Move issues to different board on transition to specific status

Hi everybody,

I'm currently in the process of trying to figure out how to automatically move issues from one board to another, and I'm having trouble finding a solution. To clarify let me explain why I want to move them:

Currently my company has several departments. The technical department is in charge of system administration, web development and development of the inhouse software. Right now only the technical department uses JIRA , but we want to expand to the other departments as well. One of the things that will happen a lot is that an issue will be created in the technical departments board, go through several transitions there, and on transition to for example a Test status, need to be transferred to the board of the department that requested the issue to test. At this point they'd go through their workflow and might discover something that would require it to go back to the technical board, or set it as Done there.

From what I understand moving issues automatically is a pain in the behind, but simply cloning the issue to the other board wouldn't fix the part of the process where the issue would be sent back to the first board. Then you'd have to somehow sync the two issues, and I haven't found a solution for that either.

Any suggestions would be appreciated.

1 answer

1 vote

Let's start with the flawed assumption in the question.

Issues do not "move" between boards.  Boards select issues based on the data on the issues.

This actually makes the solution for your case very simple.  You set up one board holding some of the steps in the workflow, and another board with other steps.

Let's say you have a workflow who's ideal path is

New -> in dev -> waiting for test -> in test -> done

A board for the developers should have three columns with status in them of New, in dev, and waiting for test.  A board for the testers then has waiting for test, in test and done.

 

You're correct, there's no moving between boards, I got that mixed up with projects. Of course, if I was to add an Agile board with an In Test workflow, that'd still be in the same sprint. Since it'd be a completely different department running the testing part they'd have to use both their own project and board, and then additionally use the In Testing board of my departments project. 

You don't need to have a separate project, just have a board that shows issues in the status each team is interested in and not the ones they don't care about.

hi Nic!  I have a similar situation as Morgan.  

 

we have a dev/QA workflow on our board that goes as follows

To Do > In Development > Ready for Review > Review in Progress > Ready for QA > QA in Progress > Waiting for Acceptance > Done

Right now our 'Done' column means that it is Developer/QA 'Done' and Product Owner has 'accepted it as meeting requirements'.  This means we are ready to send the product to our Implementations Managers to give to our external clients for approval.

What I am needing is a way for those 'Done' stories to show on another board that the Implementation Managers can use to track their progress with the client and notify IT department that it can be moved to production. 

Any suggestions?  Can I just set up a new board that pulls the 'done' stories and show them there?

Yes, you can create a new board, where "done" for the developers means "ready for implementation" for the clients and implementation managers.

perfect!  Thanks Nic!  Then do I just add new statuses to the 'new board' for the implementation managers or do I need to add onto the workflow?

They need to go into the workflow, because you can't get to them if they are not.

You won't be able to use them on the boards until they're actually available

got it. Thank you.

@Stephanie Barlow How did you handle this in the workflow? I'm in a similar situation where 'Done' for Developers in one board means 'Ready for QA'  on the QA board (we run separate Dev and QA sprints)

Have a read of the original answer above - the last two paragraphs answer you.

@Nic Brough [Adaptavist] I was not specific in my question - I was looking for steps on creating such a workflow. I realized after I posted my question that  I did not have admin rights and was not able to edit workflows. I'm getting that set and should be able to experiment.

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