Create a tracker query

To work with tracker artifacts, start by gathering the relevant artifacts with a query.

1. In the Site Explorer, select the site, project or tracker level for your query.
2. Right-click and select New Tracker Query.
3. In the New Tracker Query window, define the scope for a project-wide or site-wide query. For a site-wide query, you can select all projects or a specific project, and all trackers or a specific tracker. For a project-wide query, you can select all trackers or a specific tracker.
4. Enter a name for your query. Name is a required field.
   Tip: With version 3.6.1 onwards, you can have a query name generated automatically by defining a template in Window > Preferences > TeamForge. In the template, you can choose options such as the project, tracker or planning folder name to be included in the generated query name. When you've defined the template, you will be able to select the Auto-generate option to populate Name when creating a new tracker query.
5. Select the artifact fields to include in the query.
   Tip:

   • You can select multiple values in most fields — Assigned to, Submitted by, Category, Priority, Status, Reported in Release, Resolved in Release, and user-defined fields. The query uses OR filtering when multiple values are selected.
   • You can include a planning folder in your project-wide or individual tracker query.
   • If you selected an individual tracker for your query, you can include user-defined fields for that tracker.
6. If this is a tracker-wide query, you can include user-defined fields. Click Advanced.
   1. In the Flex Fields window, select Include in query and enter a value for each field you want to include.
   2. Click OK.
7. If this is a query you expect to use frequently, select Add to Favorites.
   Tip: When query results are displayed in your Favorites, you can select additional fields such as Description from the Column Chooser.
8. Click OK. Your query appears in the Sites Explorer view.