[JPD Premium] How to filter a board by a linked idea

[Zaar Hai]

My idea tree is Initiative -> Opportunity -> Solution -> Experiment.

I'd like to have a dedicated board for each Initiative as follows:

1. Card fields: Solutions + its Experiments
2. Group by: Opportunity
3. Columns: Status
4. Filter the board to only Opportunities/Solutions/Experiments belonging to a single Initiative

My struggle is with 4 - JPD doesn't understand transitive connectivity. Even if I link not just an Opportunity to the Initiative, but also all the Opportunity's Solutions, it would filter the cards, but not the Group By rows - the latter will still show all Opportunities rows, even from other Initiatives (hiding empty rows is very confusing since it also hides empty opportunities from the current initiative).

Have you considered supporting transitive connections in filters?

Or any other solution you can suggest?

[Utkarsh Agarwal · Accepted solution]

Hi @Zaar Hai 

You’re right – JPD doesn’t currently handle transitive filtering across linked ideas. Even if you link all Solutions and Experiments to an Initiative, the filter only checks the idea itself, so you still see unrelated Opportunity groups.

What you may try:

• Add an Initiative field on all child ideas. I use a single-select field for Initiative and either fill it manually or copy it down with automation when linking. Once every idea carries the Initiative value, filtering and grouping work as expected – only relevant Opportunities show up.
• Directly link all child ideas to the Initiative. Not ideal, but it helps if you don’t want to set up fields. Combined with “Hide empty groups,” it keeps the board cleaner.
• Switch to Roadmap/List views for hierarchy. They handle parent-child relationships better if you just need a clean Initiative-level view.

Also refer the feature update post shared recently: 📣 Feature update: Hierarchies in Jira Product Discovery 

Hope that helps!

Kind Regards
Utkarsh

[Zaar Hai]

Hi Utkarsh,

Thanks for following up.
I'm currently setting on the second workaround you suggested. It has some manual overhead so we'll see if resort to workaround one or wait till better filtering is available as Hermance says.

[Hermance NDounga]

Hi Zaar, 

Utkarsh is totally correct that's not possible for the moment though you can test csome proposed workaround, but I can share with you that we are carruently working on improving filters for hierarchies, as the feature is still in Beta nad what you describe will be possible when we release it in GA, so within the next 2-3 months 

Best Regards,
Hermance
Sr. Product Manager @ Jira Product Discovery

[Zaar Hai]

Thank you Hermance. It's great to know you guys are working on better filtering for hierarchies.