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Jama Connect User Guide

Add or edit advanced filters

Filters allow you to customize the scope of a search so it’s more granular and efficient.

Important considerations
  • When you edit or create a filter, you can include or exclude an embedded filter if the condition supports an embedded filter. Otherwise, the option doesn't appear.

  • For best search results and quality performance, make your filters as specific as possible to return only the results you need. If you run a filter against all your Jama Connect projects, the results you get might be too broad to be helpful and performance can be affected by such a large data set.


Only organization admins can edit filters that they didn't create. Depending on your permissions, you might not be able to edit filters that were created by other users. To view their details, right-click on the filter name under the Filters tab and select View criteria.

To add an advanced filter:

  1. Select the Filters tab in the Explorer Tree.

  2. Select Add filter to open the New filter window.

  3. Enter a name for the filter and select an option to indicate the project scope:

    • This project only — Queries data from the project the user is viewing at the time. The filter appears only when using this project.

    • Current project — Queries data from the project the user is viewing at the time. But the filter is also available for use in other projects.

    • All projects — Pulls data from every project in the organization that the user has permissions to view. Using this option, you can see items from other projects that match the filter criteria.

  4. (Optional) Select Make public to make the filter available to anyone with access to the project.

  5. Define your filter with available conditions, which depend on the selected item type.

    • Add rule creates a new rule. A filter can contain any number of rules. 

    • + adds a condition.

    • removes a condition.

    • Add condition group (blue button) adds a condition group, which depends on the selected item type.

    • Add embedded filter opens the Embedded Filter window, where you can add a sub-filter to your relationship condition.


      For example, you can create a filter to identify change requests with downstream relationships and a sub-filter to limit downstream items to the relationship item type.

      1. Enter a name for the embedded filter.

      2. From the Select a project drop-down menu, select All Projects or Current Project.

      3. In the Create rules section, add the conditions for the new embedded filter.

      4. Click Add embedded filter.

  6. In the New filter window that opens, define the following.

    • Limit to items updated within options limit the filter to items updated within a certain time frame.

    • Sort order for results by options to define how results are sorted on output.

  7. Select Preview <number> Results... in the bottom left corner of the New filter window. Results appear in the same window.


    Results example:

  8. (Optional) Click View in List to see the filter items in List View.

  9. When finished creating and editing your filter, click Save.