Advanced filters provide a flexible way to view project items.They may be used to enter a query in order to display only relevant information. Once an Advanced filter is created, it can be shared with the rest of the team.
Selecting the Filter tab displays a list of all saved filters along with a toggle button that allows you to show only your favorite filters.
Add a filter
|1.||Select the Add filters button under the Filter tab.|
|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. Only those users with Creator Licenses and Project Manager permissions (or higher) will be able to make a filter public.|
|•||Project scope - Define if the filter will apply for This project only, All projects, or the Current project.|
|o||This project only - The name of the project currently open in Jama will populate first. If this specific project name is selected, the filter only queries data from the current project the user is viewing. Additionally, the filter will only appear when using this project. If the user switches to a different project, the filter created in the prior project does not appear.|
|o||Current project - This option is similar to This project only except the filter is available for use in other projects. The filter only queries data from the current project the user is viewing. If the user switches to a different project, the filter from the prior project is available but the data matching the filter criteria are only items in the current project. |
|o||All projects - The filter will pull data from every project in the organization that the user has permissions to view. Using this option, users may see items from other projects that match the filter criteria.|
|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. Select the Add rule button to create multiple rules and select 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. Select Add Condition Group 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 that are change requests 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. Select Sub-filter to bring 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.|
|•||Condition options change depending on what item type is selected. For example, the condition “Has a Test Run” is only available when creating a rule for the Test Case item type. This condition can only be used to display Test Cases that have Test Run where the status is “Passed”.|
|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. Select Back to return to the Filter window. Select Save to add the filter to the Recently Viewed and Favorite Filters lists under the Filters tab.|
|•||Select 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. Select 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 select Filter > Edit filter.|
|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 Tree
Filtered lists are extremely handy, but sometimes it is better to work from the Explorer Tree. To do this right-click on the filter name and select Apply filter to Explorer:
This will switch the view from filters to the Explorer Tree that will only contain items that were returned by the applied filter. This is indicated by a box with the filter name. Select the x to remove the applied filter. Parent items not included in the filter will be grayed out in the Explorer Tree.
Note: Embedded filters, which are filters within Advanced filters, default to displaying all items within an organization. This can degrade performance for organizations with large data sets. Test these filters before saving them to ensure the sub-filters are actually filtering the results to reasonable levels so that the Jama service performs as expected.