User Guide | 2019.2

Adding folder restrictions

Folder restrictions limit search and filter results to items that are or are not in any, all, or only the selected folders or child folders. For example, you can create a restriction to find test runs stored in the Windows folder.

1. Click Add on the Add Filter, Edit Filter, or Advanced Find dialog box.

The Add Restriction dialog box opens.

2. Select Folders from the Restrict by list.

3. If you are adding a restriction to a filter, select Prompt for restriction information at run time to prompt for criteria when the filter is applied.

If this option is selected, you are prompted to enter or select criteria when applying a filter to a list window, generating a report that uses the filter, applying a view that uses the filter on a list window, or applying the filter when adding items to a link.

You may want to select this option if the restriction information changes frequently so you do not have to edit the filter. The restriction information you enter in the filter is used by default. See Selecting interactive filter criteria.

Note:  If this option is selected, the filter cannot be used in automation rules, user notification rules, dashboard widgets, or security groups, and cannot be published.

4. Select an option to indicate if the items are in the selected folders.

  • Resides in searches for items that are in the folders.
  • Does not reside in searches for items that are not in the folders.

5. Select an option to indicate how to search for the selected folders.

  • Any of the following items searches any of the folders.
  • All of the following items searches all of the folders.
  • Exactly the following items searches only the folders.

6. Select Search recursively to search all child folders in the selected folders.

7. Select the folders to search.

Click Select All to select all values or Select None to clear any selected values.

8. Click OK to add the restriction.

9. Click Add to add additional restrictions.