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Can Jira automatically add epic links to cards based on quick filters which filter by epic link?

James Williams_hqwtpg

Apologies if this is a stupid question, or has already been answered.

The way we are using Jira is to have one Jira 'project' which contains multiple 'development projects'. This means we can see all the work that is in progress, testing etc without having to jump around onto different projects and Kanban boards. We use quick filters for these development projects to allow developers to focus on issues for a specific project.

However, when adding an issue into the backlog with the quick filter for the epic applied, they manually have to add the epic link- which occasionally they forget to do.

It would be great if when they have a quick filter applied and are adding an issue for Jira to automatically add the epic link that is referenced in the quick filter. Is there a way of doing this?

Accepted answers

Bill Sheboy

Hi @James Williams

I do not believe what you ask is possible with built-in automation features.

When using a quick filter, the individual user is doing so from the browser they have open to access Jira. An automation rule cannot access the information for your browser instance.

If you flip your use case around (and I make some assumptions)...other users of Jira often use different Jira projects for different teams/products/project delivery. When they need a combined rollup view, they create a board with a filter to span each of the separate projects, such as project IN (A, B, C, D) ORDER BY Rank

As your development projects seem to be driven by the association of work to Epics, perhaps consider adding work items (issues) while viewing the Epic; that will automatically associate the child items to it.

Kind regards,
Bill

All comments

John Funk

Hi James - Welcome to the Atlassian Community!

So, this is not very straightforward, but I believe you might be able to get it accomplished with an Automation for Jira rule.

Create a rule based on Issue Created trigger.

Then add a Condition based on JQL and include the query from the Quick Filter.

Then add a new action for Edit Issue. There select the Epic Link field and populate it with the Epic Link key for that query associated with the Quick Filter.

If you are new for Automation for Jira, here is some base information:

There are two types of automation:

Global: In the Free version, you get 100 executions per product, per month
Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453

Rix Williams

Also searching for this

James Williams_hqwtpg

Could you give an example of the JQL for this? We have many quick filters for the many dev projects we have on the Jira project.

John Funk

The JQL will be the same code in your Quick Filter.

James Williams_hqwtpg

Apologies John, this is not working. We have many quick filters- see image. So we cannot just reference one quick filter jql e.g. "Epic Link" = SIM-20 as we need the automation to be able to correctly apply the epic link that has been selected in the quick filter. Screenshot 2022-10-11 144357.png

Bill Sheboy

Hi @James Williams

I do not believe what you ask is possible with built-in automation features.

When using a quick filter, the individual user is doing so from the browser they have open to access Jira. An automation rule cannot access the information for your browser instance.

Kind regards,
Bill

James Williams_hqwtpg

Thanks Bill. That is really useful.

Mindy Johnson_48v2xz

It would also make sense to have a different entry screen for issues where the EPIC link is mandatory and the issue cannot be created without attaching to an EPIC.

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