Create form views for new planning item tables in Strategic Planning

For every new planning item table that you create, you must create the necessary form views. You can also customize the views for existing planning items.

始める前に

• Define a new planning item type in Strategic Planning.
• Ensure that the application scope in your instance is set to Portfolio Planning.

Role required: admin

このタスクについて

The following are the necessary form views:

• APW Preview: Supports the view that is used to display the planning item details on the roadmap side panel.
• APW Default: Supports the default view of the planning item form in Strategic Planning.
• APW New: Supports the form view that is used while creating a planning item of this type from the roadmap.

手順

1. Navigate to All > System Definition > Tables.
2. Filter the list of tables by using Planning Item in the Extends table column.
3. Select a planning item type that you created.
4. Select the Layout Form related link.
5. From the View name field, select New.
6. In the Create New View window, enter one of the following names in the View name field:
   • To create the APW Preview view, enter Workspace APW Preview
   • To create the APW Default view, enter Workspace APW Default
   • To create the APW New view, enter Workspace APW New

   If you're creating a view other than these, ensure that your view name does not contain any special characters. For example, if you want to create a view with the name SAFe-Portfolio, replace the hyphen (-) with a space and enter the name as SAFe Portfolio.

7. Select OK
8. Using the Available and Selected lists of fields, select the fields to be visible on the form.
   You can also rearrange them in the order of your choice. To keep the form views of new tables consistent with that of the default settings, ensure you do the following changes:

   • For Preview and APW Default views, select the Strategic priority and the Primary goal fields to be visible on the form.
   • For all three views, select the field for the bottom entity of your lens to be visible on the form.
   • For all three views, add the Milestones related list. See Add a related list to a form.
9. Select Save.
   A new form view is created for this planning item type.
10. Repeat the steps 4 through 8 to complete creating the other two form views.

次のタスク

Create list views for new planning item tables in Strategic Planning.