Filters

You can apply context filters to grids, smart lists, and board views to filter by a specific program, release, sprint, milestone, or team.

In this topic:

Program filters

If programs are defined, you can select one or more programs using the program context filter. The program context filter is available in the top banner. For details, see Programs.

After filtering items for a specific program, items that are not directly related to that program might be displayed. This may occur for one of the following reasons:

• The item may have no defined program. When specific programs are selected for the context filter, items with no defined program are also included in the results.
• The item may be indirectly related to a selected program, via its children.

If you only want to display items that are directly related to a specific program, filter by program using quick or advanced filters.

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Release, sprint, milestone, and team filters

The release, sprint, milestone, and team filters are available in the bar below the top banner.

Click the down arrow next to a filter to select the values you want to filter by, or click the left and right arrows to filter by each possible value in turn.

Active filter values appear in blue. Click on a filter value to toggle it on or off.

Context filter	Description
Release	Filter by release. The options in the Release list are filtered according to the selected programs. Note: After filtering for a specific release, additional items that are not directly related to that release might be displayed. These items are indirectly related to a release, via their children. If you want to display only items that are directly related, filter by release using quick or advanced filters.
Sprint	Filter by sprint. The sprints are listed in the following order: current, next sprints in ascending order, and past sprints.
Milestone	Filter by milestone.
Team	Filter by team.

All, Any, No, Default

Instead of selecting a specific value, you can filter fields in a general way as described in the following table:

Filter value	Description
[All values].	Display items with any value, including items with no defined values.
[Any value].	Display items with any value, excluding items with no defined values.
[No value].	Only display items with no defined value.
[Default value].	Display items with the field's default value, as defined by the admin. If the admin updates the default value, this filter is automatically updated.
[Current Sprint].	Display items with the value matching the sprint currently in progress, as defined by the admin. When a new sprint begins, this filter is automatically updated.

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Quick filters

You use Quick filters to filter by values that you can toggle on and off or change frequently. You add possible field values under each field and only activate the ones you want at any given time. This type of filtering applies to all list views.

When multiple values are selected, the filters are evaluated according to the field type:

• In single-value fields, such as Priority, if you select multiple values, OR logic is applied: An item is displayed if any of the values are found in the item.

• In multi-value fields, such as Tags or Test Type, if you select multiple values, AND logic is applied: An item is displayed only if all values are found in the item.

To set a quick filter:

1. Click Show quick filters within a list view to open the Quick filter sidebar.

2. In the filter sidebar, click the + button, Choose Fields, to select fields.

3. Under a field, click the Add button  to add values for the filter. Repeat this operation to add additional values. These values are not necessarily the ones you will filter by—they are values that you want to exist under the field that can quickly be turned on and off.

4. To remove a field value, click the x in the filter value box.

5. To remove an entire field from the Quick filter, expand the More menu ••• to the right of the field name, and select Remove from pane.

6. Under each of the fields, select one or more values to apply to the grid. Only selected values, highlighted in blue will be used in the filtering. The grid shows the results of the applied filter.

Work with Quick filters

The following table describes how to quickly activate and manage filters.

Action	Procedure
Select a field value	Left click on a value to toggle it on or off. Only values that are selected will be used in the filtering.
Select a field value and clear all others.	Ctrl+left click on a deselected value.
Exclude a specific value	Right-click on the value to exclude. This action sets the field value with a Not equal to operator. The value is displayed with a strike-through notation.
Select all / Deselect all	Expand the More menu ••• to the right of the field name, and choose Select All, Deselect All, or Select None. This option is available for fields with multiple values.
Expand / Collapse	Click the buttons in the sidebar. When collapsed, fields with active filters are indicated by a blue dot.

Filtering is not possible on memo or long string fields. You can search memo and long string fields using the grid search. For details, see Search.

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Advanced filters

You can apply complex combinations of filters, including filter groups and nested levels.

Filtering is not possible on memo or long string fields. You can search memo and long string fields using the grid search. For details, see Search.

For a video demonstrating how to work with advanced filters, see the ValueEdge video gallery.

To perform advanced filtering:

1. Click the button in the toolbar above the main grid pane to open the Advanced filters dialog box.

2. Define the field, operator, and value elements.

3. Optionally, click + Add filter to add another line to the current parent filter. Select a field from the dropdown and provide and operator and value.
4. For multiple filters, select whether the filters should be applied using And or Or logic.
5. Set cross filters to filter by several attributes. For details, see Cross-filters.
6. Click + Add filter group to add a self-contained filter to the parent filter. For details, see Filter groups.
7. To remove a filter, click the X in its row.
8. To filter by an item in the current grid, right-click a value in the grid, and select Filter by … in the header. A filter for that field and value is added to the advanced filters. Any previous filter for that field is replaced. To remove the filter, open the Advanced filter dialog box and clear it.
9. To hide the Advanced filters dialog box, click the button to toggle the display.

Cross-filters

With a cross-filter, you can filter the results by several of the field’s attributes. For example, you can list all the defects that belong to features that you are following, by selecting the feature's Followed by me field in the cross-filter.In this example, the cross filter will be displayed as Feature.Followed by me in the Field box.

The cross-filter arrow button is shown alongside fields that support cross-filtering.

Filter groups

Add a filter group to group multiple filters together. Filter groups enable you to create up to 3 nested levels of filters.

When adding a filter group, you define:

• Whether AND or OR logic is applied to the group as a whole.
• Whether AND or OR logic is applied to each of the filters within the group.

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Other filter options

The Show descendants filter is not part of the Advanced filter and is only available for certain entities.

In the Backlog and Quality modules, you can toggle the following options:

• 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.

You apply this filter by toggling the toolbar icon in the toolbar above the main grid pane.

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See also:

• Grids and views
• Favorites