In the Requests view, you can group requests into various lists in order to more easily manage them. The following groups are available in the Requests view:
Request Lists: In this area, you can create named lists in order to organize requests into useful groups.
Colleagues: This area is for delegating requests to users for whom you do not have permissions to view their Inbox Requests list.
To display and filter a list of requests:
In the Requests view, double-click a desired list under Request Lists, or right-click the list and select Open.
To filter the list by the contents of a column, click the drop-down menu in the column heading and choose any of the following options from the resulting menu:
(Custom): Invokes the Custom AutoFilter dialog box, which allows you to specify specific values and logic for a custom filter.
Select one of the following filter criteria and enter a value to filter on:
• equals: Displays only those issues that exactly match the string you specify.
• does not equal: Displays only those issues that do not exactly match the string you specify.
• is greater than: Displays only those issues with a string that is greater than the one you specify. This logic applies to both numeric data, like dates, and to alphabetic text, where "greater than" would mean closer to "Z" than the specified characters.
• is greater than or equal to: Displays only those issues with a string that is greater than or equal to the one you specify. This logic applies to both numeric data, like dates, and to alphabetic text, where "greater than" would mean closer to "Z" than the specified characters.
• is less than: Displays only those issues with a string that is less than the one you specify. This logic applies to both numeric data, like dates, and to alphabetic text, where "less than" would mean closer to "A" than the specified characters.
• is less than or equal to: Displays only those issues with a string that is less than or equal to the one you specify. This logic applies to both numeric data, like dates, and to alphabetic text, where "less than" would mean closer to "A" than the specified characters.
• blanks: Displays only those issues that contain a blank (null) cell in the selected column.
• non blanks: Displays only those issues that contain a populated (non null) cell in the selected column.
• like: Displays only those issues that match a wildcard pattern where the percent sign (%) represents one or more characters, and an underscore (_) represents exactly one character. For example: May % 19__
• not like: Displays only those issues that do not match a wildcard pattern where the percent sign (%) represents one or more characters, and an underscore (_) represents exactly one character. For example: May % 19__
Optionally, you can specify a second filter criteria and value for the column using And/Or logic.
(Blanks): Displays only those issues that contain a blank (null) cell in the selected column.
(Non blanks): Displays only those issues that contain a populated (non null) cell in the selected column.
Also, each unique value in the column is displayed once in the menu.
You can filter on multiple columns, in which case the second filter that you apply will act on the results from the first filter, and the third will act on the results of the second, and so on.
The current filter is displayed in an information bar at the bottom of the list. The check box toggles the filter on and off. The drop-down menu displays a list of recent filters. The X button clears the filter.
To sort by column, click in the desired column heading. Click again to toggle the sorting from ascending to descending. SHIFT-click to sort by multiple columns.
To organize the list, right-click on a column heading and choose any of the following options from the resulting menu:
Sort Ascending: Sorts the requests from A to Z. To sort on multiple columns, press the SHIFT key while selecting from the menu.
Sort Descending: Sorts the requests from Z to A. To sort on multiple columns, press the SHIFT key while selecting from the menu.
Group By This Column: Organizes the requests into groups based on repeating values in the selected column. For example, if you select the Status column, the requests would be organized into groups such as NEW, ASSIGNED, and IMPLEMENTED.
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NOTE You can nest groupings. Subsequent Group By This Column actions will nest the selected column grouping beneath the prior groupings. For example, if you grouped by Status and then by Phase, the requests would be grouped by Status (NEW, ASSIGNED, etc.) then sub grouped by Phase inside of each Status group. |
Group By Box: Toggles the display of the grouped-by column headings on or off. With the display on, you can right-click on the group-by column heads in order to access the following group-specific options:
• Full Expand: Expands all group and subgroup nodes to expose all requests.
• Full Collapse: Collapses all groups and subgroups so that all requests are hidden and only the nodes of the top-level groupings are visible.
• UnGroup: Removes the selected grouping and returns the column heading to the table of columns.
Column Chooser: Opens the Customization dialog box from which you can customize which columns are included in the table.
Best Fit: Adjusts the width of the selected column to the widest item it contains.
Clear Filter: Removes any filter in effect for the selected column.
Best Fit (all columns): Adjusts the width of all columns to show as much content of each as is possible.
To close the list, click the X in the upper-right corner of the tab.
To create an empty request list:
Right-click the Request Lists node in the Requests view, and select New. The New Request List dialog box appears.
Enter a name for the new request list in the field.
Click OK. The new request list appears under the Request Lists node in the Requests view.
To create and populate a request list:
Open an existing list and select the requests you would like to include in a new request list.
Right-click the selected requests, and select Request Lists | New List. The New Request List dialog box appears.
Enter a name for the new request list.
Click OK. The new request list appears under the Request Lists node.
To add a request to a request list:
Open an existing list and select the requests that you want to add to another list.
Right-click the requests, and select Request Lists | Add to List. The Select Request List dialog box appears.
Select a request list from the drop-down list.
Click Yes.
To remove a request from a request list:
Open a request list and select the requests that you want to remove.
Right-click the selected requests, and select Request Lists | Remove from List. A confirmation dialog box appears.
Click Yes.
To delete a request list:
Right-click the list and select Delete. A confirmation appears.
Click Yes.