Configuring Smart Filters

Owned by Dan Mihalache
Last updated: May 09, 2024 by Praveena Manohar
6 min read

Contents:

About Smart Filters

Smart Filters can be more versatile than static filters and dynamic filters. Smart filters allow the users to:

  • Filter the collection of issues displayed by rich filter gadgets. In Rich Filter Controller gadgets, smart filters can be displayed as buttons with drop-down menus (similar to dynamic filters).

  • Add computed columns and color-coding in Rich Filter Results gadgets.

  • Build statistics on configurable criteria.

Smart Filters' Key Attributes

You can add new and see existing smart filters in the Smart Filters section of your rich filter. 

The key attributes of a smart filter are:

Attribute

Description

Attribute

Description

Name

Each smart filter has a name that identifies it. This name is mandatory and must be unique among the smart filters within the rich filter.

Clauses

A smart filter contains a list of clauses (options). Each clause is identified by a color and a label tag, and a JQL is applied when it is used.

Adding & Editing Smart Filters and Smart Filter Clauses

The Smart Filters section of your rich filter allows you to perform the following operations: 

To achieve this:

Do the following:

To achieve this:

Do the following:

Add a new Smart Filter

Click on the Create Smart Filter button at the top-right of the page.  

Type a name and click on the Create button.

You can add up to 30 smart filters in each rich filter.



Browse the Smart Filters list.

The Smart Filters section of your rich filter allows you to browse the smart filters list. Depending on your rights, you can click on any smart filter to view and/or edit its properties (see below). 

Reorder the Smart Filters

In the Smart Filters list, hover over the smart filter's vertical “grid” icon, then drag and drop up or down to the new position.

When the smart filters of this rich filter are displayed by Controller Gadgets, they are displayed in the order configured in this section by default. 

Copy (duplicate) a Smart Filter

Click on the Copy option available in the corresponding smart filter’s menu.

Choose the name of the new smart filter; click on the Copy smart filter button; a new smart filter identical to the first one but with the name you have entered is created.

Delete a Smart Filter

In the Smart Filters list, click the Delete option in the corresponding smart filter's menu. 

When you create a new smart filter or click on an existing smart filter, a new screen focusing on the selected smart filter is displayed. This screen allows you to perform the following operations on the selected smart filter: 

Edit a Smart Filter’s Name

Click on the edit icon located next to the smart filter’s name.

Add clauses to the Smart Filter

Click on the Create Smart Clause button. 

Select a color, enter a name and a JQL clause, and click the Create button.

You can add up to 10 smart clauses in each smart filter.

Edit the clauses of the Smart Filter.

Click on any smart clause to edit it (or click on the corresponding edit icon at the right of the clause). Update the clause's color, name, and/or JQL clause, and click on the Update button to save the changes.

Reorder the clauses of a Smart Filter.

Hover over the clause's vertical “grid” icon, then drag and drop up or down to the new position.

Delete clauses from the Smart Filter.

Click on the delete icon at the right of the clause.

Using Smart Filters in Rich Filter Gadgets

Once configured, smart filters can be used in several rich filter gadgets:

  • The Rich Filter Controller gadget – You can use the smart filters to apply additional filtering to the other rich filter gadgets. The smart filters are displayed as drop-down menus (similar to dynamic filters).



Look at The Rich Filter Controller Gadget documentation page to find out how to configure the gadget.

  • The Rich Filter Results gadget—smart filters can be added in views as smart columns for issue highlighting/tagging. 


    Please see the Configuring Views documentation page to learn how to add smart filters as smart columns and how to configure The Rich Filter Results Gadget.

  • The Rich Filter Statistics gadget – the smart filters can be used as statistics criteria.

Have a look at The Rich Filter Statistics Gadget documentation page to learn how to configure the gadget to aggregate data using a smart filter.

  • The Rich Filter Two-Dimensional Statistics gadget—the smart filters can be used as statistics criteria on either of the two axes.

Have a look at The Rich Filter Two Dimensional Statistics Gadget documentation page to learn how to configure the gadget to aggregate data using smart filters.

  • The Rich Filter Flexi Charts gadgets – the smart filters can be used as statistics criteria.

Look at The Rich Filter Flexi Charts Gadget documentation page to learn how to configure the gadget to aggregate data using a smart filter.