How to setup roles in Jira User Stories (not licensed users)

Question

I need to create User Stories in Jira Scrum and Jira Core that include roles, but do not want to create a licensed user for this.  Example:  In an accounting application there are multiple roles such as AR Analyst or AP Processor roles that are part of the "As a …".  After creating a number of User Stories, I'd like to sort, filter, or display on the Board and other reports that are specific for that Role.   Do I need to crate a field called Role in all the Issues?

Jack Brickey · Accepted Answer

You certainly could create a role field and it would meet your requirements. However, you might consider using the existing Components field as it has the added benefit of being able to set the Assignee based upon the component.

Inactive Stephen · Accepted Answer

Hi @Robert Heavill

An alternative is to search for the role from within Description.

You can do this by searching description ~ "As a Role" - although it will locate the word in any part of the description, so if you had a story which mentions Developer but not as the role, it'd still pick this up.

You could use an app such as ScriptRunner to build a more exact query - such as looking for an exact match of "As a Role" in the Summary field.

But if you want it saved as actual metadata - so you could visualise the number of stories assigned to Role X - I'd say Jack's suggestion of component is ideal :)

Ste