In this sectionContents:
- About Smart Filters
- Smart Filters' Key Attributes
- Adding & Editing Smart Filters
- Using Smart Filters in Rich Filter Gadgets
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About Smart Filters
Smart Filters are more versatile than the two other filter types (static and dynamic). Smart filters allow the users to:
Filter the
collection ofissues displayed by gadgets based on the current Rich Filter. The smart filters can be displayed as buttons with drop-down menus in Rich Filter Controller gadgets (similar to dynamic filters).
Add computed columns and/or color-coding in Rich Filter Results gadgets.
Build statistics on configurable criteria.
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Smart Filters' Key Attributes
You can The Smart filters section of your rich filter allows you to add new smart filters and see view existing smart filters ones and their key attributes in the Smart Filters section of your rich filter.
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The key attributes of a smart filter are:
Attribute | Description |
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Name | Each smart filter has a name |
that identifies |
it. |
This name is mandatory and must be unique among the other smart filters within the Rich Filter. | |
Tag Type | Each smart filter has at least one tag type. There are two possible tag types: labels and colors. A smart filter can have any or both of these.
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Clauses | A smart filter contains a list of clauses (options) |
. Each clause is identified by a color and/or a label tag and has a JQL |
that is applied when the clause is used. |
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Adding & Editing Smart Filters
The Smart Filters section of your rich filter allows you do to the following operations:
To do the following: | Do this: |
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Add a new Smart Filter | Click on the Add smart filter button at the top-right of the page. Insert a name, select at least one tag type, and click |
the Add smart filter button. | |
Add clauses to the Smart Filter | Select a color and/or insert a label (depending on which Tag types you have selected for your smart filter), insert a JQL for the clause, and click the Add button. |
Edit the clauses of the Smart Filter | Click on the color, label, or JQL of the clause to edit it, and click on the update icon to save the changes. |
Delete clauses from the Smart Filter |
To delete clauses, click on the |
Trash icon. | |||
Reorder the clauses of a Smart Filter | Hover over the vertical “grid” icon of the clause, then drag and drop up or down to the new position.
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Edit a Smart Filter’s Attributes | Click |
the |
Edit icon at the right of the smart filter’s name. A dialog appears as shown below. Make your changes and click on the Save smart |
filter button. | |
Delete a Smart Filter | Click |
the |
Delete icon at the right of the smart filter’s name. | |||
Move a Smart Filter | Click on the menu at the right of the smart filter’s name.
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Copy (duplicate) a Smart Filter | Click on the Copy option in the smart filter’s menu. Choose the name of the new smart filter |
. You can also |
change the Tag types setting for the copy. Click the Copy smart filter; a new smart filter identical |
to the first one but with the name you have inserted |
will be created. |
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Using Smart Filters in Rich Filter Gadgets
Once configured, smart filters can be used is in several rich filter gadgets:
The Rich Filter Controller gadget –
youYou can use the smart filters to apply additional filtering
into the other rich filter gadgets. The smart filters are displayed as drop-down menus (similar to dynamic filters).
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Controller GadgetThe Rich Filter Results gadget – the smart filters can be added in views as smart columns
Have a look at the Configuring Views documentation page to see how to add smart filters as smart columns. Have a loot at The
See also:
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The Rich Filter Statistics gadget – the smart filters can be used as statistics criteria
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Statistics GadgetThe Rich Filter Pie Chart gadget – the smart filters can be used as statistics criteria
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Pie Chart GadgetThe Rich Filter Two Dimensional Statistics gadget – the smart filters can be used as statistics criteria on any of the two axis or on both
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Two Dimensional Statistics GadgetThe Rich Filter Smart Counters gadget – the gadget displays one value for each of the clauses of the selected smart filter
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Smart Counters GadgetThe Rich Filter Smart Gauges gadget – the gadget displays one gauge
forfor each of the clauses of the selected smart filter
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Smart Gauges GadgetThe Rich Filter Date Bar Chart gadget – the smart filter can be used as a data split type
Have a look at The
documentation page to see how to configure the gadget
Learn more: Rich Filter Date Bar Chart Gadget
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When deciding under which clause an issue falls, we use a match-all criteria: the same issue can be part of multiple clauses if it matches the JQL of each clause. This means that when the smart filter is used as a computed column or statistics criteria, it behaves as a multi-select option field. If you want your clauses to be mutually exclusive, you need to write your JQL in such a way so that an issue can match only one clause at any particular time. For instance, these are mutually exclusive clauses; an issue cannot possibly match more than one clause at a time: |