---
title: "Configure smart filters"
canonical: "https://support.appfire.com/space/RFC/783941713/Configure%20smart%20filters"
format: markdown
---
> Macro (aura-html)

## > Macro (anchor)

**About smart filters**

Smart Filters can be more versatile than static filters and dynamic filters. Smart filters allow the users to:

- Filter the collection of issues displayed by rich filter gadgets. In Rich Filter Controller gadgets, smart filters can be displayed as buttons with drop-down menus (similar to dynamic filters).
- Add computed columns and color-coding in *Rich Filter Results* gadgets.
- Build statistics on configurable criteria.

![Configure smart filter](media://57a3e1a4-0ea2-4cbd-b570-40d8df1310b7)

## > Macro (anchor)

**Smart filters key attributes**

<span style="color: #172b4d">You can add new and see existing smart filters in the </span>*Smart filters *<span style="color: #172b4d">section of your rich filter. </span>

![Smart filters tab](media://08b356e2-0aeb-4841-80a1-27ed0b00d282)

<span style="color: #172b4d">The </span>key attributes<span style="color: #172b4d"> of a smart filter are:</span>

| <span style="color: #172b4d">**Attribute**</span> | <span style="color: #172b4d">**Description**</span> |
| --- | --- |
| **Name** | <span style="color: #262626">Each smart filter has a </span>**name**<span style="color: #262626"> that identifies it. This name is mandatory and must be unique among the smart filters within the rich filter.</span> |
| **Clauses** | <span style="color: #262626">A smart filter contains a list of clauses (options)</span><span style="color: #262626">. Each clause is identified by a color and a label tag,</span><span style="color: #262626"> and a JQL is applied when it is used.</span> |

## > Macro (anchor)

**Adding and editing smart filters and smart filter clauses**

<span style="color: #172b4d">The </span>*Smart filters*<span style="color: #172b4d"> section of your rich filter allows you </span><span style="color: #172b4d">to</span><span style="color: #172b4d"> perform the following operations: </span>

### 1. Add a new smart filter

1. Click **Create smart filter** at the top right of the page.
2. Type a name.
3. Tick **Enable AND operator** if you want the smart filter to allow the AND operator when used for filtering in the controller.
4. Click **Create**.

> ℹ️ You can add up to 100 smart filters in each rich filter.

### **2. Browse the smart filters list**

The *Smart filters* section of your rich filter lets you browse the smart filters list. Depending on your rights, you can click any smart filter to view or edit its properties (see below). 

![smart filter list.png](media://a3008184-5776-4f19-a34f-49253cc96438)

### 3. **Reorder the smart filters**

Hold the pointer over the vertical **Grid** ()  icon, then drag the filter up or down to the new position.

![change position](media://d81807fe-9536-461b-8d50-2bb224495eb5)

> ℹ️ When the smart filters of this rich filter are displayed by Controller Gadgets, they are displayed in the order configured in this section by default.

### 4. **Duplicate a smart filter**

1. Click the **Duplicate** option available in the corresponding smart filter’s menu.

![duplicate smart filter.png](media://4dccaf94-a2f4-42c0-a7c4-05370c2e72cc)

2. Name of the new smart filter and click **Duplicate**.   
A new smart filter identical to the first one, but with the name you have entered, is created.

![Duplicate teams.png](media://9f317d04-d799-4460-8148-f6fd076f3640)

### **5. Delete a smart filter**

In the *Smart filters* list, click the **Delete** option in the corresponding smart filter's menu. 

![delete smart filter.png](media://3f63fe7a-86b0-4f38-9784-1c45d52973ef)

### **6. Create a smart clause**

Click the **Plus** icon next to the smart filter to create a new smart clause.

![plus icon to create smart clause](media://2f2b21ce-b434-4bd8-911f-5a30ad96f135)

When you create a new smart filter or click an existing smart filter, a new screen focusing on the selected smart filter is displayed. This screen lets you perform the following operations on the selected smart filter: 

### **1. Edit a smart filter’s name**

Click the **Edit **() icon next to the static filter.

![Edit filter name](media://0842da72-f1db-4159-a035-d0c9d6731308)

![edit name](media://2b5b2fb4-1354-40d4-b19c-f12c914ce7c7)

### 2. **Add clauses to the smart filter**

1. Click the **Create smart clause*** *button.

![Create smart clause](media://522f04a0-5535-4edb-bf76-87c76e15fe25)

 2. Select a color, enter a **Name** and a **JQL** clause, and click **Create**.

![create a mart clause](media://e2ed9305-a84b-466f-b03a-e4d05065e95c)

> ℹ️ You can add up to 10 smart clauses in each smart filter.

### 3. **Edit the clauses of the smart filter**

1. Click any smart clause to edit it (or click the corresponding **Edit **() icon at the right of the clause).
2. Update the clause's color, name, and/or JQL clause.
3. Click **Update** to save the changes.

![Edit the clauses of the smart filter](media://d7f182c7-9618-4787-a6df-5f5db319582a)

### 4. **Enable AND operator**

Tick **Enable AND operator **if you want the smart filter to allow the AND operator when used for filtering in the controller.

![Enable AND operator](media://57816322-115c-438e-967e-3a0f1cd87d1e)

### 5. **Reorder the clauses of a smart filter**

Hold the pointer over the vertical **Grid** ()  icon, then drag up or down to the new position.

![image](media://96698364-0d1a-46e6-9784-eafc804bb91f)

> ℹ️ When Rich Filter gadgets display the smart filter, the smart filter options are shown in the order configured in this section.

### 6. **Delete clauses from the smart filter**

Click the **Delete **() icon at the right of the clause.

![Delete clauses ](media://21b785ce-0d5c-4aaf-b213-243ad9275d56)


## > Macro (anchor)

**Using smart filters in Rich Filter gadgets**

Once configured, smart filters can be used in several rich filter gadgets:

- The** Rich Filter Controller **gadget<span style="color: #172b4d"> – You can use the smart filters to apply additional filtering to the other rich filter gadgets. The smart filters are displayed as drop-down menus (similar to dynamic filters).</span>
  

<span style="color: #172b4d">Look at </span><span style="color: #172b4d">[The Rich Filter Controller Gadget](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941745)</span><span style="color: #172b4d"> documentation page to find out how to configure the gadget.</span>

- <span style="color: #172b4d">The</span><span style="color: #172b4d">** Rich Filter Results **</span><span style="color: #172b4d">gadget lets you add smart filter views as smart columns for issue highlighting/tagging. </span>
  <span style="color: #172b4d">Please see the </span><span style="color: #172b4d">[Configuring Views](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941729)</span><span style="color: #172b4d"> documentation page to learn how to add smart filters as smart columns and how to configure </span><span style="color: #172b4d">[The Rich Filter Results Gadget](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941759)</span><span style="color: #172b4d">.</span>
  
- <span style="color: #172b4d">The</span><span style="color: #172b4d">** Rich Filter Statistics **</span><span style="color: #172b4d">gadget – the smart filters can be used as statistics criteria.</span>

<span style="color: #172b4d">Have a look at </span><span style="color: #172b4d">[The Rich Filter Statistics Gadget](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941781)</span><span style="color: #172b4d"> documentation page to learn how to configure the gadget to aggregate data using a smart filter.</span>

- <span style="color: #172b4d">The</span><span style="color: #172b4d">** Rich Filter Two-Dimensional Statistics **</span><span style="color: #172b4d">gadget—the smart filters can be used as statistics criteria on either of the two axes.</span>

<span style="color: #172b4d">Have a look at </span><span style="color: #172b4d">[The Rich Filter Two Dimensional Statistics Gadget](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941803)</span><span style="color: #172b4d"> documentation page to learn how to configure the gadget to aggregate data using smart filters.</span>

- <span style="color: #172b4d">**The Rich Filter Flexi Charts **</span><span style="color: #172b4d">gadgets – the smart filters can be used as statistics criteria.</span>

<span style="color: #172b4d">Look at </span><span style="color: #172b4d">[The Rich Filter Flexi Charts Gadget](https://appfire.atlassian.net/wiki/spaces/RFCDOC/pages/783941863)</span><span style="color: #172b4d"> documentation page to learn how to configure the gadget to aggregate data using a smart filter.</span>

> ℹ️ When deciding which clause an issue falls into, we use a *match-all criteria:* the same issue can be part of multiple smart clauses if it matches their corresponding JQL clauses. This means that when the smart filter is used as a filter or as a computed column, it behaves as a multi-select option field.
> ℹ️ 
> ℹ️ If you want your smart clauses to be mutually exclusive, you must write your JQL so that an issue can match only one clause at any time. For instance, these are mutually exclusive clauses; an issue cannot possibly match more than one clause at a time:
> ℹ️ 
> ℹ️ ![high level priority](media://70613def-bfba-4eec-8c4c-bcd7b346bb64)