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How to change default filters of DPM Backlog

BKlus
Tera Contributor

Hi everyone,

 

I need to change the default filter of the Backlog filter in DPM workspace. 

Screenshot 2025-04-14 145239.png

DPM Workspace -> Portfolio -> Service-Details

 

Right now, the filter shows 1 item in the backlog, which is not correct.

I need to change the filter that is automatically applied

Screenshot 2025-04-14 150118.png

Unfortunately, I was not able to find any information how and where to set the Filter. 

 

Thank you in advance

 

Cheers

Bernd

1 ACCEPTED SOLUTION

SasiChanthati
Giga Guru

You're working with DPM (Demand and Project Management) Workspace, and specifically with the Backlog filter in the Portfolio → Service-Details view. This can be a bit obscure — the DPM workspace is built on the Now Experience UI Framework, which often uses a combination of UI Builder, Data Resources, and Client State Parameters behind the scenes.

Steps to Change the Default Filter in DPM Workspace

  1. Open UI Builder
  • Navigate to: Now Experience Framework > UI Builder
  • Open the DPM Workspace experience (DPM_Workspace or similar).
  1. Locate the Page
  • In the page list, find and open:
    Portfolio → Service-Details
  • You might see it named like service-details or portfolio-service-details.
  1. Inspect the Backlog Section
  • Look for the component responsible for rendering the Backlog. This is often a Data Visualization, Data Table, or Declarative Action Set component.
  • Click on it, and examine the Data Resource it is using.
  1. Check the Data Resource Filters
  • Within the component configuration, go to the Data Resource settings.
  • Look for:
    • A filter condition (like status=backlog or state=1)
    • Or a Client State Parameter being passed as a filter
  1. Modify the Default Filter

You can either:

  • Change the static filter directly (e.g., modify a condition like state=1)
  • Or, if it's using a Client State Parameter, go to the Page Parameters section and modify the default value for that parameter.
  1. Publish the Page
  • Once done, click Save and then Publish the page.
  • Reload the DPM Workspace and navigate to the same view to test.

Alternate Path (for advanced configs)

If you're not seeing the filter in UI Builder, it might be defined in:

  • A Client Script (check the workspace’s app scripts)
  • A View Rule or Record Producer that dynamically defines the backlog contents
  • Or a Scripted REST API backing a data source (like a View or Data Resource)

About Your Screenshot

Since you mentioned a screenshot, feel free to upload it here and I can give you even more specific guidance — like identifying the exact widget or data source from visual clues.

Pro Tip

Also check:

  • sp_dpm_backlog_filter or similar Script Include / Scripted Filters
  • pa_dpm_backlog_data or any custom DPM Performance Analytics filters that could be applied behind the scenes

View solution in original post

1 REPLY 1

SasiChanthati
Giga Guru

You're working with DPM (Demand and Project Management) Workspace, and specifically with the Backlog filter in the Portfolio → Service-Details view. This can be a bit obscure — the DPM workspace is built on the Now Experience UI Framework, which often uses a combination of UI Builder, Data Resources, and Client State Parameters behind the scenes.

Steps to Change the Default Filter in DPM Workspace

  1. Open UI Builder
  • Navigate to: Now Experience Framework > UI Builder
  • Open the DPM Workspace experience (DPM_Workspace or similar).
  1. Locate the Page
  • In the page list, find and open:
    Portfolio → Service-Details
  • You might see it named like service-details or portfolio-service-details.
  1. Inspect the Backlog Section
  • Look for the component responsible for rendering the Backlog. This is often a Data Visualization, Data Table, or Declarative Action Set component.
  • Click on it, and examine the Data Resource it is using.
  1. Check the Data Resource Filters
  • Within the component configuration, go to the Data Resource settings.
  • Look for:
    • A filter condition (like status=backlog or state=1)
    • Or a Client State Parameter being passed as a filter
  1. Modify the Default Filter

You can either:

  • Change the static filter directly (e.g., modify a condition like state=1)
  • Or, if it's using a Client State Parameter, go to the Page Parameters section and modify the default value for that parameter.
  1. Publish the Page
  • Once done, click Save and then Publish the page.
  • Reload the DPM Workspace and navigate to the same view to test.

Alternate Path (for advanced configs)

If you're not seeing the filter in UI Builder, it might be defined in:

  • A Client Script (check the workspace’s app scripts)
  • A View Rule or Record Producer that dynamically defines the backlog contents
  • Or a Scripted REST API backing a data source (like a View or Data Resource)

About Your Screenshot

Since you mentioned a screenshot, feel free to upload it here and I can give you even more specific guidance — like identifying the exact widget or data source from visual clues.

Pro Tip

Also check:

  • sp_dpm_backlog_filter or similar Script Include / Scripted Filters
  • pa_dpm_backlog_data or any custom DPM Performance Analytics filters that could be applied behind the scenes