Folder Window

The Folder Window shows a list of issues contained in a given folder. It can be opened by double clicking a folder in the Main Window. It allows to find issues, view their details and to create new issues.

Issues List

The main part of the Folder Window is a list of issues. For each issue the identifier and name is displayed along with a configurable set of system and user defined attributes. The Columns Settings dialog can be used to select the displayed columns. You can open the details of an issue in a new Issue Window by double clicking the issue in the list. Right clicking in the list opens a context menu containing available options.

The list of issues is automatically updated when you open the Folder Window and when a change is detected after a periodic update. You can also force updating the list manually by selecting FolderUpdate Folder. The contents of the list is cached so the entire list doesn't have to be downloaded every time, but only the changes made since the last update.

You can change the Filter Settings to display only issues matching specific criteria. You can also search issues by name using the Quick Search option. By default, issues are sorted by identifier, i.e. in the same order in which they were created. You can sort the list by any column by clicking on the header of that column. When you hold the mouse pointer above an issue for a short time, a tooltip is displayed which contains the values of all attributes of that issues.

If the folder has active watches, new and modified issues are marked with a small dot icon. Green dot indicates that the issue was modified since last opening. Yellow dot shows that the issue has never been opened since watching was enabled. When you open an issue, the dot will disappear indicating that the issue is neither new nor modified.

Menubar

Folder Menu

Add Issue (Ctrl+N)

Add a new issue to the folder and open it in a new Issue Window.

Open Issue (Ctrl+O)

Open the selected issue in a new Issue Window.

Update Folder (F5)

Update the list of issues in the folder.

Close (Ctrl+W)

Close the Folder Window.

Edit Menu

Change Filter (Ctrl+F)

Change the current Filter Settings.

Save Filter As

Save the current filter to the list of predefined filters for all folders of the same type as the current one.

Manage Filters

Open the Manage Filters dialog allowing to create, rename, delete and modify existing filters.

Tools Menu

Configure Columns

Change the Column Settings for all folders of the same type as the current one.

Column Settings

The Filter Settings dialog allows to select columns displayed in the list of issues from all available system and user defined attributes. Each type of issue has its own column settings. The dialog can be opened by selecting the ToolsConfigure Columns option from the menu or by right clicking on a list header and selecting Configure Columns.

The list on the left contains the list of available column and the list on the right contains the list of currently selected columns. You can add the selected column using the button with arrow pointing to the right. New columns are added below the currently selected column in the list on the right. You can remove the selected column using the button with arrow pointing to the left. You can also double click a column to quickly add it or remove it from the list.

To move the selected column to a different position, use the buttons with arrows pointing up and down. You cannot remove the ID and Name columns, but you can change their position.

The Restore Defaults button restores the default list of columns, which consist of the ID, Name, Modified Date and Modified By columns.

Filter Settings

To change the Filter Settings of the list of issues, select EditChange Filter. When a filter is configured, only issues matching the filter criteria are displayed in the list. You can use the filter for example to display only issues with a given status, with highest priority or assigned to you. The number of displayed issues and the total number of issues in the folder is displayed in the bottom right corner of the Folder Window.

The filter may consist of a number of conditions which are joined using the logical AND operator. It means that an issue must match all criteria in order to be displayed in the list. You can increase and decrease the number of conditions using the Add and Remove buttons. You can remove all conditions using the Clear button.

Each condition consists of a system or used defined attribute, an operator and an optional operand. The attribute and operator can be selected using dropdown lists. The available operators depend on the type of the attribute. The value of the operand can be entered using various widgets depending on the type of the attribute and the selected operator.

Frequently used filters can be saved for quick access. Each type of issue has its own list of saved filters. A saved filter can be selected using the dropdown list in the left part of the filter bar. By default each issue type has two predefined filters: Created by Me and Modified in Last 24 Hours. To create a new saved filter, define the criteria using the Filter Settings dialog and select EditSave Filter As. You will be prompted to enter the name of the filter. You can also overwrite an existing filter.

Managing Filters

To manage the predefined filters for all folders containing issues of the same type, select EditManage Filters. The window shows a list of all currently defined filters and allows to create new filters and to rename, modify and delete existing filters.

To create a new filter, click New Filter and use the Filter Settings to define the conditions for the filter. Click OK, enter the name of the filter and click OK again. You will be warned if you are overwritting an existing filter.

To modify the conditions of an existing filter, double click on it or right click and select Modify from the context menu. To rename a filter, select Rename from the context menu and enter the new name. You will be warned if the operation overwrites an existing filter. To delete a filter, select the Remove option.

Tip

Predefined filters are stored on the client machine, not on the WebIssues server. If you want to share filters, folder watches and column settings between a group of users, use the WebIssuesClient ConfigurationExport option from the Main Window to export all local settings to a file. Then use the WebIssuesClient ConfigurationImport option to import the settings file on a different computer or for a different user.

Quick Search

The edit box in the right part of the filter bar allows to find a word or phrase in the name of the issues. When some text is typed in that box, the list is automatically filtered to display only matching issues. The button to the left of the edit box allows to clear the filter and display all issues.