow these steps:
 
  1. Open Administration, and from Studio, click Menu Manager.
  2. Click Application Menu in the list.
    The menu hierarchy appears.
  3. Scroll to the Custom Objects menu item at the bottom of the page.
  4. Select the custom object and click Move.
  5. Select the new menu item where you want to place your custom object.
  6. Click Save and Return.
  7. Open Home, and click the custom object name from the appropriate menu item. For example, from Portfolio Management, click Projects.
    If you do not see your changes reflected in the menu, click Refresh.
  8. Create object instances and verify the views that you configured. For example, click New to create a project instance and verify the project view configurations.
    After you display and verify all views for your custom object, the configuration of object views is complete.
Some fields are read-only when you create an object and accept a value when you edit the object. This condition applies to a non-project investment object such as an application, asset, incident, or idea. For example, when a user creates a new idea, the Planned Cost Start and the Planned Cost Finish fields are read-only. After the user saves the idea and then edits it, those fields are available for input.
(Optional) Apply Changes to Object Views
You can apply one or more of the following changes to object views:
Edit an Attribute Label in a View
The label for a field or column does not have to be the actual attribute name. You can change the label of a stock or user-defined attribute. The same attribute can also appear with a different label in different views.
 
Follow these steps:
 
  1. With the object open, click Views.
  2. Locate the view that you want to change in the Category column, and click Fields in the same row.
    A list of attributes for the view appears.
  3. In the list, locate the attribute whose label you want to change, and enter a new label.
  4. Save your changes.
Override an Attribute Default Value in a View 
You can define a default value for an attribute in the attribute properties for an object view. The default attribute value is used when users create an object instance. You can override the default attribute value with a different value in the the layout for the object properties view. If you are using partitions, you can configure a different default value for the same attribute for the different partitions.
Example 
You want to override the default attribute value for Work Status from 
Requested
 to 
On Hold
 for all IT projects. The attribute is currently available but unused on the create project views. You configure the view to add the attribute. When you create new IT projects, the newly added Work Status attribute appears with the new default value of 
On Hold
. Existing projects do not display the new Work Status attribute.
If you create a new project in a different partition (for example, All Organizations), the attribute is also not available. You can configure the Work Status attribute to display a default value (for example, 
Active
) for projects that users create in the All Organization partition.
 
Follow these steps:
 
If the attribute is already available in the object Create view and users can see it when creating object instances, you do not need to add it to a section layout. You can proceed to overriding the attribute default value.
 
  1. In Studio, open the object (for example, Project) and
     
    click Attributes.
  2. Note the default value for the attribute that you want to configure. For example, Work Status has a default value of 
    Requested
    .
  3. Click Views. 
  4. Select a partition for the view. For example, if you select IT, all projects that you create in the IT partition display the configuration.
  5. Next to the Project Properties view, click Layout: Create.
  6. Click the Properties and Layout icon for the section that you want to configure (for example, General).
  7. Find the attribute in the Available list and add it to a selected list. Click Save and Return.
  8. Click Return to return to the object views list.
  9. Next to the Project Properties view, click Fields.
  10. Find the desired attribute and click the properties icon.
  11. In the Override Default field, browse and select a different default value for the attribute. Click Save.
  12. Create a project in the IT partition. Verify that the newly added attribute with the configured default value appears on the create page.
Edit Field Properties for Attributes
You can configure some of the field properties for the attributes that you add to your views. For example, you can add hint text or provide a tool tip for the field. Depending on the attributes, you can also configure other properties such as the default value and whether the field is required.
 
Follow these steps:
 
  1. With the object open, click Views.
  2. Locate the view that you want to change in the Category column, and click Fields in the same row.
    A list of attributes for the view appears.
  3. In the list, locate the attribute whose properties you want to edit.
  4. Click the Properties icon for the attribute.
  5. Edit the following field properties and save your changes.
    •  
      Property Label
      Defines the attribute name that users see on the object pages.
    •  
      Display Type
      Defines how the attribute field appears to the users. For example, if an attribute has multiple values that users can select from, then the values can display in a pull-down or browse menu.
    •  
      Hint
      Defines the hint text for the attribute to display to users.
    •  
      Hint Position
      Defines the position for displaying the hint text for the attribute.
    •  
      Tooltip
      Defines the tool tip for the attribute that displays when the user hovers over it.
    •  
      Override Default
      Defines the new default value for the attribute to override the existing default.
    •  
      Value Required
      Specifies if a value if required for the attribute.
    •  
      Enter Once
       
      Defines an attribute where a user can enter a value only once. The user cannot change the value after entering it. Use this attribute for business processes that rely on the value not changing once the field is set.
    •  
      Hidden
      Defines an attribute that is hidden from the users. The administrator can configure a field on a page with a default value and hide it from the users. A hidden attribute is used commonly for filtering purposes. For example, you can use it to always exclude inactive records that you do not want users to see.
Publish Changes to List and Filter Views
You can overwrite list and filter views for users who have personalized views by publishing new views. A user who has not personalized a view sees the changes immediately when you save changes to a view in Studio. A user who has personalized the view does not see changes to the new view until you publish the changes. If you are using partitions, the new published view affects only the partition you select.
During an upgrade or when installing add-ins, personalized user views are not upgraded. To keep users current, you can publish any new views that are included in  an upgrade or from an add-in.
Upgrade or new system changes to attributes for a view can be required. In these cases, the changes are merged with the configured views of users during an upgrade. The merge of required changes does not overwrite the user views and does not cause the views to be marked as upgraded.
The Views page shows a list of system views and their current status. Custom views are not listed. Use the following columns on this page to assess whether you need to publish a view to users:
  •  
    View::Code
    Identifies the view name. 
    View 
    is the nonspecific part of the name and many views can exist in different partitions or the same partition that have this portion of the name. 
    Code 
    is a name that is attached in 
    Clarity PPM
     that identifies the view. Using the view::code name, object, category, and partition, each view can be fully identified.
  •  
    Object
    Identifies the object on which the view is created.
  •  
    Category
    Identifies whether the view is a filter, list, or property view.
  •  
    Type
    Identifies whether the view is for creating or editing an instance of an object. Only a property view has data in this column.
  •  
    Partition
    Identifies the partition to which the view pertains.
  •  
    Personalized
    Indicates with a checkmark that at least one user has configured the view in the user interface. Publishing a new view or restoring the view default removes the checkmark from this field.
  •  
    Modified
    Indicates with a checkmark the presence of changes by an administrator after the view was originally installed or the last time defaults were restored.
  •  
    Upgraded
    Indicates with a checkmark that an upgrade has occurred for the view after its original installation.
  •  
    Last Restored
    Indicates the last date that view defaults were restored. Restoring defaults overwrites all user and administrator modifications and clears the checkmark from the Modified column.
  •  
    Last Version
    Indicates the last release version in which changes were made to the out-of-the-box view. The version number in this read-only field is updated only when changes for a view occur in a release.
    Only the System partition has its views updated when an upgrade occurs. If views from other partitions are in the list, the Last Version field for these views shows no value.
 
Follow these steps:
 
  1. Click the 
    Administration
     menu, and select 
    Views
     from the 
    Studio
     menu.
  2. Select the views that you want to publish to users, and click 
    Publish
    .
  3. At the Confirmation page, click 
    Yes
    .
Restore Defaults for Object Views
You can restore the original default settings for object views. Restoring the defaults for an object restores the properties, list, and filter views to their original properties for all users. Any personalized user changes to the object view are overwritten with the defaults. If you are using partitions, the defaults are restored only in the selected partition. This procedure removes all changes that were made at the administrator level or by users to views in the current partition.
 
Follow these steps:
 
  1. Click the 
    Administration
     menu, and select 
    Objects
     from the 
    Studio
     menu.
  2. Select an object.
  3. Click 
    Views
    .
  4. Click 
    Restore Defaults
    .
    The default settings replace any changes that had been applied to the layout, labels, appearance of fields, and options.
Restore Defaults for Selected Views
You can restore the original defaults for multiple views, including property views, list views, and filter views. When you restore the default views, any changes to a view made by users or administrators are overwritten.
 
Follow these steps:
 
  1. Open 
    Administration
    , and from 
    Studio
    , click 
    Views
    .
  2. Select one or more views.
  3. Click 
    Restore Defaults
    .
  4. Click 
    Yes
     when the confirmation message appears.