Advanced Link fields as cascading select lists

Owned by Santa Rudzite
Last updated: Jun 10, 2024
3 min read

Our Advanced Links fields can be used as cascading select lists, similar to the default select list cascade in Jira. This feature enables dynamic filtering based on the relationships defined by Advanced Links. It allows users to select a value in one field, and then filter the selectable options in a subsequent field based on the value selected in the first field (parent field).

Unlike other filters in Jira that may be based on JQL, the filter applied here is based on the Advanced Link type.

Let's consider a practical example to understand this better.

Example: Organization -> Product -> Service

We have three issue types: Organization, Product, and Service.

  • Organizations purchase products.

  • Products are associated with specific services.

  • Organizations have access only to services associated with the purchased product.

Each organization is linked to its owned products via an advanced link, and each product is linked to its available services, also via an advanced link.

Scenario

As an account manager, you want to view the products linked to an organization and then filter the services available for those products. For instance, you have the following setup:

  • Organization: AMW Corp

  • Product: MailMaster Pro

  • Service: Various services linked to MailMaster Pro

image-20240610-111837.png
Organization issue view

In the organization issue view, in the ‘Available services’ field (screenshot above), you only want to see the services linked to the product "MailMaster Pro" in the "Services" fields (screenshot below):

image-20240610-111702.png
Product issue view

Step-by-Step Configuration

  1. Navigate to Advacnced Link field configuration: filter is configured in the ‘child’ field on the cascade.
    In our example, this is the "Available Services" field:

  2. Set up Parent Field filter: Configure the filter using three select lists in the "Parent Field Filter" tab:

    • Parent Field: Select the field that represents the parent field. The selected value here will define the filter for the child field - if no values selected in the parent field, the child field will show no options.
      This select list displays only fields with a maximum selection set to ‘1'.
      In our case, we select an Advanced Link field 'Organization - Product’, since we need to filter available services connected to a specific product.

    • Link Types: Select the link type that connects the value in the parent field (product) with the results you want to see in the filtered select list (services). The link field name should match it’s name in the issue of the selectable option.
      In our example, such a link is called 'Product - Service (Related Products):

    • Link Level: Choose the depth of the filter. This allows you to specify how many levels deep the filter should go to find the linked issues

  3. Save configuration and check results.

Before:

After:

 

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