# Project and Jira (JQL) filters

### Usage

Ativo programs supports the use of *Project* and/or *Jira (JQL) filters* to configure the scope of Teams, Programs and Program Increments (Periods) :

* In ***Settings > Teams*** Use a filter to define the scope of a team.

  <figure><img src="https://2916206105-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBAGNud2YIYXdGXre7dQK%2Fuploads%2FDxqSWk9bCm1XVT7nzz4J%2FTeams-filters.png?alt=media&#x26;token=95a1a770-ccf5-49d2-b7df-471c4af40f96" alt=""><figcaption></figcaption></figure>
* In **Settings > Programs** You can use filters (optionally – depending on the approach you chose) to refine the scope of epics (features) and issues included in the program.
* In **Settings > Periods** You can use filters optionally to further refine the scope of epics (features) and issues included in a program increment.

### [Project vs Jira filter](#user-content-fn-1)[^1]

There are two ways in Ativo to define a filter:

* With a Jira project(s) selection
* With a Jira (JQL) filter

Click on ‘Switch to Project filter’ or ‘Switch to Jira filter’ to select your preferred mode.

![](https://2916206105-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBAGNud2YIYXdGXre7dQK%2Fuploads%2FfvvoYumVhRKd3m8kvHE0%2FSwitch%20to%20Jira%20filter.png?alt=media\&token=d4a3e14d-1d37-4cba-977e-9be7b47f87cd)

### Project filter

Use a project filter to define the scope simply based on a Jira project. You can also select multiple Jira projects. If you only want to select a part of the issues in a project, then click on ‘Add a filter on a field’ to refine the scope based on a Jira field.

Note: only a subset of Jira fields (e.g. Single select custom fields, Multi select custom fields) are available to be used in a Jira Project filter. If you’d need more options, click on “Switch to a Jira filter” instead.

![](https://2916206105-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBAGNud2YIYXdGXre7dQK%2Fuploads%2F1OyatAvYUwRsgzceg0HH%2FJira%20manual%20filter.png?alt=media\&token=b9af185d-7135-4c7c-81e9-410fd0e5c538)

### Jira (JQL) filter

You can use a Jira (JQL) filter to define the scope for more complex scenario’s, or if you simply prefer to use Jira filters directly.

You can type in a part of the name to let Ativo search for that filter. When selected, information is displayed about the filter.

![](https://2916206105-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBAGNud2YIYXdGXre7dQK%2Fuploads%2FnJDGtmmKMuCmIDjrU0PU%2FJira%20filter.png?alt=media\&token=675b4e7b-97b1-4c50-bc31-b1068dcfabc7)

### Jira filter restrictions

Ativo Programs supports all Jira (JQL) filters as long as they are:

* **Shared.** Filters must be shared in order to be used in Ativo Programs. Filters that are not shared can only be used by the author, and prevent any collaboration.
* **Contain a project**. Filters must contain at least a Jira project or Project category. This ensures we are adding Ativo custom fields to the right screens.
* **Only contain Company Managed Projects.** Team-managed projects are not supported to be used in Ativo Programs, as they lack collaboration functionalities (e.g. contributing to an Epic in another project).

Note: the ***create new issue inline*** panel only supports filters with simple JQL queries.

### Ordering

For Project filters, the ordering is done based on the ‘Rank’ field.

For Jira (JQL) filters, the ordering of the filter is used.

Note:

* The “Order by” used in the optional program issue filters overrides the “Order by” from Team filters.
* The “Order by” used in the optional period (program increment) filters overrides the “Order by” from Team and Program filters.
* If no order is specified, the ordering is done based on the Rank field by default.

[^1]: