Filters#
Filters determine which items from the total number of items in the database you can actually see. All custom filters are behind a system filter that ensures compliance with the system-defined access permissions.
System Filters and User Filters#
Creating a list of items can be thought of as a two-stage filtering process. In the first stage, the system filter ensures that you can only see items for which you have appropriate permissions. For example, you can never see items that others have marked as private or that belong to a project in which you do not have read permissions.
In the second stage, the items remaining after the first stage are sent through your personal filter. This filter can be configured to a great extent, so that you only receive the items you are currently interested in.
System filters and user filters#
You can only change the system filter by obtaining appropriate permissions through roles in a workspace.
On the other hand, you can define as many personal filters as you like and save them for later use. Some cockpit widgets also provide filters and there are some predefined filters. As a rule, you create
between five and ten personal views with which you work most of the time. As a project manager, you can define filters and make them available to your team members so that everyone has the same view.
Logical Expressions#
Filters consist of two parts. The first part is defined by the selection of entries in corresponding selection fields for the corresponding item attributes. For example, if you select a workspace from the list of offered workspaces and the status “completed” from the list of statuses, and deactivate all other selection criteria, the result would be the list of all completed items in this workspace. You can further restrict this list by adding more filter criteria to the filter.
Formally speaking, the individual criteria for each item attribute are OR-linked, and the criteria for the item attributes are AND-linked.
Using the selection lists, you can achieve the desired result in most cases. You can configure more complex filter expressions including your own self-defined item attributes in the lower part of the filter definition dialog.
Select All or Nothing#
If you want to select all possible values for an item attribute of the type “selection list”, remove the item attribute completely from the filter. This would also include any future new values. If, on the other hand, you want to hide later added selection values, activate the corresponding selection field and mark all currently available values.
Parameters#
Usually, filters are completely defined. However, it is also possible to specify a part of the filter criteria only when using the filter. For this, use the value $PARAMETER in the filter criteria.
Include Linked Items#
You can include items that have links to the filtered items even if they do not meet the filter criteria. This allows queries like
filtered items and their not yet closed sub-items
filtered items and all associated sub-items
filtered items and their predecessors