ALM

Hi,We had Codebeamer 2.1.0.0 installed in our virtual machine and now it has expired. We want to re-install it but as for 2.1.0.0 the support has been ended then we want to upgrade it. Which license we need to seek first. And how can we request for bulk license on an organization level? Thanks.

Issue SummaryAbility to select field format for custom text fields during Excel import Issue DescriptionCurrently, during Excel import in Codebeamer, users have limited flexibility in defining the format/type for custom text fields. Only certain fields (such as Description) provide mapping options where users can control how the content is interpreted (e.g., plain text, HTML, wiki format, etc.).However, for other custom text fields, this capability is not available. The system applies a default format without giving users the option to explicitly select or adjust it during import.This creates inconsistencies, especially when:Importing rich text content into custom fields Handling formatted text (HTML/wiki) across different fields Aligning imported content with field expectations Current Limitation / BehaviorFormat selection during import is only available for certain fields (e.g., Description) Custom text fields do not provide format mapping options Users have no control over how conte

Issue summary: Limited flexibility in Codebeamer export templates requiring multiple templates for different field combinations Currently in Codebeamer, exporting data requires predefined templates with fixed field selections. Each export template is static and does not allow users to dynamically select or deselect fields at the time of export.This creates a limitation where users must create and maintain multiple templates based on varying reporting needs. For example:In some cases, users need Domain + other fields In other cases, only specific selected fields are required Different stakeholders request different combinations of fieldsAs a result, for each variation, a separate export template must be created and maintained, leading to duplication, increased maintenance effort, and reduced usability. Current Workaround / ResolutionMultiple export templates are created for different use cases Users select the closest matching template for their need Additional manual effort is required

Hello,Issue summary: Long running export jobs not able to kill from UI as a System administratorIssue Details:Do export TCs with steps from project level without any filter Depends on CB memory performance, export job will be running for more than 24hrs which is not normal and this affect other user export activity as well. Next users need to wait for the export file to get downloaded as previous job is not completed.Current Resolution: We need to run query to kill the job with help of IS/IT teamSuggestion: As a system administrator, if job running for long time need an easy option in UI itself to kill the job.And it would be better to give priority for the queued job

Hello, Issue summary: In current CB v2.2.x, CB exporting the content as it is in Markup type. But in UI is clean to see the content without any markup contents Issue Details:Create or Import an item with description as Wiki with some links or bold or italic or strikethough etc, and save it Now in UI as a user, we can see the content clearly without any markup languages. But when we export the same item in default template, i could see description exported in markup language. Current Resolution: Using groovy, we can export the description content but it is 2nd way. Suggestion: If Codebeamer exports same as viewable in UI, it will be very useful

In the Traceability report, after applying filters, more than 95,000 items are available. However, the system currently allows selecting a maximum of 500 items at a time.To select more than 500 items, we would need to navigate through each page and clicking “select all” individually. With over 190 pages, this approach isn’t feasible.According to the PTC team, 500 items are the maximum limit of items allowed to be selected in this table view.Please refer below Resolution article.Resolution Article-Is it possible to view more than 500 Work Items in the Reference Linking screen in Codebeamer<https://www.ptc.com/en/support/article/CS449187>From the user’s perspective, Filtering returns over 95,000 items, making it impractical to navigate more than 190 pages and select them individually. The user strongly requests the ability to select all filtered results at once and wishes to have this functionality. 

While adding any new item to an existing review .1. Not able to search item using item id , which is working in older version.

The "Show more" feature currently counts each item multiple times because each item has three HTML elements (icon, name, and suspected tag). It would be better to count each item as one, regardless of the number of elements it contains. 

Enable a selection menu during export so the correct .docx layout can be applied based on the tracker type.Justification: This is required to automate standardized document generation for different V-cycle phases and ensure compliance with various reporting formats.

I propose CodeBeamer to add a function to set the default stream.Every time I login in CodeBeamer, it stays in initial stream. And I have to switch to other stream every day. 

In the UI a tracker can be locked by a user for exclusive access, but this is not possible via REST API.Use case:The items of a tracker are modified outside the UI, e.g. to generate a item skeleton. This operation must be performed atomic, i.e. it must be prevented that someone else modifies any item of the tracker while the external modifications are done.

Hi I'm started with the Codebeamer Advanced Congiguration in the PTC Demo environment.I'm running into the issue that the parameters template document is not available in both "the Demo environment" as the "Codebeamer Advanced Configuration training material"Has anybody idea where i am able to find the  document?

When changing the item type from Informational to Requirement, the Status field remains unset. Status is not required in an informational type but is required for a requirement type.  It would be better if the item entered into the workflow at the initial state.  Is there a work around to force the item into the initial state, we couldn’t find a way.

I have the need to require 3 signatures in order to approve an item reviewed in Review Hub. Each project only one System Owner and only one Technical Owner but multiple Software Quality engineers. There are roles defined in the project for those 3 types of users. I can specify those roles as reviewers in the Review Hub process and require 3 signatures but I need to ensure that the System Owner and Technical Owner both sign in addition to 1 Software Quality engineer.  However, I can have 3 Software Quality engineers sign the review and it can then be approved. Is there a way to enforce that a representative of each role signs?

How can we do rehosting in Codebeamer Applictaion ?

1. Inconsistent baseline selection behavior:When creating a new Working Set, users have the option to add trackers with a specific baseline.However, when updating an existing Working Set by adding new trackers, the option to select a baseline is not available.Providing the same baseline selection menu during updates would improve usability; otherwise, users must manually select a baseline for each tracker, which is time‑consuming.2. Baseline selection is lost when navigating back:After users select trackers with a specific baseline and move to the next step, a summary of the selections is displayed.If the user goes back to the previous step, the tool resets all baseline selections to HEAD.As a result, users must again manually reselect the required baseline for each tracker, causing unnecessary repetition and frustration.

When copying requirements in Codebeamer (for example via Copy To or Smart Copy), all comments are automatically copied to the new requirement.The improvement is like can we have any option to exclude comments while copying requirements.

In my Word export template, I want to remove the tables inside the “template_parameters” bookmark during the export from Codebeamer.However it seems I cannot get the syntax right. For other content controls it works just fine.There are two issues I currently have:The “removal of the rendering parameters” does not work. The max. image width/height during export of the mergefield for “item.description” does not work.I have been testing different syntaxes but could not make it.Unfortunately, I cannot access the Word template documents linked on the Wiki like this one:Rendering Parameters Would it be possible to post the relevant .docx templates here and/or give me the correct syntax?Thanks!  

Hello,How to establish sso connection between Thingworx and Codebeamer using the integration connector?Do we have documentation or articles to achieve this?Any leads will be appreciated, thank you. 

The Codebeamer Troubleshooter for FlexNet licensing will help guide you to the most common solutions for issues with setting up FlexNet licensing and adding new license files. This may include scenarios such as: Making key modifications in the new license file Setting up environment variables correctly Defining ports Finding and eliminating the cause of common warnings and errors Our knowledge experts are actively monitoring your feedback and continuing to enrich the content with more pictures and videos. Even if you’re not currently having a FlexNet licensing question, take a look and tell us what you think! We're constantly improving this tool based on your suggestions. 

I'm trying out the 30-day free trial of Codebeamer, but the administrator menu isn't showing up. I want to invite my colleague to evaluate it with me, but how can I do that? Is this not possible with the free trial version?