Using filters and queries in the list views

You can use the column-filtering capabilities in list views to help you locate specific test artifacts more quickly.

About this task

Each category and custom attribute that is defined can be displayed as a column in list views, along with other attributes, such as ID, Risk, Name, and State. After you define the filter criteria, you can save your choices as a query. For more information about list views, see Test artifact list views.

For example, you can filter test cases by test suites and test scripts. You can also filter test scripts by test cases and keywords.

Note: In the inline Filter section, you can only filter a column that displays a filter field below the column name.

Procedure

  1. Open a view that displays a list of test artifacts.

    For example, to view test cases, click Construction > Browse > Test Cases.

    A window opens, showing a page of items for that particular test artifact:

    Browse Test Cases table view

    In this list, you can change the number of test cases that are displayed by using the Number of Items Per Page field. You can set the number of items per page to a different value.

    To move to the next page, click Next or click the number 2.

  2. To view the traceability for items in the list to associated resources, such as validated requirements or tested development items, in the View As list, select Traceability.
  3. To group the items in the list by owner, priority, test artifact, iteration, or one of the available categories, click the down arrow, and make a selection in the Group by field.
  4. To select all the items on the current page of the list view, click Select, and then click Select all items on this page.
  5. To select all the items on all pages of the list view, click Select, and then click Select all items on all pages.
  6. Click the window title beneath the column header row to display the filters for each individual column.
  7. Specify the filter criteria.

    For example, to limit the display to test cases that are in the Integration iteration, click the column filter for Iteration, select Integration Test, and click Filter.

    The display is updated to show only those test cases that are in the Integration iteration.

    For date fields, you can specify a relative date, such as 2 days ago, or a specific date.

  8. Repeat the steps for more columns.
  9. To add more filtering criteria, move the cursor to the far right of the header row and click the Enter More Filters icon (Add Filter).
    • To limit the display to only your own test artifacts, select Current User for Owner.
      Note: You can change the default behavior for this setting in My Preferences for Quality Management > List View Settings.
    • To limit the display to those test artifacts that another team member created, click the down arrow, and select one or more names from the Originators list.
      Note: Not all test artifacts have an originator.
    • To limit the display to those test artifacts at a particular risk level, click the down arrow and select the risk level from the Community Risk field.
  10. To change the columns and status bars that are displayed, or to change the width of each column, click the Change Column Display Settings icon (Change Display Settings), and adjust the settings. You can also change the column width by dragging the column dividers.
  11. When you are finished, click the Save icon (Save) to save your criteria as a query.
    1. In the window that opens, type a name for the query.
    2. In Query Type field, specify whether to save the query as a personal query or as a shared query. Only users who are assigned a role with the permission to save shared queries filters in the project permissions see the shared options in the dialog box.
    3. Specify the query location. You can choose to save the query at the top level of the My Queries or Shared Queries node or in a new or existing subfolder.
    4. To retain the current column layout for the query that you are creating, select Use the current column settings for this query only.
    5. Click OK to save the query with the currently displayed filter settings and column layout.

      The queries that you create are displayed in the Filter By Saved Queries menu, in the left pane filter options of the list view.

      Note: The left pane filter options are not displayed in the test artifact list view by default. You can view the filter options by clicking the Show Filters in the left pane of the list view.
  12. Optional: To update the filter criteria, sort criteria, and display settings in a saved query, first run that query. Then, complete the following steps:
    1. Change the filter criteria, sort criteria, and display settings as is described in the preceding text. Be sure to verify your settings by running them.
    2. Click the Save icon in the expanded column header menu.
    3. The Save Query window opens. If you change the display settings, ensure that you select the Use the current column settings for this query only check box.
    4. Click OK. The new version of the query replaces the old one.
  13. Optional: To change a saved query's name, type, location, or display settings preference, click the icon to the right of the query's name on the Filter By Saved Queries menu, and then click Rename. Make your changes and click OK.

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