User Guide For Filter Manager

Introduction

Overview

Filter Manager for Jira Cloud offers a specialized user interface that allows users to manage and view all filters and their details within Jira Cloud Apps Administration. It presents this information in a table format with various columns for a clear view.

Target Audience

Filter Manager for Jira Cloud offers a specialized user interface that allows users to manage and view all filters and their details within Jira Cloud Apps Administration. It presents this information in a table format with various columns for a clear view.

Prerequisites

You are using Jira Cloud
Your role in Jira Cloud is Jira Administrator

Usage

View the filters list in the first menu: Filters Management

1. Click on Apps on the navigation bar, then click on Manage your apps

2. On the Filter Manager section, click on Filters Management

Columns

Description

Name

Name of filters

If filter’s name is red text, it is a Duplicated filter

JQL query

JQL query of filters

If filter’s JQL query is red text, it is an Invalid JQL filter

Boards

Show the total number of all Dashboards and Project Boards that are using these filters
You can view details of them by clicking on the number (Example: 2 boards)

Owner

Show owner (user) of filters

If filter’s owner is red text, it is an Inactive Owner filter

Viewers

Show the total number of all viewers of filters including users, groups, project roles
You can view details of them by clicking on the number (Example: 2 viewers)

Editors

Show the total number of all editors of filters including users, groups, project roles

You can view details of them by clicking on the number (Example: 2 editors)

Use Counters to categorize the filters and count on them.

View filters in each counter: Users can click on each counter to view only the list of filters in each one.

A filter can be in different counters

Counter

Description

Total Filter

Show the total number and a list of all filters in Jira Cloud

Invalid JQL

Show the total number and a list of all filters in Jira Cloud using invalid JQL queries

Inactive Owner

Show the total number and a list of all filters in Jira Cloud having owners (users) are inactive.

Duplicated Filter

Show the total number and a list of all filters in Jira Cloud that using the exact same JQL query as a filter created before.

Copy a filter and rename

1. Click on Copy icon on the filter that you want to copy

2. Rename the filter, you can’t use the name of the original filter.

3. Click on Copy

1. Click on Delete icon on the filter that you want to delete

2. Check the check box if you want to delete also boards linked to this filter

3. Click on Delete

Change the owner of a filter

1. Click on Change owner icon on the filter that you want to delete

2. Select the user that you want to be the filter’s owner

3. Click on Change owner

Change the owner of filters in bulk

1. Check the checkboxes of filters that you want to change the owner

2. Click on Change Bulk Owner

3. Select the user that you want to be the filter’s owner

4. Click on Change owner

Search for filters

You can search for filters by Filter Name

Type at least 3 characters to search filters