Saved filters

A filter you need often doesn't have to be rebuilt every time. Save it as a view (a smart folder underneath) and bring it back through its tab.

Filtering

Above the ticket list, + Filter narrows the list down by status, assignment, tags, creator, date, due date, or custom fields. Each condition sits as a pill under the tabs; the small word between the values says how they are joined (or, and, not). A click on the pill opens its values; you tick them on and off there, and unticking is how a value goes away. The layer stays open while you do it, so you can pick several values in a row; it closes on the cross in its top right corner, on Escape, or on a click beside it. The search sits to the right; the search depth decides whether only titles, titles and content, or everything is searched.

Save as a view

1. Set the conditions you want.
2. A row appears under the conditions with Save as a view. Give it a name (e.g. Open bugs).
3. The view then appears as a tab above the list, next to All tickets. The tab with the line underneath is the active one.

A date such as today, this week or overdue stays alive in the saved view: next week the view still means the week that is then running. In the expert filter the same condition is an operator, for example is this week, with no date next to it.

Changing a view

When you change a condition on a saved view, its tab gets a small dot, and the row under the conditions says what differs (for example "in progress" was removed.). There you decide: Save change, save As a new view, or Discard. Discard asks nothing; a condition is two clicks away.

Switching to another tab with an open change discards it; the message at the top offers Undo for a few seconds, which brings tab and conditions back.

The menu at the tab

The active tab carries a small arrow on its right. Behind it is everything you can do with the view itself: Rename (right there in place), Share…, Open in the expert filter… and, under a divider, Delete view. Delete asks once, because it cannot be undone. What you are not allowed to do is not in the menu; on All tickets it holds only the expert filter, since there is nothing to rename or delete there.

In the expert filter you build finer rules: combined with AND within a group, with OR across groups. A view with such rules shows them in the bar read-only; they are changed in the expert filter. Every saved view also carries its own column choice. A view holds at most 50 rule groups with at most 50 rules each. Only the person who created it, or an admin, can make it public; someone it is shared with for editing changes its rules and name.