Configuring Views

Name

Each view has a name used to identify and display it. The name is mandatory and must be unique among the other views within the rich filter.

Show totals row

If this flag is enabled, the view will have an extra row at the bottom, showing totals for numeric & time-tracking fields and custom value columns. The total formula (sum, average, min, max) can be configured for each column individually.

If the flag is enabled for a view, a TOTALS lozenge is displayed next to the view's name.

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:

• Issue fields

• Smart filters displayed as "smart columns."

• Custom values 
  
  

Add a new View

Click on the Add view button at the top-right corner of the page.  

Insert a view name and click the checkbox Show totals row to display totals for numeric and time tracking fields or custom values. Click the Add view button.

Add columns to a View.

Click on the Pick a column... button. A drop-down menu with all the possible options (Issue Fields, Smart Filters, or Custom Values) will appear. Either scroll down or use the search to find the field you want.

Edit the columns of a View

Click on the Edit icon at the right of the column.

Depending on the column's type, different editing options are available:

• Customizing the Column Heading – for any column, you can customize a column name to be displayed in the Rich Filter Results gadgets.

• Customizing the tag display—You can also customize the way the tags are displayed for smart columns. (This also depends on the configuration of the smart filter. For instance, a smart filter with only the color tag type cannot display labels.)
  If the smart filter tags are shown as labels, you can also use the Equal label sizes checkbox, which forces all tags to have the same width. This can make a smart column look nicer.

• Customizing the Total formula – for numeric & time tracking fields, if the view is configured to show the totals row, you can select the formula to be used when computing totals. The options available are Sum total, Average value, Minimum value, Maximum value, and None if you don't wish to display any total for the field. 

Delete columns from a View

Click on the Delete icon at the right of the column.

Reorder columns in a View

Hover over the column's vertical “grid” icon, then drag and drop up or down to the new position.

The order configured here is the column display order in Rich Filter Results gadgets.

Edit a View

Click on the Edit icon at the right of the view’s name.

A pop-up appears, as shown below. You can edit the name of the view and check/un-check the Show totals row checkbox. Click on the Save view button.

Delete a View

Click on the Delete icon at the right of the view’s name.

Reorder Views

Click on the Menu at the right of the view’s name. Use the Move... options to re-position your view.

Copy (duplicate) a View

Click on the menu at the right of the view’s name, then click the Copy option.

Insert the name of the new view, check/un-check the Show totals row checkbox, and click the Copy view button. A new view with the same columns is created.