JIRA Integration: automatically clear completed issues?

Andy C.

Hi Smartsheet Community,

 

We recently integrated JIRA to Smartsheet and are trying to limit the information that flows into Smartsheet. Our goal is to plan the roadmap based on all incomplete tickets (Issues) in the backlog.

 

This means that we don't want to see completed/resolved/done tickets in Smartsheet.

 

The way we set it up:

1) JIRA Fields: [Status] is synced one way from JIRA --> Smartsheet.

2) JIRA Fields: [Original Time Estimated] is synced one way from JIRA --> Smartsheet.

3) JIRA Filters: [Status] does not include Done, Cancelled (our two resolved statuses in JIRA).

 

All newly created tickets appear in Smartsheet just fine. However, if an existing ticket has been closed and no longer seen in the JIRA Backlog, that ticket remains in Smartsheet. This means our estimates on Smartsheet includes work that has already been done.

 

We only want incomplete tickets to be shown in Smartsheet. When tickets are closed in JIRA, we want the entire row to disappear.

 

Is there a way to automate this?

 

Thank you,

Andy

Zack S

Hello Andy, 

 

Currently there isn’t a way to automatically remove/delete the row from Smartsheet when it has been marked complete, but I’ll be sure to add your vote for this to our developers backlog for the connector. 

 

At this time, you can set up a Conditional Formatting rule to automatically flag rows that are complete. That way they are highlighted with a color and grab your attention. You can then delete any highlighted rows. 

 

We appreciate your input! Let me know if you have any questions on this. 

 

-Zack

Andy C.

Thanks for the quick reply Zack, appreciate the transparency.

 

I'll give flagging complete tickets a try.

J. Craig Williams

Andy,

 

1. Create a Saved Filter to show the completed only tickets.

2. Periodically use the filter and delete the rows.

 

To automate, I would suggest using Zapier (www.zapier.com) and moving the rows to another sheet. The sheet can be purged periodically (but less often) too.

 

Craig