Creating Instance Activity Views

  1. Click the Views tab.
  2. In the right pane, click the Create View button
  3. In the Custom Views dialog box, configure View Properties
    • Set the View Type to Instances activity.
    • Type a name in the View ID box using only alphanumeric characters.
    • To display the view hierarchically under one of the existing views, select a view from the Parent View drop-down list. To display the view at the root level, set the drop-down list to blank.
    • Type a short description of the view in the Description box and select its Language from the drop-down list. The description will be used as the label for the view in the left pane of the WorkSpace window. To add additional languages for the label, click the plus icon and repeat.
    • At the bottom of the dialog box, click the Next button.
  4. In the Processes section, select checkboxes for each of the processes you want to include in the view, and then click the Next button.
  5. Set the Activity drop-down list to the activity you want the view to include, and then click the Next button.
  6. To choose the presentation that will be used for the view, select a presentation from the Presentation Preview drop-down list. A preview of the work item columns appears. Click the Next button.
  7. To filter work items based on their role assignment, in the Filter Options section, configure the drop-down list for Get work items assigned to To include aborted or completed work items in the view, you must select All for this option
  8. In the Conditions section, add view conditions as necessary, and then click the Next button.
  9. In the Assigned Roles section, select checkboxes for each of the roles that will use the view.
  10. In the View Properties section, do the following:
    • To make the view hidden in the WorkSpace window, select Is Hidden.
    • To make it so users cannot edit the view, select Is Read Only.
    • Click the Next button.
  11. To close the Custom Views dialog box, click the OK button.