Add dynamic filtering to your interactive Jira Dashboard
Static filters are a powerful mechanism for building dashboards where users can rapidly find the work items they're looking for. However, using only static filters can be challenging if you need to filter by one or several assignees, statuses, labels, or keywords in summary. By the end of this tutorial, you'll be able to add drop-down buttons that allow you to filter by option/user/label or text fields.
How to add dynamic filters
For this tutorial, you need to have already created a rich filter and a dashboard with a Controller and Filter Results gadget based on the rich filter. We have used the rich filter and dashboard created in the previous tutorial.
Open the configuration page of your rich filter.
Click the Dynamic filters tab.
Add new dynamic filters based on the following fields:
Assignee, Priority, Status, Labels, and Summary.Open/refresh the dashboard you already have, which is based on your Rich Filter, or create a new dashboard with a Controller and a Filter Results gadget based on your Rich Filter. The Rich Filter Controller gadget now displays filtering options based on the fields you added in the previous step.
If you select options in any dynamic filter, the other gadgets in the dashboard, which are based on the same Rich Filter, will display only work items that satisfy the criteria you select.
If you select several values within the same dynamic filter (e.g., several assignees). The options are Open.
Click the Summary dynamic filter button.
You can insert any keywords to filter only the work items containing these in their Summary.
Add other dynamic filters that are more relevant to your context.
Not all work items fields can be used for dynamic filters, but all built-in fields and most custom fields configured to use one of Jira’s built-in custom field searchers are supported. You can change the order of the dynamic filters. For custom fields, you can also change the order of the options displayed by the dynamic filter based on the custom field: the order can be alphabetical or natural.
See also:
Add Smart filters and Smart columns to your interactive Jira dashboard
Need support? Create a request with our support team.