Configure smart filters
Contents:
About smart filters
Smart Filters can be more versatile than static filters and dynamic filters. Smart filters allow the users to:
Filter the collection of issues displayed by rich filter gadgets. In Rich Filter Controller gadgets, smart filters can be displayed as buttons with drop-down menus (similar to dynamic filters).
Add computed columns and color-coding in Rich Filter Results gadgets.
Build statistics on configurable criteria.
Smart filters key attributes
You can add new and see existing smart filters in the Smart filters section of your rich filter.
The key attributes of a smart filter are:
Attribute | Description |
|---|---|
Name | Each smart filter has a name that identifies it. This name is mandatory and must be unique among the smart filters within the rich filter. |
Clauses | A smart filter contains a list of clauses (options). Each clause is identified by a color and a label tag, and a JQL is applied when it is used. |
Adding and editing smart filters and smart filter clauses
The Smart filters section of your rich filter allows you to perform the following operations:
To achieve this: | Do the following: |
|---|---|
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. |
Browse the smart filters list | The Smart filters section of your rich filter lets you browse the smart filters list. Depending on your rights, you can click any smart filter to view or edit its properties (see below).  |
Reorder the smart filters | In the Smart filters list, hover over the smart filter vertical “grid” icon, then drag and drop 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 Duplicate option available in the corresponding smart filter’s menu. 
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 | In the Smart filters list, click the Delete option in the corresponding smart filter's menu. 
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Create a smart clause
| Click the Plus icon next to the smart filter to create a new smart clause. 
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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 allows you to perform the following operations on the selected smart filter: | |
Edit a smart filter’s name | Click the edit icon located next to the smart filter’s name.  
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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 on the Update button to save the changes.  |
Reorder the clauses of a Smart Filter. | Hover over the clause's vertical “grid” icon, then drag and drop up or down to the new position.  When Rich Filter gadgets display the smart filter, the smart filter options are shown in the order configured in this section. |
Delete clauses from the Smart Filter. | Click the delete icon at the right of the clause.  |
Using 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).
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