Custom quick filters | Targetprocess - Enterprise Agility Solution

Custom quick filters

Why do I need one more type of filters?

We created quick filters to make your working routine easier. People who set up views may benefit from it by setting up and maintaining less views. While people who use these views can switch between different contexts easier and filter data on the fly.

Administrators of a system or View owners are encouraged to go through number of steps to create filters that will appear then in the view header next to Project and Team selector.
Created filter is just a drop down list where people can select values and filter data presented on view based on it:


How to create quick filter?
How to edit and delete quick filter?
Troubleshooting

How to create quick filter?

Navigate to the desired View setup and click “+ Custom quick filter" button:

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In the opened Custom quick filters setup you will find a number of fields that need to be filled.

You need to fill all of them except filter fields (but at least one of them is still required for the final quick filter to be efficient).

  • Type field contains list of entity types or properties that you may want to filter by. Like if you want people to filter by Portfolio Epics then you can select it in the dropdown and later specify which of the PE should be available for selection.
  • Value field is a place where you can specify which values in particular should be available for selection in final quick filter
  • At least one Filter field should be checked if you are in Default mode or filled manually if you're in Advanced mode. As final magic occur after this step.

After these steps you'll be able to filter data on view using newly created custom filter.
Let's dig deeper into these fields:

Type

Type field contains entity types such as Portfolio Epic, Release, etc, Tag, Custom field and Custom values options:

Value

Depending on what you've selected in Type field there can be 2 scenarios of dealing with this field.

  • Portfolio Epic, Release, Tag, Custom field is selected as Type.
    'Value' will be filled with number of appropriate Portfolio Epics, Releases, Tags names or values of selected Custom filed (currently we support custom fields of type Drop-Down list). You can select all of them or any specific items.
  • Custom value is selected as Type
    If you want to filter by something different from Portfolio Epic, Release or Tags then this is your case.
    'Value' field will be empty and you need to fill it manually based on some rules:
    - type each value in separate line;
    - put text, date values into quotation marks ‘ ‘, as if you use them in DSL filters 'text value', '26-Oct-2019';
    - or you can enter values without ‘ ‘ but use them later in DSL filters.

If you use here parameters like None, Current, Me, etc then don't put them into quotation marks.

Filters

Each of the selected or entered values will be used as input for the DSL expressions which will be autogenerated in 'Default mode' or you will create in 'Advanced mode' in the next steps.

Default mode

Default mode is only applicable for non-custom values.

Here filters will be applied using default syntax:

 ?Type.ID is {selected_values}

So if you selected Portfolio Epic as Type then by default ?PortfolioEpic.ID is {selected_values} filter will try to apply to cards and/or lanes selected on View.

You can check manually where to apply autogenerated filter:

  • Cards
  • Vertical lanes
  • Horizontal lanes

If selected type can't be applied to cards and/or lanes form the View then you'll see such error message:


If you want to use filter different from default one then click 'Advanced' link to enter filters manually.

Advanced filters mode

Name

Name field contains name for the placeholder that will be used in DSL filters. So you don't have to list all the values selected in Value field, instead you use just placeholder for them. It's like a parameter containing any value you want. After this step you can observe filter selector in the View header. You can select there different values but it won't affect data on the view. For this you need to fill in Filter field

Filter

Put here usual DSL expressions, but instead of listing all the values use {placeholder_name} in brackets.

Put it in the places where you need previously selected/entered values to be used:

  • Portfolio Epic and Release types can be used via ID property only:
    ?PortfolioEpic.ID is {placeholder_name}
  • Use Tags type via 'Where' operator:
    ?Tags.Where(It is {placeholder_name})
  • Custom values can be used in any DSL expressions (don't forget to put placeholder into quotation marks if you didn't make if before for values):
    ?PlannedEndDate >= {placeholder_name}
    ?AssignedUser.Where(LastName is {placeholder_name})
    ?Release is {'placeholder_name'}
Values selected in quick filter will be applied for the current user only.

Deleted value selected in filter will be shown as 'Unavailable: ID'.

How to edit and delete quick filter?

  1. Go to View setup. Navigate to the desired filter and click 'pen' icon.
  2. You can modify values selected for the filter.
  3. If you want to rename filter placeholder or select another entity for filtering then Delete current filter by clicking 'Bin' button and create new one.

Questions

  • Q: I've created filter but it doesn't seem to filter data on my View.
  • A: Open setup for this filter and make sure that placeholder for it is used in at least one of the filter fields.
  • Q: I already have filter applied to my cards. How will it be connected with new custom filter?
  • A: If any filter was applied to cards, lanes from View setup then they will be united with custom filters using AND operator. Same way as it is for Projects/Teams selector.
  • Q: When I filter data on View then I get error: Filter is incorrect.
  • A: Check that properties you use in filter are available for cards and/or lanes selected in View setup.

If you are not sure whether filter you entered is correct or not then check it via View setup.

Put this filter into appropriate field, but instead of {placeholder} use any of the entered values:

?PlannedEndDate >= {date} --> ?PlannedEndDate >= '01-Mar-2020'

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