youngmon/atlassian-qna huggingface dataset:
Jira SM & Software automation
Asked by Mario Amaya:

Dear all,

I'm trying to find a way when a ticket is created in a project Service Management is also duplicated in a Jira Software project.

Is there a way?


Answers:
author: MOLNAR, TRINA
body: You can use Automation to create an issue in Software when issue created in Service Management. Project Settings\>Automation. Select Trigger When issue created, then Edit Create issue. Select the Software Project to create an issue in.


Tags: cloud

jira-work-management-cloud
Sum of effort copied from tasks to Epic
Asked by Colin Dawson:

First post here and new to Jira automation. A previous support request is very similar to my situation, but it doesn't work for me:

<https://community.atlassian.com/t5/Jira-questions/How-to-sum-a-custom-field-value-from-child-issues-to-epic-parent/qaq-p/2201696>

I also have multiple issues that are children of an Epic. The Epic contains a field that should be based on the sum of values derived from those child tasks. The rule is triggered manually from the Epic. It works if I put a static value in the code. The rule is completing with no error.

This code is adapted from the case referred to above. But for me it just sets the target field to "None" when I run it.

{  
"fields": {  
"customfield_10201": "{{lookupIssues.customfield_10200.sum}}"  
}  
}

If I swap out "{{lookupIssues.customfield_10200.sum}}" for a static number it works fine. Evidently I have neglected or misunderstood something important about the context.


Answers:
author: Ste Wright
body: Hi [@Colin Dawson](/t5/user/viewprofilepage/user-id/5376806)

Welcome to the Community!

I'm assuming the field on an Epic-level and child-level is a Number field? EG. Story Points?

---

If yes, a rule like this should work...

* **Trigger:**Manual trigger from issue
* **Condition:** Issue Fields Condition
  * Field = Issue Type
  * Condition = equals
  * Value = Epic
* **Action:** Lookup Issues  
  * JQL - *parent = {{issue.key}}*
* **Action:** Edit Issue
  * Field = *Custom Field*
    * Value = *{{lookupIssues.customfield_10200.sum}}*

---

You shouldn't need to use JSON - you should be able to enter the smart value directly into the field's contents box instead from the main Edit Issue field menu.

Let us know if this works for you!

Ste

comments: author: Colin Dawson
body: Thanks Stephen, yes works like a charm. Thank you for fast and helpful answer.


Tags: cloud

jira-work-management-cloud
Jira for Manufacturing
Asked by Kun Ki Lee:

Hello, I am interested in utilizing Jira to organize and track a product throughout manufacturing in Jira. We would like to use a barcode approach to trace a raw product upon arrival and then trace the product along production by utilizing the barcode each time it arrives at a different workstation. Each product contains a sub-product which might require them to be sent to different workstations before being completed and shipped out. Would anyone be able to provide a short demo if possible on how we could implement and configure Jira work management's board to be able to achieve this? A recommended Jira app to implement the barcode app would also be very useful. Thank you!


Answers:
author: donaldbrannon
body: To track products in manufacturing with Jira using barcodes, you can configure Jira's work management board to follow your production process. Each time a product arrives at a workstation, scan the barcode to update its status. For detailed guidance, you might want to look into the [olansi water purifier](https://www.olansgz.com) demo on setting up a similar system. Additionally, using a Jira app like "QR Code \& Barcode Scanner" can help integrate barcode scanning into Jira. A short demo on this setup can be very helpful, so asking for a demonstration from a Jira expert or support team would be a good next step.


author: Beendly
body: [Beendly](https://beendly.com/) streamlines Jira for Manufacturing, optimizing processes and workflows for efficient production management.


author: Uvcure Adhesive manufactuer
body: Jira can be adapted for manufacturing, including for [Uv Cure Adhesive manufacturers,](https://www.uvcureadhesive.com/) to streamline processes, track tasks, manage inventory, and enhance collaboration among teams involved in production, quality assurance, and supply chain management.


author: Antonio Margarin
body: Hello, good day.

Have you found a solution to your problem?

I am facing a similar issue and would like to know if there is any recommended solution. Unfortunately, I cannot find any other sources on this topic.


author: Mohanraj Thangamuthu
body: Hello, Good day. From the following link you can select different options available and check if any of the template meets your requirement.

<https://www.atlassian.com/software/jira/work-management/operations>

![Screenshot 2023-12-01 at 11.20.28 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/294792i122162562E50F331/image-size/large?v=v2&px=999 "Screenshot 2023-12-01 at 11.20.28 AM.png")

Also I found : <https://www.atlassian.com/software/jira/service-management/manufacturing>


Tags: cloud
Status view in create issue
Asked by Aaron Micallef:

Hey Guys,

I have a request from our users that use Jira work Management, they asked us to have the status option available when they create the issue, however its not visible.  

I have it visible on a software type project is this perhaps something not supported on the Jira work Management?

Cheers Aaron


Answers:
author: Mohanraj Thangamuthu
body: Hello Aaron, Good day. We have a feature request for same in JWM : <https://jira.atlassian.com/browse/JWMCLOUD-487>. At the moment this option is not available.

comments: author: Aaron Micallef
body: Thanks Mohanraj.


Tags: cloud
Automation of Recurring Sprints
Asked by Stefan Kl?vning:

Hi! I have some recurring monthly tasks that I seek to turn into an automation rule for a monthly sprint.   

I want the automation logic to go something like this:   

1. WHEN: Sprint is completed.  
2. THEN: New sprint created  
3. THEN: Clone task in completed sprint to new sprint \[for all tasks in completed sprint\]  

Is it possible to create an automation rule like this? I can't find an option like number 2 here to create a new sprint in the automation rules. What other alternatives can there be for automating a monthly sprint like this?


Answers:
author: Ste Wright
body: Hi [@Stefan Kl?vning](/t5/user/viewprofilepage/user-id/5376585)

You could try to create the Sprint using a web request in Automation - check out [this answer](https://community.atlassian.com/t5/Jira-Software-questions/set-up-automation-creating-new-sprint/qaq-p/1929573#M231768) which can guide you through this process.

Ste

comments: author: Stefan Kl?vning
body: Hi [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)!  

Thank you for the tip. I've started setting up a rule based on the web request, and I get the web request to work. What's missing is to identify the tasks in the previous sprint. I've tried to use the For Each branching method with all connections, but it doesn't include any task.   

Can you tell me how the logic of this automation task works? Does it find the connection based on the action trigger of the rule? I've changed the trigger to manual initiation from a task for testing purposes now, so it would make sense in that case that the tasks from the sprint aren't copied, but shouldn't in that case the task I initiated the rule from be copied?  

I would've screenshared a picture of the rule if it was in English, but it's in Norwegian. Here are the steps so far:   
- Trigger: Manual   
- Send POST request  
- For each connected task: Create new task, where Summary is copied from last one  
- Send email with confirmation  

Could you help me figure out how I could adjust it so that all the tasks in the last sprint (identified when the trigger would be that a sprint is finished) would be copied as new tasks which would then be ready to be included in the next sprint?


author: Jack Brickey
body: Hi [@Stefan Kl?vning](/t5/user/viewprofilepage/user-id/5376585) , your observations are correct. There are no sprint Action components. Here is an open suggestion that relates to this - <https://jira.atlassian.com/browse/JSWCLOUD-20563>
Open Form - Non Licensed Users
Asked by Giacomo Lupini:

Hi [@Abby Stiris](/t5/user/viewprofilepage/user-id/4993761) ,

i'd like a non licensed user to submit a form, is it possible with the release below?

[Let the July updates fly ? New University course,... - Atlassian Community](https://community.atlassian.com/t5/Jira-Work-Management-Articles/Let-the-July-updates-fly-New-University-course-open-forms/ba-p/2413981?utm_source=product-announcement-email&utm_medium=email&utm_campaign=jwm-july_EML-16084&jobid=106140855&subid=1687840557)

Thanks

Giacomo


Answers:
author: Abby Stiris
body: Hi [@Giacomo Lupini](/t5/user/viewprofilepage/user-id/5128613) unfortunately forms aren't open to non-licensed users yet but I'll take this back to the team as feedback. Thank you!


Tags: cloud

jira-work-management-cloud
Payroll
Asked by Candice Saffer:

Hi does Jora Work Management offer payment to contractors?


Answers:
author: Anton Skorniakov
body: Hi, [@Candice Saffer](/t5/user/viewprofilepage/user-id/5285420) Jira does not have payroll features at this moment.

You can try using Jira apps for that. One of the apps that may help with payrolls is [Clerk Invoices](https://marketplace.atlassian.com/apps/1221332/clerk-billing-invoicing-for-jira). You can automatically generate multiple invoices for your contractors with a few clicks.

I'm the developer of this app, so you can ask me questions if you have.

![ogimage.png](https://community.atlassian.com/t5/image/serverpage/image-id/294246i4D752408B942F14D/image-size/large?v=v2&px=999 "ogimage.png")

comments: author: Candice Saffer
body: Got it thanks!!


Tags: cloud

jira-work-management-cloud
Unable to install Custom Charts from app store
Asked by Martin Vali:

Hi

I used Jira Work Management premium trial and installed Custom Charts. Now when the trial expired and I'm back on free subscription, it does not allow to to install it anymore and says

![image.png](/t5/image/serverpage/image-id/294227iB6A19574E35A1ACB/image-dimensions/317x130?v=v2 "image.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. This error will be noticed when the license expired or if there is any pending payment. Please create a ticket with our license team and make sure your instance is moved to the free version completely then you should be able to install the addon. <https://support.atlassian.com/contact/>


Tags: cloud
How to achieve a radio list of drop-down options based on other field content dynamic display
Asked by Diego:

The options of the drop-down list field C is dynamically displayed according to both of value field A and field B is dynamically displayed

how to config the drop-down list field C ?


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. We don't have this option builtin. You want list the value on field C based on the value selected on field A and B. Please explore different addons available in marketplace. Thanks
Custom field display depending on selection from previous field
Asked by minki kim:

Hi,

I have say 10 custom fields and depending on selection of 1st custom field called, it would like to display or hid the rest field.

Is it something doable in work management?


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. I understand that you want to show a second custom field based on first custom field value. At the moment we don't have this option builtin and you can explore different addons available in marketplace. Thanks

comments: author: minki kim
body: Thanks [@Mohanraj Thangamuthu](/t5/user/viewprofilepage/user-id/4628433)
JWM Advanced Forms
Asked by Ann Marie Lisak:

Hello, I'm really hoping someone can help me with my question because there is confusing info available.

I created a TEST JWM project. On my Test Project I found Advanced Forms, just like Proforma forms on JSM projects - YAY!!!!

I created the 2 forms my client wants but I can't link them to the issue types I have created.

When I search for info on Advance Forms, it takes me to a 2-sentence posting that they are Proforma forms - but when I click on the link the next page is all about JSM not JWM. [Advanced Forms in Jira Work Management \| Jira Work Management Cloud \| Atlassian Support](https://support.atlassian.com/jira-work-management/docs/advanced-forms-in-jira-work-management/)

How do I link my advanced forms to the issue types I create?

Any help is appreciated. Thanks, AM


Answers:
author: Mikael Sandberg
body: If you go into your advanced form and then click on the Settings tab you should be able to associate it with the issue type. You should see something like this:

![Screenshot 2023-11-27 at 3.02.39?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/293990i64C60DB69AED3B3A/image-dimensions/434x283?v=v2 "Screenshot 2023-11-27 at 3.02.39?PM.png")


Tags: cloud

jira-work-management-cloud
Can you add more than one project to a Jira Work Management board?
Asked by Robert Sosebee:

I would like to have a board that contains more than one project in Jira Work Management since I work on multiple projects. I've tried creating the project as a company based project but there isn't a way to save the filter for the board. Has anyone solved this problem?


Answers:
author: Mikael Sandberg
body: The short answer is no, a JWM project cannot show information from multiple project on the board. What you can do is create an overview of multiple JWM projects, that will give you the summary, calendar, and timeline view will all the JWM projects that you included.

![Screenshot 2023-11-27 at 2.59.04?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/293987iBD2F5534CB3F7073/image-size/large?v=v2&px=999 "Screenshot 2023-11-27 at 2.59.04?PM.png")

comments: author: Trudy Claspill
body: It appears that multiple-JWM-project Overviews are available only with the Premium and Enterprise subscriptions.

<https://support.atlassian.com/jira-work-management/docs/manage-project-overviews/>


author: Robert Sosebee
body: Thank you both for your help!


Tags: cloud

jira-work-management-cloud
How to send email when transition from state to another state
Asked by Bola Oye:

1. I have custom fields set up for 5 users.
2. when I Transition from A to B User 1 is notified
3. when I Transition from B to C User 2 is notified
4. when I Transition from C to D User 1 is notified
5. when I Transition from D to E User 3 is notified

How do I set up without using automation?


Answers:
author: Ste Wright
body: Hi [@Bola Oye](/t5/user/viewprofilepage/user-id/4613642)

If you're using a Company-managed Project, you could use multiple custom events in your notification scheme, and add them to each workflow step as a post-function.

Check out [this help page](https://support.atlassian.com/jira-cloud-administration/docs/configure-email-notifications-for-a-custom-event/) which explains how to do that :)

---

If this is Team-managed, I think you'd need to use Automation.

Ste


Tags: cloud

jira-work-management-cloud
Ich habe aus Versehen das Projekt gel?scht. Ist es m?glich das wiederherzustellen?
Asked by Karina Schneider:

Kann man ein Projekt, das gel?scht wurde, wiederherstellen?


Answers:
author: David Friedrich
body: Hi [@Karina Schneider](/t5/user/viewprofilepage/user-id/5373561) ,

ist es noch im Trash? Dann kann man es wiederherstellen.

https://\[deinesite\].atlassian.net/jira/settings/projects/trash

comments: author: Karina Schneider
body: was ist trash


author: David Friedrich
body: siehe mein Link in der vorherigen Antwort.

Mit Admin-Rechten kannst du hierauf zugreifen und das Projekt wiederherstellen.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/294122i4C066BA8511924A4/image-size/large?v=v2&px=999 "image.png")


author: Karina Schneider
body: Vielen Dank hat geklappt.


Tags: cloud

jira-work-management-cloud
Can I use Jira's Issue Tracker as document where I put my daily work performance into?
Asked by Almighty Drake:

Abstractly speaking my Department's job is to fill some forms which are prepared in Excel with dropboxes and textboxes.

One of my superior colleagues suggested to put our workload and daily work performance into an issue so that means we configure an issue exactly like a form which we pass on and assign to colleagues. Additionally we do powerpoint Presentations and he wants to insert them as well or at least diagrams. This Part im really not sure it is possible and how.

I feel like it is a bad idea since jira is not a database so is excel but i am afraid that the amount of issues will be too much and you will lose the data inside an issue over time.

Right now we are working on external Software like excel and Powerpoint and i know you can insert them into jira but jira in general has no idea about the Progress in the excel itself or can make reports on how long it took to do the work since its coming from excel.

Can someone give me an opinion and an alternative solution - is confluence possible?

I have not seen an integration from excel or powerpoint to confluence and im not sure wether or not you can display complex diagrams on confluence and track its status and progesss and jira.

I hope someone understands my situation and can give me a helpful opinion.

Best Regards


Answers:
author: Tim Kopperud
body: Hi [@Almighty Drake](/t5/user/viewprofilepage/user-id/5372074), welcome to Atlassian Community.

In short; **Yes, Jira is a good tool for this**.

If you create an issue in a standardised form as you stated, you will also be able generate reports automatically using dashboards in Jira.

Jira is actually a very good substitute for spreadsheets (as data source) and presentations (as reporting).

You can build the reporting as complex as you want if you include addons and/or Confluence into the mix.

In my opinion spreadsheets are not the right tool for tracking stuff, though I know it used for such and more.

The amount of issues will not be too much and you will not loose data over time. All data is indexed and searchable. Nothing will disappear if its not deleted by purpose. Export and backup is also available if needed.

Converting old spreadsheets into Jira is quite normal, I have done it several times. I reccomend it.

TimK.


Tags: cloud

jira-work-management-cloud
How can i give jira admin privilege to let the rule running automatically from the system?
Asked by Eptihal Ghanem:

How can i give jira admin privilege to let the rule running automatically from the system


Answers:
author: Trudy Claspill
body: Hello [@Eptihal Ghanem](/t5/user/viewprofilepage/user-id/5371443)

Welcome to the Atlassian community.

I'm not sure that I understand your question. Can you provide more information?

Are you working with Jira Cloud or Jira Server/DC?

Are you talking about an Automation Rule? If so, is the rule not running as you expect it to? Is it not running at all, or getting an error, or running some times but not at other times you expect?
Automation to calculate the original estimate from the Start Date and Due Date
Asked by James Hill:

Hi,

Hope someone can help with this.

We have some tasks that need to have a original estimate populated. But these were missed however they have a start and due date.

We would like to be able to use jira automation to calculate the difference in working hours between the start and due dates and then update the original estimate with this hours calculation.

Is this possible? We also want to have this as an automated rule going forward to prevent people missing this originalestimate.

Does anyone know if this is possible?

Thanks James


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Following KB will help to create an automation to find the difference between dates. <https://confluence.atlassian.com/jirakb/automation-calculate-and-update-a-custom-field-with-the-difference-in-number-of-days-between-duedate-and-current-date-1283687363.html>


Tags: cloud

jira-software

jira-work-management-cloud
Manage our computing equipment
Asked by virginiepitters:

Hello,

Can Jira can manage all our computer equipment in a company? and how?

Thanks!


Answers:
author: Ste Wright
body: Hi [@virginiepitters](/t5/user/viewprofilepage/user-id/5371347)

When you say manage your computer equipment, can you confirm what you mean?

Do you mean track them as assets? If yes, I'd check out [Asset Management](https://www.atlassian.com/software/jira/service-management/features/asset-and-configuration-management), which is included with Jira Service Management Premium/Enterprise.

Ste

comments: author: virginiepitters
body: Hello,

Thanks you so much for the help!   
At first, we want to register all the laptop of the company and affect them.   
some laptop have some specificity that we need to add.   

for example, how can we list all the laptop of the company with all the specifications added, ( brand, memory, kind of giga ram, accessories...)

Have a wonderful week end!


author: Ste Wright
body: Hi [@virginiepitters](/t5/user/viewprofilepage/user-id/5371347)

Asset Management is going to be the right approach.

It allows you to list your assets as objects with any information you want to include - like brand, memory, etc.

You can also print [QR codes](https://support.atlassian.com/jira-service-management-cloud/docs/print-qr-codes/), if you'd like to keep track of those physical assets beyond the Object ID.

Check out...

* [Getting Started Guide](https://www.atlassian.com/software/jira/service-management/product-guide/getting-started/asset-and-configuration-management)
* [Asset \& Configuration Help Pages](https://support.atlassian.com/jira-service-management-cloud/docs/manage-your-assets-and-configuration-items-with-assets/)

Ste