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Advanced Roadmaps Integration

This article describes the integration points and possible use cases of JQL Search Extensions with Advanced Roadmaps.

Advanced Roadmaps is a feature of Jira Premium that is used for project management and project portfolio management. You can leverage its power with additional JQL keywords and functions that JQL Search Extensions provides.

Integration points

Scope definition

JQL Search Extensions helps to define a precise scope of an Advanced Roadmaps plan. You can source issues with additional JQL keywords and https://jqlsearchextensions.atlassian.net/wiki/spaces/SEARCH/pages/1428357149 filters.

It’s possible, for example, to have a plan with a subset of initiatives or epics and their children. You will typically create the https://jqlsearchextensions.atlassian.net/wiki/spaces/SEARCH/pages/1428357149 filter for the board and reuse it in the plan.

The process of creating the filter from scratch looks like this:

  1. Create a filter in https://jqlsearchextensions.atlassian.net/wiki/spaces/SEARCH/pages/1428357149.

  2. Use the filter in the plan configuration: Configure → Issue sources

Make sure to check out the examples in the use cases section on this page.

External use

It’s a common requirement to access the contents of a plan outside of Advanced Roadmaps, for example, to create a report in a 3rd party app or tool.

If you define the scope with Jira filter, you can use this filter in:

  • dashboard gadgets

  • boards

  • Jira search - simply use this syntax filter="Your filter name"

  • 3rd party apps that accept filters and JQL

Examples of use cases

Source a subset of epics with their full hierarchy

You don’t need to add a whole Jira project to the scope of a plan.

You can create a plan with selected epics and their stories and subtasks.

If you have a list of specific epic keys that should be in scope, create the following filter and use it as a scope:

key in (EPIC-2, EPIC-5, EPIC-8) OR issue in childrenOfIssuesInQueryRecursive("key in (EPIC-2, EPIC-5, EPIC-8)")

You can also choose epics that specify some dynamic criteria, for example, the epics with labels:

(type=Epic and labels='myFeature') OR issue in childrenOfIssuesInQueryRecursive("type=Epic and labels='myFeature'")

The above query could be limited to one project or it can source the issues from multiple projects.

Source a subset of initiatives with their full hierarchy

This use case is similar to the previous use case with epics. You can create a plan with selected initiatives and all their children.

Use the childrenOfIssuesInQueryRecursive function:

key in (INT-2, INT-5, INT-8) OR issue in childrenOfIssuesInQueryRecursive("key in (INT-2, INT-5, INT-8)")

Or with more complex criteria:

(type=Initiative and labels='myVision') OR issue in childrenOfIssuesInQueryRecursive("type=Initiative and labels='myVision'")

Source issues linked to your project

You may want to create a plan with issues from your project and external issues that are linked to your project.

You can create a filter:

project=MYPROJ OR linksIssueProject=MYPROJ or linkedByIssueProject=MYPROJ

If you only want to include the issues linked with the particular link type, you can create an filter:

project=MYPROJ OR issue in linkedIssuesOfQuery("project=MYPROJ", "is blocked by")

You can also get a full hierarchy of the linked issues by creating a nested filter:

  1. Create an filter:
    issue in linkedIssuesOfQuery("project=MYPROJ", "is blocked by")
    and call it “Blockers”

  2. Create another filter that nests the first filter:
    project=MYPROJ OR filter="Blockers" OR issue in childrenOfIssuesInQueryRecursive("filter='Blockers'")

  3. Use the filter as your scope in the plan configuration