Linking Rational Team Concert Work Items to Windchill Change Requests

Using the Delegated Selection Dialog for the OSLC Provider, you can link Rational Team Concert (RTC) Work Items to existing Windchill ™ Product Lifecycle Management (PLM) Change Requests.

Procedure:

  1. From your Collaborative Lifecycle Management (CLM) dashboard, go to the ALM Work Item you want to link to a Windchill PLM Change Request.
  2. Select the Links Tab.
  3. In the Links section, select add a Related Change Request from the drop down menu.
  4. Select to link to an existing artifact
  5. To link to an existing artifact from the Change Request Selection Dialog window, enter any fragment of a word for the Change Request Name which you want to link to or “*” when you want to list everything available.
  6. You may also or either enter a pattern for the Number of the Change Request.
  7. Click the button “Search” or hit Enter to display any matching existing change requests.
  8. Select a Change Request or multiple Change Requests from the list.
  9. Click OK.
  10. Verify that the ALM Work Item now includes the list of Related Change Requests in the Links section.
  11. Click on the Save button to save the link in the work item.

Optionally, to confirm that the Windchill PLM repository now stores the new Change Requests, you may hover over the link to see the OSLC delegated Preview dialog with a summary of information about the related change request.

Delegated Selection Dialog for the OSLC Provider

You are currently viewing the delegated Selection Dialog of the Open Services for Lifecycle Collaboration (OSLC) Provider. Read more about OSLC Selection Dialogs at open-services.net.

This Selection Dialog enables you to search for Change Requests within the PTC Windchill PLM provider that you might want to link to the current RTC ALM Work Item. Additionally, if your searches indicate that no appropriate PLM Change Request is available, you may create one or more Change Requests within the PLM provider and then link to those newly created Change Requests.

The Selection Dialog displays in its title the name of the Windchill PLM provider (e.g. a Product or a Library) that provides or will provide the Change Requests. (If you do not recognize the name of the provider, if you lack read access to the provider, or if the provider name indicates that the proper provider is unavailable or inaccessible, then simply click the Cancel button to close the dialog.)

The Selection Dialog provides two input fields for entering selection query parameters: Name and Number. The Name field enables you to enter a search pattern for characters within the title (i.e. the name) of the sought Change Request(s); the Number field enables you to enter a search pattern for characters within the short title (i.e. the number) of the sought Change Request(s). You may enter patterns for one or both of the fields.

The body of the Selection Dialog displays a page of Change Requests whose names and numbers match the search patterns. The list will be empty initially and if no matching Change Requests are found. When the query matches one or more Change Requests, the label above the body will state “{n} matching Change Requests.” — where “{n}” is replaced with the numeric value of the count.

Each row of the body displays a checkbox, the name title for a matching Change Request, and the number of the Change Request. (The name is a hyperlink: you may click it to view the Change Request within Windchill in a separate window or tab of your browser.)

To select a Change Request for linking to the current ALM Work Item, click the checkbox in its row until it displays the checkmarked checkbox.

When you select one or more Change Requests from the set of matching Change Requests, the label above the body of the dialog to the left will state “{m} selected.” — where "{m} is replaced with the numeric value of the count.

When the set of matching Change Requests is numerous, the Selection Dialog displays a subset of the matching Change Requests, one page at a time. When there are multiple pages of matching Change Requests, the Selection Dialog displays Previous and Next page buttons below the body of the dialog. Click Previous to view the Change Requests on the previous page; click Next to view the Change Requests on the next page. When the first page is shown, the Previous button will be disabled; likewise, on the last page, the Next button is disabled.

You may select Change Requests from multiple pages and the dialog will store your entire set of selections. As you visit each page, the dialog will refresh the checkboxes to show you which Change Requests you have selected on the current page.

Along the bottom of the Selection Dialog are 5 buttons. From left to right, these are: