Filtering records based on Tags enables you to query records that are included in the specified Tags.
You can filter records based on Tags using:
1. Tag Filter
2. Quick Filter
This article describes the steps to create and apply Tags Filter to any List editor in TopTeam.
You can also filter records in tree editors based on Tags. Refer to the article Filtering records in Tree editor based on Tags.
Who should read this?
- TopTeam Users
Step 1. Open any List editor
For information on opening a List editor, refer to the article Opening List and Tree Editors in TopTeam
Step 2. Go to a List editor and click Manage Filters
NOTE: The Manage Filters option is visible only for Project filters such as:
- By Project, Saved Filters
- By Project, Baseline, Saved Filters
- By Multiple Projects, Saved Filters
Step 3. Create a new filter using the Manage Filters window
New Filter window opens showing Quick and Tag Filter tabs
1. Using Tag Filter
Step 1.1. Go to Tag Filter
- Any: Select Any when you want to query records that are included in ANY of the specified tags.
- All: Select All when you want to query records that are included in ALL i.e. are common to all of the specified tags.
Similarly, you can specify tags from which records should NOT be queried.
Step 1.2. Select Project, Record Type and Tags from which you want to query records
Step 1.3. Tags have been specified from which to query records
For further steps, refer to Step no. 4 and Step no. 5.
2. Using Quick Filter
Step 2.1. Go to Quick Filter
Step 2.2. Select a Tag for which you want to query records
Step 4. Enter filter name
Step 5. Newly created Tag filter displays in the Manage Filters window. Apply the filter.
Records display based on the newly created filter
Revised: January 22nd, 2020