Filters by Custom Field values | Targetprocess - Visual management software

Filters by Custom Field values

Here we describe examples of Advanced Filters for Views and Visual Reports that help to select, hide or highlight data by almost any Custom Field value.

Custom Fields and saved Custom Field values are displayed on details pages for Targetprocess entities, in the column on the right side below Info and Lead Cycle Time panels.

Filters by Custom Field values. Image 1

A Custom Field filter doesn't differ from the one applied to any other native field. Autocompletion works as well.

Filters by Custom Field values. Image 2

Filters do not support custom fields of types URL, Targetprocess Entity so far.

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

EntityFilterResult
Assignable?Category is 'Important'entities that have 'Important' set to Custom Field with name 'Category'
Assignable?Category is not 'Important'entities that have any non-blank values but 'Important' set to Custom Field with name 'Category'
Assignable?Category is Noneentities that have blank value set to Custom Field with name 'Category'
Assignable?Category is not Noneentities that have any non-blank value set to Custom Field with name 'Category'
Assignable?WebBrowser is 'Google Chrome'entities that have 'Google Chrome' set to Custom Field with name 'Web Browser'

If a name of the field has spaces or brackets in between, they must be excluded in the filter. If a value of the field has spaces in between, they must be preserved in the filter.

Filters for values in Multiple Selection List custom fields

If type of your custom field is Multiple Selection List then it is still possible to filter out cards by values set in the field. When you filter cards by custom field values, use contains keyword. When you filter lanes, use is form.

EntityFilterResult
Assignable?Category.contains('ABC')entities with 'ABC' selected in 'Category' multiple selection list
Assignable?Category.contains('ABC') or Category.contains('DEF')entities with 'ABC' or 'DEF' selected in 'Category' multiple selection list
Assignable?Category.contains('ABC') and Category.contains('DEF')entities with 'ABC' and 'DEF' selected in 'Category' multiple selection list
Assignable?EntityState.isFinal is false and (not Category.contains('ABC')) and (not Category.contains('DEF'))incomplete entities with 'ABC' or 'DEF' not selected in 'Category' multiple selection list

Filters for lanes

Drop Down List and Multiple Selection List custom fields can be selected as lanes (rows or columns) in Board view settings. The filters can be applied to lanes in order to hide columns representing particular values of custom fields.

EntityFilterResult
Custom FieldABC

?it is 'ABC'

 

show only lanes for 'ABC' value and No value, hide other lanes
Custom Field?it is 'ABC' and it is not Noneshow only lane for 'ABC' value, hide other lanes

Filters for nested entities

It is also possible to filter parent entities by Custom Field values of nested ones.

EntityFilterResult
Feature?UserStories.Where(Category is 'Important') and it is not Noneshow only features that have user stories with 'Important' value set to 'Category' custom field, hide other features

Custom Fields and Processes

Most Custom Fields in Targetprocess are Process specific. So, if you select a project with some particular Process, only Custom Fields from this Process are accessible.

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