Creating an issue filter

If you need something more advanced than the preset Tracker system filters, you can create your own filter to search for issues in 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.

Creating a filterCreating a filter

Step 1. Open the issue listStep 1. Open the issue list

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

• In the left-hand panel, open Issues, then at the bottom of the window, click All issues.
• Or follow the direct link.

Step 2. Set filter criteriaStep 2. Set filter criteria

There are several ways to set the filter conditions:

• Filtering by parameters

  Use the filter by parameters buttons above the issue list. To filter issues by their resolution, click Resolution and select relevant values from the list.

• Searching by parameter

  Add the issue parameters and specify their possible values:

  1. Click Add a field for filtering above the issue list.

  2. Select an issue parameter and then set its value.

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

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

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

  • To find issues that contain a particular phrase in their name, add the Summary 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.

  Note

  If you set multiple search conditions, only those issues that meet all the conditions at the same time will be found.

• Query language

  You can use the query language to set special conditions that are not accessible via regular parameters. For instance, you can find issues that have been opened within the last week. For more information about the query language, see Query language in Tracker.

  1. In the top-right corner of the page, click Query language. 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.

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

Step 3. Set up the layout for the issue listStep 3. Set up the layout for the issue list

• If you want to hide or display certain issue parameters, on the right above the list, click Settings, select the parameters, and click Apply.

• To group issues by a certain parameter, click Not grouped above the list and select the parameter.

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

Step 4. Save filtersStep 4. Save filters

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

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, in the top-right corner, click Export and select the download file format or simply copy the list to the clipboard.

Editing a filterEditing a filter

Changing filter parametersChanging filter parameters

1. In the All issues field at the top of the window, 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 under a different name, click Save as new. Then enter the filter name, select the category, and click Save.

Removing filtersRemoving filters

1. In the All issues field at the top of the window, select your filter.

2. Delete your filter using one of the methods:

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

   • In the top-right corner of the page, click Filter actions, then select Delete.