Filters provide a flexible way to view Project Items. Filters may be used to enter a query in order to display only relevant information. Once a Filter is created it can be shared with the rest of the team.
Selecting the filter tab displays a list of all filters along with a toggle button that allows you to show only your favorite filters.
Add a Filter
| 1. | Select the Add Filters button from the Filter view. |
| 2. | The New Filter window will pop up. |
| • | Filter Name - Enter a name for the Filter. |
| • | Make Public? - When selected the Filter is made available to all users with access to the Project. |
| • | Project Scope - Define if the Filter will apply for This Project Only, All Projects, or the Current Project.
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| 3. | Filters are based on sets of Rules. |
| • | Each Rule is matched to a specific Item Type or All Item Types having specified conditions. A Filter can contain any number of Rules. The Filter will return the results of all of its Rules if all conditions are met. Click the Add Rule button to create multiple Rules and click the 'x' in a Rule header to delete a Rule. |
| • | A condition describes specific attributes of an Item, including fields of an Item Type, Tags, Relationships, Location, Keyword, or if the Item has children. Each Rule can contain any number of these conditions. The Rule can be set to accept any one of the conditions or require that all conditions are met. Use the Add and Remove buttons to add or remove conditions. Click the Add Condition Group button to add a group of conditions. |
| • | Relationship conditions are a special case which often require a sub-filter to be applied. For example: Building a filter to identify all Change Requests with downstream relationships to Requirements. A Filter identifying Items of type Change Request with downstream relationships will need to be created but another sub-filter will need to be applied to limit the downstream Items to the Relationship Item Type. |
| I. | A descriptive sub-filter link is displayed at the end of every relationship condition. Clicking the sub-filter link will pop up an Embedded Filter window. |
| II. | The Embedded Filter will only apply to the defined relationship Items. |
| • | The results of the Filter applied can also be ordered by any number of conditions. Use the Order by condition list in the bottom of the New Filter window to define how the results should be sorted on output. Use the Remove and Add buttons to remove or add multi-level sort orders. |
| 4. | The Filter results can be viewed before saving in two different ways. |
| • | Use the preview link in the bottom left of the Filter window to view the Filter results in the same window. Clicking Back returns to the Filter window. Clicking Save will add the filter to the Recently Viewed and Favorite Filters lists under the Filters tab. |
| • | Click the View in Grid button to view the Filter results in the center panel as a search result list. Actions, Views, and Filter Settings can be accessed from here. Click Filter -> Edit Filter to return to the Filter window in order to Save the Filter. |
| 5. | Right click on existing Filters to display several options including View Criteria. This option displays a read only view of the Rules and Conditions of the Filter. |
Edit a Filter
There are two ways to edit a Filter. Either right click a Filter and select Edit or follow the directions below.
| 1. | Select the desired Filter. |
| 2. | View the results and click on the Filter -> Edit Filter button. |
| 3. | The system will display the New Filter window pre-populated with the saved criteria. |
Hint: Right click a filter and select Duplicate to copy an existing Filter.
Delete a Filter
When deleting a Filter you’ll be prompted to confirm this action. Keep in mind that if you delete a shared Filter, even if you aren’t the creator, it is deleted for everyone. The delete option is available under the results Filter tool or by right clicking on a Filter.
Filter the Explorer View
Filtered lists are extremely handy but sometimes you need to work from the Explorer view. To accomplish this click on the Apply Filter to Explorer button available by right clicking on the Filter or applying the Filter and selecting Filter -> Apply Filter to Explorer from the results panel.
This will switch the view from Filters to the Explorer view that will only contain Items that were returned by the applied Filter. This is indicated by a box with the Filter name. Click the 'x' to remove the applied Filter. Parent Items not included in the filter will be grayed out in the Explorer.
