Filters

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

In this topic:

Context filters

The context filters are available in the bar below the top banner. Depending on the module, context filters might include release, sprint, milestone, and team.

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 are highlighted. Click a filter value to activate or deactivate it.

Context filter	Description
Release	Filter by release. The options in the Release list are filtered according to the selected programs in the Program filter. For details, see Program filter. 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, through their children. If you want to display only items that are directly related, filter by release using quick or advanced filters. You can also filter for directly or indirectly related items in the Epics and Features tabs by clicking Show only direct epics/features or Show also indirect epics/features. When filtering the Epics tab: If the No Release or All Releases option is selected, filtering of epics in the Backlog module is based on the selected milestone field when the grid is set to show direct epics. If a specific release is selected, and the grid is set to show indirect epics, epics with features assigned to that release are filtered and displayed in the grid. If a specific release is selected, and the grid is set to show only direct epics, epics are not displayed in the grid because epics do not support the Release field.
Sprint	Filter by sprint. The sprints are listed in the following order: current, next sprints in ascending order, and past sprints. The Sprint filter is available only if you have selected a specific release in the Release context filter.
Milestone	Filter by milestone.
Team	Filter by team (available in Team Backlog only).

Dynamic values

Instead of selecting a specific value, you can filter fields using values that change based on the context, or values that allow multiple possibilities, as described in the following table:

Filter value	Description
[All values]	Display items with any value, including items with no defined value.
[Any value]	Display items with any value, excluding items with no defined value.
[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

Use quick filters for filters that you want to turn on and off or change frequently. You choose fields you want to filter by, add possible values under each field, and activate only the values you want at any given time.

To set up quick filters:

1. Click Show quick filters 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	Click the More button ••• for the field, and choose Select All, Deselect All, or Select None. This option is available for multi-value fields.
Expand / Collapse fields	Click the Collapse filter groups button or Expand filter groups button in the sidebar. When collapsed, fields with active values are indicated by a notification dot.

When multiple values are selected 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

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

Watch a video introducing the new advanced filters. See Video gallery.

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 and define the filter field, operator, and values.

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

For example, when filtering a list of defects, you can view all 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. In this example, 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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Program filter

If programs are defined, you can select one or more programs using the program filter. For details, see Programs.

The program filter is available in the top banner.

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, through 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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Show descendants filter

In the Backlog and Quality modules, an entity tree appears in the side pane: the Backlog tree in the Backlog module, and the Application Modules tree in the Quality module. When you select a node of the entity tree, the descendants of the selected node are shown in the grid.

You can use the Show descendants filter to switch between the following filter options:

• Show only direct descendants. Displays only children of the selected node.
• Show all descendants. Displays all descendants of the selected node.

To switch between these options, click the Show only direct descendants or Show all descendants button in the toolbar above the main grid pane.

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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:

• Grids and views
• Favorites