youngmon/atlassian-qna huggingface dataset:
how can i change the roadmap timeline view ?
Asked by Haitham El Khatib:

how can i change the roadmap timeline view in product discovery template to weeks beside months and quarter ?


Answers:
author: Walter Buggenhout
body: Hi [@Haitham El Khatib](/t5/user/viewprofilepage/user-id/5452755) and welcome to the Community!

You can't. Only monthly and quarterly views are supported in the JPD timeline. The tool was built with capturing your *big and bold* ideas in mind. When you think about weekly follow up of what's happening with your ideas, it makes more sense to look at the delivery timelines rather than your product ideas. In Jira software, where the actual work is happening, you do have this weekly view available.

Hope this helps!

comments: author: Haitham El Khatib
body: I realized it once I submitted the question thank you, Walter!


author: Alex Koxaras _Relational_
body: Hi [@Haitham El Khatib](/t5/user/viewprofilepage/user-id/5452755) and welcome to the community,

Per documentation <https://support.atlassian.com/jira-product-discovery/docs/create-a-timeline-view/> you can't. It's only in months and quarters
> The timeline view allows you to create monthly and quarterly roadmaps. Time is defined in ideas by the date field, which you can create like any other field

comments: author: Haitham El Khatib
body: thank you alex , got it


Tags: cloud

jira

jira-cloud
Can external users comment on ideas in Product Discovery?
Asked by Yuliia Vyborova:

Can external users (outside of my org) comment and add insights to Product Discovery idea? Where this is managed, on Jira side or by our IT admin?


Answers:
author: Nick H
body: Hi [@Yuliia Vyborova](/t5/user/viewprofilepage/user-id/3597151) ,

At this time, Contributors can create ideas - as well add comments, insights, etc. That is outlined in our documentation here: [Manage your teams product access](https://support.atlassian.com/jira-product-discovery/docs/manage-your-teams-product-access/)

Also mentioned in that doc. explains who is considered a contributor:
> Contributors must meet one of the following criteria:
>
> * Have product access to Jira Software, Jira Service Management or Jira Work Management.
>
> * Be a member of the contributors group.

\^ Regardless, a Contributor needs to exist within your site's admin hub - meaning these external users would need to be added under the site's [Users tab](https://support.atlassian.com/user-management/docs/give-users-admin-permissions/) / Org.

Having said that, JPD will be releasing a [Stakeholder role](https://confluence.atlassian.com/jpdkb/the-different-types-of-users-in-jira-product-discovery-1272283879.html#:~:text=Discovery%20project.-,Stakeholders,-(not%20available%20at) soon (no firm ETA on when this will be). Stakeholders will **not** need to exist in your Org, and only need an Atlassian account in order to comment and add insights to ideas.

comments: author: Yuliia Vyborova
body: Got it, thanks for response [@Nick H](/t5/user/viewprofilepage/user-id/2540930) !  
That means that a customer needs to be added to our org and then they can have access to ideas, right?


author: Nick H
body: [@Yuliia Vyborova](/t5/user/viewprofilepage/user-id/3597151) - Correct.

At this time, in order for any user to be a Contributor (comment, add insights, access ideas), they will need to be added to your Org.

When the Stakeholder role is released, users will only need an Atlassian account to comment, add insights, access ideas (when shared) - and will **not** need to be added to your Org.


author: Moazzem Hossain
body: Dear support team,

Thank you very much for your information, 8f you can take the necessary action for solving my issues that would be greatly appreciated.

Kind Regards,

Moazzem Hossain
Overview & export insights?
Asked by Mohamed Kadi:

I need to get an overview and ability to export my insights but I can't figure out how to do it.

The API doesn't list the insights when quering a ticket, the field stays "null".

Is there any other way of extracting insights (and comments by extension) from JIRA?


Answers:
author: Nick H
body: Hi [@Mohamed Kadi](/t5/user/viewprofilepage/user-id/4735655) ,

If you reach out to [JPD support](https://support.atlassian.com/contact/#/), they should be able to help with exporting your ideas' insights.
Update idea when delivery is done
Asked by joachim ramberg:

Has anyone figured out a good way to handle an idea when connected delivery items are completed? Maybe some form of automation that transitions the idea to a completed state when the connected delivery items are done?

I guess you always could handle it manually but someone mby has figured out a really nice process :)


Answers:
author: Hermance NDounga
body: Hello, the solution described by Stephen is correct, just so you know, you have templates in global automation to do this : [https://support.atlassian.com/jira-product-discovery/docs/manage-automation-templates/](https://support.atlassian.com/jira-product-discovery/docs/manage-automation-templates/?)

Now, if you don't use the workflow/status field in Jira Product Discovery, you can simply use the rule "Edit field" and edit the field you'd like to change when your delivery items are done.


author: Stephen_Lugton
body: This automation should do that:  

![Transition JPD idea.png](https://community.atlassian.com/t5/image/serverpage/image-id/312095i831F85728D07DD36/image-size/large?v=v2&px=999 "Transition JPD idea.png")

Just make sure the scope of the rule includes both the delivery and product discovery projects, either as multiple projects, or as a global automation.  

If there are multiple delivery items for an idea you'll have to put some logic in to check that all delivery items are Done / rejected

comments: author: Stephen_Lugton
body: This relies on the workflow in JPD allowing any status to transition to Done, either in all cases, or via a Condition in the workflow which allows automations to transition to Done


author: Tere Pile
body: You could comment w/tag Creator name stating delivery is complete, thus allowing the owner of item to make applicable updates vs. changing status.


author: Mikael Helld?n
body: I'm thinking that when you see the delivery items being completed is a good time reflect on whether the outcome you were hoping for with this idea has actually been achieved. Maybe you need more delivery items? Or pursue another idea? Anyway, I would not equate "delivery items completed" with "goal of idea achieved". Just my two cents. :)

comments: author: Denis Paul
body: Good point Mikael. We transition our ideas into the status "impact check" after the first delivery and review these ideas and their outcomes.

That status transition could be done via automation.


author: brent.ritchie
body: Also interested in this.  

<br />

Also would be nice to see what other common automations the community is using for delivery tickets, and status of ideas.  

Not sure who the community manager is, but i think it would make for a great webinar or content piece, because i am also thinking about some ideas around automation but don't necessarily know what the best practice is.
Cannot add pictures when creating an idea
Asked by Mari-Ann Eriksen:

When creating a new idea, I don't manage to add any pictures. Is there something I need to setup to allow for this?

In Jira Software and even this form I am writing in now, it is possible to add pictures - either by paste, drag in or choose file. It is in fact encouraged to include relevant screenshots - because it is helpful for people to fully understand the problem. And the same is for ideas! We want users to add pictures into the idea they submit, to either illustrate the idea or pointing at the problems. It feels a big drawback that this feature is not possible in JPD


Answers:
author: Nick H
body: Hi [@Andy Keohane](/t5/user/viewprofilepage/user-id/4780843) and [@Mari-Ann Eriksen](/t5/user/viewprofilepage/user-id/5433955) ,

It's currently not possible to add attachments to a JPD idea at creation. The workaround is adding them after which we know is not ideal and requires an additional step - but both creators and contributors can do this.

There is already an open ticket for this entered with engineering, and for reference it is: **JPD-32**. We suggestion you continue following along with our Community for updates since JPD bugs and features requests are not publicly available to watch, follow and vote for.

comments: author: Mari-Ann Eriksen
body: Thanks for your reply! I hope this is something that will be improved soon :)

We want to make it very easy for people in the organization to submit ideas, but I fear that not being able to put in all information needed in a single step might take extra time explaining everyone how to submit ideas, as well as discourage some users to submit anything.


author: Andy Keohane
body: I have the same issue. If you create the Idea ticket without images, you should then be able to edit it and add the images - that's what works for me anyway
Using decimal in weights
Asked by matan.grady:

Similar to <https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Weight-using-decimal-value/qaq-p/2463874>

Our ICE formula uses decimal values for Ease

For example, ease of XS gets extra weight (1.5) where XXL reduce the value (0.5)  

<br />

Is there any way for the weight in JPD to support decimal?


Answers:
author: Nick H
body: Hi [@matan.grady](/t5/user/viewprofilepage/user-id/5153786) ,

Decimals *should*be supported with custom formulas. Maybe when this question was asked they were not, but I was able to input decimals into a formula like so:

![rice1.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/332787i6ED9AFA41C0D1AAA/image-size/large?v=v2&px=999 "rice1.jpeg")

I did wrap each decimal-number and field with parentheses so they are evaluated together.
How can we make epic/parent mandatory upon creation of a issue in JIRA in a team managed software ?
Asked by Himani:

I want all of my issues to be linked to some epic, so that no issue is unaccounted.


Answers:
author: Pieter Helsen
body: Hi,

This isn't necessarily a Product Discovery question, but I'll try to answer.

There are two ways of making fields mandatory:

* As part of a validator during a workflow transition (i.e. from To Do to In Progress)
* As a mandatory field (upon creation)

It looks to me you would like to do the second, but unfortunately, that is not possible for the **Parent** field specifically. The workaround is to change your workflow and add a validator on the Create transition that checks if the field is empty.

More information is available here: [Configure advanced issue workflows \| Atlassian Support](https://support.atlassian.com/jira-cloud-administration/docs/configure-advanced-issue-workflows/#Validators)


author: Christopher Maxwell
body: Hi [@Himani](/t5/user/viewprofilepage/user-id/4924831) ,

Peter has some good info. And yes, this sounds like a Jira question (not Jira Product Discovery).

I would add that in a team managed project, you'll want to make sure the field for the epic name is active, and in a Team Managed Project, the field is titled "parent name" in the field chooser.

Also, you can utilize Automation to send a notification if an issue is created with a blank epic. This, combined with some team education, is another route to take.


author: Himani
body: [@Ashish](/t5/user/viewprofilepage/user-id/711064)
Create an Idea is missing for Product Discovery
Asked by Jenny Ben Zeev:

Hi,

I got an invite to a new Product Discovery Project. I have administrator permissions.

However I can't see "Create an idea" button.

There is only "Sort" and "Filter" options.

Could you please assist.


Answers:
author: Susanna Babayan
body: Hi! can you see the button on the top bar?

Have you checked on Project Settings \> Access? maybe there was something changed for Admins...

comments: author: Jenny Ben Zeev
body: Hi Susana,

No, there is no button on the top bar.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/311598i97875DE96EF9EEA4/image-size/large?v=v2&px=999 "image.png")


author: Susanna Babayan
body: my guess would be lack of permissions tbh...seems like you can only browse the project


author: Jenny Ben Zeev
body: I am defined as a contributor


author: Susanna Babayan
body: yeah that's that. as far as I remember, Contributors cannot create ideas, they're there to kind of view them and "contribute" in that sense. if you want to create ideas in JPD, you need to be a Creator


author: Tobias
body: I have the same problem.

The documentation at <https://www.atlassian.com/software/jira/product-discovery/guides/getting-started/user-roles-permissions> and also at <https://www.atlassian.com/software/jira/product-discovery/pricing#role-definitions>

says that contributors should be able to create ideas.

I found the solution in another post:

<https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Letting-contributors-create-ideas-in-a-Jira-Product-Discovery/ba-p/2323964>

which tells you how to enable this permission in the project features

EDITED: added solution


Tags: cloud

jira

jira-cloud
Custom Formula using a checkbox field
Asked by David:

I'm trying to create a multiplier field to be used in another calculation. I have a checkbox field and what I would like to do it apply a multiplier or a percentage buffer in this other calculation if an idea has this field checked.

I'm not sure how to go about doing this. Any help is appreciated. Thanks


Answers:
author: David
body: Nevermind. I was drastically overthinking this. My checkbox field value is either 0 of 1. I multiplied the field value by the desired multiple. In my case, it was:

{Key Customer} \* 0.2
"Create" button in Confluence or a direct link to the Contributor form?
Asked by J P:

Folks throughout our organization are getting more excited about JPD and using it more. We are in the process of exploring more integrations and streamlining processes across our teams.

One way I am encouraging adoption is by embedding JPD views into Confluence pages \[to replace janky Confluence tables\].

**? Goal** = An obvious and easy way for Contributors \[that don't have much Jira experience\] to Create an Idea.

For Contributor users that do not have access to or regularly Jira and are not familiar with it... I want to provide an intuitive way for them to add Ideas with Features \> Allow contributors to create ideas.

It seems the simple solutions would be:

1. Direct link to the Create Issue modal with the project pre-selected
2. Confluence macro

**Parameterized URLs?** I have spent way too much time trying to figure this out, including a rabbit hole for generating a URL based on

https://\<subdomain\>.atlassian.net/secure/CreateIssue.jspa?issuetype=\<###\>?pid=\<####\> ... but I couldn't get that to work either since JPD = newer project type that deviates from certain Jira standards +/- team-managed.

**Another Solution? *Am I missing something wildly obvious here?***


Answers:
author: Pieter Helsen
body: Hi,

Interesting question. My approach may not be exactly what you're looking for, but it's what we've been using for quite some time to great effect.

We have a Jira Service Desk project set up for support questions and product suggestions. This is set up at an easy-to-remember link such as idea.yourcompany.com

![Screenshot 2024-03-12 085006.png](https://community.atlassian.com/t5/image/serverpage/image-id/311497i8A787199990AF453/image-size/large?v=v2&px=999 "Screenshot 2024-03-12 085006.png")

As product manager, I perform a triage on new suggestions every week or two, to make sure that they contain all the necessary information and then I use Jira's '*Create linked issue*' feature to create an idea from those product suggestions.

This has the benefit that you can discuss the Idea internally (using comments) without necessarily alerting the Suggestion creator. We then use automations to update the state of the *Suggestion* as the *Idea* progresses through our pipeline, so that we can communicate to the creator of the *Suggestion* when it gets released.


author: Tomas Greif
body: I asked the same question few weeks back here: <https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Can-I-have-URL-to-directly-create-Idea-Insight/qaq-p/2618031>

In there, there is an answer with link to other similar question before and that contains links to other questions/answers before. Rabbit hole at its best.

Currently, it is impossible to create such link, my guess is because of the technological difference of how the projects are build. The link with \`issueType\` will render some Idea form, but will contain all the fields in the project, impossible to use :/

Where do we request such feature?
Automatically retrieve the value of a custom field from the description
Asked by julvon:

Hello,

Is it possible to automatically retrieve the value of a custom field from the description of an idea in Jira Product Discovery?

Please find below more context:

I have 4 custom fields for a RICE (Reach Impact Confidence and Effort) score. We are using the description of the idea to explain the rationale behind each value.

For instance, if I assign a value of 5 to Impact in the custom field, can the description automatically reflect this value? If I update the custom field, can the description be automatically updated as well?

Thank you for your help!


Answers:
author: Bill Sheboy
body: Hi [@julvon](/t5/user/viewprofilepage/user-id/5442923) -- Welcome to the Atlassian Community!

For your scenario of updating the Description field, that is possible using an automation rule.

The rule could be triggered on changes to the four custom fields and then update the Description. The key to this scenario is the layout of your Description field. For example, if the RICE score is has a particular location / layout it will be easier to make the update, such as
> Here is some text...
>
> RICE score: 1234
>
> more text...

To get you started on creating your rule, please refer to these documentation and example sources:

* <https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation>
* [https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all\&page=1\&pageSize=20\&sortKey=name\&sortOrder=ASC](https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC)
* <https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/>

If you run into challenges writing your rule, please post an image of the complete rule, the audit log showing the rule execution, and explain what is not working as you expect. That will provide context for the community to help.

Kind regards,  
Bill


Tags: cloud

jira

jira-cloud

jira-product-discovery
How do I link sprint fields between JPD and a Jira project
Asked by Susie Barber:

We have added the sprint field to our JPD boards and would like to populate them with sprints created in our Jira projects. Is there a way to do that? It would be extremely helpful to assign sprints to JPD ideas as we do our quarterly planning. All sprints are currently created in the Jira project.


Answers:
author: Christopher Maxwell
body: Hi [@Susie Barber](/t5/user/viewprofilepage/user-id/5393470) , while I don't have direct experience with this issue, check out this prior thread which indicates automation would be needed to populate fields:

<https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Is-it-possible-to-connect-JIRA-Software-projects-and-issues-with/qaq-p/2313238>


author: Bill Sheboy
body: Hi [@Susie Barber](/t5/user/viewprofilepage/user-id/5393470)

What would that look like to you, in JPD, if it worked as you wanted?

Thinking back to my time doing "big room planning", I envision a big board (paper or virtual) showing the quarter, with lanes for teams, columns for sprints (and one out of scope column at the far end), and mapped requests to the grid to help understand delivery timeframes, dependencies, etc.

However...sprints in Jira are associated to a software project. And so there would be a couple of challenges for use with JPD:

* The idea issue would need a delivery issue associated to it, to link to the project(s), and those would already need to be mapped to a sprint. And so there is a chick-and-egg problem during quarterly planning.
* (And something I have not tried...) assuming an idea could be linked with a sprint field to a software project, that would then impede the sprint being completed without completing the idea.

If instead the idea held only the *name of the sprints*, not a link to it, that could be set with a global scope automation rule from the delivery issue data. Or, a simple select list of candidate-sprint-time-frames could be used in the JPD project...delegating to the team product champions for updates as the delivery teams work.

Kind regards,  
Bill
Why I can't view some of my Ideas in the view?
Asked by Violeta Tama?auskien?:

I have created a timeline view and I do not have a lot of ideas yet, but I already see that some of those Ideas are missing in the view, even though they do have the Project start and Project target dates set, which are the only required fields for this view, as far as I understand. Did anyone have this problem? It worries me that once we have more ideas, we might be missing some of those and not notice.


Answers:
author: Paul Saunders
body: We encountered this problem if the Start date was **AFTER** the target date... I offer this suggestion as it took a ridiculous number of eyes and snagging before we spotted this schoolboy error. I hope that is helpful.

(EDIT: sorry I spotted you found the same problem. Leaving this here in the hope it floats to the top)

comments: author: Violeta Tama?auskien?
body: Thank you, it seems an easy thing to notice, but it's not. It possibly could have an error message when you set the target earlier than the start, which would save some time for people like me.


author: Nick H
body: Hi [@Violeta Tama?auskien?](/t5/user/viewprofilepage/user-id/4487467) ,

It *sounds*like there might be some sort of Filter set that is "removing" some of the ideas from appearing in your timeline view:

![timeline1.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/311061i798A553D7929C3AD/image-size/large?v=v2&px=999 "timeline1.jpg")

comments: author: Violeta Tama?auskien?
body: [@Nick H](/t5/user/viewprofilepage/user-id/2540930) no, this is the first thing I have checked. I have no grouping, no filters, no sorting in the view. The ideas have same fields filled in, but some of those are visible and some - not. I thought maybe there are some other fields that might be affecting those ideas, but can't find any exceptions. Out of 14 ideas, I only see 11 in the timeline.


author: Violeta Tama?auskien?
body: I also created another timeline view and it has the same issue.


author: Violeta Tama?auskien?
body: Ok, found a "bug" myself :D Start and target dates were mixed up :D Sorry for confusion.