Admin Info

EN | Administrator Guide for Configuring the UPPS! Extension Intelligent Navigator (IN)

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Overview

Who is this documentation for?

This documentation is intended for system or project administrators responsible for configuring the UPPS! Extension Intelligent Navigator (IN).

Prerequisites

Before reading this documentation, you should be familiar with basicthe administration area of a Polarion project administration.project.

What you will learn

After reading this documentation, you will be able to configure the behavior and functionality of the Intelligent Navigator for specific projects individually.

Introduction

The Intelligent Navigator enhances navigation efficiency in both the Polarion Live Document Editor and the Work Item Editor. It provides the following key benefits:

Fast navigation between Work Items

The Navigation Button of the Intelligent Navigator enables quick and intuitive navigation between Work Items located in different parts of a Live Document, without the need to scroll. Additionally, it prevents users from getting stuck in the document history after following a pinned link.

Preview linked and cross-referenced Work Items on hover

When hovering over a link or Cross-Reference, the content of the linked Work Item isfields displayed in the WorkItem Preview Window . This allows users to review Work Item links and references without following them, so neitherof the currentIntelligent Work Item nor the document in focus needs to be left.Navigator.

Configuration

Scope

The Intelligent Navigator can only be activated and configured by ana administrator,user with acces to the , and only at the project level.

Step 1: Open the Configuration Page

To access the Intelligent Navigator configuration for a project:

1. Open the Polarion administration area for the relevant project.
2. In the navigation sidebar, go to UPPS! Extensions.
3. Select Intelligent Navigator from the menu.

Step 2: Configure the Work Item Preview Windows

Overview

TBDThree categories of fields control what information appears in the Preview Window when you hover over a WorkItem:

• Inherent Fields — always shown, in every WorkItem preview
• Typed Fields — shown based on the WorkItem type
• Fallback Fields — shown when no type-specific configuration matches

Field Categories

Inherent Fields

Inherent fields are displayed in every Work Item preview regardless of any other configuration. They always appear first, before any typed or fallback fields.

These fields cannot be conditionally suppressed. They will always be visible at the top of every WorkItem preview.

Typed Fields

Typed fields are displayed based on the type of the Work Item being hovered. When the cursor rests on a WorkItem whose type matches a configured type-specific rule and satisfies the associated WorkItem query, the fields defined in that rule are displayed.

Use typed field configurations to tailor the preview for specific WorkItem types — for example, showing test-specific fields only for test cases.

Fallback Fields

Fallback fields are displayed when a Work Item does not match any type-specific configuration. If the hovered Work Item has no matching typed rule, the system searches for a fallback configuration with a matching WorkItem query and displays those fields instead.

Fallback configurations ensure that all Work Items show meaningful preview data, even if no type-specific rule applies.

WorkItem Query

The WorkItem Query field (optional) identifies which WorkItems should display the fields configured in this rule. Leave the field empty to match all Work Items of the applicable type or fallback scope.

The query field accepts any valid WorkItem query that can be built in the Polarion Query Builder.

Fields

The Field Configuration section defines which fields appear in the Work Item preview and in what order. Fields are listed in the order they will be displayed, subject to the filter's type or fallback scope and the Work Item query condition being met.

Test Steps

When enabled, the test step table of the hovered Work Item is displayed in the Work Item preview. The table is only shown if a test step table is configured for that Work Item and is available within your Polarion project.