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# Work with Complex Filters - Use-Case Scenario

This use-case scenario describes how to build and distribute complex filters.

Note: For a task related to this scenario, see How to Display ALM Data.

1. Create a basic filter

   The following is an example of filtering the Execution Grid of test instances in the Test Lab module. To access the Execution Grid, see Execution Grid Tab.

   You would like to view manual test instances that failed. These failed test instances must be addressed immediately because the developers for correcting those areas are available.

   - In the Filter Test Instances dialog box, specify Manual in the Type field.

   - In the Status field's Select Filter Condition dialog box, select the status Failed.

   The filter settings, displayed at the top of the Fitler Test Instances dialog box, appear as follows:

2. Add criteria with wildcards

   You begin to see a pattern. Many of the failed test instances are related to logging in to or out of the flight reservation system. You want to filter out test instances that do not relate to logging in and logging out.

   In the Test: Test Name field's Select Filter Condition dialog box, enter the string *log*. Any test instance based on a test whose name does not contain the string log is filtered out.

   The filter settings appear as follows:

3. Drill-down using cross filters and Boolean operators

   At this point, it is confirmed that work needs to be done on the login and logout procedures. To prioritize that work, you want to see the failed test instances that are covered by requirements with high priority.

   Because priorities are stored in a different module, you define a cross filter.

   1. In the Filter Test Instances dialog box, click the Cross Filter tab.

   2. In the Requirements section, select the radio button next to <no filter defined>.

   3. Click the Browse button, and set the Priority field value. You want any requirement with your two highest priorities, 4-Very High or 5-Urgent, to be included in the filter, so you insert the Or operator between them.

   The filter settings appear as follows:

4. Group and sort the test instances

   In the Filter Test Instances dialog box, click the Sort Order and Group tabs to define the order in which you want the remaining test instances to be displayed in the execution grid.

   For example, if you want the test instances to be grouped by each test designer, and sorted by test instance name, the filter settings would appear as follows:

5. Distribute the filter to others

   After creating a complex filter, you decide to save it and provide it to others.

   In the Filter Test Instances dialog box, click the Copy Filter Settings button. The filter settings are copied, as text, into your clipboard. You can paste the contents of your clipboard into an email, and send.

   Recipients can then open the Filter Test Instances dialog box in their own ALM client, and click the Paste Filter Settings button to use the same complex filter.

https://admhelp.microfocus.com ALM 8942
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