This documentation relates to version 1.15 of Rich Filters for Jira Dashboards. Documentation for previous versions is available via the documentation index.

Configuring Views

In this section:

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

1. About Views

Views allow you to customize the the columns that are displayed by Rich Filter Results gadgets. Each view is a list of columns which can be based on Jira fields, Smart Filters (computed columns we call “smart columns”) or Custom Values. 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 lots 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 using tabs on the top of the gadget. 
  • The computed columns based on Smart Filters (“smart columns”) allow you to display computed values (labels) and/or to add color highlighting.  
  • The views can also show totals for columns based on numeric & time tracking fields or custom values – a bottom row is displayed and values can be aggregated using one of four possible formulas: sum, average, minimum, and maximum value. 


 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 other views within the rich filter.
Show totals row

If this flag is enabled, the view will have an extra row at the bottom, showing totals for numeric & time tracking fields and custom value columns. The total formula (sum, average, min, max) can be configured for each column individually.

If the flag is enabled for a view, a TOTALS lozenge is displayed next to the view's name.

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:

3. Adding & Editing Views

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

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

Click on the Add View button at the top-right of the page.  

Insert a view name and check the Show totals row if you wish to display totals for numeric & time tracking fields or for custom values. Click on the Add view button.

Add columns to a View

Click on the Pick a column... button. A drop-down menu is displayed with all the possible options (Issue FieldsSmart 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 the columns of a View

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

Depending on the column's type, different editing options are available:

  • Customizing the Column Heading – for any column you can customize the column name to be displayed in Rich Filter Results gadgets.


  • Customizing the tag display – for Smart Columns you can also customize the way the tags are displayed. (This also depends on the configuration of the smart filter. For instance, a smart filter having only the colors tag type cannot display labels.)
    If the smart filter tags are shown as labels, you can also use the Equal label sizes checkbox, which forces all tags to have the same width. This can make a smart column look nicer, depending on your smart filter.


  • Customizing the Total formula – for numeric & time tracking fields, if the view is configured to show the totals row, you can select the formula to be used when computing totals. The options available are: Sum total, Average value, Minimum value, Maximum value, and None if you don't wish to display any total for the field. 

Delete columns from a View

Click the Delete icon at the right of the column.

Reorder columns in a View

Hover over the vertical “grid” icon of the column, then drag and drop up or down to the new position.

The order configured here is the column display order in Rich Filter Results gadgets.

Edit a View

Click the edit icon at the right of the view’s name.

A pop-up appears. You can edit the name of the view and check/un-check the Show totals row checkbox. Click on the Save view button.

Delete a View

Click the delete icon at the right of the view’s name.

Reorder Views

Click on the menu at the right of the view’s name. Use the Move... options to re-position your view.

By default, this is the display order of the views in Rich Filter gadgets.

Copy (duplicate) a View

Click on the menu at the right of the view’s name, then click on the Copy option.

Insert the name of the new view, check/un-check the Show totals row checkbox, and click the Copy view button. A new view with the same columns is created.

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