Filters management

The itmSUITE® provides a complete filter management system that implements items (ticket, timesheet, etc...) searching according to several filtering rules. In itmSUITE® three filter types can be defined:

• Global filters: are permanent filters configured by company admin and accessible to a group of users of the same company.
• Personal filters: are permanent filters configured by user and accessible only to him/her.
• Temporary filters: are temporary filters configured by user and accessible to him/her in current session.

Entity	Global filter	Personal filter	Temporary filter
Action		X	X
Asset		X	X
Billing Calendar		X	X
Forced View	X
Invoice		X	X
Message		X	X
Milestone		X	X
News			X
Personal View		X	X
Project		X	X
Project Activity		X	X
Project Template		X	X
Purchase Contract		X	X
Sale Contract		X	X
Service		X	X
Service Template		X	X
Supplier		X	X
Resource		X	X
Resource Planning		X	X
Ticket	X	X	X
Ticket Activity	X	X	X
Timesheet		X	X
User		X	X
Workflow		X	X

Filters Configuration

In some entities list (i.e., ticket views) it is possible to configure a personal filter by Filters button or to remove it by Drop Filter button:

Filter Management buttons

The filter management form contains following common sections:

• Personal Filter Manager
• Global Settings
• Main Section
• Primay and Secondary Section

and specific block sections for every entity views.

Personal Filter Manager

Section to create, delete or update personal filters. It is enabled by clicking on Personal Filter Manager button.

Field	Type	Description
Action	Radio button	"Save As New": creates a new personal filter with name inserted in text field "Save As": saves current personal filter selected by Filter field with name inserted in text field "Update Existing": saves current personal filter selected by Filter field without select
Default	Check box	defines the current personal filter selected by Filter as default in view
Save	Button	saves personal filter defined in Action field
Delete	Button	deletes current filter selected by Filter field

Global Settings

Section to manage primary filter blocks. It is enabled by clicking on Global Settings button.

Field	Type	Description
Primary Blocks Settings	Check box	hides primary filter blocks (i.e., Project Block, Ticket Type Block, Ticket Statuses Block for ticket filter) that are checked
Primay Block Hierarchy	Radio button	the following choises are possible: No Hierarchy Project and Services / Ticket Types / Operational Statuses Ticket Types / Project and Services / Operational Statuses
Save	Button	saves Global Settings configuration

Main Section

Section to configure main filter settings (paging, refreshing, etc...).

Field	Type	Description
Per Page	List box	defines items number ("10", "20", "50", "100", "Show All") that can be visible in a single view page
Ticket Code Range	Text field	list of ticket codes (separated by a space char) that user can visualize
Refresh Frequency	List box	defines the temporal frequency ("30 sec", "1 min", "2 min", "3 min", "5 min") with which items view is refreshed. The "0 sec(off)" value disables this functionality.
Disable Smart Loading	Check box	if unchecked it enables block filter fields loading according to the visibility that logged user can have on some itmSUITE® items
Disable Cascade Refresh	Check box	if unchecked it enables cascade options refresh for all filter blocks. If checked it enables asynchronous refreshing by Refresh button (to refresh selected filter block) or by Refresh All button (to update all visible filter blocks)
Ticket Creation Dates Options	Radio button	creation date filtering: From - To: shows items according to setted creation date range Quick Date Option: shows items according to setted current or last N (N setted in Units field) days, months, years.

Primary and Secondary Section

In these sections, every block filter can be hidden/visibile by a check box. In Primary Section block filter fields are always loaded when users opens the Filter menu. In Secondary Section only checked block filter fields are asynchronously loaded.

Filter	Block	Section	Description
Project(s)	Projects and Services	Primary	multiselected filter for projectand Service name
Ticket Types	Ticket Type	Primary	multiselected filter for Workflow Ticket Types
Ticket Op Status	Ticket Statuses	Primary	multiselected filter for ticket status
Groups	Ticket Dynamic Group/Role	Secondary	This section enable the user to filter per Group Role on ticket For each group is possible to enable the "Group Sub option" to simplify the group selection. Ticket role filter management is based on resource role on ticket (e.g. Ticket where the logged user is Creator or Owner or Ticket Workr,ect.) The roles selection list is devided in two sections. Ticket where the logged user is ... and Ticket Without ... This sections works with an AND clause; each item in each section works with an OR clause.
Priority	Ticket Priority	Secondary	This section enable the user to filter the ticket based on Ticket Priority and its component (ticket impact and ticket priority)
Requester	Requesters	Secondary	This section enable the user to filter based on requester information / Client or position in the Organization Unit
Generic	Generic information	Secondary	This section enable the user to filter base on different feature like Target Enviroment,Service Request,Service,Product, Ticket activity templateand Tuple elements
Causes	Ticket Transition	Secondary	This section enable the user to filter based on Ticket closure clause and Ticket Resolution clause
Configuration Item	Confguration Item	Secondary	multiselected filter for Configuration Item name.
Custon field	Custom field	Secondary	multiselected filter for Custom Fields defined for each Ticket type selected.
Text Search	Text	Secondary	This section enable the user to select one or more Text field and specify a "Search String" value

How To Create complex filter

Complex filter will be created as a combination of Ticket parameter selection. For example:

Filter1 : Extract all the Incident ticket where I'm Owner or I'm Ticket Worker, is implented:

• Primary section: Ticket Types : Select "Incident"
• Secondary section: Group : Select two elements:

1. Ticket where the logged user is Owner
2. Ticket where the logged user is Ticket Worker

Filter2 : Extract all the Incident, Service request ticket without Owner, is implented:

• Primary section: Ticket Types : Select two elements:

1. "Incident"
2. "Request Fulfilment"

• Secondary section: Group : Select Ticket without Owner

The administrator has to manage carefully the flexibity the tool give him because he/she can select a conflictual choise, so the filter doesn't return any data.