Setting up search criteria

Search criteria are used to select a subset of portfolio items. They are used in Search boards and Automation rule conditions.

Search criteria consist of several rows, each representing a Condition.

A condition compares an item field with a value that you specify, another field, or a special variable (like @Today). For example, if you want to find all items in the R&D department, here’s how you can specify the condition:

Conditions can be combined using “and” or “or”. In case of “and” both conditions must apply for an item to be selected, while with “or” either condition could apply.