Add smart filters and smart columns to your interactive Jira dashboard

Smart Filters are the last type of filter you can define in Rich Filters. By the end of this tutorial, you can add drop-down buttons that allow you to filter by criteria you have defined. You'll also be able to display in the Rich Filter Results gadget (colored) computed columns (we call these smart columns) based on the same criteria.

How to add smart filters and smart columns

For this tutorial, you must have already created a Rich Filter and a dashboard with a Controller and Rich Filter Results gadget (with a couple of views) based on the Rich Filter. We have used the Rich Filter and dashboard from the previous tutorial.

Open the configuration page of your rich filter.
Once you are on the rich filter configuration page, click the Smart filters tab.
Click Create smart filter.
Name it Warnings and click Create.
Click Create smart clause and add the three clauses below:
1. Name: High Priority, JQL: priority in (1,2) and status = Open
2. Name: Past Due Date, JQL: duedate < now() and status != Closed
3. Name: No Due Date, JQL: duedate = empty and status not in (Resolved, Closed)
Change the colors of the smart clauses as shown below:
Open/refresh the dashboard you already have, which is based on your rich filter. You'll notice a new drop-down filter in the Controller containing the three options you have configured. Clicking any option will trigger the other gadgets based on the same rich filter in the dashboard to apply the JQL you have configured for each option.

Add smart columns

Open the configuration page of your Rich filter and click the Views tab.

In the Requester view, you'll notice that it is now possible to use the smart filter as a computed column (we call this a Smart Column). Add the Warnings smart column to your view.
Once added, edit the Warning smart column.

Make sure you select
1. For Column heading the Smart filter name option
2. For Display as the Colored lozenges option
Open/refresh the dashboard you already have, which is based on your rich filter. You'll notice that the Requester view of the Rich Filter Results gadget now displays a new column called Warnings, just as you have configured it.
Go back to the Smart Filters section of your rich filter configuration page and create a new smart filter called Risk.
Add the Name: On and JQL: priority in (1,2) and assignee is EMPTY
Click Create.
Go to the Views section of your rich filter. In the Delivery view, add the smart column Risk that you have just created.
Drag & drop the Risk smart column after the Priority column.
Click Edit () next to the Risk Smart column.
To make this column as compact as possible, make sure you select:
1. For Column heading the Smart filter initials option
2. For Display as the Colors Only option
Open/refresh the dashboard you already have which is based on your Rich Filter. You'll notice that in the Delivery view of the Rich Filter Results gadget, next to the Priority field, unassigned work items with Priority 1 or 2 are highlighted.

Smart filters are a very powerful mechanism that allows you to create complex filtering groups, add computed columns to your views, and highlight issues using color coding.

Configuring Smart Filters