youngmon/atlassian-qna huggingface dataset:
I want to filter out the issue that the "plan" item in my "develop" checklist is not checked.
Asked by ???:

Hello, my name is Junhee Kim in South Korea.

I made my checklist named "develop" which has items like "plan", "develop", "test".

(I simplified items)

Then I want to filter out the issues that is unchecked to "plan" item.

So I used JQL like below. (**Bold**)

**project = "PASSUP2024"**

**AND assignee IN (currentUser())**

**AND statusCategory IN ("To Do", "In Progress")**

**AND checklistItems \~ "plan"**

**ORDER BY created DESC**

However, it only shows issues which has "plan" item in checklist.  
Please let me know.. how to fix (or add) condition properly.

If I add condition like below, it is not working neither. (It shows the same issues like above)

**AND "Checklist Progress" NOT IN ("DONE")**

Please let me know.. how to fix (or add) condition properly.

Thank you so much!


Answers:
author: Hannes Obweger - JXL for Jira
body: Hi [@???](/t5/user/viewprofilepage/user-id/5549348)

welcome to the community!

It looks like you might be using an app from the [Atlassian Marketplace](https://marketplace.atlassian.com/) to manage your checklists, is this correct?

Mind sharing which app you are using?

Best,

Hannes

comments: author: ???
body: Hi, [@Hannes Obweger - JXL for Jira](/t5/user/viewprofilepage/user-id/4289506)   

<br />

I have to ask someone who has admin authority because I don't have.

I will let you know when I get this info..

Thank you for your answer!


author: Cristian IONESCU
body: Hi ???,  

Hope you are doing well.

Try:

**project = "PASSUP2024"**

**AND assignee IN (currentUser())**

**AND statusCategory IN ("To Do", "In Progress")**

and activeChecklistItems \> 0 and checklistItems \~ "plan"

comments: author: ???
body: Hi, [@Cristian Ionescu](/t5/user/viewprofilepage/user-id/1734108)

It is not working as well. (This result also shows all)  
Hmm..

Do you know how to use "Checklist Completed\[Short text\]" function..?

I have no idea how to use it.

Thank you for replying!


author: ???
body: I'm not sure how to use them (below)..  

checklistItemsCount = 3 (total items count = 3)

"Checklist Progress %" = 25 (I checked 1 item for 4 items)

activeChecklistItems \> 0 (unchecked item is over 0 count)

hasActiveChecklistItems IS NOT EMPTY ("has unchecked item" is true)

AND hasChecklistItems IS NOT EMPTY ("has unchecked item" is true)


author: Cristian IONESCU
body: Hi ???,  

Are you using [https://marketplace.atlassian.com/apps/1220209/issue-checklist-for-jira-free?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1220209/issue-checklist-for-jira-free?hosting=cloud&tab=overview) for checklist?  


Tags: cloud

jira-service-management

jira-service-management-cloud
How can I get data from salesforce to automatically populate a custom field?
Asked by Odilon Nagay:

I am not sure if this is even possible, but here is my use case:

I have a custom field in Jira that is a dropdown list of client names that come directly from Salesforce.

I want to be able to when a user selects a specific client, I pull some of this client's information back from Salesforce (i.e. the user select client XYZ, I pull in the client's total Revenue).

Is that possible?

I don't want to maintain a table with the same information I have in Salesforce in Jira also, since Salesforce is my ultimate source of truth.

Thank you!


Answers:
author: Mathieu Lepoutre _Exalate_
body: Hello [@Odilon Nagay](/t5/user/viewprofilepage/user-id/4805050)

I work for Exalate.

This is a perfect problem that can be fully resolved through our software, we offer a decentralized solution. After installation, you decide exactly what you want to send over from SF and how it should be applied in Jira.

We can offer you a demonstration how it works, you can find it at our website.

This is a demonstration of how it works;

[https://www.youtube.com/watch?v=syCwqpCCdfE\&t=848s](https://www.youtube.com/watch?v=syCwqpCCdfE&t=848s)

Thanks,

Mathieu

comments: author: Odilon Nagay
body: Hi Mathieu,

Were is your company based? Can we schedule a quick call to go over your solution?

Thank you,


author: Valerie Knapp
body: [@Mathieu Lepoutre _Exalate_](/t5/user/viewprofilepage/user-id/4856931) tagging to make sure you see this update :)


author: Valerie Knapp
body: Hi [@Odilon Nagay](/t5/user/viewprofilepage/user-id/4805050) , thanks for your question.

This type of integration between Jira and Salesforce is possible but you would likely need an app, unless you have someone who could write you a scripted solution with something like [ScriptRunner Connect](https://marketplace.atlassian.com/apps/1224414/scriptrunner-connect-integration-platform-for-jira-more?hosting=cloud&tab=overview) .

The app I would recommend for this is called Exalate, you can learn more through the marketplace listing and their documentation.

[https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-automation-more?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-automation-more?hosting=cloud&tab=overview)

[https://exalate.com/integrations/ppc-jira-salesforce?utm_source=google\&utm_medium=cpc\&utm_campaign=jira_sf_search\&gad_source=1\&gclid=CjwKCAjwhvi0BhA4EiwAX25uj5ztc5XiSewq1JiLsb_Mx0uHyofEw9ULX2dIMVEVcad4C3lpGa0zOhoCXOMQAvD_BwE](https://exalate.com/integrations/ppc-jira-salesforce?utm_source=google&utm_medium=cpc&utm_campaign=jira_sf_search&gad_source=1&gclid=CjwKCAjwhvi0BhA4EiwAX25uj5ztc5XiSewq1JiLsb_Mx0uHyofEw9ULX2dIMVEVcad4C3lpGa0zOhoCXOMQAvD_BwE)

I hope this helps you.

Cheers


Tags: cloud

jira-cloud

salesforce
How to change email address?
Asked by Saili:

As a JIRA admin, I need to change the Email address of some users because of the incorrect domain right now they are logged in. I want to make sure that they are not loosing their data. I tried using suggest change functionality but it didnt work. Please let me know.  
Thanks in Advance!

![2024-07-22_15h42_05.png](/t5/image/serverpage/image-id/337039iF510AB740A3035D2/image-size/large?v=v2&px=999 "2024-07-22_15h42_05.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Are you updating email address of a managed user account ?

If yes then the new email domain should be verified in the Org as well. <https://support.atlassian.com/user-management/docs/make-changes-to-a-managed-user-account/>

![Screenshot 2024-07-22 at 8.57.03?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/337078iF112B4F63160B7CF/image-size/large?v=v2&px=999 "Screenshot 2024-07-22 at 8.57.03?PM.png")


Tags: cloud

jira-cloud
Haven?t accessed my account in a while, account and work deleted
Asked by Bethany Vayda:

I haven't accessed my account in quite some time, and when I went to log in, it acted as if it created a new account for me, but it has my old profile picture. All of my work is now gone and I seriously want to cry. I find it hard to believe that this company would delete someone's work, so if anyone has any advice on how to access my old boards, that would be awesome!!

Thank you!!   
Xx


Answers:
author: Ste Wright
body: Hi [@Bethany Vayda](/t5/user/viewprofilepage/user-id/5407979)

I'd contact Trello Support directly for this one - you can do so from here: <https://trello.com/contact#/>

Ste
Can I restore the card view by board when searching through a single user's work summary?
Asked by Clara:

At some point in the past few months, Trello updated the view of a single user's summary of tagged cards. The old view showed all cards which the person had been tagged on, with a window to each Trello board that the card belonged to. Now, the view only shows a list version of all tagged cards. Can the old view be restored?


Answers:
author: Alina Kurishko
body: Hi Clara,

Welcome to the Atlassian Community! ?

I am sorry to hear that this change has made your experience with the 'My Cards' page less than ideal for your daily work with Trello.

To give you some context, the new redesign enabled us to fix a few bugs, enhance the performance of this page, and hopefully pave the way for the next step that will enable users to view all their relevant upcoming actions in one place.

I understand these types of changes can affect workflows, resulting in both navigation and accessibility problems.

Unfortunately, it isn't possible to opt out of the revamped My Cards page as we have been working on the many requested improvements that have been suggested. With that said, I've passed your feedback about the new redesign of the 'My Cards' page to our product and engineering team, and we'll continue collecting it to hear everyone's thoughts and opinions.

Alina \| The Trello Team
automate and create/copy card with upcoming due date in Trello
Asked by Nikkita Javier:

Hi   
I have few Trello cards with due dates on them. These tasks need to performed annual, semi-annually and so on. Once a task is completed and attested i need the same card or the copy of the card for the with the due date and the un-attested tasks automatically updated in the new card.   
These are for our Audits, we need the history of the tasks performed each year, not having to manually re create them after every completed tasks.  
Can this scenario be automated in Trello?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi Nikkita! You can definitely use butler for recurring cards. It's very customizable, so here are some examples of what you can do:

One way to do it is using trigger-based rules (the trigger in your case is when a due date is marked as complete).

```
when the due date is marked as complete in a card with a name containing "Annual", copy the card to the top of list "To Do", move the due date to the same date next year, find a card titled "{triggercardname}", rename the card to "{cardname} {year}", and archive the card
```

This will copy all the information from the original card to the copy, then add the current year as a suffix to the original card and archive it. You might want to keep some information in the new card, or you can reset/overwrite some other information (e.g. clearing the checklist due dates). This method would be useful if you'd like to keep things like existing comments in the newly created card.

<br />

<br />

Here's another way to approach it using templated cards and scheduled commands:  

```
every year on the 2nd of january, create a new card with title "Annual Audit" and description "Here is some information on what needs to be done" in list "To Do" and add the green label and add the "Tasks" checklist from card "Audit Template" to the card, and set due in 2 weeks at 5:00 pm
```

The above examples are just for repeating cards annually, but you can of course customize this to whatever timeframe you need.
Como posso exportar dados do sistema ERP para o Trello?
Asked by Clayton Pereira:

Usamos o Sistema de gest?o da Linear, alguns dados seriam bem ?teis se exportados (api?s) para o Trello. Seria poss?vel?


Answers:
author: Sal
body: Ol? [@Clayton Pereira](/t5/user/viewprofilepage/user-id/5407824)! Eu n?o sei te dizer como o export desse ERP funciona, mas, o Trello n?o possui nenhum recurso nativo que te permite fazer a importa??o dos dados exportados de outra aplica??o para dentro do Trello. Os ?nicos m?todos que possu?mos para fazer o importa??o de dados para o Trello s?o:

* Copiar e colar as informa??es da sua origem para dentro do Trello
* Importar dados atrav?s de Power-Ups
* Ou utilizar a API do Trello

Voc? pode ler mais sobre esse t?pico aqui: <https://support.atlassian.com/trello/docs/importing-data-into-trello/>
Work Life Blog
Asked by Larry Hyatt:

Can anyone tell me how to get to work like blog on Trello? I have not been in Trello user for sometime, and I want to access the blog here so that I might begin to adopt it in my workflow thank you!


Answers:
author: Michael Yaroshefsky - Visor for Jira
body: Hi [@Larry Hyatt](/t5/user/viewprofilepage/user-id/5407688)  

Welcome to the Atlassian Community.   

This Trello blog moved and is now part of Work Life by Atlassian. Two helpful links for you below:

1. There was actually a blog post on this change yesterday, Jan 16 if you missed it. <https://www.atlassian.com/blog/trello/weve-moved-to-the-atlassian-blog-work-life>)
2. From now on, you can find the Work Life blog here <https://www.atlassian.com/blog/trello/weve-moved-to-the-atlassian-blog-work-life>

I hope this helps,  

Michael
how can you find out who is editing and moving boxes when you have only one shared account?
Asked by Com_ AQUITI:

I share a Trello with my customer, who needs to be able to see the validation activity. He needs to be able to see in the history that it was he who moved the "to be validated" box into the "validated" box. How can I do this?


Answers:
author: Dreamsuite Mike
body: Why would you share an account?

You could just have 2 accounts and then it will be very clear who moved what...
Activity timer doesn?t work in a specific card
Asked by Sandra Gastelu:

Hello!

We use the power-up Activity timer, but it doesn?t work anymore in one specific card. We want continue working in that card but the timer stoped. We?ve tried to add the time manually but it doesn?t work either. The card has 117 hrs so far, so is there some limit of time for working in a card?

In others cards the timer is working good, so why there is a problem in only one card, I gonna apreciate if you help to resolve this.


Answers:
author: Dreamsuite Mike
body: Hi, this one is going to be for the developer to answer I think. There are contact details here:

<https://trello.com/power-ups/5ec6c1c179ade984555a12eb/activity-timer>

I notice that it is open source so if you are techy, you can take a look
Why is "Note from" suddenly automatically in new cards?
Asked by Karl Macnaughton:

As of yesterday, every time I try to create a new card, it autofills it with "Note from", which then has to be deleted. Does anyone know why this is suddenly happening and how I can stop it?


Answers:
author: Dreamsuite Mike
body: Hi [@Karl Macnaughton](/t5/user/viewprofilepage/user-id/4137755)

This is either being added by a power-up or an automation. Can you have a look in the activity log at the bottom of the card to see if you can see the "Note From" being added. If it says in small lettering "via butler" it is an automation and will be running from the account of the member showing in the activity log
How can I customize card visibility for users?
Asked by Denis Sekker:

How can I make it so that different users on the same board see different cards? How can I customize card visibility for users?

I need User #1 to see only a specific set of cards, User #2 to see a different set, and Users #3 and #4 to have visibility of all cards. For me it is important that users #1 do not see the card of user #2


Answers:
author: Dreamsuite Mike
body: Hi,

You can do this using filters by member.

<https://support.atlassian.com/trello/docs/filtering-for-cards-on-a-board/>

comments: author: Denis Sekker
body: Thank you for the response, but I need User #1 to see only a specific set of cards, User #2 to see a different set, and Users #3 and #4 to have visibility of all cards.


author: Denis Sekker
body: For me it is important that users number one do not see the card of user number two


author: Dreamsuite Mike
body: I understand your needs, it comes up often on here and I always start my reply with this.

Trello is an agile and open collaboration tool. It is designed with simplicity, collaboration and transparency in mind. This means that you get less controls compared to other tools.

For your use case, you would require a setup like this.

![Community.png](https://community.atlassian.com/t5/image/serverpage/image-id/300988iCEFDC249A4CEA975/image-dimensions/394x276?v=v2 "Community.png")

You would have to set up automation to connect the cards between them and mirror information

These 2 articles should help:

<https://www.atlassian.com/blog/trello/trello-unito-power-up>

<https://support.atlassian.com/trello/docs/mirroring-cards/>


author: Denis Sekker
body: thank you. This method worked for me


author: Dreamsuite Mike
body: Hi [@Denis Sekker](/t5/user/viewprofilepage/user-id/5407501) If you are satisfied, please can you accept the answer...
Best practices private / business account mix
Asked by Mathias Fuhge:

Hey People,

I have a question regarding Trello and the mixing of private and business accounts.

Situation: We have a business Trello Board. For that I created a business account for myself. When I'm on PC, I use that account. But on my mobile phone and tablet I do a lot more than just business and I use my private account.

Problem: When I do something with one account, the other account gets a notification. I also can't switch off notifications because I still need to see notifications from other users.

But when I run around and suddenly need to note something down, it's too much of a hassle to change the account on the device. Sometimes I even need to work on private boards (my todo) and business boards (company todo) at the same time.

Questions:

1. Can I make these accounts ignore each other regarding notifications?

2. How do you guys solve the issue of several accounts from several projects?


Answers:
author: Alina Kurishko
body: Hi Mathias,

Welcome to the Atlassian Community! ?

I'll leave some room for Community members to help you with their tips and tricks on how they manage to maintain 2 accounts in the mobile app, but I can definitely help you update your notification settings!

Trello app notifications can be configured *per account* within the app itself.

To do so, switch to the account you want to update settings for in the app, click the **Notifications** icon in the footer, and remove the ticks next to the notifications you don't want to receive. Here's an example:

![Mobile app notifications.png](https://community.atlassian.com/t5/image/serverpage/image-id/301435iA9C2FFF2836CD317/image-dimensions/223x452?v=v2 "Mobile app notifications.png")

Hope this information helps!

Alina \| The Trello Team
Me han desaparecido contenidos de tableros
Asked by Nacho Recuero:

Hola

Estoy revisando mis tableros que tengo en Trello y la mayor parte han desaparecido sus contenidos ...

?Qu? ha ocurrido?

?C?mo lo soluciono?

Gracias


Answers:
author: Alina Kurishko
body: Hi Nacho,

Thanks for raising this question! Sorry to hear you've experienced this issue. And I hope it's okay if I respond in English ?

Has this content been recently created? Have you used different devices when creating the content and then looking for it afterward? Were there any internet connection issues when you were working on your boards? Trello doesn't support offline access, so if your connection was disrupted, some updates might not have been sent to our servers.

Also, if you worked on your boards from a mobile app, it sometimes happens that content isn't synced automatically. If it's indeed the case, you can check out our article to help you troubleshoot issues on iOS: <https://support.atlassian.com/trello/docs/troubleshooting-for-the-ios-app/>

On a side note, have you tried checking the Activity section in the board's menu? If the cards were moved or removed by any other board member, you should be able to find a trace of it there: [https://support.atlassian.com/trello/docs/the-board-menu/#:\~:text=context%20you%20provide!-,Activity,-The%20activities%20of](https://support.atlassian.com/trello/docs/the-board-menu/#:~:text=context%20you%20provide!-,Activity,-The%20activities%20of)

If that doesn't help, could I ask you to create a ticket through [++https://trello.com/contact++](https://trello.com/contact?)? This gives us access to a few more tools to help investigate, and we can discuss information that can't be shared in the community.

Alina \| The Trello Team
Automated emails using Custom Fields
Asked by FBP Admin:

Hi,

I am trying to send automated emails from Trello using CF called 'Contact email'.  
Currently works with the CF field set as Text.

But i have many contacts and can't get the same automation to work if i make it a dropdown list.  
Any tips?

TIA.


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@FBP Admin](/t5/user/viewprofilepage/user-id/5407271) , can you share the rule you've created? Something like this should work:  

```
when the due date is marked as complete in a card, send an email notification to "{{%Email}}" with subject "Card Complete" and message "...."
```

comments: author: FBP Admin
body: Thanks Hannah, i have left it as Text for now.


author: Hannah Humbert - Simpla Workflows
body: The rule should work regardless of custom field type (as long as the field is populated with an email address).


author: Shel Friesen
body: [@Hannah Humbert - Simpla Workflows](/t5/user/viewprofilepage/user-id/2109993)

This isn't working for me, even as text. What am I doing wrong?

> join the card,
>
> rename the card to "{{%Priority}} - {{%Company}} - {{%Client Name}}",
>
> send an email notification to "{{%RM-email}}" with subject "MessageTEST" and message "test",
>
> remove the "Action list" checklist from the card,
>
> and move the card to the top of list "Completed"

I get this error in the activity log: "No email address to send to."


author: Shel Friesen
body: Oop- disregard!

The case-sensitivity was getting me.

Thank you anyways!
Option to disable auto card cover creation
Asked by Patryk:

Hi i am looking to disable automatic card cover creation. Is there one? Or addon/powerup/integration which will automatically remove/allow to disable selectively?

I mean i found option to disable card covers, but it is NOT what I am looking for as I do need some cards with covers, and id...i mean users are creating cards with covers which is making a mess from boards.


Answers:
author: Dreamsuite Mike
body: You could remove the buttons in the browser but you would require a browser extension.

This could be possible using [Pixiebrix](https://www.pixiebrix.com/)

Tagging [@Brittany Joiner](/t5/user/viewprofilepage/user-id/1692248)


Tags: feature
How to copy assigned tasks from Monday to Trello
Asked by Ellie Won:

I'm looking for a way to automatically copy new tasks assigned to me in Monday over to Trello.

Monday has an integration tool that allows Trello tasks to be auto copied over to their platform, but I need a way to do it in the other direction.

I looked into Unito but that's not endorsed by our IT department so I'm hoping there's a built in solution that can solve my problem.


Answers:
author: Dreamsuite Mike
body: Hi [@Ellie Won](/t5/user/viewprofilepage/user-id/5407166)

You could use Make.com or Zapier to create a sync. Would your IT department endorse that?

If not, you could export your Monday items to CSV and import to Trello using [Trello Import by Bluecat](https://trello.com/power-ups/61fa6cd2cc14647c2c9ee821/trello-import-by-blue-cat)


Tags: monday.com
How can I restore all the date from my old Trello account?
Asked by Patrik7:

Hello everyone! I created a Trello account in 2017. I kept most of the date in it alone. And only today I restored access to Trello through Atlassian (I have not used Trello for more than 2 years and did't know about purchased the Trello product).

Please tell me, how can I restore all the date of my old account?


Answers:
author: Dreamsuite Mike
body: It sounds like your new account set up via Atlassian sign up is a completely new account and therefore your old account would be a different one.

What happens if you try to sign in to your original account with the email and password?