Filtering Assets
You can filter test assets by system or custom fields across all modules.
Basic Filters
Advanced Filters
Basic Filters: By default, requirements can be filtered by summary, release, and cycle.
Advanced Filters: You can apply advanced filters to refine requirements based of other system or user-defined fields.
To apply advanced filters, perform these steps:
Click on the + icon.
Select the fields for filtering.
Enter the filter values.
Click Save and Apply.
For example, you want to filter requirements on Priority, and Entity Key. Click on the “+” icon and select the fields on the drop-down list. You can apply an advanced filter on Entity Key to search for test cases using comma-separated entity IDs, without specifying the complete Entity Key.
Filtered views are automatically saved for future use.
Filtering by Cascading List Fields
You can filter records using cascading list fields on all screens where custom fields are available, such as Requirements (RQ), Test Cases (TC), Test Suites (TS), and Issues. The filter dropdown shows both parent and child values together, allowing you to filter by specific combinations.
Filter Test Case Assets
In Test Case module, along with the regular basic filters, you get the option to filter test cases based on several other parameters, like archived test cases, shareable test cases, parameterized test cases, QI generated test cases and test cases not assigned to any folders.
The Show Test Cases Not Assigned to Any Folder filter displays test cases that exist only under the Project Root. You can move, reuse, archive, or delete such test cases, either individually or in bulk.
Filtering Requirements when Jira is Configured with Project
Jira Filters work only when the project is synced with Jira. You get two distinct filters to filter requirements: QMetry Filters and Jira Filters.
To apply Jira Filters, perform the following steps:
Select Jira Instance and Jira Project.
Click Apply.
Once you apply the filter, you can see more filters by clicking on the + button.
Notes
The system retains filter selections and shows them the next time you visit the screen.
Filtering by a Jira field narrows the results, but the field does not appear as a column in the Requirement list view.
Resetting Filters and Clearing Filter Value
The Clear Filter Values clears out the values in the filters without removing the fields themselves.
The Reset Filters option will reset the filter to default. All the selected fields for Advanced Filter will be removed from the filter.
Reset Filters
Clear Filter Values