Configure smart filters

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 and editing smart filters and smart filter clauses

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

1. Add a new smart filter

Click Create smart filter at the top right of the page.
Type a name.
Tick Enable AND operator if you want the smart filter to allow the AND operator when used for filtering in the controller.
Click Create.

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

2. Browse the smart filters list

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

3. Reorder the smart filters

Hold the pointer over the vertical Grid ( grid icon.png ) icon, then drag the filter 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.

4. Duplicate a smart filter

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

Name of the new smart filter and click Duplicate.
A new smart filter identical to the first one, but with the name you have entered, is created.

5. Delete a smart filter

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

6. Create a smart clause

Click the Plus icon next to the smart filter to create a new smart clause.

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

1. Edit a smart filter’s name

Click the Edit ( edit icon.png ) icon next to the static filter.

2. Add clauses to the smart filter

Click the Create smart clause button.

2. Select a color, enter a Name and a JQL clause, and click Create.

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

3. Edit the clauses of the smart filter

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

4. Enable AND operator

Tick Enable AND operator if you want the smart filter to allow the AND operator when used for filtering in the controller.

5. Reorder the clauses of a smart filter

Hold the pointer over the vertical Grid ( grid icon.png ) icon, then drag up or down to the new position.

When Rich Filter gadgets display the smart filter, the smart filter options are shown in the order configured in this section.

6. Delete clauses from the smart filter

Click 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 lets you add smart filter 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.

When deciding which clause an issue falls into, we use a match-all criteria: the same issue can be part of multiple smart clauses if it matches their corresponding JQL clauses. This means that when the smart filter is used as a filter or as a computed column, it behaves as a multi-select option field.

If you want your smart clauses to be mutually exclusive, you must write your JQL so that an issue can match only one clause at any time. For instance, these are mutually exclusive clauses; an issue cannot possibly match more than one clause at a time: