Saving Searches ('Issue Filters')

Managing your Filters

The 'Manage Filters' page allows you to view and configure filters that you have created, as well as work with filters that other users have shared with you.

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. The 'Manage Filters' page will display. From this page, you can perform the functions listed below:
   • Create a new search to be saved as a filter.
   • Add a filter as a favourite.
   • Share a filter that you have created with other users.
   • Search for filters that has been created by you or shared with you by other users.
   • Update an existing filter's details or edit a filter's search criteria for a filter that you have created.
     
     
   jira-4_4_1-issue_filters-managefilters.png

Adding a Filter as a Favourite

Issue filters that you created or that have been shared by other people can be added as a favourite filter. This means that the filter will appear in the 'Filters' dropdown in the top menu, as well as, display in the 'Favourite Filters' gadget on your dashboard (if you have this gadget added to your dashboard).

To add an existing shared filter as a favourite:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Locate the filter you wish to add as a favourite. If you created the filter, it will be listed under the 'My' tab, otherwise you can searchfor filters shared by other users via the 'Search' tab.
   • Filters that are already favourites are shown with a yellow star.
   • Filters that are not currently your favourites are shown with a grey star.
3. Click the star icon next to the filter name to select it as a favourite.
   
   jira-4_2-issue_filters-favourite.png

Sharing a Filter

Issue filters that you have created can be shared with other users via user groups, projects and project roles. Issue filters can also be shared globally. Note that if a filter is shared, it will also be visible to users who have the 'JIRA Administrators' global permission via the 'Shared Filters' feature available in JIRA's Administration mode. See Managing Other User's Shared Filters below for details.

To share an existing filter:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Locate the filter you wish to share under the 'My' tab, and click the 'Edit' link in the 'Operations' column.
3. Select the group, project or project role that you want to share the filter with, or share it with all users, if you wish. Click the 'Add' link to add the share. You can add further share permissions if you wish.
   Note that you can only share filters with groups/roles of which you are a member.
   
   jira-4_2-issue_filters-sharefilter.png
   
   
4. Click 'Save' to save your changes.

Searching for a Filter

Issue filters that you have created or have been shared by other users can be found via the issue filter search function of the 'Manage Filters' page. If the filter has been added as a favourite by many users, you also may be able locate it on the 'Popular' tab of the 'Manage Filters' page. This tab lists the top twenty most popular filters, counted by the number of users that have selected the filter as a favourite.

To search for an existing filter:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Click the 'Search' tab. The issue filter Search will display. Enter your search criteria and click 'Search' to run the search.
   
   jira-4_4_1-issue_filters-search.png
   
   
3. Your search results will be displayed on the same page. Click the name of any issue filter to run it and select it as your current filter. You can also sort the search results by any of the columns, by clicking the column headers.

Updating a Filter's Details

You can always update the details, i.e. Name, Description, Sharing, Favourite, of an existing Issue Filter after its creation. Please note that you can only update the details of Issue Filters which you have created.

To update the details of one of your existing filters:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Click the 'My' tab. This tab displays all the filters that have been created by you.
3. Locate the filter you wish to update, and click the 'Edit' link in the 'Operations' column.
4. The 'Save Current Filter' page will display. Update the filter details as required. If you wish to change the sharing or favourite settings for the filter, refer to the relevant instructions above.
   
   jira-4_2-issue_filters-savefilter-modifications.png
   
   
5. Click the 'Save' button to save your changes.

Editing a Filter's Search Criteria

The search criteria of an existing issue filter can always be changed after creation by editing the issue filter.

You can only edit filters that you have created. If you want to edit a filter that was shared with you by someone else, you will need to either clone the shared filter as described in the section below or ask your JIRA administrator to change the ownership of the shared filter, although you should inform the current owner of the shared filter of your intentions.

To edit an existing issue filter:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Locate the filter you wish to edit, and click the name of the issue filter to run it and select it as your current filter.
3. Click the 'Edit' link at the top of the left hand menu. The left hand menu will refresh and the search criteria of the filter will display.
4. Modify the search criteria as required.
   • If you modified your search criteria in 'simple searching' mode, go the 'Summary' tab and click the 'View & Hide' button. The filter operations will be displayed on the left hand side of the page.
5. To overwrite the current filter with the modified search criteria, click the 'Save changes to filter' link.
   
   jira-4_2-issue_filters-operations.png

Cloning an Issue Filter

You can create a copy of any existing issue filter that was either created by you or was shared with you by its creator.

To clone an existing issue filter:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Locate the filter you wish to clone, and click the name of the issue filter to run it and select it as your current filter.
   • To clone the current filter with a new name (without modification to the filter's search criteria), ensure that the 'View' link has been selected. Once the search results have displayed in the Issue Navigator on the right hand side of the page, click 'Save as new filter' to clone the current filter with a new name and description.
     
     jira-4_2-issue_filters-operations.png
     
     OR:
     
     
   • To clone a modified version of the current filter, first change the search criteria as you wish, then click the 'Create new filter from current' link.
     
     jira-4_2-issue_filters-copy.png

Defining filter-specific Issue Navigator Column Order

You can add an Issue Navigator Column Order to a saved filter. The results of a filter are displayed according to the saved column order, if the filter has one. Otherwise, the results are displayed according to your personal column order (if you have set this) or the system default.

Adding a Column Order

保存済みのフィルターに列レイアウトを追加する方法:

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Select the 'My' tab, locate the filter whose column layout you to reorder and save, and then click that filter's 'Columns' link in the 'Operations' column.
3. Configure the column order as desired. You can configure the column order the same way you would configure your personal Issue Navigator column order.

Removing Column Order

フィルターの保存済みレイアウトを削除する方法

1. On the top navigation bar, click the 'Issues' dropdown and select 'Manage Filters' from the list.
2. Select the 'My' tab, locate the filter whose column layout you wish to remove and click that filter's 'Columns' link in the 'Operations' column.
3. Click the 'Remove Filter's Column Order' link near the top of the page. The default column order will be restored.
   
   jira-4_2-issue_filters-columns.png

Overriding Column Order

If a filter has a saved column order, the results will be presented using that column order when the filter is run. You can, however, choose to use your own column order (or the system default column order, if you do not have a personal one configured) to view the results. To do this, click the 'Use your default Column Order' link on the right of the Issue Navigator search results screen.

To go back to using the filter's own column order, select the 'Use filter's Column Order' link.

列順の課題をエクスポートする

保存済みのフィルターの結果を Excel にエクスポートすると、列順および選択した列は、フィルターをして保存されたものになります。ユーザーが画面上の結果に個人設定の列順を設定している場合でも、Excel エクスポートでは保存済みの設定が使用されます。独自設定を使用してエクスポートするには、フィルターのコピーと一緒に設定を保存してから、結果を Excel にエクスポートします。

Subscribing to a Filter

電子メール経由で検索結果を受け取るを参照してください。

Managing Other User's Shared Filters

共有フィルター、作成者が他のユーザーと共有したフィルターです。詳細は、上記のフィルターの共有を参照してください。ユーザーが共有フィルターを作成すると、そのユーザーは

• 共有フィルターの最初の所有者になります。
• 所有者は、共有フィルターを編集および修正できます。

If you have the 'JIRA Administrators' global permission, you can manage shared filters that were created by other users.

To access the 'Shared Filters' feature:

1. 自分がJIRA 管理者グローバル権限を持つユーザーとしてログインしていることを確認します。
2. On the top navigation bar, click the 'Issues' dropdown and select 'Shared Filters' from the list.
3. See Managing Shared Filters in the JIRA Administrator's Guide.