DoIT Shared Tools - JIRA - Create and Find Issue Filters
This document will show you how to create an issue that can be then be added to a gadget and placed on a JIRA Dashboard. In the past, the specific collections have been called queries, issues and searches.
Search for an Existing Issue Filter
- Open JIRA.
- On the top navigation bar, click on Issues (see the red box in the image below).
- A drop-down menu will appear.
- Select Manage Filters from that menu (see the red box in the image below).
- From the Manage Filters screen, you may search for an Issue filter. There is a left navigation bar where you may search:
- Filters marked as a Favorite.
- Filters you own
- Popular filters
- Search by name of the filter
- Search by Owner Name
Create a New Issue Filter
- Issues > Current Search
- Click on the New Search button (see the red box in the image below).
- You will be presented with a number of fields which you use to narrow your search:
- Select Project(s)
- Select Issue Type(s)
- Select Status Type(s)
- Select Assignee
- Look at the other fields available under More.
- Click the Submit button and carefully name your Filter. Take note of it if you will be applying it to a Gadget on a Dashboard, etc.
Limit Filter Visibility to Group or Project
- Locate the filter you already created:
Issues > open Long Dropdown list > select Manage filters at the bottom of the menu.
The image below shows the Manage filters link at the bottom of the long menu.
- This will open the Manage Filters menu.
The image below shows the Manage Filters selections; Favorite, My, Popular and Search.
- Did YOU create the filter? If so, click on My.
Select My > Click on your filter in the Name column > Leads to selected filter and content.
- Next to the filter name is the Details link. Click on that link.
Note: The image below shows a dark star, which means it is a "favorite". To unfavorite, click on the star.
- A pop-up window will appear displaying the current permissions. To update permissions, click on Edit permissions link in the middle of the pop-up.
The image below shows a red box around the Edit Permissions link in the Filter Permissions pop-up.
- From the Edit Current Filter screen:
You may limit your group to a specific viewer/ editor.
You can select a specific Project or JIRA user group.
The list of JIRA User Groups that appear are User Groups that you, yourself, have access to. (The red arrow in the image below displays all JIRA User Groups that are accessible).
Important: After you select a Group and the Group Name, Click on the + Add on the same line.
Your Group or project should then appear above under Viewers
- If you don't see the JIRA User Group name you need, contact the Shared Tools Team and request that a JIRA Super Admin add you to a specific User Group.
- Finally, click on Save at the bottom of the screen to save all your work.
Creating Queries via JQL
The advanced search allows you to build structured queries using the Jira Query Language (JQL) to search for issues. You can specify criteria that you can't define in the quick or basic searches (the
ORDER BY clause, for example).
JQL is not a database query language, even though it uses SQL-like syntax.
Please look at Atlassian's documentation with details on how to create a query via JQL.