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how do i separate issues between 2 boards in a company-based project?

Bhaveesha Khatri October 6, 2022

I tired filtering in JQL using labels and components but doesnt work. I see issues appearing in both boards and any changes made reflects on both.

I am looking to have issues between 2 boards separated. Please advise

3 answers

2 accepted

3 votes
Answer accepted
Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 6, 2022

Hello @Tintareanu Mihai 

You said you created a component and added it to issues and issues are appearing in both boards.

You need to create two distinct values, for example "Component A" and "Component B".

Screen Shot 2022-10-06 at 10.31.15 AM.png

Add the value "Component A" to the Components field of only the issues you want to appear on Board A.

Screen Shot 2022-10-06 at 10.33.06 AM.png

Add "Component B" to the Components field of only the issues you want to appear on Board B.

Screen Shot 2022-10-06 at 10.33.45 AM.png

For Board A use this as your filter:

project = <your project key> and Component = "Component A"

You can access the filter for the board by clicking the ... button in the upper right corner, selecting Board Settings, select General, and then click the Edit Filter option. Edit and save the filter.

Screen Shot 2022-10-06 at 10.36.27 AM.png

For Board B use this as your filter:

project = <your project key> and Component = "Component B"

The issues that have the "Component A" value will show in Board A.

Screen Shot 2022-10-06 at 10.41.09 AM.png

The issues that have the "Component B" value will show in Board B.

Screen Shot 2022-10-06 at 10.42.35 AM.png

If you have an issue that has both values in the Components field, then it will show on both boards because it matches both filters.

Screen Shot 2022-10-06 at 10.43.45 AM.png

If you have an issue that has no value in the Components field, then it will not show in either board because it doesn't match either filter.

Tintareanu Mihai October 6, 2022

Hi @Trudy Claspill !

The request has been raised by @Bhaveesha Khatri . My first example is exactly the same as your explanation. This solution seems to not working for Bhaveesha, this is why I tried to create another example, keeping all the issues on the initial board (imagining that there are no components used at all) and after that, just creating a new component "COMP 1" in our case, and added in the second filter. 

This solution will do the same thing as your example as well, or in another words, will move tickets from the initial board to the second board, in the moment you add "COMP 1" to your issues

 

Cheers,

Mihai

Bhaveesha Khatri October 12, 2022

thank you so much @Tintareanu Mihai and @Trudy Claspill . I figured the problem was i was updating it in Quick filter section and not in Edit Filter Query Under General.   Now i see there is a filter being used by default (which i dont have access to) for Board A which is why Board A s picking all the issues. I will contact the owner and have it removed and then see if it works.

But i also noticed when i delete issue in Board A , it also deletes in Board B as this time Board A is showing all issues with the filter assigned. Ideally it should not delete in Board B. Wondering why is this happening?

Trudy Claspill
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 12, 2022

If you are using the Delete Issue option from the More Actions menu...

Screen Shot 2022-10-12 at 1.05.03 PM.png

 

...then you are completely deleting the issue from Jira. The issue no longer exists anywhere in Jira when you do that.

This is not an action that you can undo. Once an issue has been deleted it cannot be recovered except by restoring a backup that includes the issue. There are third party apps the intercept that delete action, but generally I recommend that you disable the Delete Issue permission in all projects to prevent accidental deletion of issues.

You can't "delete" an issue from just a board because the board is not the container for the issues. The issues are contained in Projects. The boards are just a way to view and manipulate issues that are contained in Projects. If you delete an issue from a Project then it is no longer available to any board.

If there are issues that you don't want displayed in a particular board you need to ensure that the information for the issue does not match the board's filter. If you want to only temporarily hide the issue you can use the Quick Filters option of the board to change the display to a subset of the issues. The Quick Filters can be toggled on and off and don't change the underlying filter of the board.

Bhaveesha Khatri October 19, 2022

got it. thanks!

1 vote
Answer accepted
Tintareanu Mihai October 6, 2022

Hi @Bhaveesha Khatri ! 

This is a well-known problem that new users face. The best solution in these cases is to use different queries in order to separate the boards. As @Mikael Sandberg says, you can use either components or different other fields from Jira as labels, custom fields, system fields etc...

To separate the boards you need to create a logical connection between your boards. 

One example could be:

  • Board 1 -> project = "ABC" and Component = "COMP 1"
  • Board 2 -> project = "ABC" and Component = "COMP 2"

Best Regards,

Mihai

Bhaveesha Khatri October 6, 2022

thanks Mihai, I added same as stated above but it doesn't still separate issues between the boards. That's why i posted this question. After creating component, i added it to each issue so it links and then created query as you stated.  When i create component i only added name, do i need to fill other fields? Wondering what I am missing

Tintareanu Mihai October 6, 2022

@Bhaveesha Khatri Did you applied the new filters to the boards as well?

Go to both boards in Board settings -> General -> Saved Filter and check if the new filters created by you are applied.

Also, based on our first example, check carefully that issues are using just one component (Component 1 for first board, and Component 2 for second board)

For components should be enough if you created them and have issues assigned to them.

---------------------------------------------------------------------------------------

Another solution, just to test this quickly if your project is working properly, would be to:

Board 1

  •  Edit your main board filter in this way: project = "ABC" and component is EMPTY

Board 2

  • Create a new filter like this: project = "ABC" and component = "COMP 1" and assign it to your second board. 

The process will make visible tickets with empty components in the first filter board and make them visible in the second board only when you add component as COMP 1

I hope now is a little bit clear for you @Bhaveesha Khatri 

 

Best regards,

Mihai

0 votes
Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 6, 2022

Hi @Bhaveesha Khatri,

Welcome to Atlassian Community!

Does your issues exists within the same project? If so, are you using components or another field to distinguish them from each other? 

Boards rely on filters to show issues, so if your issues live within the same project then I would recommend that you use components to separate the issues, and then in the board filter use that specific component.

Bhaveesha Khatri October 6, 2022

thanks Mikael, I tried adding Component and even filter in JQL but doesnt work. Would you be able to detail steps so i can check if i am going wrong anywhere?

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
October 6, 2022

@Tintareanu Mihai added examples of what your filter for each board should looks like if you use components.

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