Using “Location” in Advanced Filters to Filter by Item Path in Jama Connect®

Published Date: May 6, 2026
Audience: Everyone
Products and Versions Covered: 

• Jama Connect® 
  • Cloud/CVC
  • Self-hosted

Summary

Users may use the “Item Path” concept in Advanced Filters to narrow results by where items are located in the project hierarchy (for example, a specific branch such as “B → X1”).

Based on the Jama Connect® help guidance for Create or edit an advanced filter, filters are designed to define a specific project scope and granular conditions using supported fields and the item structure. There is no “Item Path” field available in Advanced Filters.

Instead, hierarchy-based filtering is supported through the Location parameter, which allows users to:

• Scope results in specific containers within the selected project or project scope
• Include or exclude specific containers within that hierarchy

This ensures filters remain efficient, performant, and aligned with how Jama Connect® structures project data (via item containers rather than path strings).

Resolution

To filter items based on their position in the project structure:

Use the supported Location filter

1. Navigate to the Filters tab in the Explorer Tree.
2. Select Add filter to create a new advanced filter.
3. Define the filter name and select the specific project
4. Choose the appropriate item type or All Item Types.
5. In the filter criteria section, add a condition.
6. Select Location as the condition field.
7. Choose one or more containers from the project hierarchy (for example: Project → B → X1).
8. Configure the filter logic:
   • Include items in selected locations
   • Exclude items in selected locations (if supported by filter logic)
9. (Optional) Add additional rules or condition groups to further refine results.
10. Select Preview results to validate output.
11. Select Save to store the filter.

How this aligns with Jama Connect® filter design

Based on the Jama Connect® help guidance:

• Filters are intended to be granular and scoped to improve performance.
• Location is available to the specific project so you will need to select that option.
• Conditions should be specific to avoid overly broad results.
• Hierarchy-based filtering is handled through structured fields such as Location, not through string-based paths.

Key Clarification

Additional Resources 

• Create or edit an advanced filter 
• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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