Ability to send hyperlink to filter or text search

Tom Strader
edited July 2016 in
I would really like the ability to hyperlink to filters and to URL encode text search.

For example, if i have a filter named "items for team X", i would like an easy ability to send an email with a hyperlink to "items for team X". It is often difficult to get users to go find the filter for themselves, especially managers who aren't in Jama every day.
A simple url extension such as ?projectId=11&filterId=1234 seems perfect.

In addition, being able to URL encode a filter would be even better
?textSearch=id:123456 OR 123457, which when URL encoded would look like ?textSearch=id:123456%20OR%20123457

or more advanced searches such as
?textSearch=+custom_field_a:some value +custom_field_b:some other value

I have a specific use case where if I can simply URL encode the list of API IDs and get jama to load that, we would be in really good shape.

Comments

  • Bob Dilly
    edited April 2016
    This is an interesting idea.  We could see during our evaluation that we would likely need many filters but we're really out of control, partly because we seem to do as many one-off projects where we have to invent new approaches in our use of Jama.

    Truth be told, we've ... err I've gotten sloppy about deleting filters when they are no longer needed making the mess even worse to deal with.  There have been a few suggestions that would help with "filter management" in the previous forum that sounded useful to me...

    Oh by the way, I discovered recently that you can create filters with the same name.  Someone independent created the same filter I did, and named it identically, but did see it because he was only looking at his favorites!!!   I expect a link would be less ambiguous!
  • Preston Mitchell
    edited March 2016
    This is a workaround (doesn't solve the true issue) but you can create a Project widget that contains the filter results
    imageimage 

    and then send a hyperlink to the actual Jama Project which opens the dasbhoard.  Go to any item and choose Actions > Email Link.  The first portion of the URL is a general project URL which opens the Project Dashboard.
    image
    Preston
    Jama Software
  • [Deleted User]
    edited June 2016
    Tom, I wanted to let you know that direct linking to a filter URL is going to be made available in our hosted offering soon. This means our fall on-premises release should have this function in it. We're working on creating contextual URLs to projects, items, containers and filters.
  • [Deleted User]
    edited June 2016
    I've marked this idea as Implemented, as the most recent hosted release (2015/05/20) included the ability to directly link to a filter, e.g. https:&#47;&#47;www&#46;yourjama/perspective&#46;req#/filters/56773?projectId=24121<br>One of our Product Managers, Derwyn, wrote an article outlining this feature if you'd like to see all that Contextual URLs bring to the table.
  • [Deleted User]
    edited June 2016
    Hi Kristina, we are using 2015.3 version of Jama (Dec build) but cannot see options for sharing URL to filters described here. This is an excellent feature that we would like to utilise as one way of reporting changes and status to managers and stakeholders. We can see the direct link to item options for individual items, as in the previous versions just not for filters. Are we on the correct version to see this enhancement? Thanks.
  • [Deleted User]
    edited June 2016
    Ivona, thanks for bringing this up. You aren't missing anything. As it turns out, this feature (URL Routing) did not make it into our latest on-premises release. The on-premises release focused on performance enhancements and bug fixes, so very few of the features seen in hosted made it in. So it's still yet to come.
  • [Deleted User]
    edited January 2016
    Kristina, thanks for explainining. Are there known timelines for when this feature would become available? Thanks.
  • [Deleted User]
    edited June 2016
    We haven't yet finalized the list of features for the next release, but if all goes to plan, 2016.1 (due in the next quarter) will include this feature. 
  • Trent Hirsch
    edited August 2017
    One other quick note: regarding the original feature request to be able to manually build a filter via URL encoding, it looks like this is possible with the new contextual URLs.  If you create a new filter and click the "View in List" button, the filter results will be shown under a filter preview URL with all the parameters. 

    Fair warning: the URL is crazy long and would undoubtedly require a lot of tinkering to make sense of it, but thought I'd share just in case.

    Example URL:
    [...]/jama/perspective.req#/filters/preview/{%22id%22%3Anull%2C%22filterAuthor%22%3A72%2C%22name%22%3A%22My%20Filter%22%2C%22scopeId%22%3A3%2C%22refId%22%3A87%2C%22isPublic%22%3Afalse%2C%22testCenterItemCategory%22%3Anull%2C%22currFilterId%22%3A8%2C%22smartFilterQuery%22%3A{%22filterRule%22%3A{%22id%22%3A0%2C%22operator%22%3A%22GROUP_AND%22%2C%22filterRules%22%3A[{%22id%22%3A1%2C%22parentId%22%3A0%2C%22operator%22%3A%22GROUP_OR%22%2C%22filterRules%22%3A[{%22parentId%22%3A1%2C%22id%22%3A2%2C%22docType%22%3A37%2C%22field%22%3Anull%2C%22operator%22%3A%22GROUP_OR%22%2C%22values%22%3Anull%2C%22filterRules%22%3A[{%22parentId%22%3A2%2C%22id%22%3A6%2C%22docType%22%3Anull%2C%22field%22%3A{%22id%22%3A256%2C%22name%22%3A%22name%22%2C%22display%22%3A%22Name%22%2C%22fieldDataType%22%3A2%2C%22type%22%3A1%2C%22actualDataType%22%3A%22string%22%2C%22canRemoveField%22%3Afalse%2C%22dataType%22%3A%22string%22%2C%22dataTypeId%22%3A2%2C%22documentFieldId%22%3A2%2C%22enumType%22%3A%22%22%2C%22field%22%3A%22name%22%2C%22hidden%22%3Afalse%2C%22isSocialTraceabilityField%22%3Afalse%2C%22isSynchronizeField%22%3Atrue%2C%22isWorkflowField%22%3Afalse%2C%22label%22%3A%22Name%22%2C%22mappedForImport%22%3Afalse%2C%22readOnly%22%3Afalse%2C%22required%22%3Atrue%2C%22sortOrder%22%3A7%2C%22triggerSuspect%22%3Afalse%2C%22userConfigurable%22%3Atrue}%2C%22operator%22%3A%22CONTAINS_WORD%22%2C%22values%22%3A[%22leak%22]%2C%22filterRules%22%3A[]%2C%22subQuery%22%3Anull}]}]}%2C{%22parentId%22%3A0%2C%22id%22%3A4%2C%22docType%22%3Anull%2C%22field%22%3A{%22name%22%3A%22modifiedDate%22%2C%22field%22%3A%22modifiedDate%22%2C%22dataType%22%3A%22date%22}%2C%22operator%22%3A%22IS_WITHIN_LAST%22%2C%22values%22%3Anull%2C%22filterRules%22%3A[]}]}%2C%22name%22%3A%22%22%2C%22projectList%22%3A[]%2C%22orderByRule%22%3A{%22id%22%3A7%2C%22field%22%3A{%22id%22%3A251%2C%22name%22%3A%22sequence%22%2C%22display%22%3A%22Heading%22%2C%22fieldDataType%22%3A2%2C%22type%22%3A1}%2C%22direction%22%3A1%2C%22nextRule%22%3Anull%2C%22value%22%3A251}}%2C%22showCategories%22%3Afalse%2C%22typeId%22%3A37}?projectId=87


    Same URL without % character encoding for slightly easier reading:
    [...]/jama/perspective.req#/filters/preview/{"id":null,"filterAuthor":72,"name":"My Filter","scopeId":3,"refId":87,"isPublic":false,"testCenterItemCategory":null,"currFilterId":8,"smartFilterQuery":{"filterRule":{"id":0,"operator":"GROUP_AND","filterRules":[{"id":1,"parentId":0,"operator":"GROUP_OR","filterRules":[{"parentId":1,"id":2,"docType":37,"field":null,"operator":"GROUP_OR","values":null,"filterRules":[{"parentId":2,"id":6,"docType":null,"field":{"id":256,"name":"name","display":"Name","fieldDataType":2,"type":1,"actualDataType":"string","canRemoveField":false,"dataType":"string","dataTypeId":2,"documentFieldId":2,"enumType":"","field":"name","hidden":false,"isSocialTraceabilityField":false,"isSynchronizeField":true,"isWorkflowField":false,"label":"Name","mappedForImport":false,"readOnly":false,"required":true,"sortOrder":7,"triggerSuspect":false,"userConfigurable":true},"operator":"CONTAINS_WORD","values":["Altitude"],"filterRules":[],"subQuery":null}]}]},{"parentId":0,"id":4,"docType":null,"field":{"name":"modifiedDate","field":"modifiedDate","dataType":"date"},"operator":"IS_WITHIN_LAST","values":null,"filterRules":[]}]},"name":"","projectList":[],"orderByRule":{"id":7,"field":{"id":251,"name":"sequence","display":"Heading","fieldDataType":2,"type":1},"direction":1,"nextRule":null,"value":251}},"showCategories":false,"typeId":37}?projectId=87

    ------------------------------
    Trent Hirsch
    Plexus Corp (On-Premise)
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 03-17-2015 16:46
    From: Tom Strader
    Subject: Ability to send hyperlink to filter or text search

    I would really like the ability to hyperlink to filters and to URL encode text search.

    For example, if i have a filter named "items for team X", i would like an easy ability to send an email with a hyperlink to "items for team X". It is often difficult to get users to go find the filter for themselves, especially managers who aren't in Jama every day.
    A simple url extension such as ?projectId=11&filterId=1234 seems perfect.

    In addition, being able to URL encode a filter would be even better
    ?textSearch=id:123456 OR 123457, which when URL encoded would look like ?textSearch=id:123456%20OR%20123457

    or more advanced searches such as
    ?textSearch=+custom_field_a:some value +custom_field_b:some other value

    I have a specific use case where if I can simply URL encode the list of API IDs and get jama to load that, we would be in really good shape.