Contents:

1. Server Configuration
   1. IDE Customization
   2. Workflow
      1. Uploading a JavaScript Workflow Script

Server Configuration

IDE Customization

Download the HP ALM IDE Connector Customizer below to customize the Task Editor UI once for all developers using a configuration on the server:

• Download HP ALM 11 Customizer

The following can be configured for both requirements and defects:

• select the attribute that represents priority in the Task Editor and set the icon associated with each priority value
• select the attribute that represents task state, the values that indicate a closed or open state, and the default state for new tasks
• set attributes that should be read-only for users
• select the attribute where SVN commits should be recorded
• indicate any requirement types that should be hidden
• set whether the RBQM fields should be shown

Workflow

The connector supports workflow scripts written in JavaScript. If a workflow script is uploaded to HP ALM, the connector will use the script to control which fields are visible, required, etc. in response to user interaction with the task editor. See Workflow for a sample script and API documentation.

Uploading a JavaScript Workflow Script

To upload a workflow script, you must first install the HP ALM IDE Connector Customizer as described above. Only a user who is a member of the TDAdmin group in ALM can upload a workflow script.

Once the customizer is installed, you can upload a workflow script by logging in to HP ALM and going to Tools > Customize..., selecting IDE Connector Customizer in the list on the left and then clicking the Workflow tab at the top. Note: the list on the left also contains an item called Workflow, but this is related to server-side workflow and is not used by the Task Editor.

The HP ALM connector will download the current workflow script from the repository whenever it updates its repository configuration, which happens automatically every day. To force an update, users can open the Task Repositories View (from the Window menu select Window > Show View > Other > Mylyn > Task Repositories), right click on the HP QC or ALM repository and select Update Repository Configuration.