Filter

Use Predefined Filter

Click arrow on the right side of Select Filter button;
select one filter in the shortcut menu.

Create Customized Filter

Click Select Filter button on toolbar or select Set Filters command from Edit menu.

 

Create a new customized filter

1. Click New button, and enter a name for the filter, then click OK. 

Note: Filter Name must be unique.

2. Click Add condition to add a new condition for this filter.
3. Select the new condition.
4. Select field, condition and value for that condition. 

The value control changes its content according to the field you select. For example, if you choose the field as Classification, the value control changes to drop down list box containing the all classification for current project; and if you choose the field as Reported Date, the value control changes to a date control. 

5. Click Apply button to set the condition.
6. Go back to 2 until you add all conditions for this filter.
7. Click OK to save the filter.

• You can use Copy To button to copy all conditions in current filter to another filter, which make it easier to add similar filters.
• Predefined filters cannot be edited and deleted.

Rename a customized filter

1. Select the filter you want to rename.
2. Click Rename button, and enter a new name for it, and then click OK.

Delete a filter

1. Select the filter you want to delete.
2. Click Yes to confirm.

• You cannot delete predefined filters.

Share the Filter

If you want to all members in your team use the same filter, you can copy file Filter.ser to others computer and overwrite the original one.

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