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Filter

This article will show you how to add a temporary, local filter to a structure. To permanently filter a structure, consider using a Filter Generator.

Filters allow you to apply commonly used filters with the click of a button. This way, you can quickly focus on a specific subset of issues within the structure. For example, you could filter for:

  • issues in a specific status

  • unresolved issues

  • issues assigned to you

  • issues related to a specific person, project, sprint, release, etc. 

Structure filtered to show only unresolved issues

When you apply a filter to a structure, it makes a temporary, local adjustment, without changing the structure for everyone else. If someone opens the same structure while you have a filter applied, they will still see the original structure.

To add a permanent, global filter, try a Filter Generator.

Adding a Filter

To apply a new filter, select the Filter / Group button and:

  • Choose a saved filter, or

  • Create a new filter

Adding a new filter to a structure

When you create a new filter, you can search for a specific field you want to filter by, or choose JQL Filter at the bottom to filter using a JQL query.

Filter by field or JQL

Creating a Field-based Filter

When you filter based on a field, you need to select the field values that should be shown in the structure.

Choosing values for a Status Category filter

Only issues that contain these values for the field and their ancestor issues will remain in the structure.

Creating a JQL Filter

When you create a new JQL filter, you need to provide the following information:

  • Name - This is the name that will be displayed on the Filters and Groups panel.

  • JQL query - Enter the query that will be used to filter items. Items that match the query will remain in the structure.

  • Keep non-issues - If selected, non-issue items, such as flex items, will remain in the structure, even if they do not match the query.

  • Show all sub-items of matching items - If selected, sub-items of any item that matches the query will remain in the structure.

  • Filter on level - Select which level within the hierarchy the filter should be applied to. To apply the filter to all levels, select All levels.

Configuring a JQL filter.png

Once you've configured the JQL filter, click Done. If you have Control permission for the structure, you can also add the filter to the saved list by selecting Save filter.

Saved vs Unsaved

When you create a new filter, it is temporary, only available to you, and will disappear the moment it's closed.

If you have Control permission for the structure, you can also save Filters for later use and to share with others. See Saving a Filter below.

Deactivating or Reactivating a Filter

Once a filter has been added to the Filters and Groups panel, you can deactivate or reactivate the filter simply by clicking its name.

Deactivating and reactivating a filter

Removing a Filter from the Panel

To remove a filter from the Filters and Groups panel, select the down arrow next to the filter’s name and choose Remove from panel.

Removing a filter from the Filters and Groups panel.png

Unless the filter has been saved, this will permanently delete the filter.

Saving a Filter

You can save filters to use again later and share with other users. Once saved:

  • You can remove a filter from the Filters and Groups panel and find it later in the Saved list

  • Anyone with access to the structure can access the filter in the Saved list

You must have Control access for a structure to save a filter or edit a saved filter.

To add a new filter to the Saved list:

  1. Select the down arrow next to the filter’s name

  2. Select Save filter

  3. Name the filter and select Save

Saving a filter

Once saved, the filter will appear in the Saved Filters and Groups list.

Locating a saved filter in the Saved Filters and Groups list

Editing a Filter

Changes to a saved filter affect all users with access to the structure.

To make changes to an existing filter:

From the Panel

If the filter is currently applied in the Filters and Groups panel, select the downward arrow next to its name and choose Edit.

Edit a filter from the filter and group panel

From the Saved List

Select the Filters / Groups button, locate the filter you want to edit, and select the Advanced Settings icon next to that filter.

Edit a filter from the Saved Filters and Groups list

Reordering Filters and Groups

To change the order filters and groups are displayed in the Filters and Groups panel, simply drag a filter or group from one location to another.

Dragging an item on the Filters and Groups panel

Deleting a Filter

To delete a filter that hasn’t been saved, simply remove it from the Filters and Groups panel.

To delete a saved filter:

  1. Select the Filter / Group button

  2. Locate the filter you want to delete

  3. Select the trashcan icon next to that filter

Deleting a saved filter.png

Deleting a saved saved removes it for all users.

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