This article covers:
- Filtering on a field;
- Pinned Fields;
- Specifying an entity filter;
- Clearing filter control values;
- Searching for closed out items.
The filter control is available on all list pages in PPO including entity list pages (like the project and task list pages), as well as the administration list pages (like the field 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 an employee list page:
Example of a data fields list page under administration:
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:
Example on a business rule 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 fields, these fields are special as they have either pre-built filters for you to apply or can have specific entity filters applied. These pinned fields are separated with a horizontal line when viewing the list of fields to filter on. Examples below:
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.
Example of a Project List entity filter:
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 you own filter you can access the following knowledge base article.
Clearing the filter control values
To clear all the criteria currently selected you can make use of the "Remove all" button situated on the far right end of the filter control.
In some instances users might want to search for closed items or filtered out items, for example closed risks. This can easily be done by disabling the global filter on the list page. The global filter is displayed by the grey/white toggle button located on the right of the list page under the filter control.
Once the global filter is disabled, the toggle button will turn white and all the items previously filtered out by the applicable global filter (in the example below the "Only Open Risks" global filter) will appear on the list page.
It is important to note that when a global filter is disabled on a list page, it will also be disabled on the report and dashboard criteria pages in PPO. For more information on filters, access the following knowledge base article.