Filters & Quick Filters
Once we expand the Filters option we are prompted with a new portion of dialog box. The selectable fields are being pulled from the Project Settings that have already been created.
Available filter fields:
- Title: This allows you to type in the title, or name, of the issue you’re looking for. This is why nomenclature of the issues can play a large role in the filtering process.
- Priority: A selectable field based on the inputs found in project settings. You can add multiple conditions here. If you need to remove criteria simply click the little ‘x’ n the criteria bubble.
- Phase: A selectable field based on the inputs found in project settings. You can add multiple conditions here.
- Author: Selects the email address of the author of the issue.
- Assigned to: Selects the email address of the person assigned to the issue.
- Status: Selects the status of the issue. You can add multiple conditions here.
- Disciplines: Selects the label of the issue. You can add multiple conditions here.
- Confidentiality: Selects the team issued.
- Types: Selects the type assigned to an issue.
- Zone: Selects the zone assigned to an issue.
- Issue Group: Allows the user to select the clash detective group (from Navisworks).
- Creation date: Allows the user to select a set of days where issues created between those days are filtered.
- Due date: Allows the user to select a set of days where issues due between those days are filtered.
- Display: Allows the user to specify how many issues per page they’d like visible.
- Sort by: Allows the user to sort the filtered issues by number, phase, status, zone, etc.
- Sort direction: Allows the user to sort the filter issues by ascending or descending order based off the issue number.
It is VERY important to remember that if an issue you’re looking for is missing criteria in the issue itself and that field is filled when using a filter, it can be filtered out.
Example: In this project I have two issues related to doors: "Issue 116. RELOCATE THIS DOOR" and issue "7. PLEASE ADD THIS DOOR"
Both have the word Door in the issue title so I’ll type that into the Title field. Both are set to low priority, so I filter that in to the Priority location and click Apply.
I now see the two issues I was looking for specifically.
However, if I was originally to filter by the specified criteria which states: “Issues with low priority, from zone 2, in the 1st phase” my results would be only issue 116. While issue 7 disappears. If I look into issue 7 I see that the phase has forgotten to be set and reads: [not set].
If there is filter set that we need to apply frequently we can create a Quick Filter to automatically fill the criteria fields. Finish filling out the fields you want to have saved and click Quick filter. I’ve set the priority to high, I’ve assigned myself in the Assigned to field, I’ve set the status to open, and I’ve set the date to the end of my work week. With the Quick Filter portion open I give it a name. I’ve called it Assigned>High>Open and click the little blue plus sign to save this filter in my PERSONAL template list.
Below the name field are two toggle switches. Set as Default and Shared. If the Set as Default option is engaged it will automatically apply the filter.
I can rename/edit this Quick Filter template with the little pencil icon or delete it with the garbage can.