How do I save and manage my Issue's filters?
It is possible to create and save a selection of filters in the Issue overview to efficiently find relevant issues. Additionally, you can share these filters with others to streamline collaboration.
- How do I save a filter?
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To save a filter go to “Issues” - “All Issues”
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Apply the desired filter you want to save and click on “Save filter”
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Enter the name you want to give to the filter and click “Save”
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You can now find the filter under “Issues” - “All Filters”
- How do I manage my saved filters?
You can only manage filters that you have created. To do so go to “Issues” - “All filters”, find the filter you created and click on the three dots on the right side of the filter:
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Share saved filter
Saved filters are private by default, but you can change their visibility: By clicking on the above three dots, select “Share filter”:
a. Private: The filter is visible only to you.
b. Everyone: The filter is accessible to all users within the system.
c. Specific groups: Select an existing user group. New groups can only be created by the Administrator user: How do I create a User Group?
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Edit saved filter name
After clicking on the three dots, select “Edit filter name”. Type a new name and click on “Save”
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Delete saved filter
Click the three dots next to the filter, select "Delete filter" and confirm your choice. Deleting a filter removes it for everyone it was shared with and may affect visualisations where it was used. While the action cannot be undone, the filter can be recreated if needed.
This feature is only available for certain packages. Please, reach out to your Customer Success Manager for further information.