Smart filters are another type of filter you can define in rich filters and use in dashboards. By the end of this tutorial you will be able to add (to Rich Filter Controller gadgets) drop-down buttons which allow you to filter issues by criteria you have defined. You will also be able to display (in Rich Filter Results gadgets) computed columns (we call these smart columns) based on the same criteria.
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- Open the configuration page of your rich filter as described in the first tutorial.
- Click on the Smart Filters menu entry on the left side of the screen.
- Create a new smart filter named Warnings by clicking on the Create smart filter button at the top right of the screen and entering the name Warnings in the dialog box.
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.
Name JQL Top Priority priority in (1,2) and status = Open
Past Due Date duedate < now() and status != Closed
No Due Date duedate = EMPTY and status not in (Resolved, Closed)
- Change the colors of the smart clauses as shown below:
- Open (or refresh) the dashboard which is based on your rich filter, or build a new one. You'll notice that the smart filter containing the three options you have configured is displayed in the Rich Filter Controller gadget.
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 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).
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For the next tutorial, continue to Add Rich Filter Statistics gadgets to your dashboard.