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Setting up a board view that groups by common values in a custom field

IL
Contributor
December 7, 2024

Is there a way to set up a Group By view on a project board, that groups the issues according to common values in a shared (string-valued) custom field?

 

Basically, I want a custom field analogue to the natural "Group by Project" or "Group by Assignee" options that show up when your board view happens to have multiple projects/assignees.

 

2 answers

1 vote
Humashankar VJ
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December 7, 2024

Hi @IL 

The options for grouping issues in Jira vary depending on the project type. In Next-Gen projects, you're limited to predefined "Group By" options, without the ability to add custom fields.

Besides that, in Classic projects, you can leverage JQL-based swimlanes to group issues by custom field values. Additionally, if you're using Advanced Roadmaps in Jira Cloud, you can group by custom fields.

If you need even more advanced and flexible grouping capabilities, consider exploring Marketplace apps for additional solutions.

To learn more - It is possible to group by on a board by a Custom ...

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards

0 votes
Hannes Obweger - JXL for Jira
Atlassian Partner
December 8, 2024

Hi @IL

I understand that this might not be exactly what you're looking for, but just to put it out there in case it is useful:

If you're open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you’d do in e.g. Excel or Google Sheets. It also comes with a long list of advanced features, including support for issue grouping by any issue field(s).

This is how it look it looks in action:

group-by-client.gif

Client is a custom field. 

I should add that JXL can do much more than the above: From support for configurable issue hierarchies, to sum-upsconditional formatting, and bulk editing via copy/paste.

Any questions just let me know,

Best,

Hannes

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