Filters

You can apply filters to grids, smart lists, and board views, to filter for items with specific attributes.

This topic discusses quick and advanced filters. For details on other filter options, see Other filters.

In this topic:

Overview

Quick filters and advanced filters are used in different ways.

Filter	Description
Quick filters	Define filters that you want to turn on and off or change frequently. The quick filters are available in the quick filter sidebar.
Advanced filters	Define complex combinations of filters, including filter groups and nested levels. The advanced filters are available in a dialog box that you can open from the toolbar.

Quick filters and advanced filters are applied independently of one another. Both filter mechanisms are applied to the grid using AND logic. A summary of the quick and advanced filters is displayed above the grid:

If the same field is used in both the quick and advanced filters, an alert displays warning of potential conflicts between the filters. You can remove filters directly from the summary bar.

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Quick filters

When using quick filters, you first choose the fields you want to filter by, and add possible values under each field. Then, you activate only the values you want at any given time. You can turn values on and off as needed, without removing them entirely from the filter.

To set up quick filters:

1. Click the Show quick filters button to open the quick filter sidebar.

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

3. Under a field, click the Add <field> filter button  and choose values for the field. You do not need to filter by all of these values at once. You are adding options to have available that you can activate and deactivate.

4. Filter the grid using the values you chose. For details, see Work with quick filters.

5. To remove a value from the available options, click the x in the value box.

6. To remove an entire field from the filter, click the More button ••• for the field, and select Remove from pane.

Work with quick filters

Use the values you chose to filter the grid.

The following table describes how to activate and manage filters.

Action	Procedure
Activate / Deactivate a value	Click a value to activate or deactivate it. The grid is filtered only by the active values. Values that are currently active are highlighted.
Activate a value and deactivate all others	Ctrl+click a deactivated value.
Exclude a value	Right-click a value to exclude it. This action sets the value with a Not equal to operator. The value is displayed with a strike-through notation.
Activate all / Deactivate all values for a field	Click the More button ••• for the field, and choose Select all or Deselect all. This option is available for multi-value fields.
Deactivate all values for all fields	Click Clear all.
Expand / Collapse fields	Click the Collapse filter groups button or Expand filter groups button . When collapsed, fields with active values are indicated by a notification dot.

When multiple values are activated for a field, the filters are evaluated according to the field type:

• In single-value fields, such as Priority, if you activate 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 activate multiple values, AND logic is applied: An item is displayed only if all values are found in the item.

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Advanced filters

Using advanced filters, you can apply complex combinations of filters, including nested levels of filter groups.

To apply advanced filters:

1. Click the Advanced filter button in the toolbar to open the Advanced filters dialog box.

2. Define the filter field, operator, and values.

   You can set cross-filters to filter by a field's attributes. For details, see Cross-filters.

   Note: 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.

3. To add another filter, click + Add filter.

4. For multiple filters, select whether the filters are applied using And or Or logic.

   The And or Or logic you select is applied to all filters at the same level.

5. To add a filter group, which creates another nested level of filters, click + Add filter group. For details, see Filter groups.
6. To remove a filter, click the X in its row.
7. To filter by a value in the current grid, right-click the value in the grid, and select Filter by <value> 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 filters dialog box and clear it.
8. To hide the Advanced filters dialog box, click outside the dialog box.

Cross-filters

With a cross-filter, you can filter results by a field’s attributes. The Cross-filter button is shown for fields that support cross-filtering.

For example, when filtering a list of defects, you can view all of the defects that belong to features that you are following. To set up this filter, you set the field of the filter to Feature and the cross-filter to Followed by me. The field of the filter is displayed as Feature.Followed by me.

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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Share filters

You can save a filtered grid or view as a favorite and share it with others. For details, see Favorites.

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See also:

• Other filters
• Grids and views
• Favorites