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
or. In case of
and both conditions must apply for an item to be selected, while with
or either condition could apply.