Brief summary of this article:
In this article we gathered examples of useful Advanced Filters for Views and Visual Reports that help to select, hide or highlight entities by their current workflow states (such as Open, In Progress, Done).
Assignable entities are work items such as User Stories, Bugs, Tasks, Features, Epics, Requests, Test Plan Runs, Test Plans. Filters below are work for all these types of entities selected as cards.
The filters are based on EntityState property for project workflow and TeamStates collection for team workflow states.
Filters by project workflow states
| Entity | Filter | Result |
|---|---|---|
| Assignable | ?EntityState is 'Open'
?EntityState.IsInitial is true |
entities in the initial workflow state, regardless of its name |
| Assignable | ?EntityState is not 'Open'
?EntityState.IsInitial is false |
entities in all states but initial one, regardless of the names the states have |
| Assignable | ?EntityState is 'Done'
?EntityState.IsFinal is true |
entities in the final workflow state, regardless of its name |
| Assignable | ?EntityState is not 'Done'
?EntityState.IsFinal is false |
entities in all states but final ones, regardless of the names the states have |
| Assignable | ?EntityState.Name is 'Open' | entities in the workflow state named "Open" |
| Assignable | ?EntityState.Name is not 'Done' | entities in any workflow state but one named "Done" |
| Assignable | ?EntityState is "Awaiting QA" or EntityState is "In Testing" or EntityState is "Failed QA" ?EntityState in ["Awaiting QA", "In Testing", "Failed QA"] |
entities in selected workflow states |
| User Story | ?Feature.EntityState.Name is 'In Progress' | user stories that are a part of a feature where the feature is set to In Progress state |
Filters by team workflow states
| Entity | Filter | Result |
|---|---|---|
| Assignable | ?AssignedTeams.Where(EntityState is 'UX') | entities in the UX team workflow state |
| User Story | ?Tasks.where(AssignedTeams.Where(EntityState is 'Waiting For Deployment')) | user stories having tasks in the Waiting For Deployment team workflow state |
More examples
The filters by current entity states can be effectively combined with the filters by dates or progress of your entities. To combine filters, use the AND, or OR operators with brackets.
| Entity | Filter | Result |
|---|---|---|
| Assignable | ?EntityState.IsFinal is False or EndDate >= Today-7(days) | open entities together with recently closed ones |
| Assignable | ?EntityState is 'In Dev' and LastStateChangeDate < Today - 14(days) | entities which have been stuck in the 'In Dev' state for more than 2 weeks |
Filters for lanes (columns and rows)
On the views showing State as columns or rows (such as Kanban Board) it is possible to apply an Advanced Filter to the lane itself, rather than to the cards on the view.
| Entity | Filter | Result |
|---|---|---|
| State | ?It is 'Open' | initial workflow state, regardless of its name |
| State | ?IsFinal is true | final workflow state, regardless of its name |
| State | ?IsFinal is false | any workflow state but final one, regardless of the names the states have |
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