How to: Connect Gadgets with Dynamic Filter Controller

A step-by-step guide to setting up the Dynamic Filter Controller and connecting all your charts and tables to it.

What You Need

• At least two gadgets already on your dashboard (Custom Charts, Issue List, Time in Status, Pivot Table, CFD, or WIP Aging)
• Edit access to the dashboard

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Step 1: Add the Controller

1. Open your dashboard in edit mode
2. Click Add gadget → search for "Dynamic Filter Controller" → click Add

Best practice: Add the controller FIRST, before adding other gadgets. It is easier to connect gadgets to a controller that already exists.

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Step 2: Set the Base Data Source

The base data source scopes all connected gadgets.

1. In the left panel, select your source type:
   • Projects for a simple project-level dashboard
   • Custom JQL for precise scoping (e.g., project = TEAM AND issuetype in (Story, Bug, Task))
2. Search for and select your project or enter your JQL

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Step 3: Add Filter Fields

Filter fields are what users interact with in the bar.

1. In the settings panel, go to the Fields tab
2. Click + Add Field
3. Add these common fields:
   • Sprint (Jira Field type)
   • Assignee (Jira Field type)
   • Priority (Jira Field type)
   • Issue Type (Jira Field type)
   • Status (Jira Field type)

Refer to Setup & Filter Types for all filter field types.

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Step 4: Add Preset Tabs (Optional but Recommended)

1. In the live preview area, click + next to the existing tab
2. Create tabs for common views:
   • All Work (no filters)
   • This Sprint (Sprint = active sprint)
   • My Issues (Assignee = currentUser())
   • Bugs Only (Issue Type = Bug)
3. Rename each tab by clicking its name

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Step 5: Save and Note the Reference ID

1. Click Save gadget
2. The saved gadget shows a Reference ID (e.g., "ABC123")
3. Copy this ID - you need it to connect other gadgets

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Step 6: Connect Each Gadget

For every chart or table you want the controller to drive:

1. Open the gadget in edit mode
2. In the left panel, change Source Type to Dynamic Filter Controller
3. Select your controller from the dropdown (identified by Reference ID)
4. Click Save gadget

Supported gadgets: Custom Charts, Issue List, Time in Status, Pivot Table, CFD, WIP Aging Charts

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Step 7: Verify

Click "Show Connected Charts" on the controller - all connected gadgets are highlighted on the dashboard.

Common Issues

See Connecting Gadgets for more detail.