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Prerequisites

  • A Planningboard widget is already embedded in a Polarion LiveDoc or Wiki page.
  • The Polarion project has at least one custom field of enumeration type (or a list-type field whose items are enum values) defined for the work item type you plan to display.
  • You have edit access to the page containing the widget.
The status, resolution, and type built-in Polarion fields cannot be used as the enumeration field for swimlane grouping. Use a custom enumeration field instead.
1

Open the Widget Configuration

  1. Open the Polarion page containing your Planningboard widget.
  2. Switch the page to Edit mode (click the page-level Edit button in the Polarion rich-page editor toolbar).
  3. Expand the Tools panel on the widget.
  4. Click the widget Edit () button to open the Widget Parameters dialog.
2

Set Assignment Type to Enumeration Field

  1. In the Widget Parameters dialog, navigate to the Swimlanes (Rows) section.
  2. Open the Assignment Type dropdown.
  3. Select Enumeration Field.
Swimlane Assignment Type dropdown showing Enumeration Field selected
3

Configure the Field ID

In the Field ID input, enter the exact identifier of the enumeration custom field you want to use as the grouping criterion.For example, if your project has a custom field whose ID is team, enter:
The field ID must match the identifier as it is defined in Polarion Administration — it is case-sensitive. Common choices include fields such as team, severity, or priority (when those are custom enum fields on your work item type).
Go to Administration > Work Items > Custom Fields in your Polarion project and locate the field. The value in the ID column is what you enter here — not the display label.
4

Optionally Apply a Rows Filter

The Rows Filter (optional) limits which enumeration values appear as swimlane rows.
  • Leave empty to display all enum values as rows (default — shows all).
  • Select specific values to restrict the board to only those swimlanes.
To configure the filter:
  1. Click the Rows Filter selector.
  2. A multi-value selection dialog opens, listing all available enum values for the configured field and work item type.
  3. Select the values you want displayed as swimlane rows.
  4. Confirm the selection.
Available values in the Rows Filter depend on the work item type displayed on the board. If you change the work item type, the available enum options in the filter will update accordingly.
5

Add a Report Link (Optional)

You can attach an optional Report Link to the swimlane configuration. This lets you navigate from a swimlane directly to a related Polarion report filtered by that field value. Enter the report URL or leave blank.
6

Save and Verify

  1. Click Save (or OK) in the Widget Parameters dialog.
  2. Exit page edit mode.
  3. The Planningboard reloads and displays one swimlane row per enum value present in the loaded work items (or per the filtered selection you configured).
Widget Parameters configured with Assignment Type Enumeration Field and Field ID team, producing a board with Alpha, Beta, and none swimlane rows across Sprint 1-3 columns
Items with no value for the field appear in a (none) / unassigned swimlane row.

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Showing Empty Swimlanes

By default (showEmptySwimlanes = false), Planningboard hides swimlane rows that contain no work items. To show all enum values as rows even when they are empty, enable Show Empty Swimlanes in the widget parameters.

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Multi-Value Enum Fields

If the enumeration field on your work items allows multiple values (list-type with enum items), each card can appear in more than one swimlane — one row per value it holds.
Multi-value enumeration fields for swimlane grouping were committed for release by end of February 2026. If you configure a multi-value enum field and cards do not distribute across rows as expected, verify your installed Planningboard version supports this capability. Earlier versions may surface a field validation error (field is not enumeration) for certain multi-value field configurations. If you see that error, also try clearing the widget configuration cache and re-saving the widget parameters to trigger a config rebuild.

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Troubleshooting

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Cards all appear in a single row or in “(none)”

  • Confirm the Field ID exactly matches the Polarion custom field identifier (case-sensitive).
  • Confirm the field is of enumeration type (or a list-type whose items are enum values). Status, resolution, and type fields are not supported.
  • Confirm work items in the board’s query actually have values set for that field.

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The Rows Filter shows no values

  • This usually means the field ID does not resolve to an enum field for the currently configured work item type. Verify the field ID and the work item type selection in the widget parameters.

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A swimlane row is missing for a value I expect

  • The Rows Filter may be limiting visible rows — open it and check the selection.
  • showEmptySwimlanes may be off: rows with no matching items are hidden by default.
Enumeration field swimlanes are compatible with capacity tracking. However, capacity normalization (planCellsMode) is not supported when the assignment type is set to Parent Item — this limitation does not apply to enumeration field swimlanes.

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You Should Now See

Your Planningboard displays one horizontal swimlane row per enumeration value (filtered to your selection if a Rows Filter is set). Work items are grouped into rows by their field value, and dragging a card between rows updates that field’s value on the underlying Polarion work item.
Planningboard showing enumeration field swimlanes grouped by team

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See Also

KB Articles
  • Swimlane Assignment Types
  • Filter user swimlanes by Plan range
  • Sorting of Swimlanes (Parent Item Assignment Type)
Support TicketsSource Code
  • PlanningBoardWidgetRenderer.java
  • enum-rows-filter.cy.ts
  • licenseReadonly.cy.ts
  • AssignmentMode.java
  • PlanningBoardWidget.java
Last modified on July 9, 2026