- User Guide and Online Help
- Use Oracle Empirica Topics
- Choose which items to view on the Topics, Actions, and Calendar tabs
- Filter the Topics and Actions tables
Filter the Topics and Actions tables
Use the Select Filter button and the Filter buttons on the Filter bar to filter the content of the Topics and Actions tables.
- In the left navigation pane, click the Topic
Management icon (
).
- Click the Topics or Actions tab.
- To add or remove filter buttons from the Filter bar, click the
Select Filter button (
) at the top left of the Filter bar. Check a filter to add it to the bar. Uncheck a filter to remove it from the bar. The filter choices include: Project, Assigned To, plus a set of fields that are configured in the topic workflow configuration to appear as filter fields.
- The Current state filter always appears on the Filter bar of the Topics table. The Action state filter always appears on the Actions Table. You can't remove these filters, but you can change their values.
- You can add as many filters as you want.
- Each filter impacts the number of topics or actions shown in the table.
Note:
If the graph displayed in the Graph section provides a view of the topics or actions you want to work with, you can click an item to open a menu with these choices:- Add to filter: Add the value from the graph to the filter value on the filter bar and filter the Topics or Actions table. If the filter is not already displayed in the Filter bar, it is added to the filter bar.
- Replace filter: Clear all the filters and add the value from the graph to the filter value on the filter bar and filter the Topics or Actions table. If the filter is not already displayed in the Filter bar, it is added to the filter bar.
- To assign the values for a filter, click the filter, select
values for the filter, then click
Apply. Each filter value you
add or remove impacts the topics or actions shown in the
table. As you modify filter values, the number of topics or
actions shown may be changed significantly. To clear the
values of a filter, click the Clear
button to remove all filters so that all actions appear in
the table.
There are different types of filters. This means that possible values differ depending on field type associated with the filter. For a filter to be available, administrators must define topic and action fields as filterable in the topic workflow configuration. See Edit a field.
- Current state or Action
state: You can pick all open or closed states
or select individual state values. The default
setting is all open states. All
Open or All
Closed states appear as a toggle that
you can turn on and off. When on, all states are
included. When off, you can select individual
states by selecting their check box.
The individual state check boxes vary based on set of states in the current filtered topics or actions. The All Open or All Closed state toggles always include all open or closed states, even the states that are not currently represented in the topics or actions table. If more than one state is available, Select All/Deselect All is available. Clicking this either selects or deselects all the check boxes grouped underneath. For Action state, if there are any planned actions, you can select the planned check box to display them. If the Planned check box is not displayed and there are planned actions, you may need to change or reset your filters.
- Assigned to: The values are grouped by work team and user. You can pick multiple work teams and users.
- String and integer fields: Available values depend on how the field is defined in the topic workflow configuration. You can pick multiple values.
- Date fields: From the
Select Filter button,
select the check box for an action or topic field
that relates to a date; for example,
Planned Completion Date.
Enter a range of dates in the
From and
To text boxes or select the
From and To dates by clicking the
Calendar icon
and selecting a date. Add a single date by making the To and From dates the same.
- Current state or Action
state: You can pick all open or closed states
or select individual state values. The default
setting is all open states. All
Open or All
Closed states appear as a toggle that
you can turn on and off. When on, all states are
included. When off, you can select individual
states by selecting their check box.
- To clear the values of a filter, click the
Filter button, then click the
Clear button and the
Apply button.Clear removes any selected values for the filter. The filter remains on the Filter bar. For state filters, Clear sets the filter to All Open States and All Closed States. For the Action state filter, Clear also includes the Planned state.
- To revert to the previous filter values and dismiss the dialog, click Cancel.
- To reset the values of all of the filter buttons back to their
defaults, in which no filter values are selected and the
Current State/Action State
filter is set to All Open States,
click the Reset button.
Note:
If you log out and then log in again, or change topic workflow configurations, Oracle Empirica Signal remembers your filter selections and the filter values for each topic workflow configuration.