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Tracking Request Types and Portal Groups

Brittany Haney
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February 27, 2023

Portal Groups are "creative, change request, simplycrm etc..." then we have request types under each such as "print graphic, digital graphic etc". 

I have not been able to successfully track request type in any of the widgets provided for the dashboard. I'd like a live count of how many of each request type we have.

Additionally, when a ticket comes in, I want it to identify the chosen portal group. So far I can add the request type field in a ticket but that's much more specific. I just want it to pull "creative" rather than "print graphic or digital graphic"

 

Portal GroupsPortal.jpgCreative Request typesPortal request types.jpgWant a portal group fieldRequest type but no portal group option.jpg

Want to track request type as a count or pie chartWant to be able to just pull request type as a count or pie chart.jpg

1 answer

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Dave Mathijs
Community Champion
February 27, 2023

Hi @Brittany Haney welcome to the Atlassian Community!

You cannot display the portal group directly on a filter, so the only alternative is to group the request types belonging to one portal group.

Example:

project = <project name> AND "Request Type" in ("<request type 1 of portal group A>","<request type 2 of portal group A>","<request type 3 of portal group A>")

Brittany Haney
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
February 27, 2023

Thank you! Hopefully Jira sees value in being able to track these things more easily in the future. List view is better than nothing but for management to be able to take a quick look at KPIs that matter to them I really need this in a dashboard.

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Dave Mathijs
Community Champion
February 27, 2023

Thanks to click the Accept answer button if my answer helped you in any way.

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