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

Document ID : KB000109943
Last Modified Date : 07/08/2018
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Question:
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 ?
Answer:
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.

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.

User-added image
Additional Information:
More on Custom Board: https://help.rallydev.com/custom-board