Configuring Views

Name

Each view has a name used to identify and display it. The name is mandatory and must be unique among the views within the rich filter.

Show Gantt chart

If enabled, the view will have a Gantt chart as its last column, in addition to the columns selected in the Columns list.

Show totals row

If enabled, the view will have an extra row at the bottom, showing totals for columns based on numeric and time-tracking fields or custom values.

For numeric and time-tracking fields, the total formula (sum, average, min, or max) can be configured for each column individually. For custom values, the total formula is the one selected for the custom value configuration.

One-line rows by default

The view will be displayed with one line per row by default (compact layout) if enabled. Users can still switch between the two layouts in the Rich Filter Results gadgets.

Views with the Gantt chart enabled can only be displayed with one line per row.

Columns

Each view contains a list of columns that are displayed when the view is used in Rich Filter Results gadgets. The columns can be:

• Issue fields

• Special columns

• Custom values

• Tags based on static filters or smart filters

Add a new View

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

Type a name, check the checkboxes you need for the view, and click the Create button.

Browse the Views list.

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

Reorder the Views

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

Copy (duplicate) a View

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

Type the name of the new view and click on the Copy view button. A new view with the same columns is created.

Delete a View

In the views list, click the Delete option in the corresponding view's menu. 

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

Edit a View’s name

Click on the Edit icon located next to the view’s name.

Enable totals and one-line rows by default

Toggle the corresponding switch by clicking on it.

Enable Gantt chart

Toggle the Show Gantt chart switch to turn the Gantt chart on or off.

 

A configuration dialog is displayed when the Gantt chart is enabled for the first time in a view. To configure the Gantt chart, follow these steps:

• Select the issue fields to be used as start and end dates. In the example below, the chart is based on the issue fields Start date and Target end. This means that the bars start on the issues' Start date and finish on their Target end.

• Optionally, configure the dependencies to be shown in the chart. The dependencies represent the order in which issues need to be done. They are based on the issue link types configured in your Jira instance. To add a new dependency, select an issue link type from the Add a link type dropdown – the dependency will be added to the list. In the example below, we have configured a dependency based on the issue link type Blocks, so the dependency will use the blocks / is blocked by links between the issues. You can reverse the precedence order by clicking on the swap link at the right of the dependency line. When issue A precedes issue B (i.e., issue A must be done before issue B), in the chart, a link to issue A will be displayed to the left of the bar of issue B, and a link to issue B will be displayed to the right of the bar of issue A. The dependencies in the Gantt chart configuration are optional and purely informative – they do not affect any calculation.

• Specify how the bars should be colored. You can select either Status Category (the default option – for predefined bar colors) or one of the smart filters defined in the rich filter (for custom bar colors). With the Status Category option, the bars will have the color of the issue's status, as defined in Jira. If you select a smart filter, the bars will have the color of the first clause of the selected smart filter that matches the issue (first match logic); if none of the clauses matches the issue, a default gray color will be used for that issue. This means that, by using a smart filter, you can specify the colors of the bars depending on the priority of the issues or any other filtering criteria that can be expressed in JQL.

For details about using Gantt charts in the Rich Filter Results gadget, look at Use Gantt charts.

Edit the Gantt chart

 If the Gantt chart is already enabled, click on the edit icon to view or edit the configuration of the Gantt chart – the configuration dialog described above will be displayed.

Add columns to a View

Click on the Add a column... button. A drop-down menu displays all the available options: issue fields, special columns, static filters, smart filters, and custom values. Scroll through the list, use the section scroll buttons to quickly jump between sections, or use the search box to quickly find the columns you're looking for.

Edit columns 

Click on the Edit icon at the right of the column.

Depending on the type of column, the following options are available:

• Column heading – for any column, you can customize the column header to be displayed in Rich Filter Results gadgets:

• Display as – for static and smart filters, you can customize the way tags are displayed:

• Total formula – for numeric and time-tracking fields, if the view is configured to show the totals row, you can select the formula to be used for computing totals. The possible options are sum, average, minimum, maximum, and none if you want to hide the total for the field.
  
  

• Value formatting – for columns based on numeric and time-tracking fields, you can choose the format of the values (including the total if enabled) among the following options:

  • For numeric fields:

    • Thousand separators on/off

    • Number of decimals: none or maximum 3, 2 or 1 or exactly 3, 2 or 1

  • For time-tracking fields:

    • Jira's time display format – uses the time format as configured in Jira by the administrator of the instance

    • Days, hours, minutes, or seconds

Reorder columns

Hover over the column's vertical “grid” icon, then drag and drop it up or down to the new position. Rich Filter Results gadgets will display the columns in this order.

Delete columns

Click on the delete icon located at the right of the column.