I have two boards within one project, that I've created filtered views for. What's the best way to ensure new issues created within each board has the right field information applied, so it doesn't disappear?
I can't make the field mandatory that I used to apply the filters, as that would affect other projects. I've looked into automation but I can't find a condition for board filter / filtered view.
I can just imagine at some point, someone will forget to add the condition, when creating a new ticket and it will be lost into oblivion.
Hi Colleen
1. Board-specific Automation: While there may not be a direct condition for board filters, you can use automation to apply the required field value based on other conditions that distinguish the boards. For example:
2. Template Issues: Create issue templates for each board with the appropriate fields pre-filled. When creating a new issue, instruct users to start from these templates. This reduces the risk of missing fields.
3. Board-specific Workflows: If your project management tool allows it, create board-specific workflows where certain fields are set automatically upon creation. The workflow can set the field based on the board context.
Hi @colleen.urquhart You could try a few things
1. Try to set default values for the custom fields in their contexts
2. If your filter insists on specific field values, then please have Automation set the values based on the other fields filled in
3. But if you want user to decide on the value, then the only way is to set them as mandatory
4. If this is cannot be applied, please tweak the board filters to avoid confusion.
Hope this helps.
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Hi @colleen.urquhart ,
Welcome to Atlassian Community!
You can edit the board filter to display the the issue in the board.
Please navigated board and click on three dots and choose configure board option.
Thannks,
Chandrababu
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Hi @colleen.urquhart ,
Welcome to the Atlassian Community!!
To ensure that new issues created in Jira display within your board filter, follow these steps:
Check the Board Filter Query: Ensure that the JQL (Jira Query Language) used for the board filter includes criteria that match the new issues. To check or modify the board filter:
Verify Issue Criteria: Make sure that new issues meet the criteria defined in the filter. Common criteria include:
Check Board Columns: Ensure that the issue status aligns with the board’s column configuration:
Update the Filter if Needed: If the filter needs to be adjusted to include the new issues:
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