Configure smart filters

Contents:

1 About smart filters
2 Smart filters key attributes
3 Add and edit smart filters
4 Use smart filters in rich filter gadgets

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 issues 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.

Smart filters key attributes

The Smart filters section of your rich filter lets you add new smart filters and view existing ones and their key attributes.

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 other smart filters within the Rich Filter.
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.

Add and edit smart filters

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

To do the following:	Do this:

To do the following:	Do this:
Add a new smart filter	Click Create smart filter at the top-right of the page. Type a name and click Create. You can add up to 30 smart filters in each rich filter.
Reorder the smart filters	In the Smart filters list, hold the pointer over the smart filter vertical Grid () icon, then drag 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.
Duplicate a smart filter	Click the Menu () icon and select the Duplicate option. Choose the 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.
Delete a smart filter	Click the Menu () icon and select the Delete option.
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:
Edit a smart filter’s name	Click the Edit () icon next to the static filter.
Add clauses to the smart filter	Click the Create smart clause button. 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.
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, and click the Update button to save the changes.
Delete clauses from the smart filter	To delete clauses, click the Delete () icon.
Reorder the clauses of a smart filter	Hold the pointer over the vertical Grid () icon of the clause, then drag up or down to the new position. When the smart filter is displayed by Rich Filter gadgets, the smart filter options are displayed in the order as configured in this section.

Use 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).

Learn more: Rich Filter Controller Gadget
The Rich Filter Results gadget – the smart filters can be added in views as smart columns

See also:

Configuring Views

Rich Filter Results Gadget

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

Learn more: Rich Filter Statistics Gadget
The Rich Filter Flexi Charts gadget – the smart filters can be used as statistics criteria
Learn more: Rich Filter Pie Chart Gadget
The Rich Filter Two Dimensional Statistics gadget – the smart filters can be used as statistics criteria on any of the two axis or on both
Learn more: Rich Filter Two Dimensional Statistics Gadget
The Rich Filter Smart Counters gadget – the gadget displays one value for each of the clauses of the selected smart filter
Learn more: Rich Filter Smart Counters Gadget
The Rich Filter Smart Gauges gadget – the gadget displays one gauge for each of the clauses of the selected smart filter

Learn more: Rich Filter Smart Gauges Gadget
The Rich Filter Date Bar Chart gadget – the smart filter can be used as a data split type
Learn more: Rich Filter Date Bar Chart Gadget