Custom Filters

Click Play to learn about PractiTest hierarchal filters concept:

If you already know how to add and edit a filter, you can skip to the next article – Custom Filters with multiple criteria

Table of Contents

Introduction

Custom Filters allow you to organize your issues, tests, test-sets and requirements, by creating filters and defining the fields (columns) that are displayed in the grid for each filter. For example, you may want to organize your tests according to different components of your application, or according to the person that will run them; or you might want to sort your issues by status, by priority or by version.
Using filters, you can display the information in each module under multiple “trees”. For example, you can organize all the tests in your project under two different trees: one based on the testing level (regression vs. sanity) and the other based on the application and the module they cover. The same test can appear under multiple trees, since each test may belong to several categories (i.e., a sanity test for the application server).
filter_tree

You can add and customize filters from the tree itself, or from the Filter tab in the Settings section.

Adding Filters from the ‘Filters’ Tree

In each module, you can add and edit filters from the grid itself.

For example, we will create a filter for the Issues module, displaying only open issues that belong to a specific product component (database).

 

  1. Go to the Issues module. You can see the filter tree located on the left side of the screen.
    Note: if the view tree is closed, click on “Filter Tree” to open it.

    filters_1

     

  2. Open an existing filter’s menu by clicking on the icon next to it. Then Select “Add Sub Filter”.In this example, we are creating a child-filter under a previously created filter named “Open issues”. The existing filter only shows issues in status “Open”; Hence, creating a child view for “open issues” will only show issues that fit the criteria of both views.filters_2
  3. Define your filter:
    1. Filter type:
      When creating new filters from the “settings” page, this field will allow you to select under which module your filter will be created (Issues, Tests, Test sets or Requirements). Since we are adding a filter from the filter tree, the module is already selected.
    2. Filter name:
      It is recommended that the filter’s name is descriptive enough to allow your users (and yourself) to understand what will be displayed when this filter is selected. In this example we’ve chosen to name this view “Database Issues”.
    3. Public filter:Private filters will only be available to the user who created them, while public filters are available to all users.Uncheck this checkbox if you want think that only you will be interested in the current filter.
    4. Parent Filter:Filters in PraciTest can be arranged in a hierarchy: a child filter will only show information based on its parent filter. This feature is called cascading or hierarchical filters.In this example, we are creating a view under an existing filter called Open issues, so it is already selected.

      filters1

 

  1. Add a filter criterion.

    To select the criterion you would like to filter by, click on the “add AND query”. In this example we are adding a filter that will only show us database related issues.

    filter_critirea

    First, select the field you would like to filter by from the drop-down list. In this example we have selected to filter by product component.

    Next, select “is” to determine which product component this filter will show.

    Finally, select the appropriate criterion – in our case, “Database server”.

    Our filter will now only show us open issues (due to the parent filter), that are related to the database server (our child-filter).

    filter_critirea2

  2. In the Field Selector section, you can customize the fields you want to display in the grid.

    Note: The system provides you with a list of fields you can select to display in the grid, depending on the module (filter type) you have selected. The available fields in the Filter section also depend on the module.
    To add a field, click on the “plus” icon next to a field’s name, on the left column.

    To remove a field, click on the “minus” icon on the right column.
    Note: the display order of these fields is based on the order of appearance in the Selected Fields box. You can change the order by dragging and dropping the fields on the right column.

    custom

  1. To save the filter, click the “Create Filter” button. This will take you back to the “issues” module, and show you your new filter.
    You can see that just as we defined, this view only displays Database issues in status Open. In addition, the fields displayed in the grid are those we selected.

filter_in_grid

click here to view our help page on creating filters with multiple criteria.

Adding Filters from the Settings Link

Another way to reach the Customized Filter window is by clicking the “Settings” icon at the top right side of your screen, and then clicking the “Filters” tab.

Filters in settings

 

Changing or Deleting a filter

To edit or delete a filter, click on the menu icon next to the relevant filter, then click on the “Edit” link. You can also go to Settings –> Filters, and edit or delete your view from the list.

edit_filter

 

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