Agile Central - Queries: How to filter by an upper portfolio hierarchy items

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Article ID: 109943

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Updated On:

Products

CA OPS/MVS Event Management & Automation CA Agile Central On Premise (Rally) CA Agile Central SaaS (Rally)

Issue/Introduction



We use the Custom Board app. How can we filter for stories that belong with upper level portfolio items?

For example:
1. Portfolio Hierarchy:
Theme -> Initiative -> Feature.
How can we filter for stories belonging under Initiative with FormattedID = I1 ?

2. Portfolio Hierarchy:
Theme -> Epic -> MBI -> Feature
How can we filter for stories belonging under Epic with FormattedID = E373 ?

Environment

Release:
Component: ACSAAS

Resolution

For Question/Example 1:
Use: (Feature.Parent.FormattedID = "I1")
Notice that you use 'Feature' to refer to the Feature that's the story's parent. Then you continue with '.Parent' going up the portfolio chain as many times as you need to reach your object.

<Please see attached file for image>

User-added image

For Question/Example 2:
Use: (Feature.Parent.Parent.FormattedID = "E373")
Notice that you use 'Feature' to refer to the Feature that's the story's parent. Then you continue with '.Parent' going up the portfolio chain as many times as you need to reach your object.

<Please see attached file for image>

User-added image

Additional Information

More on Custom Board: https://help.rallydev.com/custom-board

Attachments

1558697903415000109943_sktwi1f5rjvs16j4h.png get_app
1558697901583000109943_sktwi1f5rjvs16j4g.png get_app