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The Smart Filters are the last Smart filters are another type of filter you can define in Rich Filters rich filters and use in dashboards. By the end of this tutorial you 'll will be able to add (to Rich Filter Controller gadgets) drop-down buttons that which allow you to filter issues by criteria you have defined. You 'll will also be able to display (in Rich Filter Results gadget (colored gadgets) computed columns (we call these smart columns) based on the same criteria.

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How to add smart filters and smart columns

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Info

For this tutorial you need to already have created a Rich Filter rich filter and a dashboard with a one Rich Filter Controller gadget and at least one Rich Filter Filter Results gadget (with a couple of views) based on the Rich Filterrich filter. We have used the the Rich Filter and dashboard from dashboard we worked with in the previous tutorial.

Add smart filters

  1. Open the configuration page of your rich filter as described in the first tutorial.
  2. Once you are on the rich filter configuration page, click on Smart Filters link Click on the Smart Filters menu entry on the left side of your the screen.
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  3. Add Create a new smart filter. Give it  named Warnings by clicking on the Create smart filter button at the top right of the screen and entering the name Warnings and check only Labels tag types (more about this in a second).
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    Image RemovedAdd the three clauses below:Label: High PriorityJQL:  in the dialog box.
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  4. Add the three clauses below by clicking on the Create smart clause button at the top right of the screen and entering the name and the JQL in the dialog box for each clause.

    NameJQL
    High Prioritypriority in (1,2) and status = Open
    Label: 
    Past Due Date
    JQL: 
    duedate < now() and status != Closed
    Label: 
    No Due Date
    JQL: 
    duedate = empty and status not in (Resolved, Closed)
    Image RemovedOpen/refresh the dashboard you already have and

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  5. Change the colors of the smart clauses as shown below:
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  6. Open (or refresh) the dashboard which is based on your rich filter, or build a new one. You'll notice that a new drop-down filter has been added in the Controller the smart filter containing the three options you have configured . Clicking any option will trigger is displayed in the Rich Filter Controller gadget.
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    If you select options in the smart filter and then click on Apply filters, the other gadgets in the dashboard which are based on the same rich filter in the dashboard to apply the JQL you have configured for each option.
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  7. Go back to the Smart Filters section of your rich filter configuration page. Edit the Warnings smart filter.
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  8. Add the Colors tag type.
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  9. For each clause of the Warnings smart filter add a color like in the picture below.
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  10. Go in the Views section of the rich filter.
    Image Removed will be updated to display only the issues which satisfy the JQL conditions of the selected options (the JQL conditions are ORed if more than one option is selected).


Add smart columns

  1. Open the configuration page of your rich filter and click on the Views menu entry on the left side of the screen.
  2. In the Requester view, you'll notice that it is now possible to use add the smart filter to be displayed as a computed column (we call this a Smart Column smart column). Add the Warnings smart column to your the view.
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  3. Once added, edit the Warning smart column. 
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  4. Make sure you select: Show tags as - Colored Labels and Column Heading - Smart Filter Name.
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  5. Open/refresh the dashboard you already have and which is based on your rich filterImage Added
  6. Refresh the dashboard. You'll notice that the Requester view of the Rich Filter Results gadget now displays gadget now has a new column called with the header Warnings, just the way you have configured.
    Image Removeddisplaying labels in colored rectangles for the corresponding issues, as configured in the smart filter clauses.
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  7. Go back to the Smart Filters section of your rich filter configuration page. Create a new smart filter called Risk and which has only the tag type Colors.
    Image RemovedAdd the JQL and add a clause with the name On and the JQL priority in (1,2) and assignee is EMPTY
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    Make sure you click on the Add button. Image Added

  8. Go to the Views section of your rich filter. In the Delivery view add the smart column Risk that you have just created.
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  9. Drag & drop the Risk smart column after the Priority column. 
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  10. Edit the Risk smart column
    Image RemovedMake sure you select Column Heading - Noneby clicking on the corresponding icon.
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  11. Select Show tags as = Colors Only and Column Heading = Smart filter initials (we want this column to be as compact as possible), then click on Update. 
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  12. Open/refresh the dashboard you already have and which is based on your Rich FilterRefresh the dashboard. In the Rich Filter Controller gadget, select the option High Priority in the smart filter Warnings and click on Apply filters. You'll notice that in the Delivery view of the Rich Filter Results gadget , next displays only the issues which satisfy the JQL condition of the High Priority clause (priority in (1,2) and status = Open) and that in the Delivery view, next to the Priority field, unassigned issues with Priority 1 or 2 are highlighted.  
    Image Removeda new column with the header R displays color tags for the at-risk issues (priority in (1,2) and assignee is EMPTY).
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Tip

Smart filters are a very powerful mechanism that allow which allows you to create complex filtering groupsoptions, to add computed columns to your views, and to highlight issues using color codingtags.

Learn More

To follow through with the learn more about smart filters, have a look at Configuring Smart Filters.

For the next tutorial, continue to to  Add Rich Filter Statistics gadgets to your interactive Jira Dashboard.In order to know everything about smart filters, have a look at /wiki/spaces/RFPv1p19/pages/784892488dashboard.