Using Filters


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Overview

 

This article provides the steps on how to use filters to sort cases in your FogBugz system and suggestions on how to refine your search to obtain the information you need. 

 


Information

 

When you view a list of cases in FogBugz, you don’t usually see every single case in the system – you only see cases that match your current filter. The filters you set persist and follow you even when you log on from another device until you change your settings. 

To see fewer cases, use the Refine Further option next to your current filter settings. You can also search within filters by expanding the Search for option. To change or remove parameters, click on any underlined term to view the options available.

 


Process

 

Several controls help in manipulating and managing your filters:

Control Function(s)

Save button

The Save button lets you save and name filters. After saving your filter, it will appear on the Filters menu at the top of the screen. Saving a filter also saves the columns you select, including the sort order. Additionally, once a filter is saved, you can share the filter with other FogBugz users.

Select columns

The Select Columns control determines which columns appear in the current filter.

More menu

Under the More menu, you will find the following controls:

  1. RSS Feed provides a link to an RSS feed for the current filter, which you can use in your RSS aggregator. RSS feeds are only available after saving the filter.

  2. Permanent Link reloads the page with a URL that fully describes the current filter in the query string, which allows you to provide another user with a link to the same filter.

  3. Export Cases to Excel will export the cases in your current filter into a CSV file, readable by MS Excel or Google Sheets.

    Note: This option will export the table as you see it in the filter, including the order of the columns and cases. It will not include all the events for each case. If you want to export additional information beyond what filters can provide, check out our API.

Case View button

The Case View button (located next to your current filter settings) can be used to format the results shown on the page, which includes Flat and Outline views for subcases, chart formats, and changes over time.

 

When you are looking at a list of cases in grid view, you can:

  • Rearrange columns by dragging the column header to the left or right.

  • Sort by a column by clicking on the column header; reverse sort by clicking it again.

    Tip: To sort by two or three terms, click the column headers in reverse order. For example, to sort by area first, and by priority within each area, click on the Priority header and then the Area header.

  • Change the width of a column by dragging the thin gray separator between two column headers.

  • Autosize a column to the minimum width necessary to show everything, by double-clicking on the thin gray separator to the right of the column header.

Keep in mind that you can also use the search box at the top-right portion of your screen to search for any text found in a case or use the powerful set of Search Axes to find what you are seeking. You can even mix-and-match search terms into a filter!

For a given filter, click on the Refine Further: menu to bring up the drop-down menu, then select the Search for option and add the search terms that you need.

 

Limitations When Searching for Subscribed Cases

 

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When a filter is applied to search for cases to which I am subscribed, ElasticSearch joins the cached cases with the top 2000 latest subscription items, and the resolution set is sorted in descending order. It then cross-references the two sets of data and selects the intersect. In this case, it doesn't matter which filter comes first. 

Note: Subscription data/information are considered separate events that are stored in this database, and the status fields belong to these cases. This is the main reason why subscriptions are always prioritized compared to other parameters like status, project, area, etc.

In short, if a user account is subscribed to more than 2000 cases, searching within subscribed cases will always be limited to the latest 2000 subscription items. This design was originally placed to ensure Elastic Search performance, especially for users with thousands of subscribed cases.

A useful workaround is to search for subscribed cases and assign a (new) tag to them, so the search can be done using the tag as a filter instead of the subscription parameter.

 

 

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