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

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>

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>

Additional Information

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