Hierarchical filters’ tree overview

If you’ve never worked with PractiTest filters in the past, 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. For example, it can be used
for representing complex products with features and sub features (sub components), for representing Releases with sub versions/builds/sprints, etc.
This article is a step-by-step guide for creating a hierarchical tree of filters according to features and sub-features. The example regards the Tests module, but you can create a hierarchical filter tree for each module: Issues, Requirements, Tests, and Test-Sets & Runs.
Step 1
First, we will need two kinds of fields: a List and a linked-list field. In this example, the parent list is called “features” and the child list 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.

Hierarchical filter tree 1

Hierarchical filter tree 2

Step 2.

Start by creating a filter, you can add it under the top level or within an existing filter tree.
Hierarchical filter tree 3
Create a Filter for each main feature and for each sub feature.

Hierarchical filter tree 4
Hierarchical filter tree 4.1Step 3.
When creating a new test, fill in the values for the “Feature” and “Sub Feature” fields.
Hierarchical filter tree 5

The result is a hierarchy set of views that enables you to see the tests that are relevant to a specific feature or sub feature.

Hierarchical filter tree 6

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.
For example, we will show you how to create a view that will display all the issues that are assigned to you (the current user), and also where the Version is 1.5 or 1.6, using the “OR” & “AND” filters.

 

  1. In the Filter section, click the “Add AND query” link
    Multiple criteria 1
  2. 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.Multiple criteria 2
  3. 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.
Multiple criteria 3
  1. If more than one version is relevant to you, you can add the “OR” filters to add more versions.

multiple criteria 4

  1. 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”.

multiple criteria 5-0

 

​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).

multiple criteria 5