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Filter by Formula Generator

The Filter by Formula generator allows you to limit the scope of your structure based on a formula.

Structure filtered to show tasks completed after due dates

In the example above, we filtered the structure to show us tasks that were completed after their due date.

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.

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.

Filter by formula configuration screen

Formula

Enter the formula for filtering. To learn more about working with Structure formulas, see Formulas.

Variables

Structure will suggest variables and attempt to map your variables to well-known Jira fields or Structure values. If Structure is unable to map a variable, it will be marked with a red warning icon, and you will need to map the variable manually.

Learn more: Variables, Mapping Variables

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 tasks beneath them. See Generator Scope to learn more about customizing levels.

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