Advanced Roadmap - Epics not displayed for Initiatives when Filters are used

[Ravee Sundar]

Team - I'm using Advacned Roadmap. I have a filter that filters the required initiatives from my project. In advanced roadmap, I added this filter as issue source in Plan. The roadmap only shows the initiative and does not show the Epics and stories.

I ensured Epics parent link is linked to the initiative.

When i checked the respective epic key in "Find your issue" - it says "This issue isn't included in the plan's issue sources". 

The question is:  "how to create filters of initiatives that includes epics, stories and sub-tasks"

[Trudy Claspill · Accepted solution]

Hello @Ravee Sundar 

If you are working with only the native query capabilities of Jira, the only method to get an "initiative" and all the issues under it through all the layers is with the portfolioChildIssueOf() function.

https://support.atlassian.com/jira-software-cloud/docs/search-for-advanced-roadmaps-custom-fields-in-jql/

The function takes as input a single explicit issue key; i.e.

issuekey in portfolioChildIssuesOf("INIT-001")

You would need to construct a source filter such as:

issuekey in (INIT-100) OR issuekey in portfolioChildIssuesOf("INIT-100") or

issuekey in (INIT-200) OR issuekey in portfolioChildIssuesOf("INIT-200")

If you have access to third party apps that extend JQL capabilities then you may have access to a function that would allow you to provide a filter as input instead, such as:

Filter for initiatives: i.e. issueType=Initiative and Team=X

issueType=Initiative and Team=X or (issuekey in recursiveChildIssueOf("issueType=Initiative and Team=X"))

Do you have access to any third party apps that extend JQL capabilities?

[Ravee Sundar]

Thank you @Trudy ClaspillThe nested issueKey query you mentioned took care of my requirement. We are not currently using third party apps that extends JQL capabilities. What apps do you suggest for these type of requirements.

[Trudy Claspill]

There are several apps that extend JQL capabilities. Not all provide the same functions.

https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=jql

The one I am most familiar with is from Adaptavist - Enhanced Search (or their app that includes enhanced search and more - ScriptRunner). From that app I think the applicable function would be childrenOf()

https://docs.adaptavist.com/sr4jc/latest/features/scriptrunner-enhanced-search/jql-functions#childrenof