youngmon/atlassian-qna huggingface dataset:
Build a Approval form in Confluence
Asked by Siddhartha Vatsal:

We have to build a approval form on top of many pages. It will have 4 Columns -

S. No., Approver name, Status and Approval date.

by default Approver button will be enabled for Users to approve. As soon as Approver Clicks the approve button, Status should change to Approve and Approval date should be populated with current date. I have attached a screenshot for reference what we are trying to build. Please help me to build this reusable macro. Which can I plugin in all the pages wherever required. Thanks in advance. ![Confluence Macro.PNG](/t5/image/serverpage/image-id/141627iE8019E4544D0182F/image-size/large?v=v2&px=999 "Confluence Macro.PNG")


Answers:
author: James Conway
body: Hi [@Siddhartha Vatsal](/t5/user/viewprofilepage/user-id/4376397)

As [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) and [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630) have said to support your use case in Confluence Cloud you would need to consider one of the plugins available on the Atlassian Marketplace. One option could be [Comala Document Management](https://marketplace.atlassian.com/apps/142/comala-document-management?hosting=cloud&tab=overview), which allows you to build a completely customised review process and then assign reviewers to approve your documents.

You can get a free trial from the Atlassian Marketplace, and if you have any questions feel free to reach out to our Customer Success team at <https://support.comalatech.com>

Kind regards

James  
Senior Product Manager


author: Alex Medved _ConfiForms_
body: You cannot do that on cloud, without implementing (or using) a plugin. It is just not possible

Alex

comments: author: Siddhartha Vatsal
body: Thanks [@Alex Medved _ConfiForms_](/t5/user/viewprofilepage/user-id/781630)


author: Vero Rivas
body: Hi [@Siddhartha Vatsal](/t5/user/viewprofilepage/user-id/4376397)

Look at this post

<https://confluence.atlassian.com/confeval/confluence-evaluator-resources/confluence-workflows-approval>

Cheers

comments: author: Siddhartha Vatsal
body: Thanks [@Vero Rivas](/t5/user/viewprofilepage/user-id/3912760) I am looking for something in-built. We don't want to include 3rd party apps. Is there a way we can achieve through native capabilities of confluence?


author: Nic Brough -Adaptavist-
body: No, Confluence is a wiki, not a workflow or process engine. You'll need to add quite a lot of code to implement a workflow engine, but I'd strongly recommend getting an existing app to do it all for you.


author: Siddhartha Vatsal
body: Alright thanks. Will recommend to use plugin to my team.


Tags: button

cloud

confluence-cloud

macro
Copying Confluence page from one space to another and updates.
Asked by Charlie Vinall:

Hi,

I wanted to know if when I copy a Confluence page with embedded JIRA links in it from one space to another and I update the Original page, will it automatically make the updates the the copied version. If not automatic is there a way it can be done?

Thanks,

Charlie


Answers:
author: Nic Brough -Adaptavist-
body: No, a copy at a point in time is a copy. You'll get what you copied. If the source is completely rewritten or even destroyed, the copy is not affected.

That's the point of a copy, it's independent of the original. It can't (and shouldn't) be affected by the original.

However, Confluence also caters for "single source of truth". This means not "copying", but "going back to source". Instead of making (potentially redundant) copies, use includes and pull data from your single source. Don't have 42 pages which are all copies of the same thing, have 1 page as the source of the right data and then include it in the other 41 places. Edit the source, no-one else has to do anything.

comments: author: Charlie Vinall
body: Thanks, I needed a copy as I have a restricted Vendor space so do not want the Vendor to see the full content of the space I admin internally but would like to update the internal page and as stated flows through to the Vendor space. How do I do "Single source of truth"?


author: Earl McCutcheon
body: Hi [@Charlie Vinall](/t5/user/viewprofilepage/user-id/4097591) ,

I believe what Nic was referring to is the["Page Include Macro"](https://support.atlassian.com/confluence-cloud/docs/insert-the-include-page-macro/) that can be used to include a whole page into another page or use the [Excerpt](https://support.atlassian.com/confluence-cloud/docs/insert-the-excerpt-macro/) and [Excerpt Include](https://support.atlassian.com/confluence-cloud/docs/insert-the-excerpt-include-macro/) macros If you want to include part of a page rather than the whole page.

Using this method the included content will display on the destination page and when edited on the source page the data will be updated by the macro on the destination page as well, as the macro is simply displaying content from one location to the other "source of truth" page

Regards,  
Earl


Tags: atl-curate

cloud

confluence-cloud
How can I sync cards from several boards into one master board?
Asked by Mareike Wagner:

I have several trello boards with same list descriptions and every cards follows the same process. Now I would like to create an "Overview board" with the same list descriptions showing all cards which are in one list. For example in the master board the list "in progress" should show all cards which are listed as "in progress" in every other trello board.   
Thank you in advance


Answers:
author: Jodi LeBlanc
body: Hi [@Mareike Wagner](/t5/user/viewprofilepage/user-id/2192913) have you tried the Unito Power-Up? You can sync the cards that you would like to see in your Master board, without having to have separate cards. When you make a change on the in progress, they will be updated in the master board. Here is a link that provides more details:

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

Please let me know if this helps.

Jodi


author: Qasim
body: Hi [@Mareike Wagner](/t5/user/viewprofilepage/user-id/2192913)

This can be accomplished with one of our power-ups! If you'd like a tutorial on setting up, take a look at the link below. It's a great resource on setting up a master board, you can always reach out to us on our website as well and we can help you through the process!

How to Create a Master Board in Trello (Webinar / Tutorial):

<http://bit.ly/2OB4oIa>

<br />

Hope you find this useful!

<br />

Best,

Unito


author: Iain Dooley
body: [@Mareike Wagner](/t5/user/viewprofilepage/user-id/2192913) do you require separate boards in order to give different people access to the information? If not, then quite often you can achieve the result you're after by having everything on a single board and splitting up between projects by label.

The board filtering feature allows you to quickly and easily view all cards with a given label, and then you can disable the filter to see all cards across all projects.

This is a less complicated process than synching across boards.

The only time it's not suitable is if your cards move through different lists, or you need to give certain people access to certain project cards (for example if you're sharing boards with a client).


Tags: board

sync
Attachement not showing
Asked by Bilal Hussain:

We are facing following errors in trello.

1. **When user login to trello then no attachment is shown in the dashboard you can see in IMG-1 in attachment.**
2. **If we try to access attachment with its link then there comes an error "site cannot be reached (refused to connect)" see in IMG-2 in attachment.**

We have checked in details with our firewall there is everything is working fine nothing is block in firewall but we are unable to access the attachments.

We also cleared cache cookies of the browser but the issue is same.

If we use any vpn like **zenmate** or **browsec** then the attachments are shown properly.


Answers:
author: Crystal Davis
body: Hi Bilal,

Crystal from Trello Support here!

I'm sorry to hear that members are having trouble seeing the attachments. As we will be discussing private information about your boards, can you please write in to us directly? This way we can help get to the bottom of thing: <https://trello.com/contact> Thanks!
Trello Outlook Addon
Asked by Mark_Ennis:

Our office moved to Office 365 this week and i can finally use the trello outlook addon. Unfortunately when i try to create a new card from within outlook, the card appears in trello and then automatically gets deleted right away. Its the weirdest thing. The activity log on the board just shows the card being deleted.

I'm only using one trello account, and changing the board permissions dont seem to make any effect.

Anyone know what is happening and how to fix it?


Answers:
author: Teddy
body: Hi Mark!

That is definitely strange. Can you please reach out to our support team directly at <https://trello.com/contact>?

If you are able to include a link to a card that was deleted if possible, or a link to the board it is occurring on, that will be very helpful as well.

comments: author: Mark_Ennis
body: Thanks for the reply. I found the issue only happens when the "include attachment" box is selected. Seems there is an issue with that functionality.
How do you update an excel spreadsheet that you loaded into a Trello card?
Asked by Ralynn Ernest:

I have saved an excel spreadsheet as an xlsx attachment in a Trello card. I can access the spreadsheet, enable the editing, make my changes and save it. However, when I reopen the spreadsheet in the Trello card, my changes are not saved. Is there a way to do this without having to delete the old file and upload the new file?

Thanks,

Ralynn


Answers:
author: Crystal Davis
body: Hi Ralynn,

Crystal from Trello Support here!

At this time, Trello doesn't have a way to edit the excel file within the card. Currently you will need to download the file, edit it in your program, delete the old attachment and then upload the new attachment.

However, I'll be sure to let our development team know that it's something you'd like to see in the future!

comments: author: Darren Hunter
body: Did this ever get resolved? It would be a perfect solution for me to have an editable spreadsheet attached to a Trello card.

Many thanks,

Darren


author: Consortium24
body: Does anyone know if you are now able to edit MS Excel spreadsheets in Trello in real-time without having to download, edit, delete the old attachment and then save and upload the new one?

Thanks

Simone


Tags: attachment

ms-excel
How to see who and when added member to the board?
Asked by mikhail.menshinskiy:

Hi.

Some of admins added a new member to the board who should not be there. Where I can see the logs of this action - who and when added a member?

Thanks


Answers:
author: Teddy
body: Hi Mikhail!

You can see who invited that user to the board in your boards activity log in the board menu. You may need to click on View All Activity, and then Load More Activity a few times, depending on how long ago the user was added to the board.

comments: author: mikhail.menshinskiy
body: Thanks!
include "from address" in trello cards
Asked by Rosa:

I am using the board email to create new cards and have shared it with a handful of people to create my team's "incoming" board. It works great except I cant tell who sent the request. Some people use signature lines and we have asked folks to sign their requests, but changing behavior is hard... any chance there is a way to track the "from" address when creating a new card from email?


Answers:
author: Iain Dooley
body: [@Rosa](/t5/user/viewprofilepage/user-id/2120988) each member of a board has a unique email to board address, which can be configured to put the cards in different lists.

Instead of sharing the same email with everyone, add them to the board and ask them to login, copy their email to board address and save that as their contact to send to, then create an inbound list for each person.

comments: author: Rosa
body: Thanks, this does work for my current group, but definitely makes this process less scalable. Now I cant just share an email address that they can have handy if they need it. I have to count on them to take some additional action. Given that I am struggling for them to sign their name to the email, this is pretty limiting. I appreciate the suggestion.


author: Iain Dooley
body: [@Rosa](/t5/user/viewprofilepage/user-id/2120988) I created a product called Benko Board that integrates Gmail with Trello, if you had this setup on your Gmail account and created an address like trello@yourdomain.com then you could automatically label emails "To Trello" or something and have Benko Board map those to a given list/board.

Benko Board gives you control over the format of the title of the card, for example allowing you to include the from address in the title. You can see more about Benko Board here:

<http://www.benkoboard.com/>


Tags: email
Open attachment in the browser via the Trello app leads to <Code> AccessDenied </ Code>
Asked by Bernd Rammler:

Hello, sometimes we get errors when opening a PDF file from the Trello app in the browser. However, if we open the card directly in the browser (trello.com) everything works. What is it, where is the mistake?

Error code:

This XML file does not appear to have any style information associated with it. The document tree is shown below.  
\<Error\>  
\<Code\> AccessDenied \</ code\>  
\<Message\> Access Denied \</ Message\>  
\<RequestId\> DB486BC3CCF55AF8 \</ RequestId\>  
\<HostId\>  
SMPfYm0NEmphZLRkzgyUK3lR2mmYm5oMBe49rdd4cLLNx7pqwH3CKYBJ6Fx6tEm5Ca8pcEirZRo =  
\</ HostId\>  
\</ Error\>

Thank you for your help

![trello.png](/t5/image/serverpage/image-id/35939i323A0DCAD994878D/image-size/large?v=v2&px=999 "trello.png")


Answers:
author: Teddy
body: Hi Bernd,

If you don't mind, can you please reach out to our support team directly at <https://trello.com/contact> so that we can help troubleshoot what might be happening?


Tags: app

mac
Why is my work email not registering?
Asked by Joss Cameron:

I have not been able to set up my work email as my default email on trello to receive notifications etc. I can register my gmail but this is not ideal. I try to change the email and a confirmation email gets sent but I never receive it into my work email inbox. What do I do?


Answers:
author: carolyn french
body: Hi Joss, and welcome to Community!

Have you checked your spam folder? Also, sometimes work blocks emails that look like spam. Is it something where you can check with the IT at your work to make sure that didn't happen?

Hope this helps,  
Carolyn

comments: author: Joss Cameron
body: Hi Carolyn

I have checked my spam folder yes. I will ask our IT guys and let you know how that goes.

Thanks,

Joss
Order of Activities
Asked by Susan L:

When I type a comment in a card, my comment used to appear at the top of the Activities list (as the most recent activity). Now, it's hidden at the bottom somewhere. And my list of activities aren't showing in chronological order. I'm not sure why. Anyone else having this annoying issue? How to fix it?


Answers:
author: Teddy
body: Hi Susan!

There was a bug introduced with the most recent update to Safari (v12) that is causing the issue you are experiencing. Our team is aware, and are working on it!

The best workaround for now is to use an older version of Safari, or use a different browser.

comments: author: Susan L
body: ok, thanks.


author: Susan L
body: Chris, when do you expect the bug to be fixed?


author: Susan L
body: Bump
Is there any way to show Trello cards while in Calendar view?
Asked by Benjamine Nilsson:

Is there any way to show Trello cards while in Calendar view, such that I can drag a card directly from the card list and on to the Calendar, assigning it a due date?


Answers:
author: Crystal Davis
body: Hi Benjamine,

Crystal from Trello Support here!

Currently that's not something the Calendar Power-up can do but I will bring this up to our product team for consideration in future updates. If you have any additional suggestions please feel free to write in and let us know: <https://trello.com/contact>


Tags: calendar
comment visualiser les ?ch?ances de mes diff?rents tableaux sur une seule fen?tre ?
Asked by Beata Godenzi:

quel est sens de la diff?rence entre ?ch?ances dites " a venir" et "? la une" en page accueil ?


Answers:
author: Jodi LeBlanc
body: Avez-vous essay? la mise sous tension (power-up) du calendrier? C'est un excellent moyen de voir toutes vos ?ch?ances au m?me endroit.

Voici le lien mais c'est en anglais:

<https://help.trello.com/article/811-viewing-cards-in-a-calendar-view>

Merci,

Jodi

comments: author: Jodi LeBlanc
body: [@Beata Godenzi](/t5/user/viewprofilepage/user-id/2184038), est-ce que cette r?ponse a aid??
How to Add Due Date to the card from email?
Asked by Ruben Centineo:

Hello,

I want to set the due date when I'm creating a card from email.

some suggestion?


Answers:
author: Terry DM Hawkes
body: I would also like to know how to do this. I think this would be a great improvement, and since its another type of meta data should be something simple to add like the #label functionality?

comments: author: Ruben Centineo
body: I've solve it using APIs and works really well


author: Terry DM Hawkes
body: Would you be willing to pass that information onto me? or is it something that is easy to figure out on my own?
How do I remove an ?admin? person from a board & the team when I am not listed as the ?admin??
Asked by Sharon Grant:

My office assistant is listed as the "admin" however she is no longer with my company. I want to become the "admin". Do I have to set up a new account with new email and password?


Answers:
author: Brant Schroeder
body: Sharon,

You can follow these steps: <https://help.trello.com/article/768-changing-the-admins-of-a-team-or-board> or contact support.


Tags: administration

user-management
Attachments not coming in with Jira +Trello Power Up
Asked by Vishv Sharma:

When I link a card to Trello from Jira, I cannot see descriptions, comments or attachments. I can only see the title, content creator, sprint, priority, assignee and status.


Answers:
author: Mike
body: Hi there,

That's all the Power-Up is intended to show:

![file-MQbr9OmVLZ](https://community.atlassian.com/t5/image/serverpage/image-id/35870i51865E19BC4F3467/image-dimensions/428x457?v=v2 "file-MQbr9OmVLZ")

Primarily, it serves as a link back to Jira, where you can find much more detailed information!
Business Class - Exporting Data
Asked by Ellie Kuuskvere:

Hey!! We are looking to export CSV files of our Trello Boards, so that all the information on our cards will be exported in columns in a file.

We want to be sure, before we buy Business Class (currently we have been able to use the free version) that we can specify WHAT those columns will be. For instance, if we want an export that shows Due Date, three different Custom fields, and the Title of the card, we can make that. We also want to be able to export a file that includes the last comment on the card, for instance, and maybe a line of the description on the card.

Is any of this possible?

- Exporting files and specifying what the columns will have

- Exporting data from the description, comments, checklists on a card?

Thank you!!


Answers:
author: Iain Dooley
body: [@Ellie Kuuskvere](/t5/user/viewprofilepage/user-id/2175381) everything is "exportable" from Trello in that it's got one of the best APIs on the market. This guy got me hooked on Trello automation with Google Apps Script, and he publishes a bunch of freely available scripts for doing things like backups and 2 way synchs with Google Sheets:

<http://www.littlebluemonkey.com/blog/trello-backup-30>

So basically what you would do is have a Google Apps Script that writes the data to a Google Sheet, then save that as a CSV. Trello doesn't have a direct-to-csv export feature.

I also created an open source framework for automating Trello with Google Apps Script:

<http://www.trellinator.com/>

This makes creating the type of thing you're after pretty trivial. You can export whatever you want to Google Sheets and work with it as CSV from there.

comments: author: Cyndi Osterhus
body: What about attachments?
Can I search Trello for attachments by type?
Asked by Caitlin Davies:

I want to search Trello by attachment type (for instance, "has:attachment type:sql"), so that I can find queries used by other team members, which could be helpful for the queries I'm currently writing.

This feature is basically what you can do in Gmail - searching for emails with attachments of a specific type - but for Trello!

Thanks!


Answers:
author: Torben_trello
body: Right now, that search option is not available. While you can search for cards that have attachments only - your can currently not specify a specific file type. I'll pass your interest in this on to the team.
Does a card update after I copy/move it to another board?
Asked by Mike Corso:

I copied a card over to another board but I want to made edits on the card in the original board. Will it update the card on the new board?


Answers:
author: Qasim
body: Hi [@Mike Corso](/t5/user/viewprofilepage/user-id/1305900)

This can be accomplished using Unito! I'd start by taking a look at our Trello + Trello integration page to see what exactly you can accomplish with us.

Unito (Trello + Trello Integration):

<http://bit.ly/2ZXqwhe>

Let me know if you need any help, or have any questions!

Best,

Unito


author: Matthew N
body: Mike

Making a copy of the card does not allow the card to mirror the copy, it will remain the exact copy as when it was copied.

To mirror cards, you'll need to use a 'Card Sync' power up.
Freshbooks Time Tracker for Chrome Trello Integration no longer appearing
Asked by Erica Fisher:

I've been using the Freshbooks Time Tracker for Chrome, which integrates with Trello as a button in the Trello card actions menu, and the button stopped showing up sometime last week. Freshbooks says there haven't been any updates to the timer that would break this integration. I'm wondering if anyone else has had this break for them, too.


Answers:
author: Crystal Davis
body: Hi Erica,

Crystal from Trello Support here!

I'm sorry to hear that you're having trouble with the integration. Can you please write in to us directly so we can take a closer look at what may be going on there? <https://trello.com/contact> Thanks so much!


Tags: integration
I have a question about the visibility of cards.
Asked by Nicola Bush:

Hi, I can see all of my cards on my iPhone but only some of them on my mac. Can anybody please help me change my settings so that I can see everything everywhere?! I am the only member, nobody else has access to my account. Thanks guys.


Answers:
author: Iain Dooley
body: Hit the "x" key in Trello on your mac, you probably have filtering turned on

comments: author: Nicola Bush
body: Hi Iain, I scared myself with that yesterday when I thought I'd lost all but 2 cards! Then I remembered filtering and turned it off. Got most of them back (all on phone) on mac.

Thanks for trying to help.


author: Nicola Bush
body: APOLOGIES! You were right Iain!!! Filtering was on and even although I had nothing typed in the text box it must have kept some cards hidden.

All good now, I really appreciate your time - frustration now over!!!


author: Iain Dooley
body: [@Nicola Bush](/t5/user/viewprofilepage/user-id/2171414) I get that question a few times a week from my clients ;)


author: Nicola Bush
body: Must drive you insane!!!!!


author: Iain Dooley
body: [@Nicola Bush](/t5/user/viewprofilepage/user-id/2171414) haha no I love it every time I get that question. What I hate is when I get no questions. No questions mean people aren't trying.

IT people who get frustrated with questions like that have forgotten why they have a job in the first place :P


author: Matthew N
body: Hi Nicola

Any card should be visible anywhere. Please go to the iOS app and to the account tab. Scroll down a bit- do you see Sync? Is it enabled?

comments: author: Nicola Bush
body: Hi Matthew,

Sync is enabled. I've restarted both devices as well to see if that would help, but no joy.

Thank you for your suggestion :-)