Filters

Filters are defined to perform simple or complex queries on a system. The result of the filter is a sorted list of issues whose fields match the specified filter definition. These filters are extremely useful for doing searches and comparisons. The resulting lists can then be used for charts and reports, where they can be summarized, ordered, and compared. Data can also be exported through a filter, for custom analysis.

Examples:

• "Open Bugs" will filter the list to show all bugs in an "Open" status. Bugs that are "Deferred", "Ready for Retest", "Closed", or "Rejected" will not appear in the list.
• "Bugs assigned to [userid]" will filter the list to only show bugs assigned to yourself.

Filter Selection

System filters are predefined by the administrator and available in the filter dropdown at any time. More complex filters can be defined using the "Filter Bugs" link, where they can also be saved for future use. You can create filters that compare specific fields or do searches for fields that contain specific strings.

Selecting a filter should automatically execute the filter. However, if javascript is disabled, you will also need to click on the arrow to the right of the list.

Filters stay active until they are cleared, which is done with the "Clear Filter" link next to the filter definition.

The Filter Definition

Plese see the User Overview for a complete description of the filter definition that is displayed at the top of each page. This definition defines the active filter at any time.

Filter Definition

The Filter Menu

The filter menu allows you to define filters to help you view only the data you are concerned with. You can edit existing filters, define new filters, and save filters for future use.

The filters menu is used to define a filter. The main body of the page is divided into three separate tabs.

Filter Menu

Saved Filters

If you have any saved filters, they will appear in the saved filters dropdowns, at the top of the page.

If you wish to modify them, simply select "edit" for the appropriate filter and then you can edit the fields and save it again. If you rename the filter, you will have to delete the old one manually, as the new one is saved separately.

System wide filters (visible to all users) are denoted by a "*" and can only be edited by admin users.

Defining Custom Filters

The Quick Filter tab lets you quickly search for a string within a set of selected fields.

The Classic Filter tab allows you to define more complex filters. This tab has options for every field in the system which can be used to define exactly what you are trying to look for. After you select a set of values for a group of fields (these are your criteria), you can run the filter by pressing the "Filter" button. This takes you to the Main Menu and displays only the issues that match your criteria.

The Save Options tab allows you save a filter for future use (or reference). Simply enter a name in the "Save As" field after selecting the criteria for the filter in the other tabs. If nothing is enterred here, the filter is run, but can not be used again later.

Filter Save Options

The "System Filter" button is visible only to admin users for the purpose of adding system filters. These system filters will appear in the drop-down filter lists of all users.

The "System Filter" button is used instead of the regular "User Filter" button, if a system filter is desired. The "Save As" option must contain the desired name, or the filter is run but not saved.

Also notice that the "Assigned To" and "Entered By" lists have an extra generic user called "CURRENT_USER". This value will be replaced with the name of the user that is using the system.

Note:
The filters can sometimes cause problems for users if they forget that a filter is active. If you are missing information about specific issues in your output, it is probably because a filter is set. If a filter is active, you will notice its definition at the top of the page.

Relative Dates

Relative Dates allow you to save a filter which uses a date relative to the time that the filter is used.

Relative Dates : [m D] {1..N} where :
- m is the multiplier and
- D is the displacement : Year / Month / Week / Day / Hour / MINute / Second
  Example: -1 Y -13days +44 Min   (now/today/yesterday also work)