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Narrowing down Filters

Benjamin Gill August 29, 2023

Good afternoon.

I am trying to create a filter where it would allow me to see all of the cases were an employee would be requested as a participant or mentioned in the internal notes.  

 

How can i go about creating this filter?  When I add the Requested Participants filter within my filter it only has a drop down arrow for All Groups but does not allow me filter it down any further.

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Trudy Claspill
Community Champion
August 29, 2023

Hello @Benjamin Gill 

Welcome to the Atlassian community.

I guess you are seeing something like this, right?

Screen Shot 2023-08-29 at 9.23.03 PM.png

Click on the Close button here. Then click on the Switch to JQL option.

Screen Shot 2023-08-29 at 9.24.36 PM.png

 

From here you can type in the field name, then the equals sign, and then start typing the name of the user of interest. A list of possible matches will display from which you can select the appropriate user.

Screen Shot 2023-08-29 at 9.26.45 PM.png

 

You can learn more about creating filters in JQL from the documentation here.

https://support.atlassian.com/jira-software-cloud/docs/use-advanced-search-with-jira-query-language-jql/

Benjamin Gill August 30, 2023

Thank you very much!  That is extremely helpful!  Is there a way to also add the filter for anytime an employee is mentioned? 

Benjamin Gill August 30, 2023
Trudy Claspill
Community Champion
August 30, 2023

When you add a filter that uses a User Picker field like Request Participants you may notice that after selecting the user you want the filter changes to show the selected user's account id instead of name.

Screen Shot 2023-08-30 at 6.36.31 AM.png

You can take that ID number, surround it with quotes, and use the contains operator (~) to search the text of all Comments to see if that user was mentioned.

Screen Shot 2023-08-30 at 6.37.12 AM.png

 

Currently there is no method to further narrow the filter to search only the Internal comments in a Service Management project. There is a change request to add that.

https://jira.atlassian.com/browse/JSDCLOUD-4286

Benjamin Gill August 30, 2023

@Trudy Claspill Thank you very much!  This information was extremely helpful.

Like Trudy Claspill likes this

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