Administration

Overview In many projects, artifacts such as User Stories, Test Runs, and Requirements often have relationships with other artifacts. However, identifying and managing these relationships can be challenging and time-consuming. Without a systematic way to link artifacts, you might find yourself manually searching for related artifacts, which can disrupt your workflow and make it difficult […]

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Overview In today’s dynamic business environment, managing complex relationships between various artifacts is crucial for maintaining consistency and enhancing traceability. Linked Records Fields provide an innovative solution by allowing users to display related artifacts dynamically based on predefined filter criteria. This feature streamlines the process of linking and managing artifacts, offering a flexible and efficient […]

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Overview You can define system-wide states for the record types. These states are defined at the system-wide level. After defining, you can add desired states to different record types. For information on how to add states to record types, refer to the article Configuring Record Type States. In this article, you’ll learn how to define […]

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Overview You can configure states for the selected record type. For information on state concepts, see Workflow & Lifecycle. In this article, you’ll learn how to add an existing state, transition, and remove states of a record type. You can also configure states using the Desktop App. For more information, click here. Who should read […]

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Overview You can create custom Record Types to extend the out-of-the-box functionality of TopTeam to meet your organization’s specific needs. For example, you can create custom Record Types to document project information such as: Business Objectives Project Risks Error Messages Visio Diagrams (via OLE Objects) And practically any other type of information This article explains […]

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Overview This article explains how to prevent users from editing or deleting comments after a certain time period. Who Should Read This? TopTeam Administrators Step 1. Navigate to Administration 🡪 Configure System Wide Settings 🡪 Configure Global Settings in the Desktop App Step 2. Select General Settings Step 3. Specify Time Period You can specify […]

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Overview This article describes how to specify a format for the artifacts that are inserted as links into a rich text field. Who should read this? TopTeam Administrators Step 1. Navigate to the Administration area Step 2. Select Text Format of Inserted Links Step 3. Select a record type and specify the text format of […]

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Overview You can specify a format that can be used to display fields such as ID, Ref. ID, Project Code, Disp. ID, along with the name of the artifact (record). The system uses this to display the name of an artifact on screens where it is not possible to show the above-mentioned fields in separate […]

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Overview There is a Disp. ID field in all repository artifacts in TopTeam. This is a calculated field that uses Formatted ID setting to format and display the Disp. ID. You can use a custom formatted ID to display fields such as ID, Ref. ID, Package Code, and Project Code of an artifact. The system […]

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Overview You can edit fields in artifacts that are Reused as Instances, except the State, Owner, and Ref. ID fields. For this, you need to configure which fields should be editable in a reused artifact. This means that when changes in those fields are made in the source of a reused artifact, these fields will […]

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