Items & Filters

List items which are set as Template

OVERVIEW

Sometimes a user wants to list all items set as templates across different projects/Solutions. To get this list, the user needs to follow steps below:

  • Choose the module from the sidebar, then select the project from the project selector drop-down list at the top of the left pane (if applicable) and click the List View icon.
  • Select any work item from the left pane (Except Defect or Test Run).
  • Click the Filter Settings icon and select ‘Create Filter‘ from the pop-up menu.
  • Select the Project –All
  • Add the Field named as Is Template Indicator and Project Type
  • Click ‘Save

For now, the filter would list only the selected work item. In order to get a list of all work items, use this filter to create a Panel in the Dashboard

  • Navigate to Dashboard from the sidebar.
  • Click on Add Icon to add a Panel (first option in the selection list)
  • Select Project – All, Work Item – All, Filter – Created above
  • Select Report Type – Grid
  • Click ‘Save

This Panel would list all items across projects and work items.

Now Sort the Column “Is Template Indicator” in DESC order to list the items set as template on the Top of the list

RELATED LINKS:

Create, Edit, Delete, Clone and Share filters/views

Default Panel

Grid Panel

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