How to ensure new issues created display within board filter

[colleen.urquhart]

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.

[Shikha Verma · Accepted solution]

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:

• Triggers: Use triggers like "When an issue is created" or "When a field is updated."
• Conditions: Use conditions like issue type, status, or custom labels that are unique to each board.
• Actions: Set the field value automatically if the conditions match the characteristics of the board.

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.

[Anandhi Arumugam _Cprime_ · Accepted solution]

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.

[Dommalapati Chandrababu Naidu]

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

[Manoj Gangwar]

Hi @colleen.urquhart ,

Welcome to the Atlassian Community!!

To ensure that new issues created in Jira display within your board filter, follow these steps:

1. 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:

   • Navigate to your board.
   • Click on the three-dot menu (•••) in the top right corner of the board.
   • Select Board settings.
   • Go to General and find the Filter Query section.
   • Click on Edit Filter Query to review or adjust the JQL.

2. Verify Issue Criteria: Make sure that new issues meet the criteria defined in the filter. Common criteria include:

   • Project: The issue should belong to the project(s) included in the filter.
   • Issue Type: The issue type should match those specified in the filter.
   • Status: The issue status should align with the board's columns or statuses.

3. Check Board Columns: Ensure that the issue status aligns with the board’s column configuration:

   • Go to Board settings.
   • Click on Columns.
   • Verify that the issue status is mapped to the appropriate column.

4. Update the Filter if Needed: If the filter needs to be adjusted to include the new issues:

   • Go to Issues > Search for issues.
   • Modify the filter query to include the necessary criteria.
   • Save the updated filter and make sure the board is using this filter.