Selecting interactive filter criteria

Filters may include restrictions that require entering or selecting criteria when you apply the filter. You are prompted to select information if you apply a filter with interactive restrictions to list windows, generate reports that use the filter, apply views that use the filter, or apply the filter to select items to add to links.

Helix ALM guides you through entering criteria for each interactive restriction. The filter is applied using the information you enter and any non-interactive restrictions in the filter.

Tip: To make a restriction interactive, select the Prompt for restriction information at run time option when adding or editing the filter. See Adding filters.

1. The Interactive Filter Wizard opens when you select an interactive filter.

The default restriction information is displayed. The options change based on the restriction field.

Note: The filter name and fields the restrictions are based on are displayed at the top of the wizard. Fields with question marks (?) indicate interactive restrictions.

2. Enter or select the restriction information. See Using restrictions to narrow filter and search results.

3. Click Next to enter information for any additional restrictions.

4. Click Finish when you finish entering the restriction information.

The filter is applied.

Note: If you are applying the filter to a list window, items that match the filter criteria are displayed. Select Not Filtered to display all items.