Creating and configuring an issue filter

If you need something more advanced than the Tracker standard filters, you can create your own filter to sort and search for issues by title, description, comments, field values, update dates, and other parameters. For example, you can use custom filters to find all issues in queues where you have the author or assignee status.

You can use your saved filters to pick issues for dashboards and agile boards.

To save a filtered issue list to a file or copy it to your clipboard, click  Export in the top right corner and select your desired format. For more information, see Exporting an issue report.

Creating a filter

Step 1. Open the issue list

The open all the issues that are available to you in Tracker:

• On the left panel, open  Issues and click All issues at the bottom of the window.

• or follow the direct link.

Step 2. Set up the layout for the issue list

• If you want to hide or display certain issue fields, click  Settings, select the fields, and click Apply.

• To group issues by a certain field, click  No grouping above the list and select the desired field.

• To sort the issue list by a parameter, click the parameter name in the column header or select the corresponding sorting option next to the icon above the list.

• To collapse the panel with the filter list, in the upper-right corner, click  Parameters.

Step 3. Add filtering conditions

There are several ways to set the filter conditions.

• Searching by parameters

  1. In the upper-right corner of the page, click  Parameters. A panel with the specified filtering parameters will be shown under the search bar.

  2. Click the icon  Add a field for filtering.

     To find a local field of a particular queue, enter the queue key and a period before the field name (for example, DEVS.Tester).

  3. Select an issue parameter, then set its value and click Save

  4. If you need to refine the search conditions, add more parameters.

  5. To search for issues by name, use the Search by issue name field.

     You can use this field only for issue search by name. To find an issue by key, use  Search in the left panel. For more information, see Finding issues by key or name.

  6. To display only completed issues, only incomplete issues, or all issues that match your filter, click Issues: Not completed in the left corner and select the option you need.

  7. You can reset the search parameters by clicking Reset above the issue list.

  For example, you can search issues by their name or description.

  • To find issues that contain a particular phrase in their name, add the Issue parameter to your search and enter the text to search for.

  • To find issues that contain a particular phrase in their description, add the Description parameter to your search and enter the text to search for.

  

• Query language

  If you cannot set search conditions using the issue parameters, use the request:

  1. Click  Query language in the upper-right corner. All the search parameters that you set by quick filters and conditions, will be shown in the search bar.

  2. Use the query language to add parameters.

  3. Click Apply.

  Any issues that don't meet your criteria are filtered out of the list.

Step 4. Save a filter

If you often use a filter, save it. Your saved filters will be available in the All issues checkbox in the My section.

1. Click Save above the issue list.

2. Set the filter name and select a category to save it with.

3. Click Save.

To save a filtered issue list to a file or copy it to your clipboard, click  Export in the top right corner and select your desired format. For more information, see Exporting an issue report.

Editing a filter

Changing filter parameters

1. In the upper part of the window, in the All issues field, select your filter.

2. Change the issue search criteria using quick filters, parameters, or the query language.

3. Click Save above the issue list:

   • To save the filter with the current name, click Save.

   • To save the filter with a different name, click Save as new. Then enter the filter name, select the category, and click Save.

Remove a filter

1. In the upper part of the window, in the All issues field, select your filter.

2. Delete your filter using one of these methods:

   • To the right of the filter name, click  Delete.

   • Click  title in the top right corner of the page and select  Delete.

Configure permissions for a filter

Filters that are used by large teams can form cascades — for example, if a filter is created based on an existing one using the "Filter" parameter.

To avoid unwanted changes to the saved filter, you can restrict editing to certain users or groups:

1. In the upper part of the window, in the All issues field, select your filter.

2. To the right of the filter name, click →  Set up access.

3. Add users or groups who will have access to the filter.

4. Select the actions that you want to allow the user or group:

   • View: Users can open the filter by clicking the link.

   • Edit: Users can edit the filter and save the changes.

   • Configure access: Users can remove the filter and manage access settings for other users.

5. To remove a user or group from the list, click on the right.

6. Click Save. If the user has access rights to the filter, they'll see it in their list of saved filters in the All issues selection field in the Common section.

Change the filter owner

1. In the upper part of the window, in the All issues field, select your filter.

2. In the upper-right corner, click  →  Set up access.

3. In the settings window to the right of the current owner's name, click and specify the new owner.

4. Click Save.