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Jama Connect Help

Filter the Explorer Tree

Typically, the Explorer Tree contains many items, which makes finding what you need difficult or time-consuming. To quickly locate multiple items in the Explorer Tree, apply an existing filter.

You can filter the Explorer Tree using two methods: from the Filters tab and the Filters icon.

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Best Practice

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.

You can apply up to five categories to filter the Explorer Tree.

To filter the Explorer Tree:

  1. To filter the Explorer Tree from the Filters tab:

    1. Select the Filters tab in the Explorer Tree to view your saved filters and other users' filters saved as "Make public." 

      Screenshot_2026-06-05_at_12_00_06_PM.png
    2. Select the filter you want to use and select Apply filter to Explorer.

      Screenshot_2026-06-05_at_12_01_38_PM.png

      The filter results are displayed in the Explorer Tree. Items in the hierarchy that don't apply to your filter criteria are displayed in lighter text.

      Screenshot_2026-06-05_at_12_19_35_PM.png
  2. To filter the Explorer Tree from the Filters icon:

    1. Select the Filters icon in the Explorer Tree.

      Screenshot_2026-06-05_at_12_10_08_PM.png
    2. In the window that opens, select up to five categories, then select Apply.

The filter results are displayed in the Explorer Tree. Items in the hierarchy that don't apply to your filter criteria are displayed in lighter text. If a set or component has a grayed-out arrow, it contains a child item that matches the filter.

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