The Enterprise Filter is used to increase the number of items (and relationships) available in the story. It can be seen as “topping up” the story with items from other stories that exist in the same Enterprise Solution.

Note: To use the Enterprise Filter, the story must be a part of an Enterprise Solution. To learn about Enterprise Solutions, please refer to our Knowledge Base articles on Enterprise Capabilities.

The Enterprise Filter allows the current view to include items (and relationships) from other stories. If you do not use an Enterprise filter, the view is limited to only those items in the story. You can think of this filler as temporarily increasing the size of the story, just for this view. This approach means you can keep stories small (fast and quick) and only make "expensive" Enterprise filters when you need to include items from across many stories.

Creating an Enterprise Filter

The Enterprise Filter can be located in the View Setup, under the Filters sub-tab. The advanced toggle must be active as shown below:

Note: To use the Enterprise Filter, the checkbox of “Include items from other stories” must be checked in order to Define the Enterprise Filter.

To create an Enterprise Filter, go to the Define Filter dialog, which appears as the image below:

The first property that is available to filter on is the Source Stories, which allows the stories to be selected in which the items come from. This allows a more precise way of filtering via a set of specific stories or a set of stories that have a common Story Attribute.

When using the Enterprise Filter, by default, the maximum number of items that are returned from the filter is set to 500. This is for SharpCloud’s performance, but it can be amended in the box at the bottom (highlighted in the above image) of the Define Filter dialog, to allow more items to be returned from the Enterprise Filter.

Multiple Enterprise Filters can be created, to bring back a more unique set of items. Multiple filters work as an AND operation, for example, a set of items will be returned that match Enterprise Filter 1 AND a set of items that meet Enterprise Filter 2’s requirements.

Multiple Filters can be created using the “Add Item Filter” button as highlighted above.

Using the Select Stories Filter

With the Enterprise Filter, selecting which stories to pull the items from is a key element. To make this process easier and more dynamic, an additional filtering capability is available, highlighted below:

Instead of selecting stories manually and in a pick-list fashion, a more dynamic, automated approach can be taken by using story names or story attributes.

Note: Story attributes can be setup in the Story Setup dialog in the Template, using the Story Attributes Tab. See our Enterprise Knowledge Base articles for further information.

When using this feature, there are a few points to be made aware of:

  1. The Attribute value can either be Story Name or a Story Attribute
  2. The operator functions are:
    1. Equals
    2. Contains
    3. Starts With
  3. Once a chosen operator function has been selected, provide a text value for the value and then refresh the preview filter results to see which stories meet the filter requirements.

This allows new stories to be created and a story attribute to be assigned to it, adding it automatically to the list of stories to pull items from using the Enterprise Filter.

Note: The Enterprise Filter will only return items that meet ALL of the Enterprise Filter requirements, not just the story parameter.