Getting the perfect query to pull in Jira issues can be difficult. Luckily, by using a combination of Jira's basic to JQL query builder and Visor's JQL import option, you can pull in the issues you care about without being a JQL expert.
Step 1: Narrow down issues using a "Basic" search in Jira
From the search bar, click "View all issues" at the bottom. This will bring you to a window that contains a simple search already populated. From here, make sure you have the search option toggled to "Basic."
Step 2: Use the drop-downs to create your search.
Use the drop-down menus to select projects, issue types, statuses, assignee, and more that match your desired criteria. You can also search individual issues using the search bar.
Step 3: Convert to JQL.
After you've narrowed down your issues in the "Basic" query builder, simply toggle from Basic to JQL in the upper right-hand corner of the screen. Copy the JQL that is populated.
Step 4: Paste your query into Visor.
After you've copied your JQL from Jira, navigate to Visor and paste your JQL query into the import window.
Step 4a: Importing to an existing workbook
To use your JQL to import issues into an existing workbook, click "Connections" in the top menu of your workbook, then select the Sync & Import tab and then click "Configure default import filters". Then, select the "Custom JQL" tab and paste in your JQL.
Step 4b: Importing to a new workbook
To use your JQL to import issues into a new workbook, create a new workbook and move through the integration and import flow as normal, being sure to select the "Custom JQL" tab and paste your data there.
If you have any other questions, reach out to us via chat or at firstname.lastname@example.org.