Opening up the filter menu for a Card or list of items now gives a completely new, more powerful experience that lets you create much more flexible filter combinations.
When you open a filter window, you’ll see 2 key areas:
This is where you’ll build out your list of filter criteria - or “Rules.” You can add as few or as many rules as you need.
- Sort & Currency
If your organization is using more than one currency, you can pick for which currency you want to apply your search.
You can also decide by which criteria your list should sort - the list will be returned sorted first by the value in the “Primary Sort” field and then by the value in the “Secondary Sort” field.
Adding rules to your filter
The first step is to determine the match requirements of this filter. Choose between:
This setting requires that an item must meet every single rule you add to this filter for it to be returned.
This setting requires that an item must meet at least one rule you add to this filter for it to be returned.
Pick a criteria
There are lots of criteria you can choose from. There are 5 main categories:
These are the most commonly used criteria, typically relating to the basic descriptors of an item.
These are the criteria related to the Resolution of an Improvement or Incident.
These are the criteria relating to key dates in an items life cycle.
These are the criteria relating to the Attributes that have been defined by your organization.
Set a condition
Once you’ve chosen a criterion, additional fields will appear. The first is the condition field which you can use decide how the criteria and its options (see below) should relate to any returned items.
The available options vary based on the criteria you selected, but may include:
- Is any of
An item will be returned if it matches one or more of the selected options.
- Is all of
An item will be returned if it matches all of the selected options.
- Is not any of
An item will be returned if it does not match one or more of the selected options.
- Is not all of
An item will be returned if it matches exactly zero of the selected options.
This is the only condition when working with a date criterion. An item will be returned if its relevant date falls between the entered options.
Pick the options for this rule
The second field that appears after you've chosen a criterion is the options field. You can use this field to decide which options the set criterion should - or should not, depending on your condition settings - be met.
Most criteria will generate just one options field, but some will generate multiple fields that can be filled out. For example:
This will generate a “User” field in which you should enter the name of the user(s) you want to include in this rule.
It will also generate a “Role On Team” field in which you should enter the user’s relationship with the item that you want to include in this rule.
This will generate an “Activity Type” field in which you should enter the activity type(s) you want to include in this rule.
It will also generate an “Activity Occurrence Count” field in which you should enter the number of times you want the specified activity type(s) to have occurred within the set time frame.
Finally, it will generate an “Activity Time Frame” in which you should enter the time frame in you which want the specified activity type(s) to have occurred rule. Leave this field blank to return Improvements that have ever had this activity type take place.
All date criteria will generate a starting date and an ending date field. You can use a custom date range (such as “from January 1 - February 1”) or a relative date (such as “from the past 7 days”).
Relative dates (e.g. last 7 days, last 3 months, etc.) are great if you’re going to save your list or Card for future use because they let your list stay up to date. You can still set custom date ranges if that better suits your circumstances.
The Parent checkbox
Check this box to apply this rule to the Parent rather than to the item itself.
- Say you added a rule that said: “Type is any of VSM, Project” and checked the “Parent” box.
Your list of results would not just include VSMs and Projects. It would include any item - of any template type - that was nested under a VSM or a Project.
- Say you set the filter to “Match All” and added two rules: One that said “Type is any of VSM, Project” and checked the “Parent” box, and the other that said “User is all of Amelia, Beau” and did not check the “Parent” box.
Your list of results would include any item - of any template type - that both Amelia and Beau took part in, so long as it was nested under a VSM or a Project.
Delete a rule
To delete an existing rule, click to the right of the rule.
Add a rule
To begin creating a new rule, click to the right of an existing rule. Repeat this whole process until you’ve added as many rules as you need.
When you're satisfied with your list of rules, click .