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# Filter dialog box

This dialog box enables you to filter, sort, and group OpenText Application Quality Management data to display only those records that meet the criteria that you define.

Option | Description
--- | ---
To access | Click the appropriate Set Filter/Sort button .
Important information | You can save filtering and sorting settings as a favorite view and then load it as needed. To save as a favorite view, choose Favorites > Add to Favorites. The Add Favorite dialog box opens. For details, see Favorite views.

In this topic:

## Filter dialog box common elements

Common user interface elements are described below:

UI Element | Description
--- | ---
Clear Filter | Clears the filter, sort, and group by settings defined in the Filter dialog box.
Copy Filter Settings | Copies the filter, sort, and group by settings to the Clipboard.
Paste Filter Settings | Pastes the filter, sort, and group by settings from the Clipboard to another project. You can also share the settings with another user by pasting them to an email or a text file. Tip: To paste to another project, log in to the project to which you want to paste the settings, display the appropriate module, and open the Filter dialog box. Click the Paste Filter Settings button. To paste to an email or a text file, click the paste button of the target application.
Type Requirement Type (for requirements) Subtype ID (for components) | Defines the filter by a selected entity type. In the Type box, click the browse button. The Select Filter Condition dialog box opens. Select a type and click OK. The Filter Condition tab displays the relevant field names. Note: Only available in certain modules.
Hide <entity fields> | Hides entity fields. Only fields for which no filter condition is set are hidden. Note: Only available in certain modules. Requirements module > Requirements. You can hide fields related to risk-based quality management. Test Lab module > Execution Grid > Test instances. You can hide Test fields and/or Test Configuration fields.

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## Filter tab

This tab enables you to filter OpenText Application Quality Management data to display only those records that meet the criteria that you define.

Important information | Requirements Tree: If you are filtering in the requirements tree, parents of filtered entities that do not correspond to the filter are displayed in the tree with the icon. Test Plan Tree/Test Set Tree: If you are filtering in the test plan or test set tree, folders in the tree that do not correspond to the filter are not displayed in the tree. Empty folders will not be displayed after a filter is applied. Version Control: For details on filtering data based on version control fields, see Version control. Data-hiding: For additional details when filtering in the Project Customization Data-hiding tab, see Data hiding.

Field Name

The Field Name column lists the fields available for filtering.

Tip: To search for a field in the Field Name column, click a box in the Field Name column and type the first character of the field name. OpenText Application Quality Management highlights the first occurrence.

Filter Condition

Define a filter condition for a field.

To add filter conditions for a field:

- In the Filter tab, click a Filter Condition box. Click the drop-down arrow.

- In a grid view, click a grid filter box under a column name. Click the browse button.

UI Element | Description
--- | ---
Condition | Indicates the filter condition for the current field. Note: If you enter an item with more than one word, it must be enclosed in quotes. For example, to search for the test `Login Boundary`, in the Condition box, type the following: `"login boundary"` If you want to enter only part of the item, use an asterisk (*). For example, to search for all tests with the word `Login`, in the Condition box, type the following: `*login*.` To search for all tests that begin with the words `Insert New` in the Condition box, type the following: `"insert new*"` To specify an empty field, type the following: `""` To specify a non-empty field, type the following: `not ""` If you want a logical operator or relational operator to be interpreted literally, you must enclose it in quotes. For example, to search for a test named <MyTest>, type the following: "<MyTest>".
| Clears the filter condition.
<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 Condition box. If you select a field with a user name value, the <condition pane> displays a user list that enables you to sort users, search for users, group users by user groups, and select users from the list or from a group tree. For details, see Work with users list. If you select a field with value that must be selected from a tree, the <field value pane> displays a search field and a refresh button. Note: Some items that appear in hierarchical lists contain sub-lists. These items are preceded by a folder icon. To choose an item from a sub-list, double-click the folder and click the item.
<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. ( and ). Group criteria when combining Boolean phrases and to show the order in which relationships should be considered. <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.

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## Cross Filter tab

This tab enables you to define a second filter on an associated item such as requirements, tests, test sets, or defects.

Important information | The existence of the Cross Filter tab and its user interface elements, may change, depending on the OpenText Application Quality Management module.

User interface elements are described below:

UI Element (A - Z) | Description
--- | ---
Alerts | An alert can be one of the following: Show defects with alerts. Filters the defects by alerts that have been triggered. This option is only available in the Defects module. Show models with alerts. Filters the business process model entities by alerts that have been triggered. This option is only available in the Business Models module. Show requirements with alerts. Filters the requirements by alerts that have been triggered. This option is only available in the Requirements module. Show test instances with alerts. Filters the test instances by alerts that have been triggered. This option is only available in the Execution Grid of the Test Lab module. Show tests with alerts. Filters the tests by alerts that have been triggered. This option is only available in the Test Plan module.
Defects | Performs one of the following: Filters the requirements by defects that have been directly or indirectly linked to the requirements. Available in the Requirements module. Filters the business process model entities by linked defects. Available in the Business Models module. Filters the tests by defects that have been directly or indirectly linked to the tests. Available in the Test Plan module. Filters the test sets by defects that have been directly or indirectly linked to the tests. Available in the Test Set Tree of the Test Lab module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Links | Performs one of the following: Filters the test instances without defects that have been directly or indirectly linked to the test instances. Filters the test instances without defects that have been directly-linked to the test instances. Filters the test instances without defects that have been indirectly-linked to the test instances. Available in the Execution Grid of the Test Lab module.
Model Activities | Filters models by activities that they include. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Model Paths | Filters models by paths that they include. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Requirements | Performs one of the following: Filters the business process model entities by linked requirements. Available in the Business Models module. Filters the tests by covered requirements. Available in the Test Plan module. Filters the test instances by tests that cover selected requirements. Available in the Execution Grid of the Test Lab module. Filters the defects by linked requirements. Available in the Defects module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab. Select Tests with no requirement coverage to filter tests that do not cover any requirements. For example, this can help you identify redundant tests or tests with missing requirement coverage links. This option is only available in the Test Plan module.
Requirements: Trace from | Filters the requirements by traced from requirements. Available in the Requirements module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Requirements: Trace to | Filters the requirements by traced to requirements. Available in the Requirements module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Runs | Performs one of the following: Filters the tests by test runs. Available in the Test Plan module. Filters the test instances by test runs. Available in the Execution Grid of the Test Lab module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Test Configurations | Performs one of the following: Filters the requirements by test configurations. Available in the Requirements module. Filters the tests by test configurations. Available in the Test Plan module. Filters the test sets by test configurations. Available in the Test Lab module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Test Criteria | Filters the requirements by test criteria. Available in the Requirements module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab. Business Process Testing: Functionality related to test criteria is available only for business process tests. For details, see Create requirement coverage for flows and business components.
Test Instances | Filters the test sets by test instance details. Available in the Test Sets Tree of the Test Lab module. The filter applied to the Test Sets Tree can also be applied to the Execution Grid. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.
Test Sets | Performs one of the following: Filters the tests by test sets that contain the tests. Available in the Test Plan module. Filters the test instances by test sets that contain the test instances. Available in the Execution Grid of the Test Lab module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab. Select Tests not in any test set to filter tests that are not part of any test set. For example, this can help you identify tests that have not been run. This option is only available in the Test Plan module.
Tests | Performs one of the following: Filters the requirements by covered tests. Available in the Requirements module. Filters the business process model entities by linked tests. Available in the Business Models module. Filters the test sets by contained tests. Available in the Test Set Tree of the Test Lab module. Filters the defects by linked tests. Available in the Defects module. Select <no filter defined> to define a filter. The Filter dialog box opens. For details, see Filter tab.

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## View Order tab

This tab enables you to sort records according to the ASCII sort order.

Important information | The existence of the View Order tab, and its user interface elements, may change depending on the OpenText Application Quality Management module. 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.

User interface elements are described below:

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. Tip: You can also drag the field names up or down.
| Moves selected fields between Available Fields and Sorted Fields. Tip: 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 tab

This tab enables you to separate grid data into groups according to specified criteria. You can determine the information by which OpenText Application Quality Management groups records, and set the hierarchical order in which they are displayed (up to three levels). This enables you to navigate through large sets of data more easily.

Important information | The existence of the Group tab, and its user interface elements, may change depending on the OpenText Application Quality Management module. The Group tab is only available in grid views. You cannot select a group header and perform OpenText Application Quality Management actions on an entire group. To perform actions on multiple records, use Ctrl or Shift to select records. 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` will be grouped once 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 parameters at site level. 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.

User interface elements are described below:

UI Element | Description
--- | ---
Group items by | Groups records according to the selected field.
Then by | Groups records by additional fields. Note: If you group records by more than one field, select fields in the hierarchical order that you want them to be displayed. You cannot select a field that has already been selected.
| Clears the grouping selection and changes it to none.

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