Configuring Views
Contents:
About Views
Views allow users to define the columns the Rich Filter Results gadgets display. Each view contains a list of columns based on issue fields, special columns, custom values, or tags based on static filters or smart filters. Additionally, a view can also contain a Gantt chart. The Rich Filter Results gadgets can display multiple views of the issue collection returned by the rich filter.
Views enable the Rich Filter Results gadgets to display large amounts of information in a clean manner:
Each view can contain columns that are relevant for a particular purpose – users in different roles might need to see different columns;
The Rich Filter Results gadgets can display multiple views at once, allowing the users to easily switch between them by clicking on tabs located at the top of the gadget;
For any column, users can customize the column header to be displayed in Rich Filter Results gadgets;
The computed columns based on static and smart filters allow users to display computed tags (labels) and to add color coding;
Users can customize the display format of the columns based on numeric fields (number of decimals, thousand separators) and on time-tracking fields (Jira's time display format or days, hours, minutes, or seconds);
Views can optionally show column totals based on numeric and time-tracking fields or custom values. The formula used for aggregation can be selected for each column among four options: sum, average, minimum, or maximum value;
Views can optionally display a Gantt chart.
Views' Key Attributes
You can add new views and see their configuration in the Views section of your rich filter.
The key attributes of a view are:
Attribute | Description |
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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:
|
Adding & Editing Views and Columns
The Views section of your rich filter allows you to perform the following operations:
To achieve this: | Do the following: |
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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. You can add up to 50 views in each rich filter. |
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:
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. The views with no columns are not displayed by Rich Filter Results gadgets. You can add up to 30 columns in each view. |
Edit columns | Click on the Edit icon at the right of the column. Depending on the type of column, the following options are available:
What's the difference between maximum 2 and exactly 2 decimals? If you select the exactly 2 option, the value will always be displayed with 2 decimals. This is achieved by rounding to 2 decimals if more than 2 are available (e.g., 23.4567 → 23.46) or padding with zeros up to a total of 2 decimals if fewer than 2 are available (e.g., 23.4 → 23.40). Selecting the maximum 2 option will display the value with 0, 1, or 2 decimals. This is achieved by rounding to 2 decimals if more than 2 are available (e.g., 23.4567 → 23.46) and leaving the value as it is if 2 or fewer decimals are available (e.g., 23.4 → 23.4). |
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. |
Working with Special Columns
Special columns display issue-related information that is not available in issue fields. The available special columns are:
Last comment – displays the most recent comment added to an issue
Jira Service Management special columns – the following special columns are available only for issues in Service Management projects:
Last external comment – the most recent external comment added either by a Service Management agent or by a customer
Last internal comment – the most recent comment added internally
Last reply from customer – the most recent comment added by the customer
Last reply to customer – the most recent external comment added by a Service Management agent
To add a special column, click on the Add a column... drop-down menu and scroll to the Special Columns section (Hint: you can click the quick scroll button available in the drop-down menu):