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How to filter on the customer field 'Team'

Andrew.Heawood · 2023-01-13T16:29:39+00:00

(Company managed software project) Steps: * Go to 'Plans' | 'Shared Teams' * Create a team called "Digital Customer Platforms" and assigne people to it * Go into an issue in my project, go to 'Configure' * Go to 'Custom fields' * Navigate to the field 'Team', add it to a the screen used in my project * I can now see the…

Andrew.Heawood

(Company managed software project)

Steps:

Go to 'Plans' | 'Shared Teams'
Create a team called "Digital Customer Platforms" and assigne people to it
Go into an issue in my project, go to 'Configure'
Go to 'Custom fields'
Navigate to the field 'Team', add it to a the screen used in my project
I can now see the field 'Team' in my issues and proceed to populate the field with the team I created 'Digital Customer Platforms'.

So far so good. Now I want to create a Quick Filter on the Project's Board to filter on the 'Team' field.

Go to 'Board Settings'
Go to 'Quick filters'
Type in the name of the filter 'DCP'
Type in the following JQL: Team = "Digital Customer Platforms", add a description and click 'Add'.
Click on 'Back to board'
The new Quick filter 'DCP' is displayed but when I click on it I get zero results. All of my issues (their are 19 of them) disappear. All 19 have the 'Team' field 'Digital Customer Platforms'.

I'm stuck. I've googled for 2 hours and no luck

Accepted answers

Dave Coop_4jev66

Hi @Andrew.Heawood I ran into the same challenge and the easiest way I found to create a Team ID (not a number) that can be used in JQL filters was:

1. Open any Jira Board using the Configure Board option

2. Navigate to the Quick filters option and select Create quick filter

3. Within the JQL query field, type Team = and then it should present a dropdown with your Team names.

4. Whenever you select an option it will then show its complicated ID value that you can then copy and paste into regular JQL filters.

Note: Once I did the above steps, I noticed I was then able to see the Team options display in a regular Jira Filter without having to go within a Board. Maybe there was a network issue when I tried this initially, but this is even easier than having to go into a Board's Quick filter:

Hope this helps!

All comments

Trudy P Claspill

Hello @Andrew.Heawood

Welcome to the Atlassian community!

Can you go to your Board Settings > Card Layout and add the Team field to your cards, and confirm you can see the "Digital Customer Platforms" team displayed on the cards?

When you created your Quick filter and entered the team name, did it automatically convert to a number, or is it displayed as text? Can you show us that Quick filter definition? When I built a Quick Filter using Team, the text name of the team was automatically converted to its unique numeric ID

Screen Shot 2023-01-13 at 9.46.02 AM.png

If it is not automatically converting in that way, then there may be more than one "Team" custom field, and you may not be getting the right one in your filter.

Walter Buggenhout

Hi @Andrew.Heawood and welcome to the Community!

The advanced roadmaps teams you refer to are referenced with a number rather than the team name. And so, in order to make your quick filters work, you should use the numeric value that represents the team instead of its name.

It is indeed not quite easy to retrieve what number matches the team name. To find out, navigate to Filters > Advanced Search and - in JQL mode - enter your filter the way you mention it in your question. When you execute the search, the name will automatically be converted into the number you need. Then use that filter to apply in the quick filter settings of your board.

Hope this helps!

Andrew.Heawood

hank you Trudy...I can confirm that the 'Team' field was already added to the cards and that I can see the Team (Digital Customer Platforms, see attached screenshot) displayed on the card.

When I created the Quick Filter the name does not automatically convert to a number, it stays as text (attached screenshot). As Walter alluded to in his comment I need to try and enter the Team number but I am having issues finding it (see my reply to Walter).

Team quick filter.png Web capture_16-1-2023_113432_flexlinkict.atlassian.net.jpeg

Andrew.Heawood

Thank you Walter...I tried that but the number doesn't come up, it just stays as text (see screenshot attached).

Filter JQL.png

Dave Coop_4jev66

Hi @Andrew.Heawood I ran into the same challenge and the easiest way I found to create a Team ID (not a number) that can be used in JQL filters was:

1. Open any Jira Board using the Configure Board option

2. Navigate to the Quick filters option and select Create quick filter

3. Within the JQL query field, type Team = and then it should present a dropdown with your Team names.

4. Whenever you select an option it will then show its complicated ID value that you can then copy and paste into regular JQL filters.

Hope this helps!

Andrew.Heawood

Thanks Dave...yes I found that ugly long string. And I discoverd that Team ID is equal to the final digit in that string (in my case '5'). I tested it by creating automation that would pre-fill the Team name into newly created cards using:

{
"fields": {
"customfield_10001":"5"
}
}

Where "5" is the Team ID and it works a treat!

Dave Coop_4jev66

Wow, your find makes JQL life even easier! Thanks, Andrew.

Kristina Bietina

You saved my day, @Dave Coop

Amazing workaround

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