Filter records in Web Client

This section describes how to use Filter in Web Client to display only records that meet the criteria you define.

Open the Filter dialog box

To open the Filter <entity> dialog box, click the target tab and click the Filter button.

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Filter records

The Filter tab of the Filter <entity> dialog box enables you to display only the data that meet your criteria.

The user interface elements of the Filter tab are described below:

UI Element

Description

<field name pane>

Lists the fields available for filtering.

To search for a field, in the Search text box, type the characters that are contained in the field name.

Note:Rich text fields such as Comments and Description are not supported.

<field value pane>

Displays the values that are available for defining a filter condition for the current field. Select a value to add to the Set Filter box.

If you select a field with value that must be selected from a tree or from available options, the <field value pane> displays the Search box that enables you to search for the field value.

<logical expression pane>

Displays the Boolean and relational operators that are available for defining logical expressions.

  • And. Retrieve all items containing all of the criteria this operator separates.

  • Or. Retrieve all items containing any of the criteria this operator separates.

  • Not. Retrieve all items that do not contain the criterion following this operator.

  • < Less than. Retrieve items less than the criterion following this operator.

  • > Greater than. Retrieve items greater than the criterion following this operator.

  • <= Less than or equal. Retrieve items less than or equal to the criterion following this operator.

  • >= Greater than or equal. Retrieve items greater than or equal to the criterion following this operator.

  • = Equal. Retrieve items equal to the criterion following this operator.

  • [Empty]. Retrieve items that do not define a value in the current field.

Set Filter

It is automatically filled based on the filter condition you defined.

Alternatively, you can directly type your filter condition in this box.

When you complete defining filter condition of a field, click OK to add the condition.
When you complete defining all filter conditions, click Apply to apply the filters.

To cancel the filter condition of the current field, click Cancel next to the Set Filter box.

To close the Filter dialog box, click Cancel next to the Apply.

Clears all filter conditions you defined.

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Sort records

The View Order tab in the Filter <entity> dialog box enables you to sort entities.

Note:  

  • The View Order tab is not available for the Releases or Dashboard tab of Web Client.

  • The View Order tab considers records beginning with a space or character before considering those beginning with numbers. It then considers uppercase letters and, finally, lowercase letters.

UI Element

Description

Available Fields

Displays the names of all the fields you can display.

Sorted Fields

Displays the names of the fields currently assigned a sorting priority.

Sets the sort priority in the Sorted Fields pane.

You can also drag the field names up or down.

Moves selected fields between Available Fields and Sorted Fields.

You can also drag the field names between panes or double-click a field name to move it across to the other pane.

Moves all fields between Available Fields and Sorted Fields.

Sorts a selected field in the Sorted Fields pane in an ascending or descending order.

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Group records

The Group tab the Filter <entity> dialog box enables you to display data in a defined hierarchy. It can be used together with your filter criteria.

Note: The Group tab is available only for Grid view, which is applicable in the Test Runs, Defects, and Requirements tab.

Consider the following about the group-by fields:

  • If you group records by a field containing multiple values, the information in each value is grouped as its entire value. This value is the category for grouping. For example, a value with English and French is grouped as English;French, and not as part of separate English and French categories. For details on allowing multiple values, see the ALLOW_MULTIPLE_VALUES site configuration parameter. For details, see Set configuration parameters.

  • The group by list displays only system and user-defined fields associated with a User List or Lookup List type field. For details on field types, see Customize project entities.

The user interface elements of the Group tab are described below:

UI Element Description
Group items by Select the field by which your data is firstly grouped.
Then by Select the field by which your data is additionally grouped.
Applies the group-by settings.

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