Excluding items with status of "Backlogged" from a plan

[Benjamin Peikes]

We've added a filter to our Plan to exclude issues with Status of "Backlogged" but it seems like for items to not show up, every item in the hierarchy has to be backlogged. i.e. if you "Backlog" an initiative, if you don't backlog every item that was under it (which doesn't appear easy to do), it's going to show up in the plan.

Is there a better way of managing this?

[Trudy Claspill]

Hello @Benjamin Peikes 

Do you have access to an app that extends JQL functionality, such as ScriptRunner?

My thought is that you would create a filter that would dynamically find all the issues with a Backlogged status, and then dynamically find their child issue, surround that with "issue not in ()", and then add that filter as a Source for the Plan. That sort of dynamic filtering would not be available with native Jira capabilities. I have tried to actually construct and apply such a filter in a plan so this idea is not fully vetted.

As an alternative, you could use Bulk Change or an Automation Rule to automatically transition all child issues to Backlogged upon the parent issue being transitioned to Backlogged. You might also then need to use Bulk Change or an Automation Rule to transition the children out of Backlogged if the parent is transitioned out of Backlogged. The JQL function portfolioChildIssuesOf() can be used to get all issues under a parent based on the parent's issue key. That is a native JQL function in the Premium subscription. You could use that either in an Automation Rule or interactively in the View All Issues screen to find all the children issues needing to be changed.