Product Idea

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Allow Customization of the "Reading View" in the same way as the "Review Reading View"

  • 1.  Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-24-2015 20:51
    We always try to discourage printing out items and recommend using the views provided in JAMA. But the "Reading View" is severely limited because you cannot see any of the custom fields. You cannot even see the "Release Field" in the reading view.

    The "Review Reading View" already has the ability to be configured to include any fields you want.  This feature (I have requested before) is strangely still missing. I am surprised that more users do not request this feature.


  • 2.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-24-2015 21:04
    We would also like this feature.  We currently are able to review the release type and release number in the Review Reading View and, now that we have collaborator licenses for those who need read-only access to the requirements in the Projects area, it is necessary for them to easily read through the requirements and have access to see custom fields as well.


  • 3.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 09-13-2017 11:04
    We'd also like this feature.  We'd like to be able to customize the reading view to display additional fields beyond the name and description fields.  We'd like the ability to choose which additional fields to display.

    Currently, Jama doesn't have a good way to display information from multiple fields at once from multiple items i.e.
    • The table view doesn't display rich text well and users can only see the first part of the entry.  
    • The reading view only displays the name and description field.  


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    Sandra
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  • 4.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-25-2015 09:10
    I agree. I have requested that we be able to turn off the arbitrary outline numbering and allow us to determine what identifier to use. In our case, we'd use the item ID


  • 5.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:20
    Thanks for posting. We saw similar feedback in our live intercept survey and research sessions on the issue. The outline numbering in the Reading View ties to the document ID for the project. When we introduced the Reading View we wanted users to have a reference point that tied to the entire document - assuming users wanted the entire project to be their document. What we found is that users have gone away from this way of consuming information as items in Jama can be moved, so in essence their document ID can change any time someone moves, adds, or deletes items.

    We are actively working on adding the item ID now in the Reading View. This will be added with a hyperlink that allows the user to navigate to the single item view if they choose. The ID will also be in the same location for every item regardless of what data users have selected so it's easily visible and consistent, so as not to distract from the reading experience.

    We are also looking to remove the document ID numbering from the Reading View and may potentially add options for alternate numbering in the future. In the next several releases we'll be incrementally introducing new functionality for the Reading View so expect to see these updates in the release notes and what's new videos in the future.

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    Joel Hutchinson
    Product Manager
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  • 6.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-25-2015 14:21
    Thanks for posting this idea, Dana, and to Pam and Sandy for adding context, too. I'm not sure why the disparity between regular and Review Center Reading View exists in the first place, but you make a good point that it should be a consistent experience.


  • 7.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-04-2015 15:08
    This reply was created from a merged topic originally titled Allow Configuration of Reading View.

    For some item types it is beneficial to see other fields on the reading view that just summary and description.
    Please allow the configuration of the list view by the user and/or by the administrator (like for the Review reading view).


  • 8.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 09-25-2015 12:46
    This is an absolute "wow, how is this not a feature already?".  If we just got a copy of the review-center view instead of the not-customizable reading view it would make me very happy (and should, seemingly, be pretty quick, especially as versus making the existing view customizable in any way).  A lot of our most read/reviewed items make more sense in the reading view.


  • 9.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 09-25-2015 15:46
    Kit, what is it about the Reading View that enables these items to "make more sense"? Is it that they need to be read from top-to-bottom rather than left-to-right, or is it the ability to display tables, diagrams and graphics in Reading View?


  • 10.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 09-28-2015 11:36

    Both, actually.  Reading top to bottom mimics the reading view in the review center – which was sensical enough to develop for that audience, and often the same users/personas are developing the artifacts being sent for review.  Being able to view the graphics, tables, et cetera inline ... it makes the content read like a document.

    The table view which exists is fantastic, as it lets us see a customizable summary and/or report-like views of the data (including the handy custom-color-tinted cells like status), but trying to view specific details of custom rich-text items in our objects is equally invaluable.  Perhaps another way of looking at it:  table view is best for meetings and reference, reading view is best for detailed reviews and proofreading without having to dive into items or dump their contents to MSWord/Excel.

    As an aside to a prior comment in this thread:  +1 vote for allowing custom outline numbering.  For some reason our templates/QA readers are pretty dependent upon those, and are confused when 6.1.1 becomes 5.4.7.6.1.1.  I'm okay with including that value in, e.g., the title field but that's a bit messy on import/export.  (low priority nice-to-have IMO)



  • 11.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 09-28-2015 16:46
    Gotcha. Thank you much for the added level of detail.


  • 12.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-07-2015 20:09

    I strongly agree that this is a very unfortunate shortcoming of an otherwise outstanding product!

    My users have a strong preference for the Reading View, given their background with MS Word Requirements documents. But this deficiency is a rather glaring hole.

    I have resorted to instructing my users to Copy&Paste important field values into the Description field, so they are visible in the Reading View. (Yuck)



  • 13.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:23
    Thanks for posting KMote. This was a recurring theme in our research and something we're planning on addressing in the Reading View work our team is actively working on now.

    ------------------------------
    Joel Hutchinson
    Product Manager
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  • 14.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-07-2015 20:31
    Reading tests occurs one at a time or in an export, because the reading view does not include steps.  I have added test steps to reviews.


  • 15.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-08-2015 14:37
    Gary, thanks for adding more context. 


  • 16.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-08-2015 14:38
    You're right, Kevin, that is a gross workaround. There's a lot of good feedback here to share with my colleagues, but any time someone says "Yuck" to a workaround, I know it's serious. ;)


  • 17.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-14-2015 12:59
    Agreed. We don't use the heading numbers for anything other than organization since they are arbitrary and can change from revision to revision. Being able to add (at least) the requirement ID so we don't have to continually open each item to know which ID we're looking at would be a HUGE improvement.


  • 18.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-14-2015 16:19
    That's a good point, Felicia. Thanks for chiming in.


  • 19.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-22-2015 18:38
    I'll join the folks asking for this feature. We have some custom fields that would be really helpful to be shown in the reading view. This is especially useful given the recent update allowing inline editing of items in reading view. Saving a few clicks is always appreciated!


  • 20.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-27-2015 14:16
    We would also like to request this feature. 

    The reason for our request is because we have a custom field within a requirement for 'Rationale', ideally we would like to proof read, in the Reading View, the rationale for all filtered requirements immediately before they are sent for review - currently this is not possible.


  • 21.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-27-2015 18:55
    Makes sense! Thanks for that added context.


  • 22.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 11-11-2015 13:58
    Hey, we'd really really like this feature too. My users see it as a major limitation of the software, especially when the function to custom the reading view is available in the review centre - users see it there and are then frustrated that they can see the same information in the regular reading view


  • 23.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 07-28-2016 12:00
    We'd also very much apprecite such a functionality.


  • 24.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-16-2016 11:09
    Any updates? I'd vote for this too.

    Jama is very powerful in terms of customizing data types to drive towards a common taxonomy. The power drops off when in reading view.

    For example, if I capture Problem Statement as a field and Solution Options as a field it becomes easier to look for patterns or create filters. But the reading view forces me back into an old-school document style... put everything in one field and use a document template. 


  • 25.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-16-2016 11:36
    Let me add an alternative, which is to have the List View display multiple lines of text as an option. We're kind of stuck. I can have any field in List View, but can't read the full field. I can read the full field in Read View, but am limited to fields. Neither view really meets the full need. It is critical to be able to analyze across items without drilling into each item or exporting to Word. Jama is soooo close to perfection, but this is one of the gotchas that holds it back.


  • 26.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:37
    Thanks for posting Jonathan, i appreciate it. The direction we've decided to pursue is to allow users the ability to add field content to the Reading View, versus adding line space to cells in the List View.

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    Joel Hutchinson
    Jama Software
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  • 27.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-16-2016 13:16
    I like this idea of improving the list view. However, I don't see this as an alternative to fixing the reading view.  They are used for different reasons.  The reading view is for read and review all relevant details of an item. 


  • 28.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:42
    This is a good point Dana, and ultimately we agree. As a result, we are working on adding field content (and the ability to choose what that content is) to the Reading View versus adding additional lines to fields in the List View.

    The point about different purposes for the two views was a common topic in research sessions. When we started this work we thought about persisting changes to the field content from one view to the other but ultimately decided against it for this reason.

    ------------------------------
    Joel Hutchinson
    Product Manager
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  • 29.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-16-2016 16:57
    Jonathan, I just wanted to let you know that there are no updates on this.


  • 30.  Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 11-03-2016 19:11
    This reply was created from a merged topic originally titled Feature Request - Description Text is concatenated in "list" and "reading" view.

    Need the ability to configure field’s showing in reading view of the project. Often more than just the Name and Description for each item needs to be generated into document form for the delivery to customers. The ability view what that document, and data would look like/contain saves hours of re-generating exports/reports to ensure all the data is captured for release. - WYSIWIG - need the ability to see what we are going to get before running expensive reports.


  • 31.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 01-22-2017 21:28
    +1 from me for this feature.  I would like a consistent experience between this a review centre.

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    Callum Davey
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  • 32.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 01-23-2017 07:16
    +1

    We would also like to request this feature. 

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    Felix
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  • 33.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 02-09-2017 14:36
    Hi everyone,
    Our UX team is currently researching what our users need out of reading view. Our UX manager, Eva, is looking for real live humans to take part in some research.

    We also have a poll open to capture preferences. If you have some time, please complete the poll or volunteer some research time. It'd be great to get you all involved!

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    Kristina King
    Jama Software
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  • 34.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 07:59
    Hi Kristina,

    Any insight on plans to make reading view customizable - or at least replacing outline numbering?  We are very interested in including the unique Item ID vs. the outline numbering for online reading and exports.

    Thanks,
    Mary

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    Mary Boyd
    VW Credit
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  • 35.  RE: Re: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:51
    Thanks for posting Mary. We are actively working on the Reading View now. Removing document numbering and adding the item ID are among the first changes we plan to make. Next steps once we've made those changes will be to provide an improved way to visually see the item hierarchy and then giving users the ability to add field content.

    In the next several releases we'll be incrementally introducing new functionality for this view so expect to see these updates in the release notes and what's new videos in the future.

    ------------------------------
    Joel Hutchinson
    Product Manager
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  • 36.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 05-12-2017 15:07
    Thanks for posting this Dana. When the Project Reading View was introduced, it was assumed that users would be choosing to go there from the List View, so we worked to provide more context than the List View by giving users the Description field - which at the time was the primary field that users wanted to read that they couldn't in a list. We didn't anticipate that users would want to consume content in the Reading View in the same way they do in the Review Center or that users would add as many rich text fields and other fields as they have.

    Thanks to this comment thread we decided to research the issue more, which is why you may have seen the live intercept survey go out in February and customer research sessions in March of this year. We are actively working on providing the ability to toggle on field content for the Reading View to allow users to customize their reading experience. In the next several releases we'll be incrementally introducing new functionality for this view so expect to see these updates in the release notes and what's new videos in the future.

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    Joel Hutchinson
    Product Manager
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  • 37.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-08-2017 10:18
    Not sure if there is a correct way to vote on this feature but if so here's my vote on behalf of our user base.

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    Ed
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  • 38.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 06-08-2017 10:27
    Hi Ed! We're working hard on this now. Check out this Product Bulletin to learn more.

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    Jess Stetson
    Product Marketing Manager
    Jama Software
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  • 39.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-11-2017 10:14

    Thanks Jess.

    Can I confirm that this will apply also to Test Case items?

    Thanks,

    Ed



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    Ed
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  • 40.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 08-15-2017 12:23
    @Edward -- I can confirm that!

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    Jess Stetson
    Product Marketing Manager
    Jama Software
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  • 41.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-13-2017 05:56
    We'd also benefit immensely from a better customization of the reading view.

    best regards

    Marcis

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    Marcis Djelassi
    TomTec
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  • 42.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-23-2017 17:05
    Hi

    Is there a time frame for when the customisable reading view functionality will be available.  The original ticket was raised over 2 years ago and since may of this year comments by the jama team have suggested this is on it's way but the product bulletins refer to other reading view improvements.
    As we have to export to Word or create a review to be able to read all other fields with their formatting applied this is something we would really appreciate being available.  Having only recently implemented jama to remove MS Office from our requirements management process we find we have to export to see all data - not great.  Especially when the functionality to customise the list view and the reading view in the review centre is already available.
    Looking forward to an update (and a timeline of when this functionality is expected to be delivered)

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    Warm regards,
    Gavin Ryan-Keenor
    Business Analyst
    Australia
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  • 43.  RE: Allow Customization of the "Reading View" in the same way as the "Review Reading View"

    Posted 10-24-2017 11:26
    Thanks for posting Gavin, I appreciate it. We're set to release our first increment of field functionality in the Reading View in the 8.22 release. What you'll see in that release is the ability to configure the following fields:
    • Name
    • Description
    • Text Fields (both Rich and Plain text)
    • Picklists
    • Releases
    • Date Fields
    • Integer Fields
    As with List View, Jama Administrators will be able to configure the Reading View for various item types. Users will see field selections maintained across sessions.
     
    Next steps after the 8.22 release are:
    • Allow users to select any field available in the Single Item View to display in the Reading View,
    • Allow users to export with selected fields from the Reading View, and
    • Improve the inline editing experience in the Reading View.   
    Thanks again to everyone for the help on this topic. We're looking forward to your feedback as we roll this functionality out to users.


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    Joel Hutchinson
    Product Manager
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