Bulk edit shared team for Jira tickets in Advanced Roadmap

[Tina Park]

Current setup:

• 5 teams configured in Advanced Roadmap
• Hierarchy Epic -> Story
• Set Teams to Epic tickets
• Issue source is a filter for epics and story tickets
• View setting Group by Team
• Assigned correct Teams to Epic tickets only

Problem:

The current setup means I have a whole lotta epics and story tickets that falls under Unassigned because all the children tickets do not have Team assigned to them. I can't group by Project for view because some of the Story tickets are cross teams and so messes up my view hierarchy. Ie. A Team -> Epic tickets for A Team, B team, etc.  I need the view to be A Team -> Epics (for A Team only) -> Progress (Issue count) 

Ask:

How do I bulk edit all the story tickets to assign the correct Team? I tried but I'm not allowed and it says Plan level teams can only be assigned from the Plan. Which means hundreds of manual changes to each story ticket. 

[Ste Wright]

Hi @Tina Park 

In case this is still an issue for you, there is more than one way to do this.

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Advanced Roadmaps

You should be able to do it from the Roadmap view:

• Select the Scope you wish to modify from the left-hand column (checkboxes)
  • You can select the whole list using the checkbox in the title row
  • You can select a sub-section of the list in bulk (eg. an Epic and all its Stories) by selecting the top row of a sub-section, then the bottom of it whilst pressing Shift
• Just above this section in the dropdown Bulk Actions select Update > Team
• Update the Team

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If this does not work, you should still be able to set the Team using Bulk Change:

• Go to Issues (top navigation bar) > Search for Issues
• Search for the relevant Issues
• Select Tools in the top-right corner > Bulk Change
• Next...
  • Step 1: Select all relevant Issues using the checkboxes. The "select all" checkbox is in the title row
  • Step 2: Select Edit Issues
  • Step 3: Locate the Team field (you can use Ctrl/Cmnd + F) - and select a Shared Team
  • Step 4: Confirm the operation

Once the bulk change has completed, the Epics/Stories should then have the Team set

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Notes

• If there are no "shared teams" to select in Bulk Change - make sure the relevant Team(s) are created as Shared Teams, not just generated by a Plan itself.
• You can do this via...
  • Plans (top navigation bar) > Manage Shared Teams
  • Create a new team using the button in the top-right
• See more information on Shared Teams on this help page

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Let us know if this helps!

As a final note, you could also consider automating the population of Team on an Epic's child issues in future - you could do this using Automation (if it's available on your instance), or using an App which provides additional automation/scripting features from the Marketplace

Ste