The Work Item form in
CSM
has fields associated with Planview that are not currently displayed on the
form. You can manually add these fields to the form.
This functionality is only available after you apply
the
mApp Solution.
To add fields associated with Planview to
the Work Item form:
- From
CSM Administrator,
create a Blueprint.
- Under
Show object types, select the
Supporting option.
- Select the
Work Item Business Object, and then under
Appearance, select
Edit form.
- Under
Work Item forms, double-click
Planview Fields.
The Planview Fields form displays and shows all the fields
you can add to your Work Item form.
- Copy and paste any fields you want to add to your Work Item form
onto the Task form.
- Add a Link Label Control to the Work Item form, under
Actions.
This link will allow you to check for updates in Planview.
- Right-click the
Link Label Control, and then select
Control Properties.
- In the
Choose Action window, under
Action, select the ellipses.
- In the next
Choose Action window, on the left, select
the
One-Step Actions page.
- In the
Association drop-down list, select None,
and then select the
Global folder on the left.
- Double-click the
Planview folder, and then double-click the
Import Tasks One-Step Action.
- Select
OK, and then select
OK again.
- Publish the Blueprint.