Adding filters to dashboards based on custom fields

Add custom-field filters to an Insights dashboard for Requirements or Test Sets and apply their values.

Filters narrow the data of an Insights dashboard to the custom-field values you choose.

Prerequisites

An Insights dashboard based on custom fields. For details, see Building Insights dashboards based on custom fields.

Steps

1. From the toolbar menu, add a filter for your dashboard.

2. Select Filters > Add Filter.

3. Add filters for your data object, in this example Requirements.

4. Expand the data object (Requirements) and expand Custom Field Filters.

5. Pick a selector (for example, Custom Field Filter Selector 1).

   Figure 1. Filters

   

6. In the Add Filter dialog, continue configuring your filter (title, control, default value) and then select Add. In this example, select a radio button.

   Figure 2. Add filter

   

7. Expand the data object (Requirements) again and pick the selector value. In this example, select Custom Field Filters > Custom Field Filter 1.

   Figure 3. Custom field filter

   

8. In the Add Filter dialog, continue the configuration (title, control, filter options) and select Add. In this example, choose Advanced from the Control field, and is any value from the Configure Default Value field.

   Figure 4. Filter configuration

   

9. In your dashboard, check the filters you added. In this example, add Custom Field Filter Selector 1 and Custom Field Filter 1.

10. For the first filter, expand the is menu and select a value (Priority).

11. Select Apply.

12. For the second filter, expand the is any value menu and select an operator and a value (contains High or Medium).

13. Select Apply.

    Figure 5. Filter values

    

14. Select the Refresh button from the upper, right-hand corner of the workspace editor.

Result

The filters you added are applied to the dashboard, which displays the filtered data.

Related articles

• Building Insights dashboards based on custom fields