The static filters are a powerful mechanism allowing you to build dashboards where the users can rapidly find the issues they're looking for. But in case you need to filter by one or several assignees, statuses, labels or key works in summary, using only the static filters can be challenging. By the end of this tutorial you'll be able to add drop-down buttons that allow you to filter by option/user/label or text fields.
How to add dynamic filters
For this tutorial you need to already have created a Rich Filter and a dashboard with a Controller and Filter Results gadget based on the Rich Filter. We have used the the Rich Filter and dashboard created in the previous tutorial.
- Open the configuration page of your Rich Filter.
- Once you are on the Rich Filter configuration page, click on Dynamic Filters link on the left of your screen.
- Add new Dynamic filters based on the fields: Assignee, Priority, Status, Labels and Summary.
Open/refresh the dashboard you already have and which is based on your Rich Filter or create a new dashboard with a Controller and a Filter Results gadget based on your Rich Filter. The Rich Filter Controller gadget now displays filtering options based on the fields you have added in the previous step.
If you select options in any dynamic filter, the other gadgets in the dashboard and which are based on the same Rich Filter will display only issues that satisfy the criteria you select.
If you select several values within the same dynamic filter (ex: several assignees), the gadgets will display issues that have any of the selected values. The options are ORed.
- Click on the Summary dynamic filter button.
You can insert any keywords in order to filter only the issues containing these in their Summary.
Add other dynamic filters more relevant for your context.
Not all issue fields can be used for dynamic filters, but all built-in fields and most custom fields that are configured to use one of Jira’s built-in custom field searchers are supported.
You can change the order of the dynamic filters. For custom fields, you can also change the order of the options displayed by the dynamic filter based on the custom field: the order can be alphabetical or natural.
In order to know everything about dynamic filters, have a look at Configuring Dynamic Filters.
For the next tutorial, continue to Add Smart filters and Smart columns to your interactive Jira dashboard.