Portlets › Filter Portlets

Filter Portlets

Filter portlets coordinate filtering operations across portlets in CA Clarity PPM. A filter portlet contains defined placeholder filter fields that are mapped to attributes in grid and graph portlets. When you configure and publish a filter portlet on a page with grid or graph portlets, CA Clarity PPM users can filter the page content across portlets using the portlet's fields.

When a user clicks the filter portlet's Filter button, the following occurs:

• All portlets configured to work with the filter portlet are filtered using the filter portlet values.
• Filter portlet values appear in the filters of portlets on the page. The portlet attribute must be mapped to the filter portlet field for the value to display.

  A filter portlet can contain fields that do not display in all portlets. In this case, the affected portlets still filter on the filter portlet’s values, even if the values are not displayed.

You can configure a filter portlet to appear on a page in the following ways:

• Standalone filter section for a tabbed or non-tabbed page
• Toolbar section in a tabbed or non-tabbed page

You can add fields of the following data types to a filter portlet:

• Boolean
• Date
• Lookup
• Money
• Multivalued Lookup
• Number
• String
• URL

More information:

Filter Precedence

Scope of Filter Portlets

Filter Persistence

How to Set Up a Filter Portlet

Create a Filter Portlet

Add a Field to a Filter Portlet

Add a Lookup or Multi-valued Lookup Field to a Filter Portlet

Determine the Layout of Fields on Filter Portlets

Add a Filter Portlet to a Personal Dashboard