Hierarchical filters’ tree overview

If you’ve never worked with PractiTest filters in the past, we recommend that you also take 5 minutes to read the page on how to work with Custom Filters.

 

Viewing your information using hierarchical filters can be very useful. It can be used, for example, to represent complex products with features and sub features (sub components), or for representing releases with sub versions/builds/sprints, etc.

This article is a step-by-step guide for creating a hierarchical tree of filters to show tests by features and sub-features. This example is relevant to the Test Library module, but you can create hierarchical filter trees for each one of the modules: Issues, Requirements, Test Library, and Test-Sets & Runs.

Step 1

First, we will need two kinds of fields: a List field and a linked-list field. In this example, the parent list field is called “features” and the child linked list field is called “sub-features” (the fields are created under Settings –> Fields).

If you do not know how to create a linked-list field, click here to read more.

Creating a feature list field

Creating a sub-feature linked list field

Start by creating a filter, you can add it under the top level or within an existing filter tree.

Creating a new filter or sub filter

Create a Filter for each main feature and for each sub feature.

filter criteria

sub filter criteria

Step 3

When creating a new test, fill in the values for the “Feature” and “Sub Feature” fields.

categorize tests using custom fields

Grid view for the sub feature 1 filter

Creating Filters with multiple criteria

Custom Filters help you organize your information and make it more easily accessible. You can use them any way you want, but you don’t have to organize your information using single criterion – adding a filter with multiple criteria is simple.

In the following example, we will show you how to create a view that will display all issues that are assigned to you (the current user), and are related to Version 1.5 or 1.6, using “OR” & “AND” queries for filter criteria.

  1. Create a new filter and name it.
  2. Then, in the Filter criteria section, click the “Add AND query” button

    Add 'AND' query

  3. Choose the first criterion you would like to filter by. In this example we’ve chosen to filter by the user the issues are assigned to.

    Pick assigned to field as first filter criteria

  4. Now we can add another criterion. Let’s say only certain product versions are relevant to you. Click the “add AND query” again, and add more criteria to your filter.

    additional 'AND' query

  5. If more than one version is relevant to you, you can add the “OR” filters to add more versions.

    Using 'OR' queries

  6. After choosing the relevant filters, click the “Create filter” button. This will take you back to the previous page, where you can see your new filter under “All issues”.

    Selecting the created filter from the filters view

​You can see that just as we defined, the issues shown in this view are only the ones assigned to a specific user (the current one) and to the versions we chose (1.5 or 1.6).

Grid view of our created filter