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Alphabetize Explorer Tree Items

  • 1.  Alphabetize Explorer Tree Items

    Posted 06-25-2018 16:48
    I wanted to know if there was an easier method of alphabetizing the items in the Explorer Tree other than the old drag and drop of individual items method.

    The background is I have filters setup that are retrieving items in the order that they are appear in the Explorer Tree. These same filtered items are going into an exported Word document. I currently have no way of reordering the items in the filter, as it will disrupt the look/feel of the outputted Word doc, so the reordering needs to be done in the Explorer Tree.

    I know you can drag and drop one item at a time within the tree to change the order, but I have a Glossary of 300+ items that need alphabetizing.

    If I pull up the complete list in the List View or Reading View, I can click "Select All" and drag these items back to the explorer tree after sorting by Name, but the sorted view in List View or Reading View does not move over to the Explorer Tree appropriately. It appears that once you drag and drop from the Reading or List View, Jama resorts the items by the highlighted Header number and pastes that in the Explorer Tree.

    Long explanation, short request: How do I manage to quickly resort my Explorer Tree alphabetically so that my filters can isolate and export correctly.


    Thanks.

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    Nick Hainline
    NV
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  • 2.  RE: Alphabetize Explorer Tree Items

    Posted 06-25-2018 19:26

    Hi Nick:

    You want to make a permanent change to the Explorer Tree and have that reflected when you apply the filter? And you would love it if there was some sort of auto-alphabetize functionality within the set?

    1.) We do not have the functionality of doing auto-alphabetization, you will need to reorder your list of 300 in the Explorer Tree using "drag and drop".

    2.) To make this change a permanent one which will allow for proper filtering you will need to "Change set key". You will, in particular, want to check the "Regenerate item IDs" box to reset the counter and apply new numbering to all existing items. It is the resetting of the counter which makes the alphabetization function so that your "filters can isolate and export correctly" and in the order you prefer.

    Jama User Guide


    All The Best, 



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    Chloe Elliott
    Business Support Engineer

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  • 3.  RE: Alphabetize Explorer Tree Items

    Posted 06-26-2018 12:26
    Edited by Nick Hainline 06-26-2018 12:26
    Hey Chloe,

    I guess I don't understand the need for 2) above.
    If I go through all the effort to reorder all 300+ items in my glossary, I will at that point be able to get the filtered list I want, in the order that I want.

    Filtering appears to order items in the order that they appear in the Explorer Tree (from top to bottom).

    -Nick

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    Nick Hainline
    NV
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  • 4.  RE: Alphabetize Explorer Tree Items

    Posted 06-26-2018 14:28
    Apologies, I had misinterpreted what functionality you had originally wanted. So, yes you are right, you cannot "sort" in the "list view" and then make the result of the sort permanent in the Explorer Tree. The UI option, at this time, is to "drag and drop" within the Explorer Tree. This would be an interesting Feature Request to submit.

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    Chloe Elliott
    Business Support Engineer
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