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How can I create a custom filter in my Jira Work Management Board?

Oguzhan Esen August 22, 2024

Dear community,

I need help with creating a custom filter for my Jira Work Management Board.

At the moment, Jira itself has predefined some fields that I could filter by. Also, Quick Filters are already predefined for me, so I can't customize them. However, I would like to define new quick filters for myself so that I can filter by custom fields.

How can I do this? I have not found a direct solution to this after my research both in the software itself and in other blog posts.

Thank you very much.

Best regards from Germany

2 answers

1 vote
Annie_DevSamurai
Atlassian Partner
August 22, 2024

Hi @Oguzhan Esen

Welcome to the community. 

Creating custom Quick Filters in Jira Work Management (JWM) is a bit different from Jira Software. Unfortunately, JWM doesn’t currently allow you to create or customize Quick Filters directly like you can in Jira Software.

However, there’s a workaround you can try:

  1. Choose your project.
  2. Click on "Issues" in the navigation.
  3. Use the advanced search with custom JQL to create a filter based on your custom fields.
  4. Save the filter, and you can use this saved view whenever you need it.

Screenshot 2024-07-18 at 10.54.45.png

 

I hope this may help.

 

Oguzhan Esen August 22, 2024

Hi @Annie_DevSamurai ,

thank you for your answer.

Really appreciate this workaround. However, I am missing the Board-View here.

Do you have an idea, how Jira decides, which custom fields are shown in this "Filter" in the Board-view? It only shows me these 2, although I have many other custom fields in this project.

Thanks in advance.

Screenshot 2024-08-22 114138.png

Annie_DevSamurai
Atlassian Partner
August 22, 2024

Hey @Oguzhan Esen

Jira decides which custom fields appear in the "Filter" on the Board view based on:

  • Field Context: The custom field must be configured for your board's specific project/issue types.
  • Board Settings: Some fields may be hidden based on the board’s filter or configuration settings.

Here's my suggestion I hope may help:

  1. Check Field Context: Go to Jira Administration > Issues > Custom Fields > Find the custom field you want to check > Modify the context if needed.
  2. Review Board Settings: Check the board settings to see if any configurations hide fields.
0 votes
Muhammad Moazzam Hassan
Contributor
August 22, 2024

Hi,

Go to the board and filter the issues by using the given options then you can view the save filter option and save the filter.

PFA 

image.png

Oguzhan Esen August 22, 2024

Hi Muhammad, 

thanks for your answer. 

With your method, I can only create custom filters based on the aspects, Jira shows me. The challenge is, that Jira does not show me the custom fields I need for my filter.

It only shows me these 2: 

Screenshot 2024-08-22 114138.png

How can I add other custom fields here?

Muhammad Moazzam Hassan
Contributor
August 22, 2024

Yes,

You are right there is no other custom field available. Looks ridiculous. 

Oguzhan Esen August 22, 2024

Did you experience the same problem? That's really annoying that I cannot add other custom fields..

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