This article covers:
- Filter Types;
- Filtering on a field;
- Pinned Entities;
- Specifying an entity filter;
- Clearing filter control values;
- Searching for closed out items.
The filter control is available on all list pages in PPO. This includes entity list pages (like projects, risks, issues, and task list pages), as well as the administration list pages (like data fields and user list pages). The filter control allows you to filter the items that are shown in the list that meet the criteria that you specify.
Example of the filter control on the project list page:
There are various filter types that can be used in PPO. You can distinguish between the Global, Personal and Shared filters on the list page based on the icon shown next to it.
The screenshot below shows the Global Filter:
Personal filters are shown as:
Shared filters are shown below:
For more information on filter types, follow this link.
Filtering on a field
To get started click anywhere in the filter control, select a field to filter on, and then select a value as shown below. Example on an issue list page:
Should you want to change the value selected on the field you can do so by clicking on the field value (we call this a pill) which will reload the available values allowing you to select another.
Note that only the first 100 values for a field are shown and only values present in the current data set are shown. You can type in a few characters at any time and only the matching fields or values will be displayed.
On all entity list pages as well as some administration list pages you will notice pinned entities, these entities are special as they have either pre-built filters for you to apply. These pinned entities will typically relate to the list that you are on and are separated with a horizontal line.
Specifying an entity filter
Instead of filtering on a specific field, you can also select an entity filter by selecting Issues (in this case) from the filter control and applying the Only High Priority Issues Shared Filter.
When using the filter control, you have the ability to apply multiple filters. The Project List example below shows that the following 3 filters have been applied: The Global Filter (Only Active Projects), a Personal Filter (Exclude Set-Up PPO) as well as a Shared Filter (Non-Administration Projects only).
When initially navigating to a list page, (Issue List example below) the default filters that will be applied are the entity Global Filter (Only Active Issues) and the Project entity Global Filter (Only Active Projects). This however changes depending on your preferences. To set the filters back to their default value you can click on the refresh button on the right hand side of the filter control.
Note that the list of filters contains both global and personal filters and that only the first 25 filters are shown. If you have more than 25 filters and a specific filter is not shown, you can search for it by typing in a few characters contained in the filter name.
If the filter is a personal filter you can also edit the filter by selecting it and then clicking on the filter name (shown in blue below).
You can create a new personal entity filter by clicking on the funnel icon. For more detail on setting up your own filter, you can access the following knowledge base article.
Clearing the filter control values
To clear the filters selected you can make use of the "Remove" (x) button on the right end of the filter pill.
Searching for closed out items
In some instances, users might want to search for closed items or filtered out items, for example closed tasks. This can easily be done by removing the global filter on the list page. With the global filter applied, there are 27 open tasks on the list.
Once the global filter is removed, all the items previously filtered out by the applicable global filter will appear on the list page. With the "Only Open Tasks" global filter removed you can now see 49 items on the list.
For more information on setting up filters, access the following knowledge base article.