The Canned Search Gadget is designed to empower JIRA Jira users to search for issues quickly without the need to re-enter all the same criteria again every time.

Scenario

...

For example, when a helpdesk When a help desk officer picks up a call, he will need to find out quickly all the outstanding tickets reported by caller. He can find it by via 2 methods.

Method 1: Quick Search

1. Enter the name of the customer in the Quick Search box
2. Filter out the correct JIRA Jira project and issue type visually 
3. If necessary, need to click on the issue to display the custom fields

Method 2: To enter the issue navigator to fill in the search criteria

1. Enter issue navigator
2. Select the project
3. Select the issue type or request type
4. Select the customer name custom field
5. Enter the customer name in the customer name box

...

With Canned Search Gadget, it is only required to

1. Enter the customer name and type
2. Click on search

How to do it

...

The Canned Filter adapts an existing JIRA Jira filter and allow allows you to select which fields to appear be displayed for searching and which fields to stay fixed

• Create a new Canned Filter by adapting an existing filter 

  • A possible filter can have the following JQL could be: (1) to list out all the Delivery issues from the (2) Support Project that has (3) not been resolved (Resolution is empty) and the (4) Customer Name contains Bruce

    Code Block
    project = support and issuetype = delivery and "Customer Name" ~ "Bruce" and resolution is empty

    
    

  • Let's called this saved filter as Outstanding Delivery Issues
  • Select Manage Canned Filters under the Issues menu 
    
    
    
  • Click on Add Canned Filter 
    
    
    
  • Select the filter to be adapted from (e.g. Outstanding Delivery Issues). It is also possible to draft the JQL directly too
    
    
    
  • Then click on the Select Variables link to proceed to step 2 
    
    
    

  • Set the Customer Name field to be dynamic by clicking on the corresponding Select checkbox 

    Note
    A) -> The original value is replaced with an underline B) -> It is possible to select the type of input box in the search gadget for that field C) -> It is possible to display another name in the search gadget for that field

    
    
    
    

  • Click on Access Rights link for step 3
  • You can configure which user or groups will be able to use that Canned Filter. Remember to check the Restrict Access to List box if you want to restrict viewing.
     
    
    
  • Click on Save button to save. The list of Canned Filters is updated
    
    
    
    
    
• Create a dashboard named Customer Support 
  • Select  from the Tools menu
    
    
    

  • Enter the details as shown in the screen below and click on the Gray Add button

    Tip
    If you want to limit access of this dashboard to the Customer Support Helpdesk, rememember to click on the + Add button indicated by the red arrow

    
    
    
    

• Add a Canned Search Gadget into the dashboard
  • Click on the Add Gadget link to bring up the Gadget Directory 
    

...