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Filters on Epics and Tasks

Seng Jin Hui February 21, 2023

Hi, i want to use a filter that shows epics are assigneed to selected assignees and the tasks (assigned to selected assignees) under epics that are assigned to other people.

 

I have use JQL query, advanced search filter. Also does not work. Is there any solution for this? 

3 answers

1 vote
Hannes Obweger - JXL for Jira
Atlassian Partner
February 22, 2023

Hi @Seng Jin Hui

do I understand correctly that you want to have

  • all epics that are assigned to XYZ, with all tasks under these epics (regardless of a task's assignees),
  • as well as all epics (regardless of an epic's assignee), with the tasks under these epics that are assigned to XYZ

Is that correct?

Seng Jin Hui February 22, 2023

Yes correct

Hannes Obweger - JXL for Jira
Atlassian Partner
February 28, 2023

Hi @Seng Jin Hui

thanks for the clarification, and sorry for late reply.

To achieve what you're looking for, you'll effectively need a "cross hierarchy" search, which unfortunately isn't well supported in "plain" Jira/JQL. You'll need extra tooling for that. A few directions forward:

  • I haven't tried this myself, but you may be able to use Jira Automation to "propagate" the information from your child issues "up" to their parent, and from your parent issues "down" to their children, and then filter your issues by the respective fields.
  • There's different apps from the Atlassian Marketplace that can help with your problem. First, there's a number of apps that extend JQL by additional functions, including hierarchy-related functions. I've used JQL Search Extensions a few times and it works great.
  • Alternatively, you could try one of the more hierarchy-focused apps from the Marketplace. These apps typically have their own ways of figuring out parent/child relationships between issues, and provide more powerful ways to define and navigate through issue hierarchies. I myself work on such an app, in which your use case would be quite easy to solve; I'll provide more details below.

Hope this helps,

Best,

Hannes

Hannes Obweger - JXL for Jira
Atlassian Partner
February 28, 2023

Just to expand on the last point, this is how this would look in the app that my team is working on, JXL for Jira; TLDR: You'd create a sheet with your relevant issues, enable the default hierarchy (that's just one click), and then use JXL's various filtering capabilities to narrow down your list of issues.

For the time being, you couldn't view all the relevant issues at the very same time (although this will be possible soon), but you could easily model both your points and switch between them, like so:

parents-and-children-with-assignee.gif

Once you have your list of issues, you can work on these directly in JXL (much like you'd do in e.g. Excel or Google Sheets), trigger various operations in Jira, or export them for further processing.

As said above, there may be other apps that help with this, too. You may already know that you can trial any app for free for 1 month, and depending on the size of your size, it may be free forever. So if an app is an option for your, perhaps try a few and see which works best for you!

1 vote
Dave Mathijs
Community Champion
February 22, 2023

Hi @Seng Jin Hui welcome to the Atlassian Community!

Where would you like to use this filter? In a Search Result, on a Board, on a Dashboard?

This is what your JQL could look like:

(issuetype = Epic AND assignee in ()) AND (issuetype = Task AND assignee in ())

However, if you were to make different combinations between assignees for Epics and assignees for Tasks, it would become rather complicated.

So my question would be: WHY would you want this specific filter/combination?

Seng Jin Hui February 22, 2023

Hi Dave, i want to use this search  in the filters section because we have some projects that are shared with the other team, and the tasks by us in their project is under them so therefore i want to see the epics under us and the tasks under that projects shared with other team. However, i just found out that we can use labels to filter. But i still prefer to search easier as engineers forget to use labels for us to easily filter out.

Irina M_
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!
February 19, 2025

Hello. I have a query that shows me several Epic issue types. I now need a query that shows me only the QC Tasks linked to those Epic issue types...can anyone please help? Even as a working query inside a rich filter gadget? Please, I really need this at work...

0 votes
Rahul_RVS
Atlassian Partner
February 28, 2023

Hi @Seng Jin Hui 

As mentioned by other community members, JQL may not help much for this use case.

If you are fine with a mktplace app to get this data, you can try out our add-on.

Issue Hierarchy Reports 

The app will show your Epic hierarchy Links and also let your filter on the child issues using JQL.

Disclaimer : I work for the vendor who built this app

Epic Hierarchy - Summary Report.PNG

Epic Hierarchy - Child Issue JQL - Assignee.PNG

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