Filter Share

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How to Start

You can externally share your Shared Filter with organizations outside your own. When creating an External Share, ensure that you have selected Filter as the share type.

After creation, the Share Preview appears on the right with several tabs.

• Preview: See how the external share contents will appear.

• Activity: View the history. For full documentation: https://warsaw-dynamics.atlassian.net/wiki/spaces/ESFJ/pages/116195937

• Mentions: Tag external users in comments of issues (work items) using @name, linking to the comment, with issue selection limited to items exposed by the Filter Share

• Filter Settings: Configure columns for your custom filter.

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Configuring columns for a custom filter

You can configure columns for your custom filter. You can select the desired fields and choose which ones will appear in the preview.

You can create a filter that displays all the information from Jira issue, or you can design a minimal filter using only the essential fields you prefer.

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Customizable Options

On the right side of the window, you'll find various configuration options, which include:

General, Issue Fields and Permissions, Extensions, Security, Custom content, Quick Filters, Filter Configuration

Custom content

You can customize the header and footer text.

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Quick Filters

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You can add your custom quick filters to a shared filter.

Once these quick filters are added to the shared filter, external users will see them as clickable options.

From left image, two Quick Filters are defined:

1. Open

• JQL: status != Done

  • In practice, clicking this filter will hide all completed issues and display only issues that are still in progress, new, or need attention.

2. Recently Updated

• JQL: updated >= -1d

  • This filter shows all issues that were updated within the last day.

By selecting a custom quick filters, external users can focus on the issues that meet those conditions.