Custom Filter

[Roman Zolotarevskyi]

Hi all!

I have the hierarchy: Client (Epic) > Project (Story)

Each Project contains the field SalesRepresentative

I need to create a custom filter, where I select Client who has POC into it's name + Project has POC into it's name + where SalesRepresentative = Maria + status 'In progress'

Could you please help?

[Trudy Claspill · Accepted solution]

Hello @Roman Zolotarevskyi 

Do you want the "Projects" (Stories) with POC in their name only if they belong to a "Client" (Epic) that also has POC in its name?

It sounds like what you want is...

Epics where Summary contains POC and

The child issues of those Epics, but only the children where the Summary contains POS and the SalesRepresentative = Maria and the Status = In Progress

You can get the Epics with this filter:

issueType=Epic and Summary ~ "POC"

You can get child issue separately with this filter:

issueType=Story and Summary ~ "POC" and 
status="In Progress" and 
SalesRepresentative="Maria"

However to get just the children of the Epics, you would need to be able to modify that second filter with something like this:

issueType=Story and Summary ~ "POC" and 
status="In Progress" and 
SalesRepresentative="Maria" and
Parent in (issueType=Epic and Summary ~ "POC")

That last element to get the children based on a dynamic list of Parents is not supported natively in Jira.

Are you willing to consider, or do you already have, any third party apps that extend the functionality of filtering?

[Roman Zolotarevskyi]

thank you @Trudy Claspill
it works!

[Trudy Claspill]

I'm glad I could help.

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