Codebeamer - project configuration to define what tracker may be upstream/downstream from another

[MeganB_T]

Hello, 

I am a new user to codebeamer and have not been able to determine how to configure the project settings for changing the rules for what upstream/downstream references are allowed in between trackers.  I will be an admin and creating projects to manage aerospace requirements and projects and this would be a very useful tool/item to go over in the courses that was not discussed in the self-guided trainings.  

I could also not find this in the user guide for creating new projects or trackers.  If it is in the user guide, could someone point me to this section?

[VladimirN]

"Codebeamer Discussions": https://community.ptc.com/t5/Codebeamer/bd-p/codebeamerdiscussions 

[ptc-5425785]

Hi,
Thank you for taking our Codebeamer Fundamentals classes. You are correct, we do not cover Codebeamer Administration in these classes.
I will add your request to our Codebeamer backlog. For other new topic suggestions, don't hesitate to use the New Course Suggestion form.
We review this regularly and value your input.

[EO_10287581 · Accepted solution]

Hello, and thanks for your question.

In a tracker's Configuration settings, on the Fields tab, you use choice fields to define the allowed upstream reference relationships for work items in that tracker. 

As shown in the image above, the Datasource for such a choice field is Work/Config Items.

And below, you can see an example of the reference definitions for an existing choice-type field with a Work/Config Items datasource:

The section of the Codebeamer User's Guide that covers this subject is Creating and Customizing Trackers, specifically Reference Fields and Trackers Reference Fields.

This is indeed an advanced administration topic, which our course offerings do not yet cover. However, we hope you find the above information a useful starting point.

Another suggestion for learning how choice fields (specifically, those choice fields that are also referred to in the documentation as "reference fields") is to examine the settings for those choice-type fields in a tracker, and then observe how those reference settings are reflected on the project's configuration diagram.

[Catalina]

Hi @MeganB_T,

I wanted to see if you got the help you needed.

If so, please mark the appropriate reply as the Accepted Solution or please feel free to detail in a reply what has helped you and mark it as the Accepted Solution. It will help other members who may have the same question.
Please note that industry experts also review the replies and may eventually accept one of them as solution on your behalf.

Of course, if you have more to share on your issue, please pursue the conversation.

Thanks,