Task Filter Properties

Filter properties:

Property	Description	Example
Name	Filter name.	Roadmap
Description	Filter description.	Tasks roadmap
Type	Filter type: normal filters can be used anywhere notification filters can be used only for e-mail notification and filter subscription report filters can be used only for report generation	normal
Private	Private filters visible only for owner, non-private filters visible to all users that have access rights to this task or their subtasks. If you have no access rights for some task, you can create only private filters for it.	On
Connected to	Parent task for filter. Filter will be available for this task and its subtasks.	Sample, Inc
Owner	The user who created the filter. You can't modify or delete foreign filters, but you can use them for task filtering and email notification.	John Smith

General filter settings:

Setting	Description	Example
Tasks per Page	Amount of tasks per page.	20
Deep Search	Use the Deep search checkbox to recursive filter tasks through the entire hierarchy beginning with the current task.	Off
Full Text Search	The Full Text Search field allows you to search for specific words and phrases within a particular task. The full text search is performed only through the tasks that pass the filter.	(software OR TrackStudio) AND bugs

Task filter settings:

Setting	Description	Example
Filter	Mark this checkbox to filter by task field	On
Hide	Mark this checkbox to hide value from subtasks list	Off
Column	Task field name	Update Date
Condition	Filtering condition	is 7 days before or later
Sort	Sort order and level. The list of tasks can be sorted either by one field or by several fields. For example, you can sort the list of tasks by categories and then sort those within the same category by the date they were created. The order of sorting is specified in the level field.	Category, Asc, 1, Submit Date, Desc, 2

Message filter settings:

Setting	Description	Example
Filter	Mark this checkbox to filter by task field	On
Message Parameter	Message field name	Submitter
Condition	Filtering condition	is John Smith

Additional message filter settings:

Setting	Description	Example
View Messages	Set this checkbox if you want to see the list of messages for the task. You can specify the number of messages to be displayed in the list. You can choose the first few messages or the last few messages. Messages in all lists are sorted by the date of their creation in ascending order.	First 5
Filter Messages	Use to filter messages in tasks. If it is off, only tasks will be filtered.	Last 1
Bulk Processing Tool	Use the Bulk Processing Tool to add messages to a number of tasks at once. Behavior of the message editor in the Messages window differs from that in the Subtasks window. To add a message using the Bulk Processing Tool you should specify non-empty Message Description.	On

Remarks

The Filter Messages must be on if you wish to filter messages in tasks. If it is off, only tasks will be filtered. For example, if the following condition is specified – Message Handler=John and Message Filter=on, all the tasks will be found, but only the messages that meet Message Handler=John will be displayed.

If the following condition is specified – Message Handler=John and Message Filter=off, all the tasks that have at least one message where handler=John will be displayed (if view messages=on, all messages in these tasks will be displayed no matter who their handler is).

You can specify from the beginning what number of messages should be filtered. Suppose you specified that the last 20 messages should be filtered. TrackStudio would filter the last 20 messages from the list according to the filtering conditions. The rest of the messages will not be processed or displayed.

View Messages and Filter Messages are checked in the following order:

1) The condition Filter Messages is applied first; it leaves the specified number of the first and the last messages in each task.

2) Then filtering by submitter, handler and other fields is performed.

3) And then view messages displays the specified number of messages at the beginning or at the end of the list.

For example, if you specified:

Filter Messages: 5 last
Submitter: John
View Messages: 3 first

TrackStudio will find the last 5 messages for each task first, then it will keep the tasks where submitter=John, and if there are more than 3 such messages, it will display only the first 3 of them.

Topic path: User's Guide > Reference > Task Filter Properties

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