JPD to Jira Roadmap Automatic work selection

[Michael Ball-Marian]

I posted this under JIRA / Advanced Roadmaps, but got no response. Cross-posting here to see if I get an answer. 

I have searched rather extensively, but found no good answer to this plan. Most specifically, I have read: 

https://www.atlassian.com/software/jira/product-discovery/resources/handbook/roadmapping#how-to-create-roadmap 

That document includes some videos on how to combine JPD Roadmaps and Jira Plans. However, the examples they use are simplistic, and show a system with only a few ideas. 

My question is: How do you create a plan / filter that only includes work for which the associated ideas are "NOW" on the roadmap, or in-progress, or some other set of criteria, etc?

This does not seem possible using JQL. 

What I might want is something like:

All issues that "implement" an idea where the idea status is in (In Progress, Planned). Or any other Idea-level property. But it seems impossible to traverse up from Epic/Story to their associated Idea properties. 

Alternatively, what other means are available to link a JPD roadmap to an execution plan?  The only option I see is to manually select JPD ideas one-by-one. That seems like a painfully manual and error-prone process.  

Thanks!

[Jens Schumacher - Released_so · Accepted solution]

Hi Michael, 

You can’t make Plans/JQL “look up” JPD idea status directly, but you might get close by mirroring idea data onto the epic and planning off that. The basic pattern is: keep one or two epic fields in sync with the linked idea, then use those fields in your plan filter.

Concretely: create epic fields like “Discovery status” or a checkbox “NOW”. Then set up an automation rule that triggers when an idea is linked to a delivery issue, or when the idea’s status / Now‑Next‑Later bucket changes. In the rule, branch over linked issues, find the parent epic, and update those epic fields from the idea’s fields. Your Jira Plan then just filters on the epic fields (e.g. Discovery status in (Now, In Progress)), giving you an automatically maintained execution view that reflects your JPD roadmap.

[Kamila Czubaj]

Hey,

The question is what granularity of information you want to see. In JPD you can see the delivery progress of the linked delivery items and you can play with the views to show only the ideas in "Now".

In Jira plans you can group by idea or show the idea as a filed in the view. So the above solution might be a workaround.