Orange Tracker Bulk Change Instructions

Use the following steps to perform a bulk update (e.g., move issues between projects and modify customer request types). Please note: OT allows bulk changes for up to 1,000 issues at a time.

Step 1: Filter the Relevant Issues

1. Navigate to Filters

2. Use JQL or the basic search to locate the tickets you want to update. A sample JQL query might look like:

3. Add any additional filters as needed (e.g., status, assignee, component).

4. Once your search results are accurate, click the “...” menu (More) in the top-right corner and select Bulk change work items.

Step 2: Select Issues

1. On the Choose Issues screen:

   • Check the box next to each issue you want to update.

   • To select all on the page (up to 1,000 issues), use the checkbox at the top-left of the issue list.

2. Scroll to the bottom of the page and click Next.

Step 3: Choose Bulk Action

1. From the list of available bulk operations, select Move Issues.

2. Click Next.

Step 4: Set Destination Project and Fields

1. Choose the destination project from the dropdown.

2. Click Next.

On the next screens:

• Match or set values for required fields in the destination project (e.g., Components, Issue Type, Priority, etc.).

• For the Customer Request Type field:

  • Select the appropriate request type that matches your initial filter (e.g., “Email”).

  • If the matching request type does not exist in the target project, you may need to create it or consult with a Jira admin.

Click Next after completing each field-mapping screen.

Step 5: Review and Confirm

1. Review the changes summary to ensure all field mappings and issue selections are correct.

2. Click Confirm to execute the bulk move.

⚠️ Important Notes

• You must have Bulk Change and Move Issues permissions for both the source and destination projects.

• Always test with a small batch before making large-scale changes.