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Viewing All Open Projects

Heather Barnes October 2, 2024

Goal: To be able to have the "Assignee" be the main POC on a project and to create a custom field (Multi-user Picker) to be able to add multiple assignees but be able to view ALL items easily

Example: Sarah is the main POC for the project but Ted, James, and Shawn are also assigned to this project

Ted, James and Shawn are also the main POC on other projects and Sarah is also assigned to other projects (not as the main POC). 

I want Ted, James, Shawn and Sarah to be able to see ALL of their items in one location, whether they are the main POC or just assigned to another project. 

Problem: I can't seem to easily filter by name as it's not an option in the filter menu, even under custom fields (assuming that it's b/c it's a multi- user picker and not one individual field)

Work Around: I could create a dashboard but it starts to get convoluted b/c as it is, I have the following for filters which is 6 total squares: 

Shawn To-Do (part of group) 

Shawn To-Do (main assignee) 

Shawn In Progress (part of group) 

Shawn In Progress (main assignee) 

Shawn Completed (part of group) 

Shawn Completed (main assignee) 

 

NOTE: Any other suggestions for dashboards other than the typical filtered one where I can add (1) All To Do (whether they are main assignee or part of ), All In Progress (whether they are main assignee or part of), and  All Completed (etc.) so there's only 3 "squares" and not 6? 

2 answers

1 accepted

3 votes
Answer accepted
Trudy Claspill
Community Champion
October 2, 2024

Hello @Heather Barnes 

Welcome to the Atlassian community.

When one of the users views this dashboard, do you want them to see only their issues? if so, you should be able to use a filter like this:

assignee=currentUser() or YourMultipleUserPickerField in (currentUser())

In my instance the multiple user picker field name is Multiple Assignees:

"Multiple Assignees[User Picker (multiple users)]" in (currentUser()) or assignee = currentUser()

Whomever views the dashboard that has gadgets using this filter will see in those gadgets the issues where they are the Assignee plus the issues where they are in the multiple user picker field.

Heather Barnes October 3, 2024

This is exactly what I needed and it worked. I just built a giant list and added "status" as a filter :)  Thank you SO much! 

Like • Trudy Claspill likes this
Trudy Claspill
Community Champion
October 3, 2024

I'm glad I was able to help you.

If your problem has been solved with the help of our responses, please consider clicking on the Accept Answer button to mark your Question as Solved. That helps others searching the community find the posts that have validated answers.

0 votes
Shawn Doyle - ReleaseTEAM
Community Champion
October 2, 2024

Hi @Heather Barnes 

I felt compelled to answer as it seemed I was being summoned.

If you want to have multiple POCs on an issue, custom fields are the way to go.  You are correct if you make them multi choice they won't sort in some gadgets.  I'd question the value of having so many POCs per issue type.

Have you considered other ways to dice this onion?  Use a field for Project team, and use the team in the filter for the gadgets.  The main gadget can be like @Trudy Claspill describes as the current user, and then the other gadgets can filter on the Project team field.

 

 

 

Heather Barnes October 3, 2024

Thank you! Trudy's suggestion did help so I'm just hoping my team approves  :)

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