Managing Quick Filters

Owned by Angelica Salazar
Last updated: Oct 15, 2024Version comment
1 min read

Overview

Quick filters allow great flexibility in narrowing down data to whatever is relevant to your current risk analysis. When configured, quick filters can be applied to the following views:

  • Risk Register

  • Risk Matrix

  • Risk Matrix Comparison

  • Top Risks

Data Center only To manage quick filters for Risks Schemes:

  • Go to Jira navigation > Risks > Risk Schemes.

  • Select Edit for the desired scheme.

  • Select Quick Filters tab.

To manage quick filters for Risk Boards:

  • Go to

    • Data CenterJira navigation > Risks.

    • CLOUDJira navigation > Apps > easeRisk for Jira.

  • Select any board to load.

  • Select Configure > Quick Filters tab.

Administration

Options

Option

Explanation

Option

Explanation

Name

The name of a quick filter.

JQL

The JQL query for filtering the board’s risk register and reports.

Description

The description of the quick filter.

Operations

Purpose

Action

Purpose

Action

Create a quick filter

  • Select Add Quick Filter and specify the quick filter options, as explained in the previous section.

  • Select Save.

Edit a quick filter

  • Select Edit in the entry for the quick filter and modify the quick filter options, as explained in the previous section.

  • Select Save.

Delete a quick filter

  • Select Delete in the entry for the matrix.

  • Select Delete in the confirmation dialog.

Data Center only Board Operations

Additional operations are available when managing quick filters for boards.

Purpose

Action

Purpose

Action

Use quick filters from projects' risk schemes

  • Quick filters from the risk schemes associated to the projects included in the selected board are displayed.

  • The origin of the quick filters is distinguished by the “Source“ column in the table.

  • Only quick filters with the “Current Board“ as source are inline editable.

  • All quick filters, regardless of source, may have their visibility toggled or reordered.

Enable or disable a quick filter

  • Use the toggle on the left most side of a quick filter entry to enable or disable it for the board.

Change the order of quick filters

  • Select a quick filter.

  • Drag and drop to desired position.

Default quick filters

Quick Filter

JQL Query

Quick Filter

JQL Query

Not Done

statusCategory != Done

My Risks

assignee = currentUser()

Recently Updates

updatedDate >= -1d

  • CLOUD The quick filters listed above are provided by default to a newly created Board and may be modified or removed as desired.

  • Data Center only The quick filters listed above are provided by default to a newly created Risk Scheme and may be modified or removed as desired.

    • The “Quick Filters” tab of a newly created board will contain the quick filters from all the risk schemes associated to projects included in the board.