How to ensure new issues created display within board filter

Question

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.

Anandhi Arumugam _Cprime_ · Accepted Answer

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.

Shikha Verma_xy1o3z · Accepted Answer

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.