Filter

Quick 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. 

Unlike the JQL Filter Generator, Quick Filters make temporary, local adjustment to the structure, without changing it for everyone else. If someone opens the same structure while you have a filter applied, they will still see the original structure.

You must have Control access for a structure to create or edit Quick Filters.

Learn more

Creating a Quick Filter

1. Click the Quick Transformations icon.

2. Click the new filter button.

3. Configure the Quick Filter.

• Name - This is the name that will be displayed on the Quick Transformations 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 folders, 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.

Once you've configured the Quick Filter, click Create.

Quick Transformations are created for the current structure only. If you change to another structure, it may have different Quick Transformations, or none at all. If you reopen a structure where you've previously created Quick Transformations, they will still be available (provided no one else has deleted them). 

Applying a Quick Filter

To apply a Quick Filter, click the Quick Transformations button to open the Quick Transformations panel, and then select the filters you want to apply. That's it!

You can add as many transformations as you need. Structure will remember the selected transformations, so the next time you open that structure, they will already be applied.

Hiding the Quick Transformations Panel

After you've applied Quick Transformations, you can hide the panel without removing the transformations. Click the x on the right side of the panel or the Quick Transformations icon to the hide the panel.

When the panel is hidden but quick filters are applied, the Quick Transformations button will become blue.

Editing or Deleting a Quick Transformation

To make changes to an existing Quick Transformation, locate it on the Quick Transformations panel, click the down arrow next to its name, and select Edit. To remove a Quick Transformation from the panel, select Delete.  

Reordering Quick Transformations

To change the order items appear on the Quick Transformations panel, hover over a transformation and select its drag bar. You can then drag it to the desired location.

Example Quick Filters

Not sure how you might use Quick Filters? Here are some of our most popular examples, along with the JQL necessary to make them work:

• Only show unresolved issues: resolution is empty
• Show issues assigned to the current user:  assignee = currentUser()
• Show only highest priority issues:  priority = highest
• Show issues for a specific project:  project = [PROJECT NAME]
• Show issues for a specific sprint:  sprint = [SPRINT NAME]
• Show issues for s specific fixVersion:  fixVersion = [FIXVERSION NAME]
• Show issues for a specific team:  team = [TEAM NAME]
• Show issues for a specific person:  assignee = [USER'S NAME]

The JQL Filter generator allows you to limit the scope of your structure by removing any issues that do not pass certain criteria.

Any ancestors (parents, grandparents, etc.) to issues that pass the filter will also remain in the structure, in order to preserve the structure's hierarchy. In this example, the filter removed all assigned issues, except Epic 2. Because Epic 2 is the parent of Story 4 and Story 6 (both unassigned), it needs to remain.

Placement matters. Generators only affect issues beneath them, so if you want to filter the entire structure, place the generator at the very top (by selecting the structure's name in the top row). If you place it anywhere else, it will only filter the items beneath it.

Configuring a Filter

When setting filters, you can select certain options to customize which issues wind up in your structure.

Runs As

When a generator runs, it runs as the structure owner. This is important because the generator will have access to the same projects, issues, etc. as the user listed here – if they don’t have permission to view an issue, it won’t be added to the structure.

JQL

Enter the appropriate JQL query. Issues that pass this query will remain in the structure.

When entering a JQL query, auto-complete will suggest fields, operators, and values as you type. It will also check that the JQL query is valid:

• A green checkmark icon will appear if the query is valid

• A red checkmark icon will appear if the query is invalid

Keep non-issues

When checked, non-issue items, such as flex items, will remain in your structure regardless of whether or not they match your filter criteria.

If this option is not selected, any non-issue items, including Flex items, that are added to the structure later will be filtered as well. This may look like the item is simply disappearing - don't panic! To see it again, update the Filter generator settings to keep non-issues.

Show all sub-items of matching items

If this option is selected, the structure will include all issues that match your filter criteria, along with any sub-items of those issues.

Filter on level

You can apply a filter to specific levels within your hierarchy. For example, you may want to include all top-level items, but then filter the stories beneath them. See Generator Scope to learn more about customizing levels.

Place the generator on

Select where the generator should be placed within the structure hierarchy. This location will be considered "Level 1" when determining which level the grouping is applied to (see "Filter on level" above).

You have three options:

• Current level - The generator will be placed on the currently selected level. 

• Level below - The generator will be placed on the level below the currently selected item.

• Top level - The generator will be placed at the top of the structure.

If a level is grayed out, it means the generator cannot be placed on that level.