Announcing View Filter Substitutions in Custom Views

[Kristy Corkan]

#ProductAnnouncements

Have you ever wished your custom dashboards could dynamically display attributes of the specific timebox you're viewing? We heard you! Now, you can bring your timebox data to life with our new View Filter Substitutions exclusively in Custom Views.

View Filter Substitutions allow you to seamlessly pull key attributes from your selected timebox (like Release, Iteration, or Milestone) directly into your custom view descriptions and widget query configurations. Imagine displaying release goals, start/end dates, or even dynamic artifact lists based on your chosen time period.

Here are a few ways you can leverage View Filter Substitutions:

• Dynamic Release Goals: Automatically display the Release Goals directly within your custom view's section description, ensuring everyone is aligned with the current objectives.

Above:  In Custom View Edit Mode: Referencing the Theme for the selected release  using View Filter Substitution in the Section Description. 

Below:  In Custom View View Mode: the Theme of the selected release displayed dynamically in the Section Description.  

 

• Enhanced Data Integrity Queries: Identify and resolve data inconsistencies quickly by creating queries that dynamically detect artifacts with timeboxes that don't match their parent items.

Above:  In Custom View Edit Mode - Query Tile configuration query: Referencing the Name for the selected release using View Filter Substitution in the query to identify User Stories with Features that are not in the same release*.

Below:  In Custom View View Mode:  Query Tile showing number of stories with Features not in the selected release*.  

*based on Release Name match

 

 

• Milestone-Driven Reporting: Build reports that dynamically show artifacts ending after a specific milestone date, allowing for proactive planning and risk mitigation.

Above:  In Custom View Edit Mode - Query Tile configuration query: Referencing the Target Date for the selected Milestone using View Filter Substitution in the query to identify User Stories and Defects that are scheduled into Iterations that end after the currently selected Milestone target date.

Below:  In Custom View View Mode:  Query Tile showing number of User Stories and Defects that are scheduled into Iterations that end after the currently selected Milestone target date.  

 

Ready to take your custom views to the next level?

• Explore the detailed documentation

• Try it out and share your feedback and innovative use cases with us – we're eager to see what you create!  We're committed to continuously enhancing your experience and helping you unlock the full potential of your data.

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Kristy Corkan
Rally Product
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Kristy Corkan
Rally Product
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[Cali McClung]

Love this feature!

I noticed a typo in the help link above.  It should be:

Detailed Documentation

[afiliberto]

Great new feature!

It normally takes a lot of clicks to find the iteration and edit the sprint goal. Is there a way edit it from the custom view? 

Given, the custom views don't have iterations as an object in the Custom List widget, I tried to create a dynamic link to the iteration in the richtext field but it didn't create a hyperlink.

https://rally1.rallydev.com/#/?detail=/iteration/{{ViewFilter.ObjectID}}&fdp=true

I also tried to put it as a Dynamic link in the URL widget but didn't work either.

The second thing I tried, was to build a section that could show the User Stories that are in iterations that are planned to finish post the Milestone Target date. I wasn't able to do that because in my Team, we link Milestones to Features. Is it still possible to show the stories?


I tried different things but none worked

1. Children.Iteration.EndDate > {{ViewFilter.TargetDate}}

2. HierarchicalRequirement.Iteration.EndDate > {{ViewFilter.TargetDate}}

I also tried picking User Story as an object and filtering by the children, but it didn't show any results. I guess because it's trying to fetch user stories linked to the Milestone. Even if I ignore the timebox scope, it still doesn't show the expected results.

Feature.PlannedEndDate > {{ViewFilter.TargetDate}}

[Kristy Corkan]

Hi @afiliberto,

Thank you for trying out this new feature! 

I was able to get a link to work in the section description with the caveat that it will take you to your default page when you close it.  I'm still figuring out how to get around that.  The format I used is very close to yours:  https://rally1.rallydev.com/#/?detail={{ViewFilter._ref}}&fdp=true

The view filter substitutions only work for the configuration queries, not any other configuration attributes.  

Instead of a URL widget, you could try the HTML Widget.  The advantage to that is that you have more options to work with (Styling, and also you can access the ViewFilter and URL of the current page via the $RallyContext object, getting around the caveat I mentioned above).  See the documentation for information about using $RallyContext.  

Regarding your second question, If you are using a Milestone View Filter and the milestones are associated with your features, you should be able get a list of User Stories that are scheduled after the TargetDate of the milestone with the follwing custom list configuration:

Type = User Story
Query = ((Iteration.EndDate > "{{ViewFilter.TargetDate}}") AND (Feature.Milestones.FormattedID = "{{ViewFilter.FormattedID}}"))

The second part of this query tells the Custom List that you only want User Stories that are underneath the milestone's features and the first part will refine the data set to only show stories ending after the TargetDate.  Note that this will not include User Stories that are not in an iteration, so you might want to setup a second Query Tile or custom List for that, or you could add that to this query using an addition OR statement:

Type = User Story
Query = (((Iteration = null) OR (Iteration.EndDate > "{{ViewFilter.TargetDate}}")) AND (Feature.Milestones.FormattedID = "{{ViewFilter.FormattedID}}"))

Thank you again for reaching out.  I hope this helps!  

Kristy 

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Kristy Corkan
Rally Product
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[afiliberto]

Thanks @Kristy Corkan

They all worked beautifully! 

I managed to add the link on a piece of text making if more friendly. 

Please note the hTML widget is not available in our subscription. At least, I couldn't find it on the custom views.

For the query regarding the user stories missing the milestone, I had to tick the "Ignore iteration scope" for it to work.

[Kristy Corkan]

@afiliberto, I'm glad to hear that worked for you! 

Thank you for the call out about both the "Ignore Timebox Scope" selection as I forgot to mention that. 

The HTML widget is enabled on a subscription basis, so it is likely it is not on for your subscription.  You will need to check with your subscription administrator for your company policy around using the HTML apps or widgets. 

 

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Kristy Corkan
Rally Product
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[afiliberto]

Hi @Kristy Corkan

I need your help, I'm trying to find out the features that people are working on that are NOT in the capacity plan. In theory, they are break-ins/unplanned work. I want to spot them and manually add them to the cap so that we can make trade-off decisions to remove items if we don't have capacity to deliver the original scope plus the break-ins. 

I kind do this via using filters in the Portfolio Items page. I'm basically matching the features that have the release for the current quarter but are not in the capacity plan.

I also check for features that don't have the Release field populated but have already started (actual date greater than the 1st day of the quarter)

I would like to create a Custom View so that I don't have to manually select the plans and the date in the filter. Also be able to share this page with the whole company. 

Thanks in advance!

[Kristy Corkan]

Hi @afiliberto, 

We use this query internally at Rally for the same reason that you are asking for:  

(CapacityPlans.Name != "{{ViewFilter.Name}}")

This query works for us because our capacity plans are named with the same name as the Release that they are associated with.  If that is the same for you, then this should work.  Otherwise you would need to hardcode the capacity plan name (or other unique identifier).   

I hope this helps!  

kristy 

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Kristy Corkan
Rally Product
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[afiliberto]

Hi @Kristy Corkan

It wouldn't work for us because our Capacity Plans don't have the exact same name as the Releases. 

Because a capacity plan can be linked to a Release, wondering how to filter for the work that is NOT in the capacity plan for the selected release.

I'm able to find the information hard-coding the plan or the quarter in the custom views but I was after an scalable approach to be able to share the view with the whole company.