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Lab: Filters: 1: Explore Default Filter Queries

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15 views3 pages

Lab: Filters: 1: Explore Default Filter Queries

Uploaded by

Anonymous gqSpNAmlW
Copyright
© © All Rights Reserved
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Lab:

Filters
Estimated time: 30 minutes
In this lab, you will:
1. Explore default filter queries.
2. Create a starred filter.
3. Explore and create quick filters.
4. Explore existing board filters.
5. Create a board.
Note: These instructions assume that you have projects from the previous labs. If you have other
projects, you can modify the queries to make them work for your projects.
1: Explore default filter queries.
1. Click on the Filters tab. You may need to click the Jira icon in the upper left to see it.
2. Click on each of the tabs/filters to view and execute each query. In JQL search, view the JQL and
explore any fields and/or functions that you are not familiar with. Notice that some of the queries can
not be displayed with basic search, because the user interface elements don't support the query.
Congratulations, you have explored the default filter queries.
2: Create a starred filter.
1. In basic or JQL search, create and execute a query that searches for all issues with a
statusCategory of In Progress that are assigned to the currentUser()``. (If the search
returns no issues, you may want to move an issue to the In Progress or Review column
in projectA` and assign yourself to the issue.)

Using "statusCategory" in this query instead of "status" has the advantage of including issues in
any column where the work is in progress, such as the Review column that you created in the
earlier lab. There are only three statusCategories: To Do, In Progress and Done, so this is a very
flexible query if teams add columns/statuses to the boards.
2. Click the Save as link to save the query as a filter. Name the filter My in progress . After you
create the filter, it should show under the Starred category in the sidebar. You may need to refresh
your browser to see it.
3. In Filters click the View all filters tab. This tab is at the bottom of the sidebar. You should see your
My in progress filter in the list of filters.

4. Click on the more (...) icon to the right of your new filter and select Edit. View and change any of the
metadata details if you would like.
5. Execute the filter by clicking on it. Change the query slightly (for example, swap the order of the
fields) and re-save the filter.
6. Experiment with creating other filters.
Congratulations, you have created and edited a starred filter.
3: Explore and create quick filters.
1. View your projectA company-managed kanban board.
2. Enter some text in the text search box below the board name to show only issues containing that
text.
3. Clear the search text and click on your user icon at the top to view only your issues.
4. Click on your user icon to clear the user filter and use the quick filters to the right of the user icons
to change the issues viewed on the board.
5. Navigate to board settings and view the quick filters for the board (under the Quick Filters tab).
6. Add a quick filter named Stale Issues that displays non-done issues that have not been updated
in the last day. (Hint: updated < -1d AND statusCategory != Done ). It is a good practice to test
your JQL in advanced/JQL search before placing it in a user interface element that expects JQL.
7. Verify that your quick filter is working by navigating back to the board and clicking on Stale
Issues . You may need to change the query and/or issues' status to see results.

8. Experiment with creating other quick filters.


9. (Optional) View your projectAteam team-managed board. You can filter by entering text or
clicking on a user's icon. Quick filters (and the features in the rest of this lab) are currently not
available for team-managed projects.
Congratulations, you have explored and created quick filters.
4: Explore existing board filters.
1. Navigate to the kanban board for projectA .
2. In the board's settings, navigate to the General tab.
3. Under the Filter heading, view the name of the filter used as the board's filter. View the associated
Filter Query, also under the Filter heading.
4. Click Edit Filter Query. You will be brought to Filters with the board's filter executed. These are the
issues that appear on the board.
5. Under Filters, scroll down and click View all filters. Notice that the board's filter is a standard filter.
Also notice that it is not starred. This is because board filters are usually not useful as standalone
queries.
Congratulations, you have explored existing board filters.
5: Create a board.
1. Create a board's filter using the steps below. This board will be used to show all issues that are in
projectA or projectB .

Navigate to View all filters.


Copy the board's filter for projectA by selecting its More icon (...) and selecting Copy filter.
Name the filter Projects A and B . We will use this filter as a starting point for our new
board's filter.
Using JQL search, modify and save the query so that it meets the requirements described
above. Reuse the ORDER BY clause from the board filter for projectA . Hint: Here is a query
that would work: project in (projectA, projectB) ORDER BY Rank ASC .
2. Create a board in your profile:
From your projectA project, click the board dropdown under the project name in the
sidebar.
Click Create board.
Click Create a Kanban board. (Notice that you could create a new board with sample data.
This will create a new project in your account. This is good for looking at reports with more
realistic data than what we have seen in this course.)
In Create a board, select Board from an existing Saved Filter. Click Next.
In Name this board, name the board Projects A and B and select your Projects A and
B saved filter. Set the location to your profile (under Personal).
Click Create board. You should see your new board. You can also find the board using the
VIEW ALL link that you saw when creating the board.
3. View the board's settings and verify that the filter that you created above is being used as the
board's filter.
4. Configure the board's columns.
Click the Columns tab in the board's settings. Notice that the columns of the board are the
same names as the three statusCategory values (To Do, In Progress, Done). The statuses in
each column are arranged by statusCategory.
Notice that multiple statuses are included in a single board column. If you would like, you
could create a Review column on the board and move the Review status to that column. You
could also do this for other statuses.
5. View your new board and verify that it looks and behaves as expected. You should see issues from
both of your projects.
6. Verify that your board is accessible in your profile. Click your user icon and select Your boards or
Personal boards.
7. Change the board's location to the projectA project. You can change this under the General tab
for the board's settings (under Location). Verify that projectA now has two boards. Use the board
switcher dropdown in the upper left to switch between boards.
8. Move your new board back to your user profile.
Congratulations, you have created a board containing issues that span multiple projects and
completed this lab.
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