Filters#

You can define as many filters as you want and reuse them for selecting a set of items. You can change and publish these filters at any time so that others can use them. You can create parameterized filters that predefine most conditions and ask for one or more parameters when they are used. You can associate a view type like “Gantt” or “Task-Board” with a filter.

Filter Repositories#

Filters are managed in repositories. There are three at the top level:

  1. Private Repository

  2. Workspace-specific Repository

  3. Public Repository

Every user has their own private repository where they can manage their own filters.

Workspace managers can manage filters in workspace-specific repositories, e.g. to provide their project team members with helpful filters for their project. These filters appear in the navigator tree as sub-nodes to the workspaces.

System managers and system administrators can deposit generally accessible filters available to all users in the public repository.

Defining Filters#

  1. Select in the menu Item overview > Manage filters.

../../_images/manageFilters.png
  1. First, select a folder in the toolbar area, then click on “Add filter”.

../../_images/manageFilters2.png
  1. In the window that appears, define your filter.

  2. Give this filter a suitable name.

  3. Check the “Subscribe” checkbox (A) if you want to add this filter to your item overview.

../../_images/manageFilters-edit.png
  1. You can select a style (B) that determines the background and foreground colors in the table-based views and the left color bar in the task board, which is based on the field value.

  2. With this filter, you can link a view type. Together with the saved layout, you can predefine a complete view with column layout, grouping, sorting, etc.

  3. In the lower part of this configurator, you can define more complex criteria. Which attributes appear here is determined by a property of the attribute.

  4. Save the filter.

Deleting Filters#

You can delete filters if you are their owner or have system administrator or system manager rights.

  1. Select in the menu Item overview > Manage filters.

../../_images/manageFilters.png
  1. Select a filter by first opening a folder and then clicking on the desired filter in the right list area.

../../_images/manageFilters3.png
  1. Click in the toolbar area on the “Delete” button, or use the context menu, to delete the selected filter.