(EAP) Quick Groups
- Jaramy Conners
Quick Groups allow you to reorganize your issues with the click of a button. This allows you to quickly focus on specific business cases and see aggregate results from your data. You can group issues by most Jira fields, including custom fields.
Unlike Group Generators, Quick Groups make temporary, local adjustment to the structure, without changing it for everyone else. If someone opens the same structure while you have a filter applied, they will still see the original structure.
Drag and Drop is not available between Quick Groups.
Adding a Quick Group to a Structure
There are two ways to add a quick group to a Structure:
Add an Existing Quick Group
To apply an existing Quick Group to a structure, open the Saved dropdown and select the Quick Group you want to use.
Create a New Quick Group
To create a new Quick Group, click the Quick Group icon and select the field you want to group by.
To customize the grouping level or consider other groups, before you select the field, select Advanced Settings.
Name - This is the name that will be displayed on the Quick Transformations panel.
Field - Select the field you want to group issues by.
Consider other groups - By default, items created by another Group will be skipped unless this option is selected.
Group on level - Select which level within the hierarchy should be grouped.
Once you've configured the Quick Group, click Done. If you have Control permission for the structure, you can also add the new Quick Group to the Saved list by selecting Save Group.
You can edit these settings after a Quick Group has been created. See Editing a Quick Group
Quick Transformations are created for the current structure only. If you change to another structure, it may have different Quick Transformations available. If you reopen a structure where you've previously created Quick Transformations, they will still be available (provided no one else has deleted them).Â
Saved vs Unsaved
When you create a new Quick Group, it is a temporary Quick Group that is only available to you and will disappear the moment it's closed.
If you have Control permission for the structure, you can also save Quick Groups for later use and to share with others. See Saving a Quick Group below.
Saving a Quick Group
You can save Quick Groups to use again later. Once it’s saved, you can deactivate the group and find it later in the Saved list.
To add a new Quick Group to the Saved list, click the Quick Group’s name and select Save group.
Grouping Order
Groups that affect the same levels are applied in the order they appear on the Quick Transformations panel.
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To change this order, select a Quick Group and drag it to a new location.