Upland Community Login | Fr

Applying a Filter to the Project List

The improvements made to the Filters within the Project List allows for more clarity as to what the selected Field, within the Filter options, pertains to. Moreover, it allows 2 levels of Filter conditions that can be set up.

This article covers how to apply run-time filters and nested filters on the Project List.

Version Note: This feature is available as of Tenrox 2018 R1.

Note: As of Tenrox 2019 R1, the interface for creating, editing and viewing Project details has been revamped with an upgraded look and navigation, replacing the Setup Project Edit page as it has been known to be. Moreover, Project Central has been deprecated with the Project List page having completely replaced it in features and functionality. For more information click here.

1. Access Project List

Access Project List
  • Click Project List from the Icon Bar.

2. Click Filter

  • Click Filter to open the Filters dialog box. 

3. Click add

  • In the Filters dialog click the Add button to add a new line item for the Filter you wish to create.

For more information on:

  • The available Filter Field options click here.

4. Select Filter criteria

  • Select the required Filter Criteria from the lists

Version Note: available as of Tenrox 2018 R1 SP5: Upon creating or editing a Filter, a Tooltip will now display when hovering over a Field Name option, providing the user with a definition.

5. Click Save

  • Click Save.

Note: If more then one Filter is added each Filter line item needs to be saved, otherwise the changes will be lost upon exit.

Tip: Additionally you can add a nested Filter which will allow for more complex filtering conditions. To learn more about nested Filters proceed to step 6 below.

6. Add a nested Filter (optional)

You can opt to add nested Filters which allow for more complex filtering conditions.

  1. Click the New button located on the left of your existing Filter.
  2. A new nested Filter will be added on a new line below your existing Filter.

Version Note: available as of Tenrox 2018 R1 SP5: Addition of a nested Filters functionality.

6.1. Choose the Nested Filter criteria

  1. Make a selection from the available Combine options: And, Or
  2. Select the desired field you want to use in the Field Name.
  3. Select the desired Condition from the available Condition options.
  4. If applicable select the desired Value from the available Value 1 and Value 2options.
  5. Click Save.

Tip: Repeat steps 6 to add more nested Filters as required.

6. Click Close

  • Click Close to return to the Project List page.

7. View Filtered results in the Projects List page

  • View filtered Project List page.

Note: When a Filter is applied on the Project List page the Filter icon turns blue, indicating that a Filter is applied.

Menu