Create an issue filter
If you need something more advanced than the preset system filters to find issues in Tracker, you can create your own filter and sort 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.
Create a filter
- Step 1. Create a filter
-
On the upper panel in Tracker, choose
. - Step 2. Set filter criteria
- There are several ways to set filter conditions:
- Step 3. Configure the appearance of the issue list
-
- If you want to hide or display certain issue fields, click Configure columns, select the fields, and click Save.
- To group issues by a certain field, click No grouping to the right of the list and select the field.
- To collapse the left-side panel with the filter list, click the
button at the top of the panel.
- Step 5. Save your filter
-
You can save your filter so you don't have to set it up each time you want to use it. Your saved filters are available in
on the upper panel in Tracker.Click Save filter above the issue list.
Choose an appropriate name for your filter and a folder to save it to.
Click Save.
If you want to save a filtered issue list, click
to the right above the list and select the format of the file to download or simply copy the list to the clipboard.
Edit a filter
- Change filter parameters
-
Go to
on the upper panel and choose your filter.- Change the issue search using quick filters, parameters, or the query language.
Click Save filter above the issue list.
To save a filter under a different name, click
and enter the name.
- Set up filter access
-
You can share saved filters with your colleagues. By default, other employees can only view your filters after receiving a link from you. To change access rights:
Go to
on the upper panel and choose your filter.Hover over the filter on the left-hand panel and click
.
Access is open to all employees by default. If you want to restrict access to the filter, delete the All employees group.
Add users, departments, or teams you want to grant access to.
In the Access rights column, choose the access rights you want to grant:
View — Lets users view your filter after receiving a link. They won't be able to edit the filter in any way.
Edit — lets users view and edit your filter after receiving a link.
Add to shared folder — places the filter in the Shared folder on the left-hand panel to be accessed by other users. This doesn't affect any access rights to the filter itself.
Click Save.
- Remove filters
-
Go to
on the upper panel and choose your filter.Hover over the filter on the left-hand panel and click
.
- Click
on the filter card in the bottom-left corner and confirm your action.