Add smart filters and smart columns to your dashboard

Smart filters are another type of filter you can define in Rich Filters and use in dashboards. By the end of this tutorial, you can add (to Rich Filter Controller gadgets) drop-down buttons that allow you to filter issues by the criteria you have defined. You will also be able to display (in Rich Filter Results gadgets) computed columns (we call these smart columns) based on the same criteria.

For this tutorial, you need to have already created:

a Rich Filter
a dashboard with one Rich Filter Controller gadget and at least one Rich Filter Filter Results gadget based on your Rich Filter.

We have used the dashboard we worked with in the previous tutorial.

On this page:

Add smart filters

Open the configuration page of your Fich filter as described in the first tutorial.
Click the Smart Filters tab.
To create a new smart filter named Warnings, click Create smart filter, enter the name in the dialog box, and click Create.
Add the three clauses below by clicking Create smart clause button at the top right of the screen and entering the name and the JQL in the dialog box for each clause.

Name	JQL

Name	JQL
Top Priority	`priority in (1,2) and status = Open`
Past Due Date	`duedate < now() and status != Closed`
No Due Date	`duedate = EMPTY and status not in (Resolved, Closed)`

Change the colors of the smart clauses as shown below:

Open (or refresh) the dashboard based on your rich filter or build a new one. The Rich Filter Controller gadget displays the smart filter containing the three options you have configured.

If you select options in the smart filter and then click Apply, the other gadgets in the dashboard based on the same rich filter will be updated to display only the issues that satisfy the JQL conditions of the selected options (the JQL conditions are ORed if more than one option is selected).

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 add the smart filter to be displayed as a computed column (we call this a smart column). Add the Warnings smart column to the view.
Refresh the dashboard. You'll notice that the Requester view of the Rich Filter Results gadget now has a new column with the header Warnings, displaying labels in colored rectangles for the corresponding issues, as configured in the smart filter clauses.
Go back to the Smart Filters section of your rich filter configuration page. Create a new smart filter called Risk and add a clause with the name On and the JQL priority in (1,2) AND assignee is EMPTY.
Go to the Views 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.
To edit the Risk smart column, click the Edit () icon.
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
Click Update.
Refresh the dashboard. In the Rich Filter Controller gadget, select the option Top Priority in the smart filter Warnings, and click Apply. You'll notice that the Rich Filter Results gadget displays only the issues that satisfy the JQL condition of the Top Priority clause (priority in (1,2) and status = Open) and that in the Delivery view, next to the Priority field, a new column with the header R displays color tags for the at-risk issues (priority in (1,2) and assignee is EMPTY).

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

Add smart filters and smart columns to your dashboard

Add smart filters

Add smart columns

See also