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Jama Connect User Guide

Filter items for targeted results

An easy way to refine your search results is to use a filter. Filtering also allows keyword search.

You can also filter by "item type" if your results included multiple types, or "project" if results are across multiple projects. Coverage might need a “where applicable” because it does not always appear.

See Advanced filters to save or reuse a filter.

Tip

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.

A cursor completes the workflow to filter items for targeted results in Jama Connect. The items in that project open in Document View. The cursor selects Filter items, the Filter by panel opens, and the Author name and Direct Coverage option is selected. The cursor selects Hide filters and the panel is closed. The main content is refreshed and the results are displayed as the cursor makes its selection.

To filter items for targeted results:

  1. In Projects > Project, select the project with the items you want to filter.

    Select Projects > Project, then select a project.
  2. Select the Filter items icon to open the Filter by panel.

  3. Define how you want to filter your results. Filters are cumulative and are displayed at the top of the screen.

    • Keyword — Enter a term in the Keyword field. For more information, see the "Ways you can search" table in Full text search.

    • Include wildcard result — Further refine your keyword search with wildcards.

    • Item Type — Filter by specific item type. For example, System Requirement, Set, Folder, or more.

    • Author — The person who created or last modified the item.

    • Direct Coverage — Parameters for upstream, downstream, missing, and suspect relationships.

    • Last Modified — Time stamp of when the item was last modified.

      Options you select to define how to filter results.

    The search results appear in List View.

  4. Select the Filter items icon again to close the panel.

    Select Filter items icon again to close the panel.

All filters that were applied to the item are visible at the top of the page.

Under Filter by, the page displays all applied filters.