Saving Searches ('Issue Filters')

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.

T o search for an existing filter:

1. Choose Issues > Manage Filters.
2. Click the Search tab. The issue filter Search will display.
   Tip: You can also navigate to this screen via the Find filters link on the issue navigator .
3. Enter your search criteria and click Search to run the search.
   
4. Your search results will be displayed on the same page. Click the name of any issue filter to run it. You can also sort the search results by clicking the column headers.

Updating a filter

You can update the details (name, description, sharing, favourite) as well as the search criteria of an existing filter.

Please note that you can only update 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.

To update the details of one of your existing filters:

1. Choose Issues > Manage Filters.
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, click the cog icon and select Edit from the dropdown menu.
4. The 'Edit 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 below.
   
   If the filter sharing functions shown above are not available to you, you probably do not have the 'Create Shared Object' global permission assigned to you. Please contact your JIRA administrator to obtain this permission.
5. Click the 'Save' button to save your changes.

To update the search criteria of one of your existing filters:

1. Choose Issues > Manage Filters.
2. Click the My tab. This tab displays all the filters that have been created by you.
3. Click the name of the filter to run it. The search be displayed in the issue navigator.
4. Update the search criteria as desired. An Edited dropdown and Save button will display next to the filter name.
   
   
5. Click Save to overwrite the current filter with the updated search criteria. If you want discard your changes instead, click Edited > Discard changes.

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. Choose Issues > Manage Filters.
2. Locate the filter you wish to clone, and click the name of the issue filter to run it. The search will be displayed in the issue navigator.
   
3. Update the search criteria as desired. An Edited dropdown and Save button will display next to the filter name.
   
   
4. Click Edited > Save as to clone the filter. If you want discard your changes instead, click Edited > Discard changes.
5. Enter a name for the cloned filter and click Submit to save the cloned filter.

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. Favourite filters will be listed in the 'Issues' dropdown in the JIRA navigation bar, on the issue navigator and in the 'Favourite Filters' gadget on your dashboard (if you have this gadget added to your dashboard).

There are two ways you can add an existing shared filter as a favourite — via the 'Manage Filters' page or via the issue navigator.

To add a filter as a favourite via the 'Manage Filters' page:

1. Choose Issues > Manage Filters.
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 search for 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.
   

To add the filter that you are viewing in the issue navigator as a favourite:

1. View the filter in the issue navigator.
2. Click the grey star icon next to the filter name.
   

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. Choose Issues > Manage Filters.
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, click the cog icon and select Edit from the dropdown menu.
4. Update the Add Shares field by selecting the group, project or project role that you want to share the filter with, and clicking 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.
   
   
   If the filter sharing functions shown above are not available to you, you probably do not have the 'Create Shared Object' global permission assigned to you. Please contact your JIRA administrator to obtain this permission.
5. Click 'Save' to save your changes.

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.

To add a column layout to a saved filter:

1. Choose Issues > Manage Filters.
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, click the cog icon and select Columns from the dropdown menu.
4. Configure the column order as desired. You can configure the column order the same way you would configure your personal Issue Navigator column order.

To remove a filter's saved column layout:

1. Choose Issues > Manage Filters.
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, click the cog icon and select Columns from the dropdown menu.
4. Click the 'Remove Filter's Column Order' link near the top of the page. The default column order will be restored.
   
   

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 use your default column order for a search:

1. Run the issue filter. The search will be displayed in the issue navigator.
2. Click the cog icon  above the search results and select Use your default Column Order.

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

Exporting Column Ordered Issues

When the results of a saved filter are exported to Excel, the column order and choice of columns are those that were saved with the filter. Even if a user has configured a personal column order for the results on the screen, the saved configuration is used for the Excel export. To export using your own configuration, save a copy of the filter along with your configuration and then export the results to Excel.

Subscribing to a Filter

Please see Receiving Search Results via Email.