Managing Rich Filters
- Dan Mihalache
- Praveena Manohar
- Cristian Oancea
- Bogdan Butnaru
Contents:
1. About rich filters
The Rich Filters list page allows you to create, navigate through, and edit existing rich filters. To access it, open the Apps section of Jira’s main menu and click on Rich Filters.
The Rich Filters list page lists all the rich filters you can view. (See Rights and Permissions for more about access rights.)
Once you are on the Manage Rich Filters page, you can perform the following operations:
To achieve this: | Do the following: |
|---|---|
Create a new rich filter |  You need to have Create Rich Filters permission to perform this operation. Click on the Create new Rich Filter button at the top-right of the screen. Choose a name, select an existing native Jira saved filter as the base for your rich filter, and click the Create button. By default, the maximum number of rich filters that can be created on one given Jira Cloud instance is 1000. If you need to create more rich filters, please get in touch with our support service to request an increase in this limit for your Jira Cloud instance. |
Find an existing rich filter. | Use the search box at the top left to search for rich filters based on their name. You can see only the rich filters based on Jira saved filters shared with you and the rich filters you’re an administrator of. If you are an administrator of a rich filter but the base Jira saved filter is not shared with you, then you'll be able to see the rich filter but not the filter it's based on (you'll be able to change it if you want). |
View/Edit the configuration of a rich filter. | Simply click on the rich filter’s name. You can also click the Configure option in the menu at the right of each rich filter. |
Copy (duplicate) a rich filter | Click on the Copy option in the menu at the right of each rich filter. Type the name of the new rich filter and click on the Copy rich filter button. A new rich filter will be created, identical to the first one but with your entered name. |
Move to trash a rich filter. | Click the Move to Trash option in the menu at the right of each rich filter. Or click on the Move to Trash option available in the actions menu on the configuration page of each rich filter. After 60 days, discarded rich filters are automatically deleted forever. During this period, their admins can view, manually restore, or manage them forever. |
2. Archived rich filters
Rich filters that are not used for 180 days are automatically archived. A rich filter is considered used or active when a gadget based on it is loaded in a dashboard or when the rich filter’s configuration is changed. Once archived, rich filters can no longer be edited or selected in the configuration of rich filter gadgets. However, if an existing dashboard based on an archived rich filter is loaded, the rich filter is automatically unarchived.
To access the list of archived rich filters, click the ... menu located at the top-right of the screen, and then choose Archived rich filters:
Once archived, a rich filter can be accessed only by its administrators. The available actions for the archived rich filters are to view the configuration in read-only mode, delete the rich filter, or unarchive it.
3. Trashed rich filters
Trashed rich filters are rich filters that have been moved to trash, as explained in the About rich filters section. Once trashed, they cannot be edited or used in gadgets anymore, and they will be automatically deleted forever after 60 days.
To access the list of trashed rich filters, click the ... menu located at the top-right of the screen, and then choose Trashed rich filters:
After being moved to the trash, a rich filter remains accessible exclusively to its administrators until it is permanently deleted 60 days later. During this period, administrators can perform the following actions: view the configuration in read-only mode, permanently delete the rich filter, or restore it.