How to show a “Recently Launched” column on a Now/Next/Later roadmap view in JPD?

[David Nadri]

We'd like to add a Recently Launched column to the left of our Now/Next/Later roadmap board view in JPD.

The goal is to show ideas that have just shipped, but only for a limited window (e.g. the last few releases or past 6 months). 

Right now, if I move items from “Now” to “Launched,” they’re gone from the roadmap — unless I manually create and manage a separate view. Ideally this column would dynamically filter for launched ideas within a timeframe, or, the view would filter out launched ideas after some timeframe, so we don’t have to remember to manually add/remove them.

 Has anyone set this up successfully, and if so, how? Thank you! 

[Bill Sheboy · Accepted solution]

Hi @David Nadri 

Your roadmap view is likely based on some field, such as Roadmap, to show Ideas in the columns.  And you seem to be describing adding another value to the field for "Recently Launched". 

One possible reason the "Launched" items are disappearing from the view is that value is excluded by the view filter.

And, if your view has a filter on any release date information in the delivery work items, or the Idea, that could be configured to only show items within the last 6 months.

And / or, an automation rule could be used the to update the fields so that items with linked delivery work items which have released / launched, move on the view to your desired value / column.

Kind regards,
Bill

[David Nadri]

@Bill Sheboy –  thanks for your response. I'm not sure I follow you.

To clarify, I already have a 'Released' value for the 'Roadmap' field.

The issue is that the 44 ideas in the 'Released' column below is ALL released ideas ever –  whereas, I only want to show the released ideas e.g. from the last 6 months (or some other dynamic way to show a subset of these released ideas). If you know of a way to achieve this, could you walk me through it please?

For example, let's say only 10 of the 44 are considered 'recently released', then only those 10 should be displayed in the 'Released' column.

[Bill Sheboy]

Thanks for that information, @David Nadri and, there are a couple of ways so solve this with automation: archiving and a custom field filter.

With archiving, and automation rule could check daily, and archive the work items which are released and older than 6 months.  Then they would automagically not display...but still be available to see in the archive.

With a custom field filter...

If your view used Filter on a "released date" field, it could limit which items displayed for that value only, versus the other columns. The challenge is the JPD filter feature does not support AND / OR syntax: it is all AND.

Thus a workaround would be adding a checkbox field which indicates "Hide From Roadmap", and set that field with a daily rule for the older, completed Ideas.  The roadmap filter would then only show items where the checkbox is "unchecked".

[Hermance NDounga]

Confirming what Bill said here, you can only use workarounds. 

I would personally actually split the Released status into "Released" and "Long-time released" (or anyway you want to call it). If in your reality it makes a big enough difference that something has been shipped more than 6 month ago that you don't even want them to appear on your board, then to me, their status should reflect it. 

In the case you don't want to split your status, then indeed create a checkbox field, as Bill suggested. 

Then I would reuse the automation rule idea, and maybe schedule a rule that looks at the last updated time. 

This is the one I have on my site 

the JQL on the scheduler is "updated <= -120d and "Idea archived[Dropdown]" is EMPTY" for all ideas that haven't updated for 3 month, then transition to the status Parking lot, in your case, it would 240d and transition to the "Long-tem release" or tick the checkbox. 

Best Regards,
Hermance
Sr. Product Manager @ Jira Product Discovery

[David Nadri]

@Bill Sheboy  @Hermance NDounga  – thanks for the help. I appreciate it. I spent some time trying the workarounds suggested, but honestly found them clunky, error-prone, and not scalable. 

One possible better solution seems to be column-level filters — so each column in a roadmap view can apply its own filter criteria. That would make it easy to keep views clean and focused (e.g. showing only recent items in Released, or narrowing other columns by timeframe, tag, or owner) without manual maintenance. 

@Hermance NDounga – Also, I noticed the public JPD Roadmap has a 'Launched' column that appears to be showing a subset of ideas. I assume at some point, those launched ideas move off the roadmap, otherwise, over time this column will just be a long list of everything the JPD launched ever. If they do move off at some point, could you please share how this is done? I may want to replicate it if it makes sense for us.

[Freyr Gudmundson]

For the columns, you could make your own version of the Roadmap field and make it multiselect. Then an item can appear on Now and Launched at the same time. The only caveat is that you have to manually add the Launched selection, if you drag it from Now to Launched it assumes a single select.

RE: the date filter. The Date type field has a filter of "within past months" which might work. I supposed you would have to have that set for every item though, not just the launched ones. What I would do is have another field which toggles if the item should be considered "recent" or not. Then you could Group By that field, which would then show Recent Launched things in one swimlane, and Not Recent Launched things in the next swimlane. Then you could simply hide Not Recent from the group by field. 

Finally, to move things from Recent to Not Recent, you could run a scheduled automation once a day that flips the toggle if Today is X days past Created Date.