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Filter for Past Due Actions

Bruce Thomas August 29, 2019

I would like to develop a filter to show all past due actions for the current date.

 

Example:

1. Actions which should have started but have not.

2. Actions which should have ended but have not.

1 answer

0 votes
Max Foerster - K15t
Community Champion
August 29, 2019

Hi Bruce,

welcome to the community! How experienced are you using JQL? Because in general I'd say we can build the needed filter for you but we're lacking information here.

  • How does "actions which should have ended" translate to the way your Jira is configured and how you're using it? Are you using resolutions? Are you just using a specific status?
  • How does "actions which should have started" translate to the way your Jira is configured and how you're using it?
  • are you using the Due Date system field or any other field to determine what is past due and what not?

I also recommend reading the following articles and documentation:

Best, Max

Bruce Thomas August 29, 2019

Max,

 

Thanks for the response, below are responses to your questions.

 

  • How does "actions which should have ended" translate to the way your Jira is configured and how you're using it? Are you using resolutions? Are you just a specific status?
    • Response - We are using "To Do," "Working," and "Resolved."
  • How does "actions which should have started" translate to the way your Jira is configured and how you're using it? are you using the Due Date system field or any other field to determine what is past due and what not?
    • Response - We are using Start and End dates. Basically, the Start date is when we plan to start the action or Process Improvement event. 
Max Foerster - K15t
Community Champion
August 29, 2019

Hey,

so from what you are saying the following query could be satisfying but you will have to check it yourself and make sure to reference the correct fields. The advanced issue search offers a great auto-complete feature to help you. It's just very important to use parentheses to glue the logical groups together 

(status = "To Do" AND "Start date" < now()) OR (status != Resolved AND "End date" <= now())

The first half translates to "Every issue in the status "To Do" with a start date earlier than now". That seems correct, right? 

And the second half translates to "Every issue which status is not equal to "Resolved" and with an end date earlier or equal to now.

Best, Max

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Bruce Thomas August 29, 2019

Thanks

Bruce Thomas August 29, 2019

Max,

 

This is what I tried but it's not working...

 

project in (PSNS, PSNSPLTEAM, SEA4X, NIP) AND issuetype in (Development, Documentation, Epic, Event, Idea, Improvement, Prototype, Story, Task) AND status in ( "To Do" AND "Start date" < now()) OR (status != Resolved AND "End date" <= now()) AND assignee in (membersOf("psns1040-psns-c/1040 team"))

Max Foerster - K15t
Community Champion
August 29, 2019

As said parentheses are very important. Currently, the search will be interpreted as:

project in (PSNS, PSNSPLTEAM, SEA4X, NIP) AND issuetype in (Development, Documentation, Epic, Event, Idea, Improvement, Prototype, Story, Task) AND status in ( "To Do" AND "Start date" < now()) 

OR

(status != Resolved AND "End date" <= now()) AND assignee in (membersOf("psns1040-psns-c/1040 team"))

 

And status in ( "To Do" AND "Start date" < now())  is not valid JQL and you should get an error. :)

(project in (PSNS, PSNSPLTEAM, SEA4X, NIP) AND issuetype in (Development, Documentation, Epic, Event, Idea, Improvement, Prototype, Story, Task) AND status in "To Do" AND "Start date" < now()) OR (project in (PSNS, PSNSPLTEAM, SEA4X, NIP) AND issuetype in (Development, Documentation, Epic, Event, Idea, Improvement, Prototype, Story, Task) AND status != Resolved AND "End date" <= now() AND assignee in membersOf("psns1040-psns-c/1040 team"))

Please try that query.

Bruce Thomas August 29, 2019

Got this respionse: Operator 'in' does not support the non-list value '"To Do"' for field 'status'.

Max Foerster - K15t
Community Champion
August 29, 2019

Oh yes, I wrote status = "To Do" initially and copied the mistake over from your last expression. So try that or write status in ("To Do"). And again try a) writing the expression piece py piece using auto-complete to fill in correct values and to understand how the different parts work and b) consider having a look at the documentation as well where everything is described. JQL is like the best-documented feature of Jira ;) 

By the way, if the assignee piece is relevant for the first half too, don't forget to add it there as well!

Bruce Thomas August 29, 2019

Got it to work, thanks for the advice. 

 

project in (PSNS, PSNSPLTEAM) AND issuetype in (Epic, Improvement, Prototype, Task) AND status in ("To Do") AND "Start date" < now() AND "End date" <= now() AND assignee in membersOf("psns1040-psns-c/1040 team")

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Max Foerster - K15t
Community Champion
August 29, 2019

Happy to hear that Bruce!

Max Foerster - K15t
Community Champion
September 18, 2019

Hey Bruce,

just checking back with you. Please consider accepting answers in the community if they provide a solution to your question so other users can better identify answered questions around here. Thanks a lot! :)

Best, Max 

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