Adding filters

Use filters to save criteria you frequently use to search for items so you can easily repeat the search. Filters are most commonly used to narrow the items displayed in list windows, but are also used in other areas, such as reports.

Filters can be private, shared with others, or published as RSS feeds. For example, a project team lead may create a private filter to view a team member’s assigned issues. Or, she may create a shared filter for team members to view enhancements that customers request.

1. Click Add on the Filters list window.

The Select Filter Type dialog box opens.

2. Select the filter type and click OK.

The Add Filter dialog box opens.

3. Enter a Name and Description.

4. Select a Share with option.

• No one restricts other users from using the filter.
• Everyone shares the filter with all users and customers.
• All users shares the filter with other users.
• All customers shares the filter with customers.
• Security groups shares the filter with the selected security groups.
• Publish creates an RSS feed based on the filter. See Creating RSS feeds.

5. Click Add to add a restriction, which is the criteria items must match to be included when the filter is applied. You can add up to 20 restrictions to a filter. See Using restrictions to narrow filter and search results.

6. To create more complex logic for applying the filter restrictions, select NOT/AND/OR operators and parentheses. See Using Boolean operators in filter and search restrictions.

7. Click Validate to validate the filter criteria.

• Click OK if the filter criteria is valid.
• An error is displayed if the filter criteria is invalid. Click OK to return to the Add Filter dialog box and correct the error.
• Click Clear to clear all restrictions and start over.

8. Click Add.

The filter is added. See Applying filters for information about using filters.