Filtering Items by Grouped Property Values: List Format

If you define the scope of items to browse using a public filter, perform the following steps to use grouped property values to further refine the scope of item records listed in the Item Table.

Note: In this example, change requests are filtered by the properties Status and Responsibility, and the list format of the Refine panel is used to filter the item records listed in the Item Table by grouped property values.
  1. On the Refine panel title bar, make sure that Toggle chart () is not selected.
  2. In the Refine panel, click the Down Arrow on the right of the Status list title bar. The Status list opens and shows the distribution information for the property Status, including the number of Item records in the Item Table that match each value. All, the default value for all grouped properties, is always at the top of the list, and its count matches the total number of item records in the Item Table.
  3. Select a grouping from the Status list. The Item Table lists only those item records with the selected Status value.
  4. Click the Down Arrow on the right of the Responsibility list title bar. The Responsibility list opens and shows the distribution information for the property Responsibility. The distribution information in the Responsibility list is refined to match the new set of item records in the Item Table.
  5. Select a grouping from the Responsibility list. The Item Table lists only those item records with both the selected Status and Responsibility values.
    Note: Click Reset Filter () to restore the original set of item records listed in the Item Table.