Filter and Customize Your View

Filter and Customize Your View contains the following topics:

Advanced filtering

The advanced filtering component provides additional features, such as search, quick filters, and custom filter conditions. Many users will find the advanced filtering component to be a quick and easy way to create advanced searches, similar to the functionality provided by Custom App Queries.

This component is available from the following locations:

Search

Enter text to filter your display to only items that contain search criteria. Any work items with matching text in the ID, Name, and Description fields will display. The search runs instantly as you type.

Clear text from the search field to remove the filter.

Quick filters

One or more quick filters will be available at the top of the filtering section, depending on the page you are filtering. On the Iteration Status page, default quick filters are Owner, Schedule State, and Type.

Use the Add Filter button to add your own quick filters to the top of the filtering tray.

Hover over an existing quick filter and click the X to remove the quick filter from the tray.

Filter by a specific field

Create your own advanced filters in the advanced section.

To create a filter:

  1. Select the field to filter from the Filter drop-down.
  2. Select an option from the Operator drop-down.
  3. Enter or select a value in the Value field.

Click the + icon to create another filter.

Quickly clear and cancel a filter by clicking the - icon.

Operators

The following operators are available for your filters, depending on the work item field selected:

Operator Action description
= Equals
!= Not equal to
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
Contains Valid for rich-text fields; contains the specified characters entered in the Value field
!Contains Valid for rich-text fields; does not contain the specified characters entered in the Value field

Some collection fields, such as Parent, Milestones, and Tags let you search for the matching value in the Value box.

Note: To filter user story hierarchies with a specific user story parent, use the Parent field. To filter hierarchies with a specific portfolio item parent, use the Feature field (or the name of your lowest-level portfolio item type).

Match filters

Use the Match Filters drop-down to choose how multiple filters work together to display results:

  • All will display only items that have matching content in all active filters. This applies an AND condition between all filters
  • Any will display any work items that have matching content in a single filter. This applies an OR condition between all filters.

Custom filter conditions

Select the Custom option from the Match Filters drop-down to display numbers next to each available filter.

You may reference these numbers in the custom filter condition text box to create custom, detailed queries.

Grouping examples

Custom filter condition Description
(2 AND 5) OR 6 The query returns records that match both of the first two filter conditions, or the third condition. Apply the following criteria to a defect custom view:
  • (2) Owner = Joel
  • (5) Tags = WSAPI
  • (6) Severity = Crash/Data Loss

The result displays all defects with the WSAPI tag that are owned by Joel, along with all defects with a Severity field entry of Crash/Data Loss. This gives Joel his defects that he needs to address with the WSAPI tag, and a listing of high severity defects which Joel can also help resolve.

2 AND (5 OR 6) Using the same custom conditions shown above, use this custom condition syntax to return a result displaying all defects that Joel owns that are either tagged WSAPI or are of a Crash/Data Loss severity.
(5 AND 6) OR (7 AND 8) This query returns all records that match the first two filter conditions or the final two conditions:
  1. Tags contains WSAPI
  2. State = Defined
  3. Tags contains Integrations
  4. State = Completed

The resulting display lists all user stories with the WSAPI tag that are in a Defined state, or all user stories with the Integrations tag that are in a Completed state.

Save and manage views

A view is a snapshot of a grid or list that has been customized by you or someone else in your workspace. All the customizations you perform on a page can be captured by saving the view, from the width of a column to custom filters that have been applied to the page. In addition to creating your own view, you can also share a view with your workspace if you are a workspace or subscription administrator.

This component is available from the following locations:

Save a new view

You can save a current view that you can reference later by selecting Save New View from the drop-down menu. You can also search in the Saved Views field to find a shared view or one that you have previously created.

Manage saved views

On the Manage Saved Views window, you can:

  • Add a new view
  • Share a view with a project (only visible to project, workspace, and subscription admins)
  • Share a view with a workspace (only visible to workspace and subscription admins)
  • Update the view
  • Delete a view

To add a new view, click the Add New button in Manage Saved Views. Enter a name for the view and click Add. The new view will display in the Manage Saved Views grid.

If you are a project, workspace, or subscription admin, you can share a view with a project or workspace. Slide the toggle to On under the Shared with Project or Shared with Workspace column next to the view you want to share. Slide the toggle to Off if you don't want the view to be shared.

Click the gear action menu to the left of a view to update the view with the current view or delete the view.

My views

Views that you have created are listed under My Views in the Saved Views drop-down menu. Any new views that you create will be listed in this section, unless you have shared a view that you created with your workspace. In that scenario, the view will display under the Shared views section in the drop-down menu.

Default views

The following views are provided by default in the Saved Views drop-down list:

Defect Status

With the following columns:

  • Rank (sorted)
  • Name
  • State
  • Discussion
  • Priority
  • Severity
  • FoundIn
  • FixedIn
  • Owner

Task Status

With the following columns:

  • Rank (sorted)
  • Name
  • State
  • PlanEstimate
  • TaskEstimate
  • Actuals
  • ToDo
  • Owner

Test Status

With the following columns:

  • Progress Bar Collapsed
  • Rank (sorted)
  • Name
  • State
  • Discussions
  • LastVerdict
  • LastBuild
  • LastRun
  • ActiveDefects
  • Priority
  • Owner

Shared views

These views are shared with all users in individual projects, or across the entire workspace. Shared views can be created, edited, and deleted by project, workspace, or subscription admins.

Feedback

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