Overview If you have sent a OneView Document or artifacts of a OneView Document for review to multiple reviewers and you want to know the review status, you can easily track the review progress in TopTeam OneView using the following methods: From the Review History section From Document Map From the Reviews tab of Document […]
Overview Calculated Fields are the fields that derive their values using some calculation performed on values of other fields of an artifact. This article explains how to create and use Calculated Fields. Prerequisites You need TopTeam Administrator permission to perform this operation. 1. Creating a Calculated Field Step 1.1. Navigate to the Record Type Fields […]
Overview TopTeam allows to set default values for Record Type Fields. When a new artifact is created, the system automatically sets the fields with the default values configured. Default values for Record Type Fields can be set at system-wide level and project level. System-wide Level: When you configure default values for fields at system-wide level, […]
Overview This article describes how to configure Mandatory and Read-Only fields for a record type at the system-wide level and project level. Mandatory Fields: These are the compulsory fields for which values must be entered before saving an artifact. Read-Only Fields: These are the optional fields for which values may or may not be entered […]
Overview In Review Packages, you can specify if you want Approval Requests to be created against artifacts as either Package specific or Project specific. By default, it is set as Package Specific In this article, you’ll learn how to configure Approval Requests setting for Review Packages using TopTeam Desktop App. Prerequisites You need System Administrator […]
Overview In TopTeam, you can revert a project to a baseline by creating a branch from baseline, and deleting the existing project. This article explains how to revert a project to a baseline. Prerequisite You should be a Project Administrator to revert a project to a baseline. Step 1. Create a branch from a project […]
Overview A Review Gate defines a set of rules that control how artifacts are evaluated during a review process. These rules determine which artifacts will be included in the review and how reviewers interact with them. Each review gate can specify: Approval method – Whether reviewers approve each artifact individually or approve the entire document/package […]
Overview A Review Request includes artifacts that need to be reviewed by reviewers. A Review Request can be sent to reviewers via a Review Package or OneView Document. This article outlines the procedure for reviewing a Review Request sent for online review. Prerequisites Send a Review Request to a reviewer for the artifacts contained within […]
Overview State transition is the process of updating the State field of a record from the current State to another State. Only those Transitions will be allowed that you define in the State Change menu of various editors. You can also define state transition rules graphically using State Diagram Type editor. To learn more, click […]
Overview State transition is the process of updating the State field of a record from the current State to another State. Only those transitions will be allowed that you define in the State Change menu of various editors. This article describes how to configure lifecycle states for a record type using diagram. You can also […]