# Applying filters and views

> To organize the default, flat list display of your objects (**Requirements**, **Test Cases**, **Test Sets**) into meaningful structures, apply the available grouping and filtering criteria, and then save the resulting views as virtual, dynamic folders you can switch between with ease.

## Folder structure via filters and views

To organize the default, flat list display of your objects (**Requirements**, **Test Cases**, **Test Sets**) into meaningful structures, apply the available grouping and filtering criteria, and then save the resulting views as virtual, dynamic folders you can switch between with ease.

There are two types of views: the **Default** view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

At a glance, you can create custom structured views by applying one or both of the following methods combined:

* Grouping (new feature) – Group the objects by custom field definitions of the type **Label**.
  :::important
  The **Group by** capability (which is part of custom structured views) is available in Test Manager only when delivered through Test Cloud.
  :::
* Filtering (revamped UI) – Filter the objects by their native properties (such as **Updated by**, **Studio Project**, and others).
  :::important
  **Public** views can be edited by other users.
  :::

## Grouping objects (new feature)

You can group your objects by custom field definitions of the type **Label**.

:::important
The **Group by** capability (which is part of custom structured views) is available in Test Manager only when delivered through Test Cloud.
:::

### Scenario

Consider the following scenario. You want to check the test cases which were run in a particular sprint, on a specific application component. You also want to check the sprint and the component for test “GUJDM:15”. You navigate to the **Test Cases** view, but it is difficult to obtain this information from the **Test Cases** list.

Here is what an end-to-end flow would look like:

1. Create the following custom field definitions and their values. A custom field definition is a multi-select field.
   * Test Cycle

Figure 1. Test Cycle custom field

   ![Test Cycle custom field](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-test-cycle-custom-field-647194-bf7f38ac-cdfff828.webp)
   * Product Component

Figure 2. Product Component custom field

   ![Product Component custom field](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-product-component-custom-field-647198-dc3f05a6-42dd99a0.webp)
2. Go to **Test Cases**.
3. Select **Group by**, and select "Test Cycle".

Figure 3. Group by Test Cycle

   ![Group by Test Cycle](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-group-by-test-cycle-647202-2c8d4879-5b4a31d5.webp)
4. In the left-hand side **Group by** panel, consult the sprints and the number of associated test cases in brackets. Select a sprint and check the test case details. The “Unspecified” category includes all the test cases which do not have a custom field attached to them.

Figure 4. Group by Test Cycle - panel

   ![Group by Test Cycle - panel](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-group-by-test-cycle-panel-647206-61aaa733-614d2e53.webp)
5. From the **Group By** dropdown, select “Product Component”. Consult the components and the number of associated test cases in brackets. A structure emerges, allowing you to view if several test cases were run for a component or if a component was tested across several sprints.

Figure 5. Group by Product Component - panel

   ![Group by Product Component - panel](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-group-by-product-component-panel-647210-a8116714-5dfeb268.webp)
6. Next, apply filters or save your changes as a custom structured view.

### Steps
1. [Create custom fields](https://docs.uipath.com/test-manager/automation-cloud/latest/user-guide/managing-custom-fields#working-with-custom-fields) of the type **Label** and associate them with your test objects.
2. Go to the desired test object section (i.e. Requirements/Test Cases/Test Sets).

Figure 6. Filter criteria for custom structured views

   ![Filter criteria for custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-filter-criteria-for-custom-structured-views-646915-8e98bfd7-3689dac9.webp)
3. Select **Group by**, and select or clear the check boxes of the custom fields.
4. Select **Apply**.
5. To revert your changes, in the **Group by** panel, select **Remove**.

## Filtering objects (revamped feature)

You can filter the objects by their native properties (such as **Updated by**, **Studio Project**, and others).

### Scenario

You want to check all the test cases which failed for the “Accounting” product component.

Here is what an end-to-end flow would look like:

1. Create the “Product Component” custom field. Add “Accounting” as one of its values.
2. Go to **Test Cases**.
3. Select **Group by**, and select the “Product Component” check box.
4. In the **Group by** panel, select “Accounting”.
5. Select **More filters** > **Latest result**. The **Latest result** filter appears on the filter bar. Expand the **Latest result** filter, and select the **Failed** check box.

Figure 7. Grouping and filtering in a custom structured view

   ![Grouping and filtering in a custom structured view](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-grouping-and-filtering-in-a-custom-structured-view-647190-4aaed59f-f7c38e6a.webp)

### Steps
1. Go to the desired test object section (i.e. Requirements/Test Cases/Test Sets).
2. Select one or several of the available filtering criteria.

Figure 8. Filter criteria for custom structured views

   ![Filter criteria for custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-filter-criteria-for-custom-structured-views-646915-8e98bfd7-3689dac9.webp)
3. To manage the columns that are displayed in the table, select **Columns**, and select or clear the check boxes of one or more native properties of the object. Select **Apply**.
4. To have a filter appear as a standalone selection criterion in the filter bar, select **More filters**, and select or clear the check boxes of native properties or of custom fields (of the type **label**). Select **Apply**. To remove a filter from the filter bar, select **More filters** > **Clear selection**.
5. To view objects updated by you or other users, select **Updated by**, and select or clear the check boxes of one or more users. Select **Apply**. To revert your changes, select the x sign next to **Updated by**.
6. To bulk update the custom field (of the type **label**) for several data objects, select the check boxes of one or more objects, and then select **Update**. In the **Update labels and custom fields** pane, select a custom field, and perform the operation of interest: **Add values**, **Remove values**, **Clear all values**.

## Managing custom structured views (revamped feature)

There are two types of views: the **Default** view (the flat view) and the custom structured views (created by users via grouping and filtering). In addition, you can keep the structured custom views that you create private or share them with other project members by making them public.

:::important
**Public** views can be edited by other users.
:::

### Create custom structured views
1. Go to the desired test object section (i.e. **Requirements**, **Test Cases**, **Test Sets**).

Figure 9. Filter criteria for custom structured views

   ![Filter criteria for custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-filter-criteria-for-custom-structured-views-646915-8e98bfd7-3689dac9.webp)
2. Apply the available grouping and filtering criteria.
3. To save you custom structured view, go to the end of the filter bar, expand the **Views** menu, and select **Save new view**.
4. In the **Save new view** window, give your view a name (in the **Label** field) and decide whether to keep the new view private or set it to **Public** for other users to access and edit. Select **Save** to confirm changes.

Figure 10. Save New View for custom structured views

   ![Save New View for custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-save-new-view-for-custom-structured-views-646923-eded11fc-3706a490.webp)

:::important
**Public** views can be edited by other users.
:::

### Switch between views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu, and select the **Default** view or a custom structured view.

Figure 11. Switching between custom structured views

   ![Switching between custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-switching-between-custom-structured-views-646928-10c8ca95-51765f08.webp)

### Update the filters of custom structured views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu and select a custom structured view.
3. Update the filtering criteria.
4. To save your changes, go to the end of the filter bar, expand the **Views**menu, and select **Save current view**.
5. In the **Save current view** window, give your view a name (in the **Label** field) and decide whether to keep the new view private or set it to **Public** for other users to access and edit. Select **Save** to confirm changes.

### Update the name or the visibility of custom structured views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu and select **Manage views**.
3. To edit a private view, select **My views**. To edit a public view, select **Shared views**.
4. Identify the view you want to edit, and select the pencil icon.
5. In the **Edit view** window, update the name and the visibility.
6. Select **Save**.

### Delete custom structured views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu and select **Manage views**.
3. To delete a private view, select **My views**. To delete a public view, select **Shared views**.
4. Identify the view you want to delete, right-click the three vertical-dot icon, and, from the context menu, select **Delete**.

### Perform other operations (clone, make public or private) on custom structured views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu and select **Manage views**.
3. To manage a private view, select **My views**. To manage a public view, select **Shared views**.
4. Identify the view of interest, right-click the three vertical-dot icon, and, from the context menu, select the operation you want to perform: **Make public**, **Make private**, **Clone view**.

Figure 12. Operations with custom structured views

   ![Operations with custom structured views](https://dev-assets.cms.uipath.com/assets/images/test-manager/test-manager-operations-with-custom-structured-views-646932-e8c24579-35f0e8f6.webp)

### Clear all the filters applied onto custom structured views
1. Identify the upper, left-hand corner of the object screen (**Requirements**, **Test Cases**, **Test Sets**).
2. Expand the menu and select a custom structured view.
3. On the filter bar, select **Reset**.