Filters

Learn how to use, save and share filters on the page with requests.

The app’s Requests page provides users with two types of filters:

• Default
• User-created

To learn details about each filter type, read the sections below.

Default filters

The default filters appear in the Default section on the page with requests. They’re configured by the Jira administrators who can save, remove, and share them. The administrators can also grant user permissions for saving and sharing default filters with others.

Example

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

User-created filters

The user-created filters appear in the My Filters section on the page with requests. They’re visible for the particular user who has created them. The user can also share the created filters so that others can see and use them. However, only the filter creator can remove or modify filters.

Creating filters

You can create and save your filters to access them faster in the future. To learn details, follow the below steps.

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 name can be up to 45 characters long.

   

6. [Optional] Share your filter by turning on the toggle next to Share Current Filter.

   

7. [Optional] Select groups, organizations or users that you want to share your filter with.

   

8. Click Add.

   

9. To store your changes, click Save.

   

Result

Your filter appears in the My Filters section.

Tip

Check the Top Navigation Bar checkbox to display the filter name in the drop-down list that can be accessed by unfolding Requests.

Info

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

Editing filters

You can edit, override and delete an already saved filter. To learn details, follow the below steps.

Steps

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

   

2. Enter your changes.

   

3. Confirm the introduced changes by clicking Save.

Result

The filter is updated.

Info

• To edit the general filter settings like the columns order or displayed filtering criteria, enter changes related to the filter and click Save.

• To see the filter details, click Details.

Tip

• It’s possible to use the already saved filter to create a new one. In order to use the filter, modify its columns or filtering criteria and click Save as.
• You can also choose Discard unsaved changes or click Delete to remove filter permanently.

Using shared filters

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

To learn how to display the shared filters and use them on your list with requests, follow the below steps.

Steps

1. Go to the Filters section.
2. Click Browse all.

   

3. Select a filter from the list or start typing its name to see hints.

   

4. Click Confirm.

Result

The selected shared filter is added to your list with filters.