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Custom filter

Roman Zolotarevskyi
Contributor
June 21, 2023

Hi guys,

I have epic 'Epic1'

This epic has a custom field 'SalesRepresentative'.

I want to create a custom filter and search only epics which contain people 'SalesRepresentative' = 'Anna'

'Anna' - is not a text field, but the user.

 

Could u plz advise what should I put into Filter query?

3 answers

1 accepted

0 votes
Answer accepted
Roman Zolotarevskyi
Contributor
June 27, 2023

I believe it is some bug in jira!
The resolution: today I created a new epic and assigned a guy in the SalesRepresentative field. After that the custom filter suddenly began to work properly.

Hope it helps someone! 

0 votes
ramyaallena
Contributor
June 21, 2023

Hi @Roman Zolotarevskyi

You can use this simple JQL :

project = <ProjectName> AND type = <Issue Type> AND 'SalesRepresentative' is EMPTY : this gives the issues which don't have any value in the custom field.

project = <ProjectName> AND type = <Issue Type> AND 'SalesRepresentative' is not EMPTY

This JQL gives the issues which have values in that custom field.

 

Thanks,

Allena

Roman Zolotarevskyi
Contributor
June 21, 2023

but I need to filter the fields that contain the user, for example 'Anna Smith'

ramyaallena
Contributor
June 21, 2023

project = <ProjectName> AND type = <Issue Type> AND customfield_10000 = john.doe

Customfield_10000 is the cusmfield_ID

 

Could you Please try with this? 

Roman Zolotarevskyi
Contributor
June 21, 2023

issuetype = Client AND "SalesRepresentative[People]" = 5d404b47813f380dab350ab4

does not work

ramyaallena
Contributor
June 21, 2023

Have you tried in Basic search instead of JQl. 
Once please try that as well, so we will get to know if that's the issue with JQL or not

Like JJ likes this
Roman Zolotarevskyi
Contributor
June 21, 2023

basic filters work

0 votes
Evgenii
Community Champion
June 21, 2023

Hi, @Roman Zolotarevskyi 

You can use such JQL request

issuetype = Epic AND "SalesRepresentative" IN (username1, username2, username3) 

 

If you want to use only one user in search query you can use such JQL string:

issuetype = Epic AND "SalesRepresentative" = username

Roman Zolotarevskyi
Contributor
June 21, 2023

somehow it does not provide me with the users 
Screenshot 2023-06-21 at 20.18.54.png

Evgenii
Community Champion
June 21, 2023

Roman, what type of field is "SalesRepresentative"

Roman Zolotarevskyi
Contributor
June 21, 2023

People

Evgenii
Community Champion
June 21, 2023

Well, it's possible, that there are no hints. 

Please, try query like: 

issuetype = Epic AND "SalesRepresentative" = "Anna Surname"

Roman Zolotarevskyi
Contributor
June 21, 2023

this does not work - I still do not see the Sales Representative with that name when apply the filter with this

Screenshot 2023-06-21 at 20.47.28.png

 

But the name is exist:
Screenshot 2023-06-21 at 20.49.44.png

Evgenii
Community Champion
June 21, 2023

Hmm, let's try workaround.

Switch search to basic mode

image.png

Then select needed field, from +More

image.png

Then select in field needed user.

And then Switch to JQL. It will show your needed request, which you can use for other users

Roman Zolotarevskyi
Contributor
June 21, 2023

The basic search works.

And I got the query:
"SalesRepresentative[People]" in (5d404b47813f380dab350ab4) AND project = CSM007

But when I put it in the Filter query > Save > go to Board > Select the custom filter > it shows nothing at all

Roman Zolotarevskyi
Contributor
June 22, 2023

Do you have any thoughts why it does not work?

Emanuele Covello
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
July 4, 2023

Hi, I also have a similar problem.
From custom filter i want to add a filter that target a specific label. This should be the easies use case in Jira world but unfortunately it doesn't work.

I tried from issues and there the filter works. I saved the filter but this is not available to be used in custom filters for the backlog. Trying to copy the same query from issues to custom filter it doesn't work. How is that possible? Is it the same tool? 

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