Filtering tables

Filtering lets you view a subset of a list of items that match your filter criteria.

The TeamForge application uses tables for presenting list of items such as tracker artifacts, documents, tasks, and so on. You can filter a subset of a list of items that meets your filter criteria on all the tables with filter fields.

  1. Specify the filter criteria in one or more filter fields (at the top of each column) and click FILTER.
    • You can find a filter field at the top of each column in most of the tables in the TeamForge application.
    • The filter field could be a text box or a drop-down list with multi-select check boxes.
    • You can type your filter criteria in the text boxes. The search text is case-insensitive.
    • You can also select the filter values from one or more drop-down lists. By default, you can only select up to 10 filter values in a drop-down list. However, you can set a value that suits your requirement for the FILTER_DROPDOWN_MAX_SELECTION token in the site-options.conf file to increase or decrease the count.
    • Filter-as-you-type: You can find the Enter keywords text box in all filter drop-down lists. As you type your filter keyword, instant search results are shown in the drop-down list. For example, in the following illustration, typing "R" instantly shows all statuses having the alphabet "R". The search text is case-insensitive.
    • Some search filters may not appear if your site administrator has not enabled them.
  2. After filtering, if you want to save a filter for future use:
    1. Click FILTER and select Save from the drop-down list. The Save Filter As window appears.
    2. Type a name for the filter in the FILTER NAME text box.
    3. Click Save. The filter is saved. You can view and select the saved filters at a later point in time by clicking the Filter drop-down list.
    Note: You can save filters only in specific contexts. This feature may not be available in all the tables where you can filter table list items.
  3. After filtering, if you want to clear the filters, click FILTER and select Clear from the drop-down list.
  4. To delete saved filters:
    1. Click FILTER and select Delete from the drop-down list. The Select Filters To Be Deleted window appears.
    2. Select one or more filters to delete.
      Tip: Press and hold the Ctrl key to select more than one filter.
    3. Click Delete. A message such as 2 tracker filter(s) have been deleted successfully. is displayed if the process was successful.