Jama Connect User Guide

Add or edit advanced filters
  1. Select the Advanced filters tab in the Explorer Tree.

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

    new_filter_window.png
  3. Name the filter and indicate the project scope by selecting one of the following:

    • This project only

      This first option shows the name of the project currently open. Select this to use the filter only on the current project you are viewing. Additionally, the filter will only appear when using this project. If you switch to a different project, you will no longer see this filter.

    • Current project

      This option is similar to first one, except the filter is available for use in other projects. The filter only queries data from the current project the user is viewing. If you switch 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.

    • All projects

      The filter will pull data from every project in the organization that the user has permissions to view. Using this option, can see items from other projects that match the filter criteria.

  4. Select Make public to make the filter public. (You must have a creator license and be at least a project administrator to make filters public).

  5. Next, define your filter.

    • Select Add rule to create a new rule. Select the x in the rule header to delete a rule. A filter can contain any number of rules. 

    • Each rule is matched to a specific item type or all item types having specified conditions. A condition describes specific attributes of an item (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. Select the green plus Add button, or the red minus Remove button, to add or remove conditions. Select the blue Add condition group button to add a condition group. Condition options change depending on what item type is selected.

    • Relationship conditions are a special case which often require a sub-filter to be applied. (for example, 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. In this situation, select the link to open the Embedded filter window.

      embedded_filter.png
      embedded_filter_window.png
    • You can limit the filter to items updated within a certain amount of time using the drop-down menu next to Limit to items updated within....

    • Use the drop-down menus next to Sort order for results by  to define how the results should be sorted on output. Use the Remove and Add buttons to remove or add multi-level sort orders.

      Note

      Filters that run against all projects find and display results for all items in your Jama Connect application. Filters like these may return very large data sets and degrade performance. To assure quality performance, make filters more specific to return only the results you need.

  6. Preview your results by selecting Preview in the bottom left corner of the New filter window. This will show results in the same window.

    preview_filter_results.png
  7. From here you can:

    • Select Save to save the filter to the list of saved filters.

    • Select Back to filter to go back and make changes to the filter.

    • Select View in list to see the filtered items in List View. (Your filter will not be saved.)

    Tip

    You may not be able to edit filters that were created by other users, but you can view their details by right clicking on the filter name under the Filters tab and selecting View criteria.

    view_filter_criteria.png