View the right planning folder artifacts

When a large number of artifacts in a planning folder makes it difficult to find the one you want, you can filter tracker artifacts by their overall status or you can filter and sort the tracker artifact list column-wise in the Planning Folders list view.

In the Planning Folder list view, you can filter only by Priority, Artifact ID, Title, Assigned To and Team columns.
Though the artifacts are listed in a tree view (parent artifact with its child artifacts), the filter is applicable only for the parent artifacts and not their children.
The filter is available only in the Sort mode and not in the Rank mode.
The filter that you set is retained even after you navigate to other pages and return to this page.

Click TRACKERS from the Project Home menu.
Click Planning Folders.
On the Summary page, click the planning folder in which you want to look at artifacts.
Specify the filter criteria in one or more filter fields (at the top of the filterable columns) and click FILTER.
- The filter field could be a text box or a drop-down list with multi-select check boxes.
- You can type your filter criteria in the text boxes. The search text is case-insensitive.
- You can also select the filter values from one or more drop-down lists. By default, you can only select up to 10 filter values in a drop-down list. However, you can set a value that suits your requirement for the FILTER_DROPDOWN_MAX_SELECTION token in the site-options.conf file to increase or decrease the count.
- Filter-as-you-type: You can find the Enter keywords text box in all filter drop-down lists. As you type your filter keyword, instant search results are shown in the drop-down list. The search text is case-insensitive.
After filtering, if you want to clear the filters, click FILTER and select Clear from the drop-down list.
Use the up-down arrow at the top of any column to sort your list by that column.
- Your primary sort column is identified by a superscript 1 next to the up-down arrow, and your secondary and third-level sort columns, if any, are likewise marked.
- Click the up-down arrow again to reverse the sort order.

Filter by artifact status

In addition to the column-wise filter, you can also filter and view artifacts based on their status alone using the status drop-down list.

Select All, Open only or Closed from the drop-down list and all the relevant artifacts (including child artifacts) are displayed. For example, select Open only and all the artifacts with associated status values such as 'Under Construction', 'Open' and 'In Progress' are displayed.
Note: The statuses All, Open only and Closed are associated with user-defined status values while configuring a tracker field on the Edit Tracker Field page (Project Admin > Tracker Settings). For more information, see Configure tracker "Select" field values.