Adding text restrictions

Text restrictions limit search and filter results to items that do or do not contain all, any, or the exact text you enter. For example, you can create a restriction based on the issue Summary field to find issues that contain ‘web server’.

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.

Select one of the following options to perform a more comprehensive search:

All Text searches all text fields in items. See Searching all text fields.
All Event Notes searches all Notes fields in workflow events, such as Assign and Fix.
All Informational Event Notes searches all Notes fields in informational workflow events, such as Comment.

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 text entered in the restriction.

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

6. Enter the text to search for.

You can enter a text string or text that includes wildcards for a more flexible search.

To match zero or more characters, use an asterisk (*).
To match one character, use a question mark (?).

Note: If you use wildcards, select Wildcards from the Use list. Otherwise, use Plain text search to search for the exact text you entered.

7. Select an option to indicate how to search for the text you entered in the restriction.

Match phrase searches for the exact phrase.
Match any search term searches for any of the search terms.
Match all search terms searches for all of the search terms.
To match the exact case of the text, select Match case.

Note: See Search examples for examples using the matching options.

8. Click OK to add the restriction.

9. Click Add to add additional restrictions.