Filters

Learn how to use, save and share filters

On the app’s Requests page there are two types of filters:

• Default - these filters appear in the Default section on the Requests page. Default filters are configured by the Jira administrators who can save, remove, and share them, but also can grant permissions to other users to save and share default filters with others. We recommend that this section contains only essential filters, useful for every user, regardless of the function or permission scope.
• User-created - these filters appear in the My filters section on the Requests page and, if they’re not shared they are visible only for the customer who created them. Customers can also share their filters so that others can see and use them, but only the original creator can remove or modify them. Once the filter is removed, it also disappears from every customer’s screen that the filter was shared with. By default, all the customers can save and share their filters. However, the Jira administrator can grant or restrict permissions for specific users, groups or organizations.

Default filters

All requests, Open and Closed filters on the left sidebar are default and all customers can see them.

Creating filters

You can create and save your filters to access them faster in the future.

Steps

1. On the left sidebar, select a filter from the Default section.
2. Select the columns you want to see in your filter.
3. Filter requests using selected criteria.
4. Expand a drop-down list in the top part of the screen and select Save as.

   

5. Type a name of your filter. The maximum length is 45 characters.

   

6. [Optional] Share your filter by turning on the toggle below.

   

7. [Optional] Select groups, organizations or users from the select field.

   

8. Click Add.

   

9. Click Save.

   

Result

Filter appears in the user-created section.

Tip

Check the Top Navigation Bar checkbox, so the filter appears in the drop-down list on the requests page.

Info

If a filter is shared, a special icon appears next to its name.

Editing filters

You can edit, override and delete an already saved filter.

Steps

1. Click Edit in the upper part of the screen.

   

2. Enter changes on the panel.

   

3. Click Edit.

   

Result

The filter is edited

To edit general filter settings, for example: columns order or displayed criteria, enter changes on the filter and click Save.

To see filter details, click Details.

Use an already saved filter to create a new one. Modify fields or criteria and click Save as. Also, you can choose Discard unsaved changes or click Delete to remove filter permanently.

To save filter as default, select Save as default from the context menu.

Shared filters

You can use filters which are shared by other users/groups/organizations with you.

Steps

To show these filters on Shared filters list:

1. Go to the Shared filters section.
2. Click Browse all.

   

3. Select filter.
4. Click Confirm.

   

Result

A shared filter is added to the list.