Adding a New Filter Field to the Work Item Filters

To add a new filter field to the work item filters, edit the TMG Configurable Filters request type as follows:

1. Log on to PPM.

2. From the menu bar, select Open > Administration > Open Workbench.

   The PPM Workbench opens.

3. From the shortcut bar, select Demand Mgmt > Request Types.

   The Request Type Workbench opens.

4. In the Request Type field of the Query tab, enter TMG and click List.

   The Results tab lists only the request types associated with Time Management.

5. In the Results tab, select the TMG Configurable Filters request type and click Open.

   The Request Type window opens with the Fields tab selected.

6. In the Fields tab, click New.

   The Field: New window opens, with the Attributes tab selected.

7. Complete the fields in the Field: New window as specified in the following table:

   Field Name (*Required)	Description
   *Field Prompt	Name of the new filter field, such as Creation Date. This field name will appear among the general filters or the filters for a specific work item type, as specified in the Section Name field in the Attributes tab.
   *Token	Token for the new field. This token will be used later to update the search logic. For example, if the validation SQL adds        FLTR.CREATION_DATE, use the non-prefixed token name CREATION_DATE for this field.
   Description	Description of the new field.
   Enabled	Yes to enable the field for use. No to disable the field.
   *Validation	Validation for the new filter field. Depending on the selected validation, the Component Type and Multi-Select Enabled fields can become enabled.
   Component Type	Type of field, such as drop-down list or text field. Selecting particular values in the Validation field enables this field.
   Multi-Select Enabled	Option to allow multiple entries to be selected from this field. Selecting particular values in the Validation field enables this field.
   Attributes tab
   Section Name	Which section the new work item filter field will appear in. Do not add new sections.
   Display Only	Option to make the field read-only and not updateable, even at initial request entry.
   Transaction History	Not applicable.
   Notes History	Not applicable.
   Display on Search and Filter	Not applicable.
   Display	Option to display the field in the standard interface.
   Search Validation	Validation to use to determine the valid search values for the field.

8. As needed, use the Security tab for the new work item filter field to specify which users and user groups can view and edit that field, depending on their requirements for logging time. In general, users who can view a work item filter should also be allowed to edit it. For more information, see the Demand Management Configuration Guide.

9. Click OK.

   The changes to the new field are saved and the Field: New window closes. The Request Type window is displayed.

10. In the Request Type window, click OK.

    The changes to the request type are saved.