Personalize your display

Filter, sort, and group items in each module, and save your settings as favorite views.

Filter

Filter the items you want displayed in the module.

Filter type Description
Workspace context

In the top banner, select the workspace context. You might have access to multiple workspaces.

ALM Octane "remembers" the last workspace you used and displays that workspace's items. If the workspace you last accessed was deleted, you are redirected toanother one.

Program context

Enterprise Edition: 

In the Backlog module: If programs are defined, you can select the program context in the top banner. You can access multiple programs.

You can also filter by:

  • All programs. Backlog items are displayed for all programs, including items with no program.

  • Any program. Backlog items are displayed for all programs, excluding items with no program.

  • No program. Only backlog items with no program are displayed.

Note: After filtering features for a specific program, features that are not related to that program might be displayed. These features are indirectly related to a program, via their children. Filter for program with the filter bar if you want to display only items that are directly related.

Release/ Sprint context

In the Backlog and Team Backlog modules: Select the release and sprint context under the top banner.

You can also filter by:

  • All releases. Items are displayed for all releases, including items with no release.

  • Any releases. Items are displayed for all releases, excluding items with no release.

  • No release. Only items with no release are displayed.

Note: After filtering for a specific release, additional items that are not related to that release might be displayed. These items probably are indirectly related to a release, via their children. Filter for release with the filter bar if you want to display only items that are directly related.

Filter bar

Click to open the filter pane.

Select a field, and define a filter condition based on values of that field. Add more fields to the filter condition, using the AND or OR operator.

Cross-filters

Some fields allow you to define cross-filters. For example: in addition to filtering items by Phase, you can filter items whose phase was changed before a specified date.

Fields that support cross-filtering include this button: .

Filtering is not possible on memo fields or long string fields.

Show descendants

In the Backlog and Quality modules:

  • Show only direct descendants. Displays only children of the selected node in the Backlog or Application Modules tree.
  • Show all descendants. Displays all descendants of the selected node.
Filter pane

In the Filters pane on the right, click the Choose Fields + button to select the fields that you want to filter by, and then, under each field, click + to select the specific values by which you want to filter.

Select or clear values individually, or use the Select All or Select None options from the menu next to the field.

By item in grid

Right-click an item in the grid, and then select the Filter by option.

Any previous filter for the field you are filtering by is replaced.

History filter

In the History tab:

  • Filter by modified field. Display history records for the selected modified field.
  • Filter by user. Display history records for the user who made the change.

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Select grid columns

In grid views, click the Choose columns button, and select which columns you want to display in the grid.

Drag the columns to any position you like.

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Sort

To sort by displayed columns:

  1. In Grid View, click a column header to sort the items by that field's values.
  2. Click again to reverse the sort order.
  3. Shift-click another field to sub-sort by that field.

To sort by any field:

  • In Grid View and Smart List View, click the Sort toolbar button and select a field to sort by.
  • Select up to three fields to sort and sub-sort by.
  • Click the direction icon in each selected field to reverse the sort order.

Note: Sorting is not possible on memo fields, long string fields, or multi-select fields.

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Group

Group using one of the following options:

  • Click the Group By button, and select a field to group by. Select up to three fields to group and sub-group by.
  • Click the down arrow in the column header, and select the Group by option.

    Grouping this way overrides any previous grouping you have made.

If you sorted your view, items within each group are sorted accordingly.

Grouping is possible on:

  • System fields of type String, List , Release, Team, and User.

  • User-defined fields of type List , Release, Team, and User.

Grouping is possible on multi-select fields.

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Favorites

Save a module's display settings as a favorite view. The favorite saves these settings: filter, selected columns, sort order, and grouping.

Each module has its own set of favorites. You can share favorite settings with all users, or with selected teams.

In the top banner, open the Favorites menu .

After you save or load an existing favorite, if you change your display settings, the favorite icon changes to .

In the Favorites menu, select Update Favorite to re-save the favorite with the current settings.

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