CA Clarity PPM Basics User Guide

Present a Page as a Pop-up

OBS Auto Suggest Example

Enter S to search for the Sales department OBS. The following results appear in the results list as you enter text because the values begin with the letter 's'. Notice that the

OBS destination values appear first in the list.

Department:ConsumerGoods/Sales

Department:ConsumerGoods/Software

Department:Shipping/International

The results that display depend on the OBSs created for your organization.

Search Multi-valued Lookup Field

A multi-valued lookup field allows you to select one or more values. After you enter the initial search letters, you can select the desired value for the field. You can continue to search for and add additional values to the field as needed. Click the X next to the value to remove the value from the selection list.

Multi-valued Lookup Auto Suggest Example

Enter Bo to search for users with names that start with 'bo'. Select Bob Smith. Bob Smith is added to field.

Present a Page as a Pop-up

Some lists display a Configuration icon in the Options toolbar. For these lists, you can set items selected from the list to display in a separate pop-up that floats above the workspace. A pop-up is one way to provide a visual reminder of where you are in the application. The popup has the same functionality as a page presented in the workspace.

Note: When you set an item on a list page to appear in a pop-up, all list items are set to appear in a pop-up.

Follow these steps:

1. Open the list page you want to configure.

For example, to open the Projects list page, open the Home menu, and from

Portfolio Management, click Projects.

2. Open the Options menu by clicking the icon on the toolbar, and click Configure.

3. Open the List Column Section menu, and click Fields.

Chapter 3: Page and Portlet Basics 43