This page relates to the Cloud version of Rich Filters for Jira Dashboards. Please see the documentation index for Server & Data Center versions.

Configuring Views

In this section:

  1. About Views
  2. Views' Key Attributes
  3. Adding & Editing Views and Columns

1. About Views

Views allow you to customize the columns that are displayed by Rich Filter Results gadgets. Each view contains a list of columns which can be based on Jira fields, custom values or smart filters (computed columns we call “smart columns”). The Rich Filter Results gadgets can display multiple views of the issue collection returned by the rich filter.

Views enable the Rich Filter Results gadgets to potentially display a lot of information in a clean and compact manner:

  • You can prepare different views for different purposes, depending on what you need to display in each context. 
  • The gadget loads all the views at once, therefore the users can switch instantly between them by clicking on tabs located at the top of the gadget. 
  • The computed columns based on smart filters (“smart columns”) allow you to display computed values (labels) and to add color coding.
  • The views can optionally show totals for columns based on numeric & time tracking fields or custom values. The formula used for aggregation can be selected for each column among four options: sum, average, minimum, or maximum value.
  • You can choose the format of the values for columns based on numeric fields (number of decimals, thousand separator) and on time-tracking fields (Jira's time display format or days, hours, minutes or seconds).

2. Views' Key Attributes

You can add new and see existing views and their configuration in the Views section of your rich filter.

The key attributes of a view are:

AttributeDescription
NameEach view has a name which is used to identify and display the view. It is mandatory and must be unique among the views within the rich filter.
Show totals row

If enabled, the view will have an extra row at the bottom, showing totals for columns based on numeric & time-tracking fields or custom values.

For numeric and time-tracking fields the total formula (sum, average, min, or max) can be configured for each column individually. For custom values the total formula is the one selected in the custom value configuration.

Columns

Each view contains a list of columns that are displayed when the view is used in Rich Filter Results gadgets. The columns can be based on:

3. Adding & Editing Views and Columns

The Views section of your rich filter allows you to perform the following operations:

To achieve this:Do the following:
Add a new View

Click on the Create view button at the top-right of the page.

Type a name and check the Show totals row checkbox if you wish to display totals for numeric & time tracking fields and for custom values, then click on the Create button.

Browse the Views list

The Views section of your rich filter allows you to browse the views list. You can click on any view to view and/or edit its properties (see below), depending on your rights. 

Reorder the Views

In the views list, hover over the vertical “grid” icon of the view, then drag and drop up or down to the new position.

Copy (duplicate) a View

Click on the Copy option available in the corresponding view’s menu.

Type the name of the new view and click on the Copy view button. A new view with the same columns is created.

Delete a View

In the views list, click on the Delete option available in the corresponding view's menu. 

When you create a new view or if you click on an existing view, a new screen focusing on the selected view is displayed. This screen allows you to perform the following operations on the selected view: 

Edit a View’s name

Click on the edit icon located next to the view’s name.

Change the option for totals

Toggle the Show totals row switch by clicking on it.

Add columns to a View

Click on the Add a column... button. A drop-down menu is displayed with all the available options (issue fields, smart filters or custom values). Either scroll down or use the search to find the field you want.

The views with no columns are not displayed by Rich Filter Results gadgets.

Edit columns 

Click on the edit icon at the right of the column.

Depending on the type of column, the following options are available:

  • Column heading – for any column you can customize the column header to be displayed in Rich Filter Results gadgets:
  • Smart filter display – for smart columns you can also customize the way the tags are displayed:
  • Total formula – for numeric and time-tracking fields, if the view is configured to show the totals row, you can select the formula to be used for computing totals. The possible options are sum, average, minimum, maximum, and none if you want to hide the total for the field.
  • Value formatting – for columns based on numeric and time-tracking fields, you can choose the format of the values (including the total if enabled) among the following options:
    • For numeric fields:
      • Thousand separator on/off
      • Number of decimals: none or maximum 3, 2 or 1 or exactly 3, 2 or 1
    • For time-tracking fields:
      • Jira's time display format – uses the time format as configured in Jira by the administrator of the instance
      • Days, hours, minutes or seconds

What's the difference between maximum 2 and exactly 2 decimals?

If you select the exactly 2 option, the value will always be displayed with 2 decimals. This is achieved by rounding to 2 decimals if more than 2 are available (e.g. 23.4567 → 23.46) or padding with zeros up to a total of 2 decimals if fewer than 2 are available (e.g. 23.4 → 23.40).

If you select the maximum 2 option, the value will be displayed with 0, 1 or 2 decimals. This is achieved by rounding to 2 decimals if more than 2 are available (e.g. 23.4567 → 23.46) and leaving the value as it is if 2 or fewer decimals are available (e.g. 23.4 → 23.4).

Reorder columns

Hover over the vertical “grid” icon of the column, then drag and drop up or down to the new position. Rich Filter Results gadgets will display the columns in this order.

Delete columns

Click on the delete icon located at the right of the column.

Have a look at the The Rich Filter Results Gadget documentation page to see how to display views in dashboards.