Filtering Records

Once you have created your Table of Contents and Custom Fields, you can use these to filter your records.


Use custom fields to segment your data in a graph. Click on an area of the chart to change the data underneath - best viewed in table mode.


Filter on the Table of Contents

Use the Table of Contents filter (next to  FILTERS) to access a particular section of your table of contents. Either select from the drop down list, or start typing to get a filtered list to select from.

Filter on Custom Fields

Click on FILTERS. Select the items you want to filter from the drop down lists. View the results as a list or table.

Click image to enlarge

Once you have filtered your records, RequirementONE will retain the filter until you chose to re-set it, even if you navigate away.

The views of the data that you have created based on the above filtering can be stored. When filters are applied they are appended to the URL, so a filtered view can be bookmarked in your browser.

Next Steps

Now that you know how to filter your records, you can:

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