Brief summary of this article:
Here we describe examples of Advanced Filters for Views and Visual Reports that help to select, hide or highlight data by almost any Custom Field value.
Custom Fields and saved Custom Field values are displayed on details pages for Targetprocess entities, in the column on the right side below Info and Lead Cycle Time panels.
A Custom Field filter doesn't differ from the one applied to any other native field. Autocompletion works as well.
Filters do not support custom fields of Template URL type so far.
Assignable entities are work items such as User Stories, Bugs, Tasks, Features, Epics, Requests, Test Plan Runs, Test Plans. Filters below are work for any of these types of entities selected as cards.
| Entity | Filter | Result |
| Assignable | ?Category is 'Important' | entities that have 'Important' set to Custom Field with name 'Category' |
| Assignable | ?Category is not 'Important' | entities that have any non-blank values but 'Important' set to Custom Field with name 'Category' |
| Assignable | ?Category is None | entities that have a blank value set to Custom Field with name 'Category' |
| Assignable | ?Category is not None | entities that have any non-blank value set to Custom Field with name 'Category' |
| Assignable | ?WebBrowser is 'Google Chrome' | entities that have 'Google Chrome' set to Custom Field with name 'Web Browser'
If a name of the field has spaces or brackets in between, they must be excluded in the filter. If a value of the field has spaces in between, they must be preserved in the filter. |
Filters for values in Multiple Selection List custom fields
If type of your custom field is Multiple Selection List then it is still possible to filter out cards by values set in the field. When you filter cards by custom field values, use contains keyword. When you filter lanes, use is form.
| Entity | Filter | Result |
| Assignable | ?Category.contains('ABC') | entities with 'ABC' selected in 'Category' multiple selection list |
| Assignable | ?Category.contains('ABC') or Category.contains('DEF') | entities with 'ABC' or 'DEF' selected in 'Category' multiple selection list |
| Assignable | ?Category.contains('ABC') and Category.contains('DEF') | entities with 'ABC' and 'DEF' selected in 'Category' multiple selection list |
| Assignable | ?EntityState.isFinal is false and (not Category.contains('ABC')) and (not Category.contains('DEF')) | incomplete entities with 'ABC' or 'DEF' not selected in 'Category' multiple selection list |
Filters for lanes
Drop Down List and Multiple Selection List custom fields can be selected as lanes (rows or columns) in Board view settings. The filters can be applied to lanes in order to hide columns representing particular values of custom fields.
| Entity | Filter | Result |
| Custom Field | ABC
?it is 'ABC'
|
show only lanes for 'ABC' value and No value, hide other lanes |
| Custom Field | ?it is 'ABC' and it is not None | show only lane for 'ABC' value, hide other lanes |
Filters for nested entities
It is also possible to filter parent entities by Custom Field values of nested ones.
| Entity | Filter | Result |
| Feature | ?UserStories.Where(Category is 'Important') and it is not None | show only features that have user stories with 'Important' value set to 'Category' custom field, hide other features |
Custom Fields and Processes
Most Custom Fields in Targetprocess are Process specific. So, if you select a project with some particular Process, only Custom Fields from this Process are accessible.
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