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Filtering a Grid

This feature is available in all editions.

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Overview

Learn how to use filters to narrow or expand the list of items displayed in a grid or report.

You can use filters to narrow or expand the list of items displayed in a grid or report. They allow you to work with or view a subset of data at any given time.

Any filters apply at the top level of the project hierarchy

Filters that have been applied to the current view also display in the tree grids.

Applying Filters

  1. Select a project from the Project Navigator.

  2. Type or select a filter from the list.

    • Backlog Group. Displays the items included in the selected theme.

    • Portfolio Item. Expands the filter options so you can enter search criteria.

    • Owner. Displays items owned by the selected person.

    • Priority. Displays items based on the selected priority status.

    • Workitem. Displays items matching the selected type.

    • Show Closed Items. Displays closed items in addition to open items.

    • More Filters. Click on the More link within the expanded Filters section to apply multiple filter selections to the same value (e.g. to view items with a priority of High or Medium). Selecting multiple items within the same attribute works like a logical OR. Selecting items across different attributes works like a logical AND.

      Example:

      Selecting High and Medium priority items and Low risk returns a list of all items labeled as both High priority and Low risk, as well as items labeled as both Medium priority and Low risk.

  3. Repeat Step 2 to select more than one filter.

  4. Click Apply when done.

Clearing Filters

Any filters that have been applied to the current view display at the top of the grid.

  • To clear the filter(s), click on the red X next the the name of the filter or click the Clear All Filters button.
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