Issue Filtering and Sorting

At the top of the Issues List is the current filter being used to select issues from the RMTrack database:

The above example, called Assigned to me, is the default filter for new users in RMTrack. If a user deletes all other filters, RMTrack will recreate this filter and use the columns (fields) selected by the site administrator in the default layout.

There are several parts to what RMTrack calls a "filter":

Selection criteria
Sort columns
Columns to display
Position of fields and width of columns

All of these parts are saved with the filter. The Filters dropdown of the main menu allows the user to save the current filter, switch to another stored filter, publish filters, and delete filters.

When any changes are made to any of the parts of the filter, the name will change to (e.g.) Assigned to me - unsaved. Each time you leave the issue list page and then come back, RMTrack will remember the last filter (saved or unsaved) you were using. If you logout and login again RMTrack will used the last saved filter you were using.

Selection criteria:

Each filter must contain at least three conditions: Number of issues, status of issues, and what project. These are shown in the above example as: First 25 Open issues in Any project. To change the selection criteria for a condition, click on the link (indicated in blue and underlined with a dotted line). For example:

Clicking on the 25 will allow the selection of 15, 25, 50, 100 or All
Clicking on the Open will allow the selection Open, Closed or Open or Closed
Clicking on Any for the project condition will allow one of the projects this user has access to or Any project.

Adding conditions:

New conditions can be added to the filter by clicking on the

link which will display a selection list of all issue fields defined. Clicking on a field name will allow a condition for that field to be entered. Depending on the type of the field selected (e.g. Text, Number, Date, Dropdown list, etc.) the form will present appropriate choices:

For text fields, a freeform input box will be presented. When a value is entered and saved, the filter will match all issues that "contain" that value. If not value is entered, the filter will return all issues where that field is empty.
For numeric fields, a "qualifier" is presented beside a freeform input box. The default qualifier is "Equal to". Clicking on the qualifier will offer options of "At most", "Equal to" and "At least" and this qualifier will be applied to the number entered in the freeform box. For example, if you create a condition on the field "Hours" of "At least 20", the filter will return all issues where "Hours" is 20 or greater.
For the field "Project" a list of projects defined will be displayed. Typing a character will take you to the first value in the list that starts with that character. Keyboard controls are enabled e.g. up arrow, down arrow, home, end, page up, page down all work to navigate the list.
For system defined fields that contain a "User ID" ('Assigned To', 'Created By', 'Last Updated By', and 'Subscribed to by') a list of user ID’s will be shown - unless the list is greater than 25 values (see below).
A field based on a global code table (dropdown) will show a list of values for that code table - unless the list is greater than 25 values (see below).
Long value lists (more than 25 entries) for global code tables and Users will show a freeform input box with the prompt "Type for suggestions..." - typing into the input box will display a list of values that match the input. Note this is not the starting characters but operates as a "contains" i.e. "vi" will match on "david" and "victor".
A field based on a dependent code table or a per project code will work the same as the "long value lists" above.
A checkbox (yes/no) field will offer a choice of Checked or Unchecked - click on the value to select and add condition:
A date or date/time field will show a list of useful date ranges e.g. Today or Tomorrow, Last Week, etc. The list also contains "Is empty" to allow a condition to match on a date field that has never been set to date (e.g. is null).

When you click on + Add Condition, at the bottom of the list of fields are three additional condition types:

Subscribed to by:

Will present a list of user id's allowing you to search is issues subscribed to by a certain user, including a list of issue subscribed to by "myself".

Search:

Will allow you to add a search phrase to the conditions already in your filter. Note that this is different than using the Search... box in the main menu which overrides the current selection criteria with First 25 Open issues in Any project, and Search matches 'search phrase'. The field selection and column positions and widths will revert the settings from the last search the user did.

Advanced Condition:

This allows the user to create a complex condition by writing an SQL "where" statement. This feature requires a knowledge of SQL and of the RMTrack database. Please contact support@rmtrack.com for assistance.

Creating OR conditions:

OR conditions can be created for projects, user ID fields and for global code table fields. To create an OR condition just add a new condition for the same field and the filter will put them together in an OR. For example:

Removing a condition

At the bottom of each list of values for a condition will be a choice of All, Any, Any time (date and date/time fields), Everyone (user fields), or Either (check box), or Remove. Selecting one of these is the equivalent of creating a “non” condition and will delete the condition.

Sort columns

Each filter must have a minimum of one sort column. The default is to sort by issue number. Clicking on a column header will change the primary sort to that column or clicking on the sort column name will allow a different field to be selected. Clicking again on the same column header will reverse the direction of the sort.

You can add up to three sort levels to a filter by clicking on

Columns to display

Clicking the

control in the top right corner of the Issue List and selecting Add/remove fields... will invoke the Issue List Column Chooser allowing you to change what fields are display.

Position of fields and width of column

The column chooser will allow you to position columns in the order you want but columns can also be dragged and dropped into position by clicking on the column header and dragging to the desired position. Column widths can be changed by clicking on the column dividers and dragging.