Filters management

Learn how you can manage filters in the app.

Overview

The My Requests Extension app supports three types of filters:

• Default
• Global
• User

Default filters

Default filters appear at the very top of the left sidebar on Requests page. They’re easily accessible to all users. By default, this section includes All requests and My requests filters, but the Jira administrators also have the possibility to save custom filters as default ones and edit or delete them.

To find out more about using default filters on Requests page, watch the Quick Guide below.

Quick Guide with Default filters overview

Global filters

Global filters appear in the Global filters section on Requests page. They’re configured by the Jira administrators who can save, edit, share or delete them. The Jira administrators can also grant permissions that allow selected users, groups or organizations for managing such filters.

To find out more about using global filters on Requests page, watch the Quick Guide below.

Quick Guide with Global filters overview

User filters

User filters appear in the My filters section on Requests page. They’re created by the Requests page users who can save, edit, share or delete them.

Originally, a filter is visible only to the user who creates it. However, users can share their filters so that others can see and use them but only the original creator and the Jira administrator can delete filters or modify filter settings. Once the filter is deleted, it also becomes invisible for every user the filter has been shared with. By default, all users can save and share their filters but the Jira administrator can grant or restrict permissions for specific users, groups or organizations.

To find out more about user filters displayed on Requests page, watch the Quick Guide below.

Quick Guide with User filters overview

Managing all filters

Accessing configuration

To access the My Requests Extension configuration that allows for using the filter settings, navigate to Filters management.

Configuring Filters

The Filters tab in the Filters management settings allows you to set configuration related to all filters. You can quickly view and manage the global and user filters.

Below you can see an example of the Filters view with highlighted components. By comparing the components to descriptions you can easily check what’s possible by using this view.

1. The search area allows you for filter searching. It’s possible to find specific users, global filters and limited or full permissions. You can use the search bar or narrow down the search results with the Owner and Permissions criteria.
2. The Name section allows you to check the names of all filters.
3. The Owner section enables you to check who created a filter.
4. Starred by presents the number of users that have added a particular filter to their Favorites section. The displayed number also includes users who have starred the filter which permissions are now limited.
5. Share permissions indicates if a particular filter is shared with every user or has limited permissions applied.
6. Actions menu lets you edit and delete all filters. Editing includes changing the filter name, owner, and sharing settings.

Managing permissions

In order to change permissions related to filters, access the Save and Share tab and grant permissions for managing global filters, saving user-filters and sharing user-filters.

Managing global filters

You can specify who is able to save filters as global and share them with others.

By default, only the Jira administrators can use the Manage global filters option. To learn about setting permissions for different users, follow the below steps.

Steps

1. In the Manage global filters section, click Jira Administrators can manage and selected users to activate the permission pools.
2. Choose whether to include users in or exclude users from managing global filters.
3. Select particular users, Jira groups, organizations, and scopes to set permissions.

Result

Permissions that affect managing global filters are set.

Saving user-filters

You can decide whether saving filters should be available to all or selected users. You can also disable saving filters at all. To learn about setting permissions that affect saving filters, follow the below steps.

Steps

1. In the Saving user-filters section choose who can save filters.
2. [Optional] For the Selected users option, choose whether to include users in or exclude users from saving user-filters.
3. [Optional] Select particular users, Jira groups, organizations, and scopes to set permissions.
   

   

Result

Permissions that affect saving user-filters are set.

Sharing user-filters

By default, every user who has permissions to save filters can also share them with other users. It’s possible to limit the sharing option so that it’s available only for selected users. You can also disable sharing filters at all. To learn about setting permissions that affect sharing filters, follow the below steps.

Steps

1. In the Sharing user-filters section choose who can share filters.
2. [Optional] For the Selected users option, choose whether to include users in or exclude users from sharing user-filters.
3. [Optional] Select particular users, Jira groups, organizations, and scopes to set permissions.
   

   

Result

Permissions that affect sharing user-filters are set.