Custom Dashboard & Gadgets Dynamic Source

Owned by Werare Support User
Last updated: May 16, 2023
6 min read

Title

You can give your Dynamic Source Gadget a title by filling “Title” field.

Source

The source of Dynamic Source gadget can be projects, filters or JQL. All issues returned by the source will compose the data for the gadget.

Other gadgets which use this gadget as source will also have the same data.

You can find the reference number (id) for the Dynamic Source gadget on the top right corner of it.

Filters

By default Project, Issue Type, Status and Assignee filters are added to Dynamic Source gadgets.

You can remove any filter by clicking the trash icon next to it.

By using “Add another filter” select list, you can add other custom fields as filters or you can add from predefined filters for the app such as Custom JQL Toggle, Multi Filter Toggle etc.

Field Filters

Field filters are used to selectively display issues based on the values of certain fields. You can define one or more field filters to refine the data displayed in the charts. You can select field values and a logical operator to combine them from the available options. Depending on the logical operator, the issues are filtered in the following ways:

  • AND: When the AND operator is chosen, all selected field values must match the corresponding values on the issue for it to be included in the displayed data. In the example below, only the issues with “test multi select list” and “test 2 multi select list” options selected on “select list multiple choices” field will be displayed.

  • OR: Any of the selected field values can match the corresponding values on the issue for it to be included in the displayed data. In the example below, only the issues which is in status “In Progress” or “Closed” will be included in the result.

  • NOT: When the NOT operator is chosen, none of the selected field values should match the corresponding values on the issue for it to be included in the displayed data.

When the value that you are searching for is not listed in the dropdown of the field filter, you can type its name to the search box inside the dropdown and add it to the list by clicking on the option.

Custom JQL Toggle Filter

The custom JQL toggle filter allows you to define a specific JQL (Jira Query Language) query and activate it as a button within the gadget. By clicking on the button, you can toggle the display of issues that match the specified JQL query among the issues coming from the data source.

  1. Configuring the Custom JQL Toggle Filter:

    • You can configure the custom JQL toggle filter by providing a name and the corresponding JQL query in the gadget's edit screen.

    • The name helps users identify and remember the purpose of the JQL filter.

    • The JQL query should be formulated according to Jira's query syntax to accurately filter the desired issues.

  2. Displaying the Custom JQL Toggle Filter:

    • Once configured, the custom JQL toggle filter appears as a button within the gadget's user interface.

    • Users can easily identify and interact with the filter button when viewing the chart or data.

  3. Activating the Custom JQL Toggle Filter:

    • To activate the custom JQL toggle filter, users need to click on the filter button within the gadget.

    • Clicking on the button will trigger the filter to apply the specified JQL query to the incoming issues.

  4. Filtered Display of Matching Issues:

    • When the custom JQL toggle filter is activated, only the issues that match the specified JQL query will be displayed in the gadget.

    • The remaining issues that do not meet the JQL criteria will be hidden from the chart or data.

  5. Clearing the Custom JQL Toggle Filter:

    • Users can deactivate the custom JQL toggle filter by clicking on the filter button again.

    • Clicking on the button will clear the applied JQL query and display all the issues from the data source in the gadget.

Custom JQL TextField

The custom JQL text field filter adds a JQL search area to the dynamic source gadget. You can enter a JQL query in the text field to dynamically change the displayed issues based on their criteria.The filter supports logical operators (AND, OR) to combine JQL query with the source query of the gadget.

Single Filter Toggle

  1. Single Filter Toggle Overview:

    • The single filter toggle allows users to configure a specific filter and activate it as a button within the gadget.

    • By clicking on the button, users can toggle the display of issues that match the specified filter.

  2. Configuring the Single Filter Toggle:

    • Users can configure the single filter toggle by providing the desired filter in the gadget's settings.

    • The filter can be defined based on various criteria, such as project, assignee, status, or any other available filter options.

  3. Displaying the Single Filter Toggle:

    • Once configured, the single filter toggle appears as a button within the gadget's user interface.

    • The button represents the filter and allows users to interact with it.

  4. Activating/Deactivating the Single Filter Toggle:

    • To activate the single filter toggle, users need to click on the filter button within the gadget.

    • Clicking on the button will filter and display the issues that match the specified filter.

    • Subsequent clicks on the button will toggle the filter on and off, respectively.

  5. Displaying Matching Issues:

    • When the single filter toggle is activated, only the issues that match the specified filter will be displayed in the gadget.

    • The remaining issues that do not meet the filter criteria will be hidden from the chart or data.

  6. Clearing the Single Filter Toggle:

    • Users can deactivate the single filter toggle by clicking on the filter button again.

    • Clicking on the button will clear the applied filter and display all the issues from the data source in the gadget.

Multi Filter Toggle

  1. Multi-Filter Toggle Overview:

    • The multi-filter toggle adds a multi-select list containing filters in Jira as options.

    • You can select multiple filters from the list, and the gadget will display issues that match the selected filters on the chart.

  2. Displaying Matching Issues:

    • When users select one or more filters from the list, the gadget will display issues that match the selected filters on the chart.

  3. Clearing Filters:

    • Users can clear the selected filters by deselecting them from the multi-select list.

    • Clearing the filters will update the chart to display all issues from the data source.

After changing source or filters, you need to hit the “Search” button, to refresh the data of the Dynamic Source gadget and all gadgets that are feeding from it.