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Filter by Field Transformation

The Filter by Field transformation allows you to quickly filter the issues in your structure based on values in a Jira field. This allows you to focus on specific issues, such as issues from the next fix version, issues assigned to specific users, issues in a specific set of statuses, and more.

Applying a Filter by Field Transformation

To apply a Filter by Field transformation:

  1. Click the Transformations icon.
  2. Click Add Transformation.
  3. Select Filter > Field...
  4. Select the issue field you want to filter by.
  5. Select the field values to be used for the filter - any issues with the field values selected here will remain in the structure.

Change Filter Values

To change the selected values for an existing filter, click the down arrow next to the filter's name and make any necessary changes to the selected fields.

Select field values

Additional Options

To apply additional options to a Filter by Field transformation, click the down arrow next to the filter's name and select Edit.

Select additional filter options

On the options screen, you can change the field, select different values, or apply any of the following options:

  • Keep non-issues - When checked, non-issue items, such as folders, will remain in your structure regardless of whether or not they match your filter criteria.
  • Show all sub-items of matching items - If this option is selected, all issues that match your filter criteria will be included in the structure, along with any sub-items of those issues.
  • Filter on level - Allows you to apply the filter to specific levels within the hierarchy. 

Filter by Field Transformation vs Generator

Filter by Field is available as a Transformation and a Generator.

  • The Filter by Field transformation allows you to temporarilly filter items in a structure to focus on very specific issues. The filter is applied locally, so anyone else viewing the structure is unaffected. This is useful when you need to focus in on specific issues without changing the underlying structure for yourself or anyone else. 
  • The Filter by Field generator is a more permanent solution, which should only be used when you always want to see just the filtered results in your structure. This filter will be applied every time the structure is opened, and when the structure is shared.
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