youngmon/atlassian-qna huggingface dataset:
View published instance of page
Asked by Stephen Kairys:

Hi,

I'm just getting back into Confluence after a couple of years, and I'm having a brain cramp. :)

When I'm viewing a page I've been editing, how do I view it as a customer would (e.g., the view that would show the TOC, etc.)

Thanks.


Answers:
author: Laura Campbell _Seibert Media_
body: Hi [@Stephen Kairys](/t5/user/viewprofilepage/user-id/544726) you need to publish the page. Then all the macros will function.

comments: author: Stephen Kairys
body: Thank you, that's a start.

But how do I insert the TOC macro? I tried clicking the + sign in the upper right, but macro was not one of the options.


author: Stephen Kairys
body: NM I found it.

I clicked the + sign in upper-right and searched on "TOC".

![Confluence - Click Plus Sign.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/328167iF2D003CFDDD02590/image-size/large?v=v2&px=999 "Confluence - Click Plus Sign.PNG")


author: Kristian Klima
body: [@Stephen Kairys](/t5/user/viewprofilepage/user-id/544726) You can just hit / on the keyboard to bring up the Macro options, start typing, use arrow keys, hit enter. Much faster :)


author: Stephen Kairys
body: [@Kristian Klima](/t5/user/viewprofilepage/user-id/5074962)

From where do I type the / key?

If I do it when editing a page, it simply inserts a slash into the content.

Thanks.


author: Kristian Klima
body: [@Stephen Kairys](/t5/user/viewprofilepage/user-id/544726)

In the editing mode, wherever I hit / it opens Quick Insert menu... when I hit space, it results in a regular forward slash character.

Do you see a little question mark icon at the bottom of your editing screen? Next to the navigation tree divider. There's shortcut menu in there which displays available shortcuts...

(I'm on Mac running the latest OS but it worked like that since I remember on any machine).


author: Stephen Kairys
body: [@Kristian Klima](/t5/user/viewprofilepage/user-id/5074962) - Yeah, that worked. Thank you.

But how do I search the menu for what I need?


author: Kristian Klima
body: I'm using mouse to open the Macro menu (there's a little pop up saying 'insert elements /' , then I type in the first few characters of the macro, then hitting Enter to select.

In the text field, I'm only using the keyboard.

Hitting / to open the modal, typing the first few characters of the macro, using arrow keys and then hitting enter to select.

![2024-06-06_17-07-03.gif](https://community.atlassian.com/t5/image/serverpage/image-id/328400iEDC0E1D8CAD64F41/image-size/large?v=v2&px=999 "2024-06-06_17-07-03.gif")


author: Stephen Kairys
body: OK that seemed to work. Thank you!


author: Kristian Klima
body: You're welcome :)


Tags: cloud

confluence-cloud

editor

publish
Footers on public pages
Asked by Rich Wilson:

Using the look and feel customisations, I can add header and footer content to all pages in a space.

When viewing a page in a space through the public link, the footer is not displayed.

How can I make my footer show up?


Answers:
author: Kristian Klima
body: Hi [@Rich Wilson](/t5/user/viewprofilepage/user-id/5514010) and welcome to the Community.

You can make the whole space available for Anonymous viewing in Permissions, then those elements should be visible.

Or you can use one of the apps that de-Confluencize your Confluence space.

If you wanna keep your space private, I recommend [Scroll Viewport](https://marketplace.atlassian.com/apps/1211636/scroll-viewport-for-confluence?hosting=cloud&tab=overview) by K15t and offers CSS and JS customization, and allows cool content tricks in connection with other Scroll apps (versioning, localization, conditional content). This is what I'm using for <https://docs.emplifi.io/>

Other than that, there [Spacecraft](https://marketplace.atlassian.com/apps/1230544/spacecraft-theme-for-confluence-cloud-color-your-space?tab=overview&hosting=cloud) by Seibert, however, this requires you to enable your space for anonymous access if you want to make pages publicly available.

comments: author: Rich Wilson
body: thanks very much for this, a perfect solution which solves a lot more than the specific issue I was facing!

Many thanks!


Tags: cloud

confluence-cloud
AssetIT Reports no longer export
Asked by Jack E. Long:

For about a month, I am no longer able to export my reports from AssetIT. The report runs fine but when I click on Export to CSV a blank tab open in my browser and closes after a minute. No report is downloaded. In the past the blank browser tab would open and close and the report would be downloaded to my PC.

I've done the usual - clear browser settings and try a different browser.

Thanks,

Jack Long


Answers:
author: Lisa Forstberg
body: Hi [@Jack E. Long](/t5/user/viewprofilepage/user-id/5573419) ,

Welcome to the community!

Asset IT is a third party App built by the vendor DevSamurai. If something stopped working in their functionality I think your quickest solution is to contact their [support](https://marketplace.atlassian.com/apps/1228867/?tab=support&utm_campaign=try-it-on-atlassian-marketplace&utm_medium=CTA-button&utm_source=assetit.app&hosting=cloud). According to their [documentation](https://docs.devsamurai.com/assetit/5-reports) you should be able to export.

Good luck!

/Lisa


Tags: assetit

cloud

jira-cloud
Updating issue / request type field through email notification
Asked by Scott Simpson:

We are currently using the JIRA Service Management product.   

We would like to be able to use an automation rule that will allow the team to update a certain field through an email response.   

For example, the team receives notification that a new request was submitted. We want them to be able to select a field to update or send a response to the email with an account id that would update the account ID field on the ticket.   

<br />


Answers:
author: Shikha Verma
body: Hi [@Scott Simpson](/t5/user/viewprofilepage/user-id/5519136) You can create automation

* ****Trigger: Incoming Email****
  * Condition: Email body contains "Account ID:"
* ****Action: Edit Issue****
  * Field: Account ID
  * Value: `{{email.body.match("Account ID: (\d+)")}}`

comments: author: Scott Simpson
body: Thanks, let me give this a try!


author: Scott Simpson
body: Unfortunately, we do not have incoming email as a trigger available.   

![Email.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/343028i68A044B1D27233CF/image-size/large?v=v2&px=999 "Email.JPG")


author: Shikha Verma
body: [@Scott Simpson](/t5/user/viewprofilepage/user-id/5519136) Since the incoming email trigger isn't available, a workaround can involve using webhooks or external integrations to process email responses and update Jira issues (Set up an external service (like Zapier, Integromat, or a custom script on a server) to listen for incoming emails).  
Configure the external service to send a request to Jira's REST API


author: Shikha Verma
body: Also, you can use trigger: **When: Issue Updated** (this can trigger when a comment is added or when a custom field is updated via an email).  
Add a condition: **If** the comment contains the Account ID.  
Use a **Regular Expression** condition to extract the Account ID from the comment or email body.  
Add an action: **Edit Issue** to update the custom field (e.g., Account ID field) with the extracted value.


author: Scott Simpson
body: Here is the use case. Maybe this will help explain what we have to do.   

The request type form is filled out by a customer via the portal that is exposed to external clients. When that form is submitted, it send an email to the team notifying them that a new issue has been created.

I would like them to be able to edit the account id field directly from that email via the field or a comment left.


author: Bill Sheboy
body: Hi [@Shikha Verma](/t5/user/viewprofilepage/user-id/4990585)

What source of information led you to believe there was a rule trigger for incoming emails? Have you ever used such a trigger in Atlassian Automation rules?

Kind regards,  
Bill


Tags: cloud

jira-service-management

jira-service-management-cloud
How to generate report of team members involved in various projects?
Asked by Ganesh R:

Hello, I have a front end team and they are involved in numerous projects. How do I generate report of the status of the team members?

<br />

I created a team and added all my team members but I was unable to fetch report for a particular project. I used the below JQL:  

**project = "ABC" and team = "Trial Team"**

Then, I added the team members by going to Jira groups and used the below JQL:  

**project = "Development and Integration" and assignee IN membersOf("Trial Team")**

Please let me know if the JQL used is correct. And, please let me what would be the JQL to know the status of my team for all the projects they are working on.


Answers:
author: Trudy Claspill
body: Hello [@Ganesh R](/t5/user/viewprofilepage/user-id/5558790)

Exactly what steps did you execute to create the team? Did you use the Teams menu?

What information are you trying to obtain to tell you the "status" of team members?

JQL is used to give you a list of issues. How would that tell you determine the status of the team members based on that information?

comments: author: Ganesh R
body: Hi [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) I created on User Management -\> Groups.


author: Trudy Claspill
body: **project = "ABC" and team = "Trial Team"**

User Groups cannot be used in the native Team field. If the above filter is using the native Team field then that will not provide the correct results.

**project = "Development and Integration" and assignee IN membersOf("Trial Team")**

That filter should provide you a list of the issues from the specified project where the issues are currently assigned to people who are members of the user group "Trial Team".

Is that not the information you want?

JQL is used to give you a list of issues. How would that tell you determine the status of the team members based on that information?


author: Ganesh R
body: Yes. Why did **team = "Trial Team"**not work when I used that? Then what is the use of creating teams under "TEAM"?


author: Trudy Claspill
body: Doing a search based on the Team field will look for issues where that Team field in the issue has the value you specified. This is the same as searching based on the content of any other field.

With the Teams functionality you need to create a Team and then set the built-in Team field in each issue to indicate the Team that owns the issue.

![Screenshot 2024-08-22 at 12.31.31?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/343335i146827BC408817C1/image-size/large?v=v2&px=999 "Screenshot 2024-08-22 at 12.31.31?PM.png")

![Screenshot 2024-08-22 at 12.29.41?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/343334iD85C8B318E345FF0/image-size/large?v=v2&px=999 "Screenshot 2024-08-22 at 12.29.41?PM.png")

Use of the Team field does not give you any functionality around finding issues associated directly with the members of the Team.

Also, currently the membersOf() function doesn't support Teams like it supports User Groups.


Tags: cloud

jira-cloud
External System Import for Updating Issues
Asked by Ruth Russell:

I used this feature to *update* issues in an existing project. For example I could update existing issues with a different Summary or give them different Story Points. This is not the same as making the same change to a bunch of issues via the Bulk update feature because with External System Import I could update issues to different values without having to edit individually.

Now the External System Import asks me to create a Project but I don't need that; I already have a project :)

How do I update issues now then?

Sorry if this is answered elsewhere.


Answers:
author: Anne Saunders
body: There's still a button to "switch to the old experience."

comments: author: Ruth Russell
body: Thanks very much.


author: Anne Saunders
body: I've been in contact with Atlassian support and the verbiage on the "Import data into Jira" page has been updated.

The updated wording doesn't inspire a lot of confidence, since it seems like they're still discounting making updates to existing Jira software projects.


author: Ruth Russell
body: Interesting. Well if there is a loss of functionality then I imagine I will raise a support ticket.

Thanks for your advice and efforts researching.


author: Shawn Doyle - ReleaseTEAM
body: Look around for the legacy option.


Tags: cloud

jira-cloud

jira-software
dashboard : 'Unable to display gadget.'
Asked by Valerie Zoltobroda:

Hello everyone,

I have a problem with a dashboard : the desired user can see the dashboard with its multiple gadgets, but has an error message for **one of them** : the service**project report** ( and only this one). I see it clearly, but she doesn't.

Message is :

"Unable to display gadget. You may not be authorized to view the data, or the gadget is no longer supported."

Thank you for your ideas !


Answers:
author: Marc Jason Mutuc
body: [@Valerie Zoltobroda](/t5/user/viewprofilepage/user-id/4266002) , this just means that the user does not have access to the project being accessed by the gadget. You need to go to the project to check or have the user check if he/she can access the project.

comments: author: Valerie Zoltobroda
body: Thanks for your answer but the other gadgets also concern the same project, and are visible..


author: Valerie Zoltobroda
body: ![Capture.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/343010i25C897381BB34BA9/image-size/large?v=v2&px=999 "Capture.JPG")


author: Valerie Zoltobroda
body: I am now connected with the user's login. the 2 gadgets touch the same project. The 2nd is ok but the first has a problem


author: Marc Jason Mutuc
body: Check the filter used by the gadget. The filter could be returning something that the users does not have access to or the user does not have access to the said filter.


author: Valerie Zoltobroda
body: Good morning,  
The gadget does not work on a filter, but on a project (the same project as the other gadgets). I keep looking. Thank you for your involvement ;-)


Tags: cloud

dashboard

jira-cloud
Jira cloud for sheets downloading spreadsheets every day
Asked by Mancilha:

I need to update the Jira cloud query in sheets every day manually, Is there a way to automate the process?


Answers:
author: MobilityStream
body: Hi [@Mancilha](/t5/user/viewprofilepage/user-id/4953118) ,

Please have a look at our [Google Sheets Integration](https://marketplace.atlassian.com/apps/1216313/google-sheets-integration) add-on. After some set up, it can exactly do what you are looking for: it can send changes from Jira to Google Sheets in real-time (when changes happen) or scheduled (for example, you can tell it to refresh once a day). Also it is more robust than Jira Cloud for Sheets. Give it a try.

![Custom Schedule 1.png](https://community.atlassian.com/t5/image/serverpage/image-id/343256i9FADCF1D62B34EEF/image-size/large?v=v2&px=999 "Custom Schedule 1.png")

If you have any further questions, you can also contact us at support@mobilitystream.com.

Kind regards,

The Mobility Team


author: Aron Gombas _Midori_
body: It is a bit different approach of the problem, but you can generate a new custom Excel report periodically using this app and send it a mailbox or attach to a Jira issue:

[https://marketplace.atlassian.com/apps/1212797/better-excel-automation-for-jira-free?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1212797/better-excel-automation-for-jira-free?hosting=cloud&tab=overview)

It produces a standard XLSX file which can then be imported to Google Sheets. You can even make a little script which gets the file from the mailbox and imports it to Google Sheets, and then it is 100% automatic.

*(Discl. it is an app developed and supported by our team.)*


Tags: cloud

jira-cloud

jira-software
How to automatically assign issues to certain users based on request type
Asked by Anastaseeya:

Hi guys,   

I have JSM Cloud and trying to find out how to do the following:   

When issue is created and the request type is ..., then assign issue to a certain user.   

How can I do it with automations? Or is there better way to achieve this?


Answers:
author: Nikola Perisic
body: Hello [@Anastaseeya](/t5/user/viewprofilepage/user-id/5349533)

You can do this by automation rule:

![Screenshot 2024-08-21 at 15.40.43.png](https://community.atlassian.com/t5/image/serverpage/image-id/342998i5EEB169A25EEBFF1/image-dimensions/434x343?v=v2 "Screenshot 2024-08-21 at 15.40.43.png")

Just adjust it for your needs and you are good to go.

comments: author: Anastaseeya
body: Yes, thanks for your speedy reply. I know it sounds like an easy to do, but I don't see how to add request type equals step:   
![Rule Builder.png](https://community.atlassian.com/t5/image/serverpage/image-id/342999iB0022AE534939D4E/image-size/large?v=v2&px=999 "Rule Builder.png")


author: Nikola Perisic
body: No worries! You can click on IF: Add conditon, then select the Issue fields condition. For the field you would choose Request Type (type in the search) and then select your desired request type.

After that as a new component Add an action. Select the Assign user. From there you can leave the Assign the issue to: Specify user. In the section Select a user, you will get the options to select a specific user.


author: Anastaseeya
body: Thanks a bunch! It worked like a charm.  

Enjoy the rest of your day!


author: Nikola Perisic
body: Excellent! Could you mark this answer as accepted if someone is looking for the answer, they can find it easily? Thanks!


Tags: cloud

jira-service-management

jira-service-management-cloud
Advanced JQL: Get all Issues having Assignee IN (filter = XXX)
Asked by GERALD_P_KUNTZE:

I want to list issues that have the Assignee value present in the collection of issues identified by a filter. For instance,

1. Filter "X": Is a JQL that identifies ALL Test Execution issues where Summary like "Regression"
2. JQL "Y": Is a JQL that identifies ALL Sub-task issues with an Assignee that exists in issues identified by Filter "X"

Any and all assistance with this will be helpful. Thanks. :-)


Answers:
author: Marc Jason Mutuc
body: Try this

assignee = user and filter = "Filter Name"

comments: author: GERALD_P_KUNTZE
body: Thanks. I see where you are going with your reply BUT I am trying to use the **filter** to capture a ++dynamic collection++ of **Assignees** that regularly perform testing activities. The collection of **Assignees** will change over time.

I'm trying to avoid having to manage a collection of ++obscure++ **Assignees** (a.k.a., Jira user IDs) in a JQL statement. Such as:

```
... AND Assignee in (xxx, yyy, zzz)
```


Tags: jira-unknown-hosting-type

unknown-hosting-type
Target Date change- Automation
Asked by Anuradha Yadav:

Hi Team,

We are unable to see the changed target end in the comment section after the automation rule is successful.

Could you please help. I am sharing the Automation details below:

The Target End has been changed by: {{initiator.displayName}} to a new Target End of: {{issue. Target End}}

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/342976i82162DAED5D06168/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Kalyan Sattaluri
body: Hello [@Anuradha Yadav](/t5/user/viewprofilepage/user-id/5573323)

Please share more details so community can help. Especially, put some log statements inside your rule to capture {{Target end}} field and share audit log screen shot.

Cause we cannot tell if rule is putting a comment but Target End date is empty, or rule is not even putting a comment.. But at a high level your rule looks good so please add log statement and share audit log. Thanks.


author: Manoj Gangwar
body: Hi [@Anuradha Yadav](/t5/user/viewprofilepage/user-id/5573323) ,

Welcome to the Atlassian Community!

Please try to use a custom field ID instead of a name.

<br />

Please refer to the below doc for the smart values.

<https://support.atlassian.com/cloud-automation/docs/examples-of-using-smart-values-with-dates/>

comments: author: Anuradha Yadav
body: Hi [@Manoj Gangwar](/t5/user/viewprofilepage/user-id/4484987) ,

Thanks I will check if I can get customfield ID.. Because I do not have Admin access.   
but Meanwhile is there any other way?


author: Manoj Gangwar
body: Using the Advanced JQL view

Using a combination of the ListView and advanced JQL, we can identify the ID of a custom field that's listed on the results.

(info) This option does not require Jira Admin rights.

Create a simple JQL to return an issue that had the field that you want.

After running this query, switch to the "List View" if not already.

Add the field you want as a column in the results.

Click on the name of the field in the column to order the results by this custom field.

Now switch the JQL type to Advanced if not already.

The ID of the field will be listed in the ORDER BY clause.


author: Anuradha Yadav
body: [@Manoj Gangwar](/t5/user/viewprofilepage/user-id/4484987) with the customfield ID it is still not working.

![target end not displaying.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/343629iC60C72A06A781769/image-size/large?v=v2&px=999 "target end not displaying.PNG")

![target end is not displaying after customfiel ID.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/343630i97BEF5F63AF1FB25/image-size/large?v=v2&px=999 "target end is not displaying after customfiel ID.PNG")


author: Kalyan Sattaluri
body: hello [@Anuradha Yadav](/t5/user/viewprofilepage/user-id/5573323)

its just customfield_11629 not customfieldID_11629

so please change it to {{issue.customfield_11629}} in your email template and try..


Tags: cloud

jira-cloud
Jira Product Discovery - Automation to close ticket
Asked by Claire Prosser:

I'm looking to build some automation to follow the following logic:

When all linked delivery tickets (that have been created using the 'Create a delivery ticket' button) are in a Done status  
Transition the Idea ticket in JPD to Done status

Is there any JQL that will do this?

Thanks! :)


Answers:
author: Bill Sheboy
body: Hi [@Claire Prosser](/t5/user/viewprofilepage/user-id/5165920)

This scenario is a variation of a couple of template rules:

1. the project template: "When all child issues are completed ? then close parent" or
2. the global template: "When a delivery ticket is done ? mark idea as done".

You could start with a template rule, and make some adjustments:

* The rule will need global or multiple-project scope in order to access the different projects' issues. Your Jira Site Admin will need to help make that configuration change to the rule.
* JPD Ideas link to the delivery issues using a special link type, "Polaris issue link", and the outward name is "implements". And so your rule could use either:
  * a related issues condition with JQL to find the other issues which also implement the idea, confirming that all are "Done"
  * a lookup issues action with similar JQL, and then a smart value condition to check the count of issues
* Once the conditions have been confirmed, branch to the Idea to transition it to done

Kind regards,  
Bill


Tags: cloud

jira-cloud