The Smart Filters are the last type of filter you can define in Rich Filters. By the end of this tutorial you'll be able to add drop-down buttons that allow you to filter by criteria you have defined. You'll also be able to display in Rich Filter Results gadget (colored) computed columns (we call these smart columns) based on the same criteria.
How to add smart filters and smart columns
For this tutorial you need to already have created a Rich Filter and a dashboard with a Controller and Rich Filter Results gadget (with a couple of views) based on the Rich Filter. We have used the the Rich Filter and dashboard from the previous tutorial.
- Open the configuration page of your rich filter.
- Once you are on the rich filter configuration page, click on Smart Filters link on the left of your screen.
- Add a new smart filter. Give it the name Warnings and check only Labels tag types (more about this in a second).
- Add the three clauses below:
- Label: High Priority, JQL:
priority in (1,2) and status = Open
- Label: Past Due Date, JQL:
duedate < now() and status != Closed
- Label: No Due Date, JQL:
duedate = empty and status not in (Resolved, Closed)
- Label: High Priority, JQL:
- Open/refresh the dashboard you already have and which is based on your rich filter. You'll notice that a new drop-down filter has been added in the Controller containing the three options you have configured. Clicking any option will trigger the other gadgets based on the same rich filter in the dashboard to apply the JQL you have configured for each option.
- Go back to the Smart Filters section of your rich filter configuration page. Edit the Warnings smart filter.
- Add the Colors tag type.
- For each clause of the Warnings smart filter add a color like in the picture below.
- Go in the Views section of the rich filter.
- In the Requester view, you'll notice that it is now possible to use the smart filter as a computed column (we call this a Smart Column). Add the Warnings smart column to your view.
- Once added, edit the Warning smart column.
- Make sure you select: Show tags as - Colored Labels and Column Heading - Smart Filter Name.
- Open/refresh the dashboard you already have and which is based on your rich filter. You'll notice that the Requester view of the Rich Filter Results gadget now displays a new column called Warnings, just the way you have configured.
- Go back to the Smart Filters section of your rich filter configuration page. Create a new smart filter called Risk and which has only the tag type Colors.
- Add the JQL:
priority in (1,2) and assignee is EMPTY
Make sure you click on the Add button.
- Go to the Views section of your rich filter. In the Delivery view add the smart column Risk you have just created.
- Drag & drop the Risk smart column after the Priority column.
- Edit the Risk smart column
- Make sure you select Column Heading - None (we want this column to be as compact as possible).
- Open/refresh the dashboard you already have and which is based on your Rich Filter. You'll notice that in the Delivery view of the Rich Filter Results gadget, next to the Priority field, unassigned issues with Priority 1 or 2 are highlighted.
Smart filters are a very powerful mechanism that allow you to create complex filtering groups, to add computed columns to your views and highlight issues using color coding.
To follow through with the tutorial, continue to Add Rich Filter Statistics gadgets to your interactive Jira Dashboard.
In order to know everything about smart filters, have a look at Configuring Smart Filters.