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Configuring a Rapid View allows you to edit the mapping of JIRA workflow statuses to columns of a Rapid View, as well as edit the columns, swimlanes, filter and quick filters of a Rapid View.

Accessing a Rapid View's Configuration

To configure a Rapid View:

  1. Click 'Agile' >  'Manage Rapid Views' in the top navigation bar
  2. The 'Manage Rapid Views' screen will be displayed (see Screenshot 1 below). Click the 'Configure' link corresponding to the Rapid View of interest.
  3. The 'Rapid View Configuration' screen will be displayed (see Screenshot 2 below)

(tick) Alternatively, to quickly get to the Configuration screen for the Rapid View you are currently viewing, simply click the 'cog' icon at the top-right of the screen and select 'Configure' from the drop-down.

On this page:

Screenshot 1: the 'Manage Rapid Views' screen.

Screenshot 2: the 'Rapid View Configuration' screen — 'Filter' tab.

Renaming a Rapid View

To change the name of your Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above).
  2. Click the 'pencil' icon (which will appear when you hover) to edit the name of your Rapid View. Press the 'Enter' key when finished.

Changing a Rapid View's Owner

By default, the owner of a Rapid View is the person who created it. If you are the owner, or an administrator, you can change the owner of a Rapid View.

To change the owner of your Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above).
  2. Click the 'pencil' icon (which will appear when you hover) to edit the owner of your Rapid View. Press the 'Enter' key when finished.

Sharing a Rapid View

A Rapid View is available to all users who can view the saved filter on which the Rapid View is based. If you wish to share a Rapid View with different people, you will need to edit the saved filter (see the JIRA documentation on Saving Searches ('Issue Filters')).

Note that only the owner of the Rapid View or an Administrator may modify a Rapid View's configuration.

Choosing a Rapid View's Filter

To choose which filter is associated with your Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Filter tab.
  2. Click the 'pencil' icon (which will appear when you hover) to choose a different filter for your Rapid View. Press the 'Enter' key when finished.

Editing a Rapid View's Filter

To edit the filter which is currently associated with your Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Filter tab.
  2. Click 'Edit Filter'. This will take you to the JIRA 'Edit Current Filter' screen, where you can change the filter's name, description, shares, and JQL query.
    (info) For more details, see the JIRA documentation on Issue Filters and JQL.

Enabling Drag-and-Drop Ranking

To enable ranking of issues by drag-and-drop, and grouping of sub-tasks under their parent issue:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Filter tab.
  2. Click the 'Add Global Rank' button
    (info)This will append the following to your filter's query: ORDER BY "Global Rank" ASC

     

Editing Columns

By default, a Rapid View contains three columns, called 'To Do', 'In Progress' and 'Done'. You can add, delete, rename or move these columns if you wish.

To edit columns of a Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Columns' tab.
  2. Edit the columns as described in the following table and Screenshot 3 (below).

    To do the following:

    Do this:

    Add a new column:

    Click the 'Add Column' button at the top-left of the page. A new column named 'New Column' is added in the 2nd-last column position.

    Change the name of a column:

    Click in the name area of the column, modify the existing name and press the 'Enter' key.

    To delete a column:

    Click the 'cog' icon at the top-right of the column to be deleted and select 'Delete column' from the resulting popup menu.
    (info) Any JIRA workflow statuses that had been mapped to the deleted column are moved back to the 'Unmapped' column.

    To move a column:

    Hover over the horizontal 'grid' icon, then drag the column left or right to its new position. Wait until other columns have shifted position before dropping the selected column to its new position.

Mapping Columns to JIRA Statuses

By default, a Rapid View's columns are mapped to the default JIRA statuses as shown in the following table. You can change this if you wish. For example, if you are using additional, customised JIRA statuses, you will probably want to map them to appropriate columns in your Rapid View.

Default columnDefault mapped JIRA statuses
To DoOpen, Reopened
In ProgressIn Progress
DoneResolved, Closed

 

To edit the mapping of JIRA workflow statuses to columns of a Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Columns' tab.
  2. Change the mapping statuses as described in the following table and Screenshot 3 (below).

    To do the following:

    Do this:

    Map a status to a column:

    Drag a status from the 'Unmapped' column to the appropriate column on the right.

    Unmap a status from a column:

    Drag a status from its current column on the right to the 'Unmapped' column on the left.

    Change the column mappings of a status:

    Drag a status from its original column to its relevant new column.

    (info) All statuses configured in the JIRA server are available from the Rapid View Configuration page. However, some statuses (in particular, custom statuses) may not be available for issues on your Rapid View if the JIRA workflows used by these issues, do not utilise those statuses.

 

(tick) See the Tutorial - Adding a Column to a Rapid View for an example of creating a new column and mapping it to a new JIRA status.

 

Setting Column Constraints

Constraints specify how many issues a column can contain.

To set 'Maximum' and 'Minimumum' constraints for a column of a Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (above), then click the 'Columns' tab.
  2. Edit the constraints as described in the following table and Screenshot 3 (below).

    To do the following:

    Do this:

    Enable column contraintsIn the 'Column Constraint' drop-down, select 'Issue Count'.

    Set a column's 'Min' constraint:

    Click the yellow box at the top of the column, type the new value and press the 'Enter' key.

    Set a column's 'Max' constraint:

    Click the red box at the top of the column, type the new value and press the 'Enter' key.

    Remove a column's 'Min' constraint:

    Click the yellow box at the top of the column, delete the current value and press the 'Enter' key.

    Remove a column's 'Max' constraint:

    Click the red box at the top of the column, delete the current value and press the 'Enter' key.

    Remove constraints for all columns:In the 'Column Constraint' drop-down, select 'None'.

Screenshot 3: the 'Rapid View Configuration' screen — 'Columns' tab.

 

Editing Swimlanes

A swimlane is a horizontal categorisation of issues in a Rapid View. By default, a Rapid View contains two swimlanes, called 'Expedite' and 'Everything Else'. You may want to create additional swimlanes which map to other values of your JIRA 'Priority' field, or use a different field to categorise your swimlanes (see  examples below) .

Default swimlaneNotes
Expedite

By default, this swimlane is based on the following JQL query:

You can change this column's Name, JQL and Description if you wish.

Everything ElseThis swimlane is always at the bottom of the screen, and cannot be deleted. It acts as a "catch-all" for issues that do not match the JQL of any of the swimlanes above it, hence it has no JQL specified. 


To edit swimlanes of a Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Swimlanes' tab.
  2. Edit the swimlanes as described in the following table and Screenshot 4 (below).

    To do the following:

    Do this:

    Add a new swimlane:

    In the blue area, type the 'Name', 'JQL', and optional a 'Description', then click the 'Add' button. Your new swimlane is added in the top swimlane position.

    Change the name of a swimlane:

    Click in the 'Name' area of the swimlane, modify the existing name and click the 'Update' button.

    Change the JQL of a swimlane:Click in the 'JQL' area of the swimlane, modify the existing JQL and click the 'Update' button. (See the examples below for some suggestions.)
    (info) For JQL syntax, see Advanced Searching in the JIRA documentation.

    To delete a swimlane:

    Click the 'Delete' button at the right of the swimlane.

    To move a swimlane:

    Hover over the vertical 'grid' icon, then drag and drop the swimlane up or down to its new position.

Screenshot 4: the 'Rapid View Configuration' screen — 'Swimlanes' tab.

Some example JQL you might wish to use for your swimlanes:

  • Show all issues which belong to a particular component (e.g. 'User Interface'):

  • Show all issues which are due in the next 24 hours:

  • Show a separate swimlane for each member of your team, e.g.:

    and

(info) For more details, see the JQL documentation.



Editing Quick Filters

Quick Filters allow you (or anyone else using this Rapid View) to further filter the collection of issues appearing in the Rapid View. By default, a Rapid View contains two quick filters, called 'Only My Issues' and 'Recently Updated'. You can create quick filters if you wish; see examples below.

Default Quick FilterDefault JQLNotes
Only My Issues
Displays issues assigned to the person who is currently viewing this Rapid View.
Recently Updated
Displays issues that have been updated in the last 24 hours.

(info) Any additional Quick Filters that you create they will appear as buttons next to the 'Only My Issues' and 'Recently Updated' buttons on the Rapid Board.

To edit the quick filters for a Rapid View:

  1. Access the Rapid View Configuration for your Rapid View (see above), then click the 'Quick Filters' tab.
  2. Edit the quick filters as described in the following table and Screenshot 5 (below).

    To do the following:

    Do this:

    Add a new quick filter:

    In the blue area, type the 'Name', 'JQL', and optional a 'Description', then click the 'Add' button. Your new quick filter will be added in the top quick filter position.

    Change the name of a quick filter:

    Click in the 'Name' area of the swimlane, modify the existing name and click the 'Update' button.

    Change the JQL of a quick filter:Click in the 'JQL' area of the swimlane, modify the existing JQL and click the 'Update' button. (See the examples below for some suggestions.)
    (info) For JQL syntax, see Advanced Searching in the JIRA documentation.

    To delete a quick filter:

    Click the 'Delete' button at the right of the swimlane.

    To move a quick filter:

    Hover over the vertical 'grid' icon, then drag and drop the quick filter up or down to its new position.

    (info) When this Rapid View is used, the topmost quick filter appears in the leftmost position.

Screenshot 5: the 'Rapid View Configuration' screen — 'Quick Filters' tab.



Some example JQL you might wish to use for your quick filters:

  • Show all issues which are assigned to members of the "bugfix" group:

  •  Show all issues of type 'Bug':

(info) For more details, see the JQL documentation.