Adding multiple list values restrictions

Multiple list values restrictions limit search and filter results to items that contain or do not contain any, all, or exactly the values selected in a pop-up menu. For example, you can create a restriction to find issues with specific values selected in the Product field.

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

The Add Restriction dialog box opens.

2. Select a field from the Restrict by list. The options change based on the selected field.

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. If the restriction is for a workflow event, select the Event to search.

First event searches only the first instance of the event.
Last event searches only the most recent instance of the event.
All events searches all instances of the event.

5. Select a matching option for the values selected in the restriction.

Matches the following searches for items that match the values.
Does not match the following searches for items that do not match the values.

6. Select an option to indicate how to search for the selected values.

Any of the following items searches for items with one or more of the values.
All of the following items searches for items with all of the values.
Exactly the following items searches for items with only the values.

7. Select the values to search for. To search for values to add to the restriction, enter text in the search field.

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.