Download page Quick Filters.
In this section, you can define your Quick Filters and set an inheritance mode; those settings will apply by default to all Boxes of a given Box type.
Thanks to Quick Filters, you can narrow down the data displayed to any JQL (Jira Query Language) statement. This gives you great flexibility as to what is displayed in the window.
You can find more information on JQL as an advanced form of searching, query types, and more in the official Atlassian Jira documentation.
Keep in mind:
- A "Box type" contains the default settings applicable to multiple Boxes (all Boxes of a given type). Those settings are adjusted in Box type administration.
- Box configuration refers to the settings of a single, individual Box. They are dependent on the "Box type" settings.
Security and access
Only users with the App admin security role can edit Box types and access Administration.
- Click the "wrench" icon at the top right and select "Box types" from the drop-down list.
- Click a Box type name to select it and open its settings.
- On the left, go to Tasks > Quick Filters tab.
In general, selecting "Inherited mode" means that the upper-level Boxes impose the configuration, and you can change the settings of all sub-Boxes by editing the upper-level Box. As a result, users will be unable to change some of the settings of the Box configuration since it is already preconfigured. Fewer settings to choose from will make the App easier to understand. The "Own mode" provides much more flexibility.
To learn more about Inheritance modes, go to the Inheritance mode page.
Changing the Quick filter Inheritance mode impacts all Boxes of a given type (both existing and newly created).
For example, Quick Filters of the "Program" Box type have been configured to "Own with inherited."
"OMEGA" is a "Program Box."
In Box Configuration of "OMEGA," one filter is marked with an arrow - this indicates that the filter has been inherited from an upper-level Box. The inherited filter cannot be edited or removed.
When "Program" settings are changed to "Own," the inherited filter disappears and can no longer be used in the "OMEGA" Box.
The Inheritance mode determines whether a Box admin can later go to Box configuration > Tasks > Quick filters and edit the Quick Filters of an individual Box. It also dictates whether filters set up in upper-level Boxes can be used in a Box.
Quick Filters are inherited from all of their upper-level Boxes.
In the below example, a Program Increment will inherit filters from Both the "OMEGA" Box and "Home" Box.
This can lead to a situation where a sub-Box has more filters available than their parent:
- If "Program Increment 1" is inheriting filters- they will come from both "Home" and "OMEGA."
- If "OMEGA" has only "Own" filters - those filters that were configured for "Home" won't be available in "OMEGA."
When a Box type has a Quick Filters inheritance mode set to "Own," you can only use filters defined for an individual Box.
For example, "Program" is a Box type. When you create a new Box using this type, it will have the "Default Quick Filters" (specified for the "Program" Box type) + filters you manually add to an individual Box.
Once a new Box has been created, a Box admin can access its Configuration to manage filters (change existing ones, add new ones, delete, etc.) What you see is what you get. Filters listed in the tab are the only ones available for the "Omega" Box.
Own with inherited
When Quick Filters for a Box type are set to "Own with inherited," a resulting Box has its own filters that can be edited/deleted/created in Box Configuration + filters inherited from upper-level Boxes (that cannot be changed). A Box admin can review Box settings in Box configuration.
For example, the "OMEGA" Box has sub-Boxes nested within it. Those Boxes are a "Program Increment" Box type.
A "Program Increment" has its Quick Filters set to "Own with inherited."
Inherited filters are marked with arrows in Box Configuration of a Program Increment Box. Those filters can't be edited or removed (this type of change would have to be done in the upper-level Boxes those filters originate from). New filters can be added to the Box.
When Quick Filters for a Box type are set to "Inherited only," a resulting Box doesn't have its own filters - only filters inherited from upper-level Boxes are available. The "Quick Filters" tab is hidden in Box Configuration.
A "Program Increment" has its Quick Filters set to "Inherited only."
In Box Configuration of all Boxes of this type, the "Quick Filters" tab is hidden. You can't change or review the filters there.
You have to try using them to see the filters - all inherited filters are visible on the list.
Default Quick Filters
Define the default Quick Filters of a Box type - the default filters are automatically available in all newly created Boxes of this type.
Once a Box is created, a Box admin can edit the Quick Filters in the Box configuration > Tasks > Quick filters (if the Inheritance mode allows it).
Changes made to the default Quick filters of a Box type apply only to newly created Boxes. Existing Boxes won't be updated.
In other words, when a new Box is being created, the roles specified for a Box type are copied into the Box you create. This is the only time this happens. When a Box already exists, changes to the template don't affect it. Note: you can leave the template empty if you prefer to manually set up all roles each time a new Box of a given type is created.
Creating Quick Filters in the App
Filters added in this way are created and available in the App (they are not saved in Jira).
To create a filter, enter the following information:
Quick Filters based on existing Jira filters
When you use Jira filters to define BigPicture Quick Filters make sure that all Box users can access those Jira filters. Otherwise, the Quick Filter will not return any results, as the current user doesn't have sufficient permissions.
Quick filters imported from a Jira Board
If you want to import multiple filters at the same time you can use the Import from Jira Board option. This will allow you to import a set of filters.
Select a board from a drop-down:
Select the filters:
- you can check the box at the top to select all filters
- manually select each filter
- use the search function to find the filters you are interested in
Click Import to finish the process.