Filters for personal Assignments: assigned Users and Roles
In this article we gathered examples of useful Advanced Filters for Views and Visual Reports that help to select, hide or highlight data by personal Assignments such as assigned users and roles.
Assignable entities are work items such as User Stories, Bugs, Tasks, Features, Epics, Requests, Test Plan Runs, Test Plans. Filters below are work for any of these types of entities selected as cards.
All the filters are based on Assignments collection and AssignedUserproperty.
| Entity | Filter | Result |
| Assignable | ?Assignments.Count == 0 | entities with no people assigned |
| Assignable | ?Assignments.Count > 0 | entities having at least one user assigned |
| Assignable | ?Assignments.Count == 1 | entities having single user assigned |
| Assignable | ?Assignments.Where(Role is 'Developer') | entities with Developer assigned |
| Assignable | ?Assignments.Count(Role is 'Developer') > 1 | entities with two or more Developers assigned |
| Assignable | ?Assignments.Count(Role is 'Developer') == 1 | entities with single Developer assigned |
| Assignable | ?not Assignments.Where(Role is 'QA Engineer') | entities without QA Engineer assigned |
| Assignable | ?AssignedUser.Where(It is 'Brown')?Assignments.Where(GeneralUser.LastName is 'Brown') | entities with user who has last name "Brown" assigned |
| Assignable | ?AssignedUser.Where(FirstName is 'John' and LastName is 'Brown') | entities with user "John Brown" assigned |
| Assignable | ?AssignedUser.Where(Login is 'admin') | stories assigned to a user with the "admin" login |
Keywords supported in filters
Me keyword represents the logged users themselves.
| Entity | Filter | Result |
| Assignable | ?AssignedUser.Contains(Me) | all the User Stories, Bugs and Tasks assigned to you (as currently logged in user) |
| Assignable | ?Responsible is Me | the entities that a user is assigned to or nobody is assigned to if their current state matches the user’s role |
| Assignable | ?AssignedUser.Contains(Me) or AssignedTeams.Where(Team.TeamMembers.Where(User is Me)) | entities assigned to you personally or to your team |
Support for 'Me' keyword in Visual Reports
In Visual Reports Me keyword represents the user who is creator of the report, and not the logged in user who is viewing the report. At the moment Administrator cannot create single Visual Report for personal assignments that could be used by multiple team members. Separate reports should be created for each individual team member with filters by Login / Email / First and Last name applied instead of Me.
Filters for child collections
It is possible to apply filters for Assignments in child collections. For example, filter Features by assignments in user stories or bugs that are part of the feature.
| Entity | Filter | Result |
| Feature | ?UserStories.Where(AssignedUser.Contains(Me)) or Bugs.Where(AssignedUser.Contains(Me)) | Features that contain user stories or bugs assigned to the currently logged in user |
Filters of this kind are especially useful when applied to lanes (rows or columns). More information: Filters for rows and columns
More examplesCases and rules can be combined together and this give your filters a real power and flexibility.
| Entity | Filter | Result |
| Assignable | ?AssignedUser.Contains(Me) and EntityState.IsFinal is False | hide items that are already done from your personal ToDo list |
| Assignable | ?Assignments.where(GeneralUser is Me and Role is 'Developer') | items assigned to you as the Developer role only |
| Assignable | ?Assignments.Count(Role is Me.Role) == 0 | items in which your role have no assigned users |
| Assignable | ?Assignments.where(GeneralUser.LastName is 'Brown' and Role.Name is 'Developer') | items assigned to a user who has the last name 'Brown' as the Developer role only |
| Assignable | ?AssignedUser.Contains(Me) or AssignedUser.Count == 0 | items assigned to you and unassigned items |
| Assignable | ?AssignedUser.Contains(Me) and (EntityState.isFinal is False or EndDate >= Today - 7(days)) | items assigned to you that are either incomplete or recently done (completed over the past seven days) |
| Assignable | ?Responsible is Me and AssignedUser.Contains(Me) and EntityState.IsFinal is False | the filter used as built-in one for ToDo widget on Dashboards; only incomplete entities assigned to you and you're responsible for |
| Assignable | ?Responsible is Me and Iteration.IsCurrent is True | items you’re responsible for that are in progress now and belong to the current iteration only |
It is also possible to filter entities by Creator (that is creator user): Filters by Creator