youngmon/atlassian-qna huggingface dataset:
I have created a team-managed project and need to convert this project to company-managed.
Asked by Ashok Shembde:

I have created a team-managed project and need to convert this project to company-managed. Is it possible?


Answers:
author: Nikola Perisic
body: Hello [@Ashok Shembde](/t5/user/viewprofilepage/user-id/5289317)

Converting from team managed to company managed and vice versa is not possible. The workaround for this is in your case to create a new company managed project and move all of the issues from team managed to company managed projects. There are some things to consider when moving from team managed to company managed projects:

* **Board statuses:** If you customized your team-managed board, you'll need to set up the same statuses in your company-managed project's workflow. Only Jira admins can create and modify statuses and workflows. [Learn more](https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/).

* **Custom fields** : If you use custom fields in your team-managed project, a Jira admin needs to recreate the fields and add them to screen schemes and field configurations in your company-managed project. Custom field data will need to be recreated, otherwise it will be lost.

* **Issue types:** If you added your own issue types to your team-managed project, you'll need to have a Jira admin recreate these using an issue type scheme that they associate to your new company-managed project. [Learn more](https://support.atlassian.com/jira-cloud-administration/docs/add-edit-and-delete-an-issue-type-scheme/).

* **Project access:** Access to company-managed projects is controlled by a permissions scheme. Only your Jira admin can update your company-managed project's permission scheme. [Learn more](https://support.atlassian.com/jira-cloud-administration/docs/manage-users-groups-permissions-and-roles-in-jira-cloud/).

* **Project and issue keys:** Jira will automatically update the issue keys of migrated issues to reflect their new project. Any existing links to old issue keys will be automatically redirected.

* **Reports:**Reports data won't be saved. Even though your issues will be retained, data for your project's Velocity and Burnup reports won't transfer over, and will be lost.

* **Story points estimation:** This data will be lost. This is because the custom field that Jira uses to store estimates in company-managed projects (**Story points** ) is different to the custom field used in team-managed projects (**Story point estimate**).


Tags: cloud

jira-cloud
Hello, are there any practice exams for the ACA-900 Jira Software Essentials certification?
Asked by Will from Canberra:

Hello, are there any practice exams for the ACA-900 Jira Software Essentials certification exam?


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can find the preparation documents from : [https://university.atlassian.com/student/catalog/list?inline_search=true\&category_ids=22267\&duration=\&difficulty=\&sort=relevance_category_sort\&featured=\&course_type=all\&filter=\&search=ACA-900](https://university.atlassian.com/student/catalog/list?inline_search=true&category_ids=22267&duration=&difficulty=&sort=relevance_category_sort&featured=&course_type=all&filter=&search=ACA-900)

comments: author: Will from Canberra
body: Thank you Mohanraj!


Tags: data-center

jira-data-center
Unable to access Jira API via python
Asked by Rajesh kumar Mishra:

I need Help!!!

From past few days my Jira API calls from Python code is giving me connection error.

I am using basic auth using username and API token. I did try generating a new API token but no luck.

```
url = f"{JIRA_URL}/rest/api/2/search"
headers = {"Accept": "application/json"}
auth = HTTPBasicAuth(USERNAME, API_TOKEN)
```


Answers:
author: Trudy Claspill
body: Hello [@Rajesh kumar Mishra](/t5/user/viewprofilepage/user-id/5597146)

Welcome to the Atlassian community.

What exactly is the error you're getting?

comments: author: Rajesh kumar Mishra
body: Hi [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) , I am getting the below error.

Caused by NameResolutionError("\<urllib3.connection.HTTPSConnection object at 0x000001E2751BB390\>:Failed to resolve 'SERVER ADDRESS' (\[Errno 11001\] getaddrinfo failed)

I did try opening the server address directly in the browser and it's opening without any issue.


Tags: cloud

jira-cloud
jira addon plugin is not updated
Asked by ???:

I installed the add-on plugin I downloaded from the Atlasian marketplace.

But I modified the source code(.js) for the plugin.

Even if I uninstall and reinstall it, it works with the version I installed before.

I deleted it from the osgi (transformed-plugins) folder and rebooted the server, but it still works with the old version. It works the same in Confluence...

How can I read the updated jar file?


Answers:
author: Brant Schroeder
body: [@???](/t5/user/viewprofilepage/user-id/5597179) welcome to the Atlassian community

Why are you trying to update the Jar file on the plugin?

comments: author: ???
body: There is a part of the jar file I downloaded from the marketplace that I want to customize. However, just adding logs and changing them does not update it. I deleted all cache directories related to the plug-in, but it does not reflect.


author: ???
body: [@Brant Schroeder](/t5/user/viewprofilepage/user-id/769100) I'll say it's a file (b) that I modified only the log, Marketplace original file (a). Then only a is recognized and b is not. It's the same even if you remove it from the Jira addon screen and reinstall it. (It worked well in bitbucket)


author: Brant Schroeder
body: [@???](/t5/user/viewprofilepage/user-id/5597179) it is a marketplace app and is not meant to be updated. If you are changing the file the signature probably no longer matches so it would not load.


author: ???
body: [@Brant Schroeder](/t5/user/viewprofilepage/user-id/769100) Thanks. I see.

But why did it work in bitbucket?  
Is there any way I can modify the jar file of the marketplace I downloaded?


author: Brant Schroeder
body: Is it a paid app?


author: ???
body: [@Brant Schroeder](/t5/user/viewprofilepage/user-id/769100) No. it is free app


author: Brant Schroeder
body: I am not sure why a bitbucket app would allow you to change it. I would suggest reaching out to the app creator and seeing if they can help.


Tags: addon-plugin.jep

cloud

confluence

jira-cloud

plugin
How does one bulk "find and replace" the summary field?
Asked by Mike Puckett:

I'd like to bulk edit the summary field of subtasks after they are created using a standard "find and replace" operation. Is that possible? If so, how?


Answers:
author: Manoj Gangwar
body: Hi [@Mike Puckett](/t5/user/viewprofilepage/user-id/5477574) Welcome to the community!

If you want to bulk update the summary field then you can find out all the sub-tasks using the JQL and export it to CSV including the Issue Key, and Summary fields.

Update the summary on the CSV file and import it again

At the time of mapping map the Issue Key and Summary

It will update the Summary field.


Tags: cloud

jira-service-management

jira-service-management-cloud
Custom CANCELLED status issues don't complete with sprint completion
Asked by Teodor Grancharov:

I added a custom status called \`CANCELLED\` in \`DONE\` Category:

![Screenshot_90.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/348278i2AE2BF7C553861BE/image-size/large?v=v2&px=999 "Screenshot_90.jpg")

The stories switched to that status get a strike through as done in the current sprint, but when I close the sprint they re-appear in the next started sprint:

![Screenshot_91.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/348279iEF7245EB03226DC4/image-size/large?v=v2&px=999 "Screenshot_91.jpg")

How can those be considered \`DONE\` even if with custom \`CANCELLED\` status and not re-appear again.


Answers:
author: Trudy Claspill
body: Hello [@Teodor Grancharov](/t5/user/viewprofilepage/user-id/5597059)

Welcome to the Atlassian community.

For sprints an issue is considered "complete" only if it is the column farthest to the right on your board. The actual status doesn't matter, as long as it is in the right-most column.

You can have multiple "done" statuses, but you will have to map them all to the right-most column.


Tags: cloud

jira-cloud
Automation update an issue with the same parent
Asked by Todd Winton:

How would I update an issue with the same parent?

We have a common set of issues for new customer on boarding. When go live issue type status is updated to in progress, we want the transition team issue type to be updated by automation.

Is there a way to do this?


Answers:
author: Josh Costella
body: Hi [@Todd Winton](/t5/user/viewprofilepage/user-id/698273)

Check out the recipe here: <https://www.atlassian.com/software/jira/automation-template-library/sync-work>

You should be able to structure yours in a similar way to get the desired result.


author: Trudy Claspill
body: Hello [@Todd Winton](/t5/user/viewprofilepage/user-id/698273)

Yes, that can be done with Automation.

Can you provide a screen image that shows an example parent issue in this case, with the "go live" and "transition team" child issues? I ask so that we can ascertain if those are Subtasks, or child issues under Epics, or if the relationship is created in some other manner.


Tags: automation

cloud

jira-cloud
i want that my item transition to another stats whem 2 days pass in the stats that it is now
Asked by Eduardo Bentes Carneiro:

"So, I want my item, as soon as it reaches the status 'Analysis' and stays in that status for two days, to automatically move to the status 'Completed.'"


Answers:
author: Josh Costella
body: Hi [@Eduardo Bentes Carneiro](/t5/user/viewprofilepage/user-id/5596983)

Can you explain a little more about the problem you are trying to solve with this automation?

My questions start with:

* What will the transition from **Analysis** tell you?
* How will you know that **Analysis** has been completed?
* Assuming **Analysis** is done by a person, why isn't that person responsible for transitioning the ticket to **Completed** when finished?

comments: author: Eduardo Bentes Carneiro
body: The transition trigger would be when the item moves from the status "Sent to Finance" to "Paid". After staying in the "Paid" status for 2 days, it would automatically move to the 'Sent to Accounting" status.


author: Josh Costella
body: Hi [@Eduardo Bentes Carneiro](/t5/user/viewprofilepage/user-id/5596983)

Understood. You can get the solution via the use case that was discussed in this post: <https://community.atlassian.com/t5/Automation-questions/Automation-Transition-Issues-to-Archive-after-Done-for-3-Days/qaq-p/2520021>


author: Eduardo Bentes Carneiro
body: thanks! help alot


author: Eduardo Bentes Carneiro
body: The transition trigger would be when the item moves from the status "Sent to Finance" to "Paid". After staying in the "Paid" status for 2 days, it would automatically move to the 'Sent to Accounting" status.


Tags: cloud

cloud-automation

jira-cloud
Hi , This is regarding Epic Burndown Report. I am not seeing my active current sprint epics
Asked by Sunitha Pavuluri:

I am not seeing my active current sprint epics list the epic drop down option.


Answers:
author: Josh Costella
body: Hi [@Sunitha Pavuluri](/t5/user/viewprofilepage/user-id/5573589)

Are you able to see any epics besides the active sprint ones? Can you confirm the current sprint epics have stories/tasks associated to them?


Tags: cloud

jira-cloud
Approval for Jira Software Project
Asked by Asif Khan:

We have a Jira project where we want to add an approval workflow (something like Jira Service Management has). I was wondering if it's possible and if there's any documentation/how-to guide.


Answers:
author: Mikael Sandberg
body: Hi [@Asif Khan](/t5/user/viewprofilepage/user-id/5596967),

Welcome to Atlassian Community!

Jira does have an approval process, but only if you are using a team-managed work management project. There are ways to work around this, I wrote about it in [this article](https://community.atlassian.com/t5/Jira-Work-Management-Articles/Approval-process-without-using-the-workflow-approvals/ba-p/2651584). There are also apps in the [Marketplace](https://marketplace.atlassian.com/) that can add this fuctionality.


Tags: cloud

jira-cloud

jira-work-management
How do you count tickets or estimates that are based on custom query?
Asked by Sherwin Soriano:

Hi!

I am planning to create a dashboard to show how many tickets (worth in either SP or days) that we future plan for our squads.

I am assuming we will need a plugin to be able to count or add specific field elements to know this.

What do you recommend or how do you create this report metrics?


Answers:
author: Danut M _StonikByte_
body: Hi [@Sherwin Soriano](/t5/user/viewprofilepage/user-id/5369859),

You could try the **Two Dimensional Filter Statistics gadget** of Jira. It is able to display counts, but unfortunately it is not able to sum-up fields or do advanced splinting or calculations.

If you need more than that, our [Great Gadgets](https://marketplace.atlassian.com/search?query=stonikbyte%20great%20gadgets%20agile) can be helpful as it offers some gadgets that will help you to display such report metrics.

For example, by using the **Pivot Table \& Pivot Chart gadget** you can split the data by various criteria and display counts or sum-up the fields of the issues (like Story Points).

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/348322i9F814E96A5B958B3/image-size/large?v=v2&px=999 "image.png")

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/348323i3BA07966A05D772F/image-size/large?v=v2&px=999 "image.png")

Very helpful can be the **Advanced Issue Filter Formula** gadget offered by the same gadget.

If you need any help with these gadgets, please contact support@stonikbyte.com.

Danut


Tags: cloud

jira-cloud
Create a new priority scheme
Asked by Lisa Rockhill:

How do I create a NEW Priority Scheme to be used by one specific project


Answers:
author: Robert Wen_ReleaseTEAM_
body: Hi [@Lisa Rockhill](/t5/user/viewprofilepage/user-id/2623506)

If you're a Jira Admin, go to the Admin settings (cog icon) and select Issues

![Screenshot 2024-09-19 at 12.34.32?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/348249iAB10E7BE7833349F/image-size/large?v=v2&px=999 "Screenshot 2024-09-19 at 12.34.32?PM.png")

Select Priority Schemes from the sidebar

![Screenshot 2024-09-19 at 12.37.59?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/348250iE6F5911A483152B0/image-size/large?v=v2&px=999 "Screenshot 2024-09-19 at 12.37.59?PM.png")

Click Add Priority Scheme on the page that appears. This will open a modal that will have you name the priority scheme, add priorities, and associate with projects

![Screenshot 2024-09-19 at 12.38.33?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/348251iFFEAF7C8932204EF/image-size/large?v=v2&px=999 "Screenshot 2024-09-19 at 12.38.33?PM.png")

Hope this helps

comments: author: Lisa Rockhill
body: Thank you so much - this is perfect


author: Robert Wen_ReleaseTEAM_
body: I'm glad it helped! Please feel free to mark this question as solved.


Tags: cloud

jira-cloud
How to configure rule that creates subtasks when a story is created under a certain epic?
Asked by Sebastian Brunet:

I am trying to configure automated rules in my project, but cannot seem to get the simplest rule to work. I see that it fires, but the intended actions are not taken (i.e. subtask creation).

The flow looks like this:

Trigger - Issue Creation

Issue Fields Condition - If Epic Name contains 'X'

Branch - For Current Issue

Then - Create a new subtask with parent == current issue

When I create a story under Epic 'X', I expect to see a subtask created but I do not. This flow makes sense to me logically, but clearly I am missing something.


Answers:
author: Bill Sheboy
body: Hi [@Sebastian Brunet](/t5/user/viewprofilepage/user-id/5596899) -- Welcome to the Atlassian Community!

Context is important for many rule actions, particularly for creating subtasks.

As your your trigger issue is apparently the Story, there is no need to branch. For example:

* trigger: issue created
* action: re-fetch issue *(I recommend always adding this action after the Issue Created trigger to prevent timing problems / errors.)*
* condition: issue type equals Story
* condition: the parent Epic is what you expected
* action: create a subtask (The parent will automatically be the trigger issue without the branching.)

Kind regards,  
Bill

comments: author: Sebastian Brunet
body: Thank you Bill. I implemented the logic you proposed, but still do not see the desired action being taken. When I look to the trigger event (story creation) I see that the rule did in fact run, but the subtask creation never occurs. Here is the new step-by-step.

When: issue creation

Then: Re-fetch issue data

Issue Fields Condition: Issue type equals story

Issue fields Condition: Epic name equals 'X'

Then: Create subtask(s)


author: Bill Sheboy
body: Please post an **image of your complete rule** and an **image of the audit log details** showing the rule execution. Those may provide context to help explain what you are observing.


author: Sebastian Brunet
body: ![Screenshot 2024-09-21 at 6.01.43?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/348557iD6FA71AD64531D53/image-size/large?v=v2&px=999 "Screenshot 2024-09-21 at 6.01.43?PM.png")![Screenshot 2024-09-21 at 6.01.58?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/348556iEB408841D326258A/image-size/large?v=v2&px=999 "Screenshot 2024-09-21 at 6.01.58?PM.png")

The issue condition that fails is the matching to the epic name I have entered. I think I have tried every combination of match (exact, contains, etc.) and epic name, so I am not sure where the issue lies.


author: Bill Sheboy
body: The Epic Link, Epic Status, and Epic Name fields are being sunset, a change which started in 2023 and which continues now: <https://community.atlassian.com/t5/Jira-articles/Upcoming-changes-to-epic-fields-in-company-managed-projects/ba-p/1997562>

And so it is possible your issue does not contain a value for Epic Name. The **Summary** field is now used in place of Epic Name.

Please examine the Summary for your Epic and adjust your condition to search that field.


Tags: cloud

jira-cloud
Date Smart Values
Asked by Homesh Agarwal:

Hi all! I'm creating an automation rule for my Service Planner. The parent item/ task contains the Installation date of the equipment, and under the sub-tasks, I want Jira to automatically calculate 2 months from the Installation date. I'm pretty new to this and would like your input on the Smart Values formula I can use to automate my workflow.

A quick heads up, the field in my Parent ID is called 'Installation Date'.

ChatGPT suggested me this formula: {{issue.fields.customfield_10075.addMonths(2)}}  
However, it is not working and my automation ain't successful.  
My Installation Date field is a general date field with the ID of customfield_10075


Answers:
author: Homesh Agarwal
body: ChatGPT suggested me this formula: {{issue.fields.customfield_10075.addMonths(2)}}  
However, it is not working and my automation ain't successful.  
My Installation Date field is a general date field with the ID of customfield_10075


Tags: cloud

jira-work-management-cloud
Is there any recommended guidance on when to use Categories vs. Components in JWM?
Asked by Amanda Caton:

Trying to understand when it makes sense to use Categories vs. Components in JWM.

Are there any pros/cons for using one over the other?

Also wondering if Categories will eventually be added as an option to JSM.

Also a little confusing that you can add a category to a project different from adding categories to individual issues.


Answers:
author: John Funk
body: Hi Amanda,

I don't see any real value of using Categories over Components. Maybe there will be something eventually coming that makes them more integrated across projects or some other benefit. But for now, the biggest drawback I see to them is that you can't really use them very well with Automation rules. For that simple fact, I have quit using them and favor Components. Not even sure why the functionality was created/added when we already had Components.

Even Mohanraj's last link above confirms this.


author: Mohanraj Thangamuthu
body: Hello, hope following link helps answer your query.

<https://support.atlassian.com/jira-work-management/docs/organize-work-with-components/>

<https://support.atlassian.com/jira-work-management/docs/categorize-items-in-your-list-view/>

<https://community.atlassian.com/t5/Jira-Service-Management/Component-or-category/qaq-p/1521088>


Tags: cloud

jira-work-management-cloud
What's the best way to surface subtasks?
Asked by Katherine Gray:

There are already several questions in the community regarding surfacing subtasks, but they seem to be referring to Jira, not Jira Work Management, or they at least aren't guiding me to a solution.

I inherited a JWM board, so I didn't set it up. All seems to be fine, except that I cannot easily surface subtasks on the Board or the Timeline, even when they have deadlines associated with them. The only place I can find them (or even know I have some to manage) is on the Summary view, under Types of Work.

I've instructed my team not to create more subtasks so they don't get missed, but what's happening now is our list of Tasks is really, really long and tour Board view is really overwhelming.

I have Admin privileges, but I could use some help navigating this. My real job is running Marketing. (:

Thank you in advance!


Answers:
author: Trudy Claspill
body: Hello [@Katherine Gray](/t5/user/viewprofilepage/user-id/5485423)

Welcome to the Atlassian community.

Subtasks will show on the JWM board, but they will be nested under their parent issue. They can't be separated in the board display from the parent issue.

This is an example of the indicator that an issue has subtasks.

![Screenshot 2024-04-30 at 2.20.56?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/321370i676B98AD4A2797BC/image-size/large?v=v2&px=999 "Screenshot 2024-04-30 at 2.20.56?PM.png")

When you click on that button you see the subtasks displayed below the parent issue.

![Screenshot 2024-04-30 at 2.22.13?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/321371iFB8DCB0B1F46CD6B/image-size/large?v=v2&px=999 "Screenshot 2024-04-30 at 2.22.13?PM.png")

Subtasks also show nested under their parent issue in the Timeline

![Screenshot 2024-04-30 at 2.23.59?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/321372i8C1A15545FEDB8AB/image-size/large?v=v2&px=999 "Screenshot 2024-04-30 at 2.23.59?PM.png")

Does that help address your need?

comments: author: Katherine Gray
body: [@Trudy](/t5/user/viewprofilepage/user-id/3757602) Thanks for your quick reply! Unfortunately, no, I don't see that toggle carrot in my view of the Board nor of the Timeline. Perhaps this is the setting I need to change?

I can, in the Timeline, surface the subtasks if I filter so \*only\* those items are visible. That helps a bit, but I wish I had the view you're showing.


author: Trudy Claspill
body: Can you provide a screen image of a card from the board that has subtask, and the Issue Details view of the same issue showing the subtasks?


Tags: cloud

jira-work-management-cloud
Restriction for user to import issues
Asked by Gunter Fonteyne:

Is there a way to restrict users to import data from csv in excel. I would like to give only admin the right to do this. Is tis possible. Thanks


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can go to Settings \>\> System \>\> Global permissions to restrict "Bulk edit" permission. <https://confluence.atlassian.com/jirakb/permission-needed-for-csv-bulk-import-without-giving-org-admin-permissions-to-users-1299910213.html>


Tags: cloud

jira-work-management-cloud