creating a filter from automation result

[Devashish Kedar]

I have recently developed an automation process that performs advanced filtering on issues. I would like to know if there is a way to add these filtered issues to a specific filter or a dashboard gadget. Additionally, I need guidance on the appropriate API request to use and the structure of the payload for this task.

[Felipe Perez _ServiceRocket_ · Accepted solution]

Hi Devashish!

I'm Felipe from ServiceRocket support team.

Great question!

In Jira Automation, while you can't directly add issues to an existing Jira filter from automation, you can achieve a similar result by using automation to modify issues in a way that they become visible within a specific JQL-based filter. Here's a recommended approach:

Option 1: Using Labels or Custom Fields

1. Add a Label or Custom Field:
   • Within your automation rule, add an action step to set a specific label (e.g., automation-filtered) or update a custom field for issues that match your advanced filtering logic.
2. Create a JQL Filter:
   • Next, create a Jira filter based on this label or custom field:

     labels = automation-filtered

     or

     "Custom Field Name" = "value-set-by-automation"

3. Dashboard Gadget:
   • Use this new filter as the data source for your dashboard gadgets (like Filter Results, Two-dimensional Filter Statistics, Pie Chart, etc.).

Option 2: Advanced Approach Using API (External)

If you specifically want to manage filters programmatically through REST APIs (e.g., for automation from an external script), here's a general approach:

• Creating or Updating Filters via Jira Cloud REST API:
  • Endpoint: POST /rest/api/3/filter
• Payload Example:

  {
  
  "name": "Automated Filter",
  
  "jql": "labels = automation-filtered",
  
  "description": "Filter created via automation script",
  
  "favourite": true
  
  }

• Official documentation: Create Filter REST API

Recommended Approach

In most cases, the first option (using labels/custom fields) is simpler and integrates seamlessly with Jira's native automation features.

Best,
Felipe

[Devashish Kedar]

Hey Felipe,

Thank you for the solution. I have been looking to achieve something similar. You approach saved me a tons of time

Best regards,
Devashish

[Devashish Kedar · Accepted solution]

Hey Felipe,

Thank you for the solution. I have been looking to achieve something similar.

Best regards,
Devashish