Filter and Customize Your View

Filter and Customize Your View contains the following topics:

  • Filters (Team Board, Quality Management, Work Views, Team Planning, Capacity Planning , Detail Page  Collections)
  • Filters (All Other Pages)
  • Save and Manage Views


This information is for the filters found on these pages:

  • Team Board
  • Quality Management
  • Work Views
  • Team Planning
  • Detail Page Collections
  • Capacity Planning

See Filters (All Other Pages) for the filtering behavior on other pages.

You can define either quick filters or advanced filters. Advanced filters allow you to specify more detail than in the quick filter settings. You can work with quick filters or advanced filters, but you cannot combine the two.

When you filter by the Owner field on a top-level item, the filter also displays all lower-level items (such as tasks for user stories or user stories for portfolio items) for that owner even if that owner does not own the top-level item.

Use Quick Filters

Follow these steps:
  1. Select Filters.

  2. Select Manage Filters to list the fields available for filtering.
  3. Select one or more fields from the drop-down list or enter search criteria to add filters. Once you have selected all applicable filter types, select Apply.
  4. Enter or select a value or values to filter the items in the view.
    • The drop-down list shows selected and available values.
    • Use the drop-down list to multi-select values for the selected filters.
    • Select the No Entry option to display work items that do not have a field value.
    The work items on the grid automatically populate as you select values.
  5. Select Reset to reset the values used by the filters.
  • Filter options are the union of all fields for parent items, including hidden items.
  • Filters function as OR within the same attribute ; AND between attributes.
  • Filters only apply to work items for a field if valid. For example, STATE = OPEN will not filter out user stories as this field is not valid for user stories.

Use Advanced Filters

Advanced filters allow you to specify more detail than in the quick filter settings. Using advanced filters, you can:

  • Specify a date range.
  • Use more operators when defining a filter (other than "=" or "contains").
  • Select multiple values for each field. The results will display items that match any of those values.
  • Specify how to combine filters.
  • For pages that allow you to select multiple work item types (Work Views, Team Board), filtering on work item-specific fields (like State or Defect ) will still show work items that do not have that field.

When you switch to advanced filters, CA Agile Central ports any quick filter settings you have. You can then adjust the detail of the filter.

Adjust Filter Details

Follow these steps:
  1. Select Filters.
  2. Select Advanced Filters.
  3. Select Add Filter to add more fields to an existing filter. To add a new advanced filter, select a field from the Field drop-down and complete the remaining fields in the filter definition.
  4. Use the Match Filters drop-down list to select how to combine the filters:
    • All - match every filter
    • Any - match one or more filters
    • Custom - use parentheses plus ANDs and ORs in the Custom Filter Condition field.

    Match Filters drop-down showing Custom selection
  5. To clear the advanced filters, select Clear All.

Switching back to quick filters displays the message "Returning to Quick Filters may change your results. All operators will be converted to either '=' or 'contains'."

Filters (All Other Pages)

This component is available from the following pages:

The filtering component provides additional features, such as search, quick filters, and custom filter conditions. Many users will find the filtering component to be a quick and easy way to create advanced searches, similar to the functionality provided by Custom App Queries.

When you filter by the Owner field, you will see all work items associated with that owner instead of just the top-level work items. For example, if you filter user stories by Owner, you also see the tasks associated with the owner on which you are filtering. When you filter portfolio items by Owner, you will see all work items associated with the owner on which you are filtering, including user stories and so on.


Enter text to filter your display to only items that contain your search criteria. Any work items with matching text in the ID, Name, or Description fields displays. The search runs instantly as you type.

Clear text from the search field to remove the filter.

Use Quick Filters

One or more quick filters will be available at the top of the filtering section, depending on the page you are filtering. For example, the default quick filters on the Iteration Status page are Owner, Schedule State , and Type.

Use the Add Filter button to add your own quick filters to the top of the filtering tray.

Hover over an existing quick filter and select the X to remove the quick filter from the tray.

Filter by a Specific Field

Create your own advanced filters in the advanced section.

Follow these steps:
  1. Select Filters.
  2. Select the Show Advanced link to create and manage advanced filters.
  3. Select the field to filter from the Filter drop-down.
  4. Select an option from the Operator drop-down.
  5. Enter or select a value in the Value field.

Select the + icon to create another filter.

Quickly clear and cancel a filter by selecting the - icon.

Use Operators

The following operators are available for your filters, depending on the work item field selected:

Operator Action description
= Equals
!= Not equal to
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
Contains Valid for rich-text fields; contains the specified characters entered in the Value field
!Contains Valid for rich-text fields; does not contain the specified characters entered in the Value field

Some collection fields, such as Parent, Milestones , and Tags let you search for the matching value in the Value box.

Note: To filter user story hierarchies with a specific user story parent, use the Parent field. To filter hierarchies with a specific portfolio item parent, use the Feature field (or the name of your lowest-level portfolio item type).

Match Filters

Use the Match Filters drop-down to choose how multiple filters work together to display results:

  • All will display only items that have matching content in all active filters. This applies an AND condition between all filters
  • Any will display any work items that have matching content in a single filter. This applies an OR condition between all filters.

Set Custom Filter Conditions

Select the Show Advanced link at the bottom of the component to access and create custom filter conditions.

Select the Custom option from the Match Filters drop-down to display numbers next to each available filter.

You may reference these numbers in the custom filter condition text box to create custom, detailed queries.

Grouping Examples

Custom filter condition Description
(2 AND 5) OR 6 The query returns records that match both of the first two filter conditions, or the third condition. Apply the following criteria to a defect custom view:
  • (2) Owner = Joel
  • (5) Tags = WSAPI
  • (6) Severity = Crash/Data Loss

The result displays all defects with the WSAPI tag that are owned by Joel, along with all defects with a Severity field entry of Crash/Data Loss. This gives Joel his defects that he needs to address with the WSAPI tag, and a listing of high severity defects which Joel can also help resolve.

2 AND (5 OR 6) Using the same custom conditions shown above, use this custom condition syntax to return a result displaying all defects that Joel owns that are either tagged WSAPI or are of a Crash/Data Loss severity.
(5 AND 6) OR (7 AND 8) This query returns all records that match the first two filter conditions or the final two conditions:
  • Tags contains WSAPI
  • State = Defined
  • Tags contains Integrations
  • State = Completed

The resulting display lists all user stories with the WSAPI tag that are in a Defined state, or all user stories with the Integrations tag that are in a Completed state.

Save and Manage Views

A view is a snapshot of a grid or list that has been customized by you or someone else in your workspace . All the customizations you perform on a page can be captured by saving the view, from the width of a column to custom filters that have been applied to the page. In addition to creating your own view, you can also share a view with your workspace if you are a workspace or subscription administrator .

This component is available from the following locations:

Save a New View

You can save a current view that you can reference later by selecting Save New View from the drop-down menu. You can also search in the Saved Views field to find a shared view or one that you have previously created.

Manage Saved Views

On the Manage Saved Views window, you can:

  • Add a new view
  • Share a view with a project (only visible to project, workspace, and subscription admins)
  • Share a view with a workspace (only visible to workspace and subscription admins)
  • Update the view
  • Delete a view

To add a new view, select the Add New button in Manage Saved Views. Enter a name for the view and select Add. The new view will display in the Manage Saved Views grid.

If you are a project, workspace, or subscription admin, you can share a view with a project or workspace. Slide the toggle to On under the Shared with Project or Shared with Workspace column next to the view you want to share. Slide the toggle to Off if you don't want the view to be shared.

Select the gear action menu to the left of a view to update the view with the current view or delete the view.

My Views

Views that you have created are listed under My Views in the Saved Views drop-down menu. Any new views that you create will be listed in this section, unless you have shared a view that you created with your workspace. In that scenario, the view will display under the Shared views section in the drop-down menu.

Default Views

The following views are provided by default in the Saved Views drop-down list:

Defect Status

With the following columns:

  • Rank (sorted)
  • Name
  • State
  • Discussion
  • Priority
  • Severity
  • FoundIn
  • FixedIn
  • Owner

Task Status

With the following columns:

  • Rank (sorted)
  • Name
  • State
  • PlanEstimate
  • TaskEstimate
  • Actuals
  • ToDo
  • Owner

Test Status

With the following columns:

  • Progress Bar Collapsed
  • Rank (sorted)
  • Name
  • State
  • Discussions
  • LastVerdict
  • LastBuild
  • LastRun
  • ActiveDefects
  • Priority
  • Owner

Shared Views

These views are shared with all users in individual projects, or across the entire workspace. Shared views can be created, edited, and deleted by project, workspace, or subscription admins.


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