Task Filter Properties

General task 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 reports are visible only to the filter owner, while non-private filters are visible to all users who have access rights to the current task or its subtasks. If you have no access rights for a given 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 cannot modify or delete filters created by other owners, but you can use them for task filtering and email notification.	John Smith
Tasks per Page	Number of tasks per page.	20
Deep Search	Use the Deep Search checkbox to recursively filter tasks through the entire hierarchy beginning with the current task.	Off
Bulk Processing Tool	Use the Bulk Processing Tool to add messages to a number of tasks at once. To add a message using the Bulk Processing Tool you should specify non-empty Message Description.	On
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 on tasks that pass the filter.	(software OR TrackStudio) AND bugs

Task filter parameters:

Setting	Description	Example
Filter	Mark this checkbox to filter by task field.	On
Hide	Mark this checkbox to to hide the value from the 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 parameters:

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 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.	First 5
Filter Messages	Use to filter messages in tasks. If it is off, only tasks will be filtered.	Last 1

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 the number of messages that 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) Subsequently, 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.

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

What do you think about this topic? Send feedback!