Configure dynamic filters

Contents:

About dynamic filters

Dynamic filters allow users to further filter the work items displayed by the gadgets based on the current rich filter. Dynamic filters are based on Jira fields (built-in or custom) and allow filtering work items by field values. Once configured, the dynamic filters are displayed in Rich Filter Controller gadgets as buttons with drop-down menus (for option/user/label/etc fields), text search boxes (for text-based and number fields), or date search boxes with calendar drop-downs (for date fields). When a dynamic filter is activated in a Rich Filter Controller gadget, all the other gadgets in the same dashboard based on the same rich filter apply the selected criteria (the required JQL is automatically generated).

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Dynamic filter types

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There are four types of dynamic filters, depending on the kind of field they are based on:

Option-based dynamic filters

Option-based dynamic filters are used for fields that can take predefined values, such as checkboxes, select lists (single or multi-select), status, priority, labels, user pickers, etc. Controller gadgets display these as buttons with drop-down menus, which allow selecting among the options available for each field. 
When activated, dynamic filters limit the results to only those work items that match the selected options. If multiple options are selected, the filters will pass work items with any of the selected values. (In JQL syntax, the selected options are ORed together, then the result is ANDed with the other JQL clauses).

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Text dynamic filters

Text dynamic filters are used for string and text fields, such as the issue summary and description. Text filters don’t use a menu; they just display a text box. The required JQL is automatically generated to filter only work items that contain the entered text.

Jira has two text searchers, one for exact string search and one for full-text search. Dynamic filters will use one or the other, depending on how your field is configured. Advanced search features such as prefix and wildcard queries are supported. See Jira’s documentation for the syntax.

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Number dynamic filters

Number dynamic filters are used for number fields, such as Story Points or Business Value, and searches based on the number of votes or watchers. These filters also display a text box where the user can type multiple values or ranges for the search. Several search options are supported:

1. Search by value: the user can insert one or several space-separated values to search for – e.g., “1 2 3” for work items having the values 1, 2, and 3;

2. Search values greater or lower than a given value: the operators '<', '>', '<=', and '>=' are accepted – e.g., “>=1” for work items having the values greater or equal to 1;

3. Search for intervals: the form “a:b” can be used to search values between a and b included – e.g., “1:10” for values between 1 and 10;

4. Search for work items with the value empty or not empty: The user can type 'empty' to see work items with the field empty or '!empty' for work items with the field not empty.

Several options can be used simultaneously; they just need to be space-separated, and the options are OR-ed – e.g., “1 2 <0 4:8” returns the values 1 or 2 or the values inferior to 0 or in the range 4–8. 

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Date dynamic filters

Date dynamic filters are used for date/time fields, such as created, updated, resolution date, and custom date fields. Date filters allow users to filter only work items with date field values on, before, after, or between two dates.
Each dynamic filter has two date inputs: From and To:

1. If only From is filled, then only the work items having values on or after the From date are kept;

2. If only To is filled, then only the work items having values on or before the To date are kept;

3. If both From and To are filled, only the work items with values between the From and To dates (both inclusive) are kept. If From and To are filled with the same date, then only the work items having values on that date are kept.

You can pick the input dates for From/To from a calendar or enter them manually as an calendar date (“yyyy/MM/dd” or “yyyy-MM-dd”) or as a time relative to the present (for example, “5d” or “4w 2d”).

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If you need to search for work items on a single date, enter that date in both From and To simultaneously. If you want to use now as an input in From or To, you can enter the value 0d.

Add edit dynamic filters

You can add new and see existing dynamic filters and their configuration in the Dynamic filters section of your rich filter.

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The Dynamic Filters section of your rich filter allows you to do the following operations:

To do the following:	Do this:

To do the following:	Do this:
Add a dynamic filter	Click Pick a field.. at the bottom of the page. A drop-down menu shows all supported fields. Either scroll down or use the search to find the field you want Open
Delete a dynamic filter	Click the Delete () icon at the right of the dynamic filter. Open
Reorder the dynamic filter	Hold the pointer over the vertical Grid () icon, then drag the dynamic filter up or down to its new position. Open When the dynamic filters of this rich filter are displayed by Controller gadgets, by default, they are shown in the order configured in this section.
Edit a dynamic filter	This configuration is available only for option-based dynamic filters. To open the edit dialog, click the Edit ( )icon next to the dynamic filter. Open The edit dialog lets you: Edit the Filter name displayed in the dynamic filter. You can keep the Field name, display only Field initials, or set a Custom name. Reverse the order of the options displayed in the dynamic filter drop-down. Open

Supported fields & compatibility with third-party apps

We support dynamic filters for most of the built-in Jira issue fields and custom fields: Key, Project, Project Category, Summary, Issue Type, Status, Priority, Resolution, Affects and Fix Version(s), Component(s), Labels, Environment, Description, Assignee, Reporter, Due Date, Created, Updated, Resolved, Sprint and Epic Link (for Jira Software), Select List (single/multiple choices and cascading), Checkboxes, Radio Buttons, Labels Custom Field, User Picker (single/multiple users), Group Picker (single/various groups), Project Picker, Text Field (single/multi-line), URL Field, Date Picker and Date Time Picker.

We also support dynamic filters for all custom fields added by third-party apps that use one of Jira's built-in custom field searchers: Single/Multi/Cascading Select Searcher, Labels Searcher, Group Picker Searcher, Project Dropdown Searcher, Exact Text Searcher, Free Text Searcher, Date Range Picker, or Date Time Range Picker.

Moreover, we do our best to support dynamic filters for some custom field searchers added by popular third-party apps. Click here to see the list of third-party apps we support.