Adding date range restrictions

Date range restrictions limit search and filter results to items that do or do not contain a date range, date/time range, or time period. For example, you can create a restriction based on the Date Entered field to find issues entered in the past month.

These restrictions use the local time on the Helix ALM Server computer as the criteria to evaluate and they may not always return results as expected. For example, a filter includes a restriction that uses the From date option to search a specific date range. When a user located in a different time zone from the server computer applies the filter, they may see different results than a user located in the same time zone as the server computer.

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.

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 dates and times entered in the restriction.

  • Matches the following searches for items that contain the dates/times.
  • Does not match the following searches for items that do not contain the dates/times.

6. Select the time period to search and enter or select values.

  • From date searches the specified date range.
  • From date/time searches the specified date/time range. Only available for date/time fields.
  • Select a time period option to search a specific period, such as last week or last year. Only available for date/time fields.
  • In the searches the specified number of days, weeks, months, or years before or after the current date.

7. Click OK to add the restriction.

8. Click Add to add additional restrictions.