Codebeamer

Is there a way to add custom menus or buttons to the tracker page?I would like to execute a custom action when the menu or button is clicked.If such a method exists, please let me know any reference materials or help resources. 

Hi,I really need to raise this again because I honestly can't believe this is still the case. I’m fairly certain I mentioned it about two years ago, but I hadn’t run into it again until now – and I’m genuinely shocked.After completing an import, I receive an email notification. However, in order to view the associated warnings and failures, I’m required to upload the same REQIF file again just to access the report. This feels incredibly counterintuitive and inefficient.Is there any plan to improve this? It’s hard to understand why the system can’t directly link to the report from the import itself. Duration9:49.008minChangesTrackercreatedupdateddeletedfailures/warnings....712169015...831876018...0198800... 236262100 You can find more information about this ReqIF import, e.g. the configuration settings or individual item changes, byClicking on the Target Project link aboveGoing to Admin → General → Import → ReqIF sources …Clicking on the Source XXXXLocating and expanding

Hello, I was wondering, is there a query, which as an sys admin I can use, to grant access to read or write the specific report for project role via interactive SQL? One of our employees is on a long absence and it is required to modify one of the reports, which results are shown in the project chart widget Thank you

Hi, I would like to seek you help on codebeamer installation for my windows 11 Laptop. This is my first attempt for the installation. Kindly do the needful with prerequisites & the installation procedure. ThanksNaresh

There is an issue where deleting a field named “A” within a specific tracker and then trying to recreate a new field with the same name results in an error. How can I recreate a field with the same name? Current Version : 3.0.0.2

Hi,The default text format of the description of release items is "Plain".  How can I set the default format to "Wiki"? I could not find any tracker configuration or application configuration entry to address this topic. Thank you in advance. CB version: 2.2.1.1

Has anyone migrated from Polarion to Codebeamer? I've had success with the ReqIF export-import flow, but I don't get any history with that import.

Hi, we are using the "Import Status" to identify between releases of the supplier what has changed between two deliveries. Unfortunately the import status is not automatically cleared when importing a new ReqIF.What does this mean? We have to go through 50k items (26 trackers) and clear the status. We also tried this via script but this takes longer then doing it by hand. Is there any best practice on how to do this smarter/faster? Is there even any update planned on improving this in the import mechanism directly? Thank you,Manuel 

I have a report where I am using the historical view to show trackers at a specific baseline. Currently, I have only been able to display one baseline at a time. Is there a way to show multiple baselines in the same report? Thanks,Brian Kampling - Source Allies

Hello community,Is there a way to share users across multiple projects?We have several projects where trackers are connected via reference fields. However, if a user is not a member of both the source and target projects, they either cannot see the referenced items or encounter errors when editing trackers — even in the project where they do have access.Ideally, we would like to avoid manually managing the same users across multiple projects. While we understand that not all users should have access to every connected project, it would be acceptable if broader access is required for reference resolution to work properly.Is there an option or configuration that allows tracker references to function regardless of project membership? I’ve looked through the settings but haven’t found a solution.Thank you in advance for your help!

Hi all,I was searching in the documentation but couldn´t find it. I´m trying to have a computed field which takes the ID of the referenced items that are linked through an association with the type "derived from". Is this possible and if yes, how? https://support.ptc.com/help/codebeamer/r3.1/en/index.html#page/codebeamer/user_guide/ug_suspectedref_funcs.html 

Hello team,Is there a way to improve the "Access Denied" message shown to users who do not have access, by providing clear contact information for support?For example, a user receives a link from a colleague, but it doesn't work. The user then struggles to find out whom to contact, especially if the colleague also doesn't know.Currently, the message only advises the user to check if they are signed in with the correct account or to contact the project administrator — but it doesn't specify who that is.Improving this message with a direct contact (e.g., key user, support team, or distribution list) could help reduce confusion and support requests.  

Can't find export base template for Excel in the installation folder in Codebeamer. I was able to find it fine for word, But can't find excel templates. Can you please provide a default template?.

Is there any way to update or import the Version Hystory of items through the API or otherwise? Codebeamer 3.0.0.2

  Is it ok to install Thingworx Platform and Flow on the same VM as Codebeamer and postgreSQL or should they be on a separate server? This is for Windchill-codebeamer integration.  

Hello PTC community,We were performing the Codebeamer and Azure DevOps integration using the "New External Repository".After doing the configuration when we clicked on the Validation it got validated and we were able to create the new external repository.  Everything went well. But after trying to "Scm repository update synchronization" we are facing the "Error while running repository synchronization job, For: Azure-repository". We are using the Codebeamer version 2.2.0.2 but i have not found any article in the knowledge base addressing this issue. 

I am using Codebeamer 2.1.0.0 version and from yesterday I am not able to create a project using an external template or default template. While creating any project with template it shows the below error -Kindly suggest the remediation steps for this.   

Hi community, I have the following configuration (codeBeamer 2.2.1.0.4).This gives the following result.Now, I only would like to see the latest run of this test case.How can this be done in the configuration?Or is there any other possibility to manage this?Thanks in advance.Best regards.Pascal

Hi All,We have installed codebeamer(2.2.0.1) on linux server. Recently the IT team migrated the server from hyperV to Openshift. Since then our codebeamer url is giving this issue "HTTP Status 404 – Not Found". In logs we dont see any relevant issue other than below mentioned (kindly help if someone has any idea of what might be the root cause or solution) : (i have changed to port and ip by adding XX, please ignore that)Caused by: java.lang.IllegalArgumentException: Failed to validate license: XX001@10.XXX.21.XXXat com.intland.codebeamer.license.flexlm.BaseFlexLmLicense.checkForLicenseGroup(BaseFlexLmLicense.java:135) ~[cb-2.2.0.1.jar:?]at com.intland.codebeamer.license.flexlm.FlexLmLicenseSource.<init>(FlexLmLicenseSource.java:44) ~[cb-2.2.0.1.jar:?]at com.intland.codebeamer.license.flexlm.FlexLmLicenseSource.create(FlexLmLicenseSource.java:70) ~[cb-2.2.0.1.jar:?]at com.intland.codebeamer.license.flexlm.FlexLmLicenseSource.createOptional(FlexLmLicenseSource.java:63) ~[cb-2.2.0.

I am working on a computed field in Codebeamer and need to fetch the item ID from the Default Working Set using a formula.I have tried a few approaches (like this.id, this.globalId, and filtering workingSets()), but they are not returning the expected result. My goal is specifically to retrieve the item ID that corresponds to the Default Working Set.Could you please share the correct formula or suggest the right way to achieve this?Thanks in advance for your support.

# Detailed Explanation of Upgrading to CodeBeamer 3.0 On April 1st, PTC released the CodeBeamer 3.0 version, and many users are eager to try it out. However, whether upgrading from an older version or performing a fresh installation of the 3.0 version, they have encountered numerous issues. Below, we will provide a detailed guide on how to upgrade from CodeBeamer 2.2.1.0 to CodeBeamer 3.0.0.1, addressing various problems during the upgrade and installation process. ## 1. The Upgrade Path for CodeBeamer The first question we need to address is whether it's possible to directly upgrade to CodeBeamer 3.0 based on the current version. According to the CodeBeamer upgrade path table, upgrading to CodeBeamer 3.0 can only be done from the CodeBeamer 2.2.1.X version. If your version is lower than 2.2.1.0, you must first upgrade to at least version 2.2.1.0 as a transitional step. Similarly, the 2.0.0.x version cannot be directly upgraded to 2.2.1.x; it must first be upgraded to version 2.1.0.x.

Hello! I notice that in the overhauled Review Hub UI, only usernames are shown in comments and when tagging people, rather than showing their full real name. This makes it very difficult to know who is actually commenting or finding the person you want to tag. Is it possible to somehow make this display the full name again?

I am looking to be able to develop cycle time metrics using version history and don't see any posts of people attempting to utilize this data that I know the system is capturing.  What I am looking to do it be able to pull the data from the version history of say a Risk and understand how long it was in any particular state. This would require me to evaluate, for example, the date it was created "New" and the date the status transition occurred to move to "Verified". Looking at the version history the dates are captured, but how to I get these into a report or data export so I can develop some metrics like, Average time per status, etc..  

Hello Team,I am working with Code beamer version 22.2.1.0 and trying to upload an image (PNG/JPG) as an attachment to a tracker item using the REST API.I can list attachments successfully using:GET /cb/rest/v3/items/{item Id}/attachments  But when I try to upload using:POST /cb/rest/v3/items/{ item_Id}/attachmentswith multipart/form-data, I either receive 400/415 errors  or the request succeeds but no file appears under the "Attachments" tab in the UI. Example I tried in Python:```pythonwith open("test.png", "rb") as f:   files = { "attachments": ("test.png", f, "image/png") }   resp = session.post(f"{base_url}/v3/items/{item_id}/attachments", files=files)

It seems that with 2.0.0.5 version the posting of items no longer works with the REST API?We know that the future is with Swagger but it was never announced that REST calls would be disabled. Is this documented somewhere which REST calls are dismantled with which version?Specific call that does not work anymore:POST <baseURL>/cb/rest/item Response: 405: The page /cb/rest/item does not exist.