Filters by Entity States | Targetprocess - Visual management software

Filters by Entity States

In this article we gathered examples of useful Advanced Filters for Views and Visual Reports that help to select, hide or highlight entities by their current workflow states (such as Open, In Progress, Done).

Assignable entities are work items such as User Stories, Bugs, Tasks, Features, Epics, Requests, Test Plan Runs, Test Plans. Filters below are work for all these types of entities selected as cards.

The filters are based on EntityState property for project workflow and TeamStates collection for team workflow states.

Filters by project workflow states

Assignable?EntityState is 'Open'

?EntityState.IsInitial is true

entities in the initial workflow state, regardless of its name
Assignable?EntityState is not 'Open'

?EntityState.IsInitial is false

entities in all states but initial one, regardless of the names the states have
Assignable?EntityState is 'Done'

?EntityState.IsFinal is true

entities in the final workflow state, regardless of its name
Assignable?EntityState is not 'Done'

?EntityState.IsFinal is false

entities in all states but final ones, regardless of the names the states have
Assignable?EntityState.Name is 'Open'entities in the workflow state named "Open"
Assignable?EntityState.Name is not 'Done'entities in any workflow state but one named "Done"
Assignable?EntityState is "Awaiting QA" or EntityState is "In Testing" or EntityState is "Failed QA"entities in selected workflow states
User Story?Feature.EntityState.Name is 'In Progress'user stories that are a part of a feature where the feature is set to In Progress state

Filters by team workflow states

Assignable?TeamStates.Where(EntityState is 'UX')

?AssignedTeams.Where(EntityState is 'UX')

entities in the UX team workflow state
User Story?Tasks.where(TeamStates.Where(EntityState is 'Waiting For Deployment'))user stories having tasks in the Waiting For Deployment team workflow state

More examples

The filters by current entity states can be effectively combined with the filters by dates or progress of your entities. To combine filters, use the AND, or OR operators with brackets.

Assignable?EntityState.IsFinal is False or EndDate >= Today-7(days)open entities together with recently closed ones
Assignable?EntityState is 'In Dev' and LastStateChangeDate < Today - 14(days)entities which have been stuck in the 'In Dev' state for more than 2 weeks

Filters for lanes (columns and rows)

On the views showing State as columns or rows (such as Kanban Board) it is possible to apply an Advanced Filter to the lane itself, rather than to the cards on the view.


State?It is 'Open'initial workflow state, regardless of its name
State?IsFinal is truefinal workflow state, regardless of its name
State?IsFinal is falseany workflow state but final one, regardless of the names the states have

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