youngmon/atlassian-qna huggingface dataset:
Advanced Roadmaps no longer excluding issues completed after timeframe
Asked by Lynn:

My Plan in Advanced Roadmaps was working well at filtering Closed epics after 30 days. In the last few days I noticed that it seems to be no longer working and I'm seeing items in my view that were from 1+ years ago. Is anyone else experiencing this? It's like it suddenly stopped working.

![Screen Shot 2022-05-04 at 9.04.33 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/195926iB275C3FAEEFB4ED4/image-size/large?v=v2&px=999 "Screen Shot 2022-05-04 at 9.04.33 PM.png")

I've tried changing the timeframe to see if I could trigger something but nothing seems to be working.


Answers:
author: Joseph Chung Yin
body: [@Lynn](/t5/user/viewprofilepage/user-id/4758733) -

Can you confirm if your issues source setup was changed (i.e. added new projects/boards as sources)? If not, then please check those issues which should not show up - are their "Resolution" field is NULL. It is because on the backend of the exclusion rule, an issue's resolution should not be empty (i.e. Unresolved - the internal representation of NULL for the Resolution field).

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Lynn
body: Hi Joseph,

My sources have not changed. For the items that are not appearing, the Status is "Closed" and the Resolution field is "Closed" not null.

Thank you for the help,

Lynn


author: Joseph Chung Yin
body: [@Lynn](/t5/user/viewprofilepage/user-id/4758733) -

Since those issues are Closed in Status and Resolution is not empty, then they will should not show up anymore in the plan.

If my suggestion resolved your ask, please click on Accept Answer when you have a chance.

Best, Joseph


Tags: advanced-roadmaps

server
Advanced Roadmaps not including data from board, project or filter
Asked by Thayne Munson:

I have many advanced roadmaps plans that work very well except for one. It is an ordinary project with a Kanban board. I have tried setting the Issue Sources to board, project and filter and none of them work. I am assuming there is something special about how this project is defined that is keeping it from working. Any suggestions on what might be happening?

Thanks,

Thayne Munson![Capture.PNG](/t5/image/serverpage/image-id/195897i693B83BC90B4FEFD/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Aaron Gage
body: [@Thayne Munson](/t5/user/viewprofilepage/user-id/4031047)You might check your "Exclusion Rules" to ensure that you have INCLUDED some releases. It's seems a little counter-intuitive that they are listed under the Exclusion Rules, but if your issues are tagged with a Release (FixVersion) and that Release isn't INCLUDED, then none of those issues will show up. The same place will also show you Releases that you have NOT selected so it really covers both.

I guess ultimately it depends how you look at the world and whether their new design makes sense. Do you perceive it as ADDING releases to a plan that has no releases, or do you perceive it as REMOVING releases to a plan that inherently includes all releases? That is the question.... Clearly the designers see the world as the latter view :)

comments: author: Thayne Munson
body: Thanks Aaron. There are no releases for my project. But, I did discover that the workflow does not update the Resolution field when closing issues. Based on the documentation I found on Atlassian, Resolution is a critical field in Jira and could have an impact on my AR plan as well as other Jira gadgets.

Thanks

Thayne Munson


Tags: advanced-roadmaps
Can I set up additional exclusion rules beyond the default options?
Asked by Akinwale.Olurebi:

Apart from default exclusion rules (i.e. # Exclude any completed issues after, # Exclude issue types, # Exclude statuses, and #Exclude releases. Can I set up additional exclusion rules specific for my needs?


Answers:
author: Ste Wright
body: Hi [@Akinwale.Olurebi](/t5/user/viewprofilepage/user-id/4734176)

Not natively, there's not an option to add custom exclusion rules - for example, using JQL queries, like in Quick Filters on Boards.

It's a good idea though - I'd recommend raising it as a feature request in [JAC](https://jira.atlassian.com/secure/Dashboard.jspa).

For now, I think your main options would be to either...

* **Issue Source:**Make this a Search Filter, so you can use JQL to limit what Issues are included within the filter's search query.
* **Filters:**Use these on the Plan view itself, to limit what is shown - and save the view.

Ste


Tags: advanced-roadmaps
Enable and manage team capacity
Asked by Moti Stein:

I purchased Jira premium plan to get access to advanced road map and team capacity.

I can't understand what I need to do to manage team capacity.

I have the plan option on top menu. but I have nothing there. Only settings.

Thats what Jira asked for:

To enable the sprint capacity view on your timeline:

1. Navigate the **View settings** menu and group your issues by **Team** or **Sprint**.

2. Select the checkbox next to **Show capacity on timeline**.

But in **View settings**I don't have the options


Answers:
author: Joseph Chung Yin
body: [@Moti Stein](/t5/user/viewprofilepage/user-id/4625701) -

You will need to create a plan, so it will show up under the Plan menu from the Top Nav section of the UI.

Once you created your plan, then you can work on manage team capacity.

For Cloud env - Please refer to the following link on plan creation - <https://support.atlassian.com/jira-software-cloud/docs/create-a-new-plan-in-advanced-roadmaps/>

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Moti Stein
body: How can I create a plan if I don't have + (create a plan)

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/195760iFF347474E38727F1/image-size/large?v=v2&px=999 "image.png")![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/195761iCE4EE19479ACD98A/image-size/large?v=v2&px=999 "image.png")


author: Moti Stein
body: Added Permissions to view and edit plans


Tags: advanced-roadmaps

capacity

roadmap
How do I change the colors of my status bars in the gantt view?
Asked by Joshua Hultman:

![Jira status bar Gantt.PNG](/t5/image/serverpage/image-id/195717iDE6473ACA21936EF/image-size/large?v=v2&px=999 "Jira status bar Gantt.PNG")


Answers:
author: Joseph Chung Yin
body: [@Joshua Hultman](/t5/user/viewprofilepage/user-id/4755667) -

Yes, please take a look at this link from Atlassian -

CLOUD Env - <https://support.atlassian.com/jira-software-cloud/docs/add-color-to-issues-on-your-advanced-roadmaps-timeline/>

Server/DC Env - <https://confluence.atlassian.com/jirasoftwareserver/add-colors-to-issues-on-your-advanced-roadmaps-timeline-1044784269.html>

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.


Tags: advanced-roadmaps
Using custom hierarchy in Advanced roadmaps
Asked by Vesa Purho:

In one of my clients, there is a setup in Jira where they have crated the SAFe structure as follows:

* Jira Epic - SAFe Epic
* Custom issue type Feature - SAFe Feature
* Jira Story - SAFe Story

Feature are linked to Epics using Epic link. Stories are linked to Features using a custom issue link "implements" / "Implemented by".

Then there can be blocks/blocked by -links between features or stories.

Can

- Advanced Roadmaps handle this Feature between Jira Epics and Jira Stories or does it always assume that Jira Stories are always linked directly to Jira Epics

- If we would have a blocking relationship between two Stories belonging to two different Features, would Advanced Roadmaps then show that dependency also at Feature level (if it at all supports this structure).

We are already using Jira Structure to show the hierarchies so that is not an issue, the question is that does Advanced Roadmaps support this kind of setup?


Answers:
author: Joseph Chung Yin
body: [@Vesa Purho](/t5/user/viewprofilepage/user-id/4906503) -

Welcome to the community.

In AR for Jira plan, it currently cannot process issues source that have issue links (i.e. Stories linked to Feature). It has to be what is defined in your issue hierarchy configuration - by default is the standard setup of

Epic

\>\>\> Story (Any other standard issues type the rolls up to an Epic, i.e I am assuming your Feature issue type).

\>\>\>\> Subtasks

In your case with AR for Jira plan, you may need to have your story also roll up to EPIC via Epic link just like your Feature issue type. Or create subtask associate to your Feature issue instead of have story issues.

Yes, Structure for Jira can handle your current setup, but it cannot be done in AR for Jira plan.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Vesa Purho
body: Thanks Joseph, so this option is out for visualising the dependencies. In the standard setup, if there are blocks-links between stories belonging to two different Epics, does the AR show then a visual link also between the Epics when the stories are not shown?


author: Joseph Chung Yin
body: Unfortunately no, you will need to display the stories to see the dependencies link visually.

Best, Joseph


author: Levi Clarke
body: Im trying to execute a similar architecture. I see this thread is over a year old. Is there currently a way to create, and then visualize this with Advanced Roadmaps?

1) Epic

2) Features

3) User Stories (these could be across multiple dev teams)

I need to display quarterly plans at the epic level across all Features, then increment plans across all teams at the feature level then manage sprint activities on the actual dev teams.

I need to maintain the linking tasks-\>stories-\>features-\>epics


Tags: advanced-roadmaps

dependency

hierarchy

server
Can you change settings so dependencies drive date changes?
Asked by Jose Bohorquez:

If one task is blocked by another (i.e. dependency exists), most project management tools cause the dependent tasks to push if the blocking task changes.

For example, initially Task 2 (Start 5/5, End: 5/7) is blocked by Task 1 (Start 5/2, End 5/4)

If I then push the end date of Task 1 to 5/8, I would expect the Start date of Task 2 to automatically move to 5/9. Is there a way to do that in Jira?


Answers:
author: Ste Wright
body: Hi [@Jose Bohorquez](/t5/user/viewprofilepage/user-id/1307661)

Yes, but you'd need Automation to help you do this.

What's available depends on your hosting type:

* **Cloud:** Native [Automation](https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/) will be able to do this
* **Data Center:** [Automation](https://confluence.atlassian.com/automation/) will be able to do this, but it isn't native yet, it's coming before 30th June 2022 - see [this article](https://community.atlassian.com/t5/Jira-articles/Automation-for-Jira-will-be-included-in-Jira-Data-Center/ba-p/1994163?utm_source=list&utm_medium=email&utm_campaign=lifecycle_BAU_monthly&utm_content=jira-community-newsletter_EML-12041&jobid=105544713&subid=1541826462) for more information
* **Server:**There's no native option for this platform type, given it is EOL

For DC/Server, you could use the [Automation app](https://marketplace.atlassian.com/apps/1215460/automation-for-jira-data-center-and-server?tab=overview&hosting=datacenter) from the Marketplace - for DC use it as a free trial until it becomes native - or use a different automation app, such as [Scriptrunner](https://marketplace.atlassian.com/apps/6820/scriptrunner-for-jira?hosting=server&tab=overview)

*** ** * ** ***

Assuming you have access to standard Automation - this is how you could do it:

* **Trigger:** Field Value Changed
  * **Field:**Start Date
* **Branch:** Linked Issues = blocks
  * **Action:** Edit Issue
    * Start Date - copy from Trigger Issue
      * *Copy from...* operation is available via the 3-dots icon

You can customise the rule as needed around other fields, etc.

**Note:**If the Issues can be in multiple Jira Projects:

* You'll need to use a Global Automation rule, created via Jira Settings \> System \> Global Automation
* Global Automation rules have execution limits if you are on Cloud, depending on your plan type:
  * Free = 100 per month
  * Standard = 500 per month
  * Premium = 1000 per paid user, per month (eg. 200 users = 200K)
  * Enterprise = Unlimited

*** ** * ** ***

Let us know if this helps, or if you need any specific help with setting up the rule!

Ste


Tags: advanced-roadmaps
Where are the training videos for Advanced Roadmaps?
Asked by Carrie Jensen:

I'm looking for the best tutorial videos for both beginners and advanced users for Jira AR.


Answers:
author: Ste Wright
body: Hi [@Carrie Jensen](/t5/user/viewprofilepage/user-id/4622418)

I'd check out [Atlassian University](https://university.atlassian.com/student/catalog) as a starting point.

For example, check out...

* [Create Plans and Dependencies in Advanced Roadmaps](https://university.atlassian.com/student/activity/928443-create-plans-and-dependencies-in-advanced-roadmaps?sid=f764740b-0d81-45df-bf85-ac4e8f371fa3&sid_i=2) (free webinar)
* [Planning with Advanced Roadmaps](https://university.atlassian.com/student/page/817180-planning-with-advanced-roadmaps-course-description) (paid course)

Or, search for other options!

Ste

comments: author: Carrie Jensen
body: I've completed the tutuorials and now would like to take a LIVE Training course for AR, as I have questions that I cannot find answers for, as well as learning during an instructor led course. Any suggestions?


author: Ste Wright
body: Hi [@Carrie Jensen](/t5/user/viewprofilepage/user-id/4622418)

If you have a team at your company, you could look to enroll them on a course with an instructor? Check out that option on [this page](https://university.atlassian.com/student/path/821015-planning-with-advanced-roadmaps-live-team-training-on-site).

Or, check out what options might exist for you to join a public course - check that out here: <https://university.atlassian.com/student/activity/853037-public-classes-beta>

Ste
JQL query to find child issues of Initiative from another project
Asked by CEDRIC DEVAUX:

Hello,

We setup hierarchy between projects in order to follow:

- In the high level project (like a parent project) theme / initiative

- In the second level product projects (like a child project) with Epic / Story

In the high level project we add Theme and initiative at the macro level and in the childs projects we decline Epics / Story, etc ... linked to Initiative from parent project

On Epics, we use parent link to declare his parent from parent project

We use advanced roadmap to follow all tickets from "parents" \& "child" project but currently I see in advanced all issues from both projects even if issues from child project are not linked to Initiative from parent

I need to have a JQL to find all Epics linked to Initiative from parent project like this:

"Parent Link" in ("project=DCOM")

The project DCOM is the parent project

I find the JQL on this link but it doesn't work (<https://valiantys.com/fr/blog/atlassian-administration-fr/jql-guide-recherche-jira/> )

If try with "Parent Link" in (DCOM-35), I have all child issues

Is there a query to list all Epics related to an initiative from another project?

Thank you! :)


Answers:
author: Aaron Gage
body: I use this JQL,

++issuefunction in portfolioParentsOf("key = DCOM-####")++

This returns the ancestry of DCOM-####. From there you could add on a pre-cursor function to instead return the descendants of the resulting ancestry like,

++issuefunction in portfolioChildrenOf("issuefunction in portfolioParentsOf('key = DCOM-####')"++

You could also populate the inner parenthetical with a more complex JQL like,

++issuefunction in portfolioParentsOf("Project = DCOM and type = Epic")++

but might overload your results.

All that said, I think the issuefunction call is part of the script runner plugin so without that I'm not sure how to do it.

comments: author: CEDRIC DEVAUX
body: Hi Aaron,

You're right issuefunction is provided by scriptrunner unfortunately, I don't have this apps on my instance :(


author: Monica Morris
body: [@Aaron Gage](/t5/user/viewprofilepage/user-id/4412589) Thank you for sharing this tip! I have a similar use case to Cedric and fortunately have Scriptrunner for Jira Cloud installed.

I need to show all the parents of Epics in Project A, even though those parents are in Project B.

By following your suggestion and using Scriptrunner Enhanced Search I was able to achieve the results I needed:

++issueFunction in parentsOf("project = A AND issuetype = Epic", "all") AND project = B++


Tags: advanced-roadmaps

cloud

jql
N?o ? poss?vel baixar planinha dos cart?es existentes?
Asked by Dalila Xavier:

N?o consigo encontrar op??o de baixar planinha com as informa??es de cada cart?o para ter controle dos cart?es criados. Como t?tulo, data da entrega e etiqueta.


Answers:
author: Cody C.
body: [The CSV export](https://support.atlassian.com/trello/docs/exporting-data-from-trello/) is the best option here! It's available on Premium, and will include card title, labels, and a card ID which can be converted to a date using a Mongo ID timestamp converter.
Admin
Asked by Vanessa Volonte:

How do I see who my admin is?


Answers:
author: Rasmus Wulff Jensen
body: You can see it on the top right (people with the small "stripes" symbol are admins)

![IMG_1333.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/341576i61A5EC4029AD0FB8/image-size/large?v=v2&px=999 "IMG_1333.jpeg")


Tags: atlassian-accounts

cloud

not-applicable

trello-cloud
Trello Automation with Custom Fields changes not working
Asked by Jonathan Eatly:

We are having problems with the following automation:

when custom field "Task Stage" is set to "Pre Review Tasks" in a card with custom field "Partner" set to "2Beyond FPA", add the "Pre Review Tasks" checklist from card "2Beyond FPA Processes" to the card, remove all the labels from the card, and add the yellow "Pre Review Tasks" label to the card


Answers:
author: Carolina Lopez
body: Hi Jonathan, welcome to the Atlassian Community!

The best way to start troubleshooting an Automation issue is by checking the [automation log](https://support.atlassian.com/trello/docs/opening-the-command-log/). If any actions are incorrect, you should see a message indicating what went wrong.

However, if you don't see any messages after the log that shows the automation creation, this usually indicates that there may be an issue with the trigger.

If there's no confidential information in your logs, could you please share a screenshot? You can also copy and paste any relevant messages from the logs if you prefer. This will help us understand what's happening with your automation.


Tags: cloud

trello-cloud
New Setup
Asked by Seaton Smith:

If I purchase a Premium Plan for myself and I have 9 other team members can all of us see, add and edit the calendar function or do each one of my team members need to have their own premium account?


Answers:
author: Mutya A
body: Hi Seaton, welcome to the Trello Community!  

Rather than upgrading one user at a time, you'll upgrade an entire workspace to Premium. Additional charges may arise from adding [Multi-Board Guest](https://help.trello.com/article/1123-multi-board-guests), however, single-board **guests** are not billed. If you're adding them as a Workspace member, then they are also billed as a Workspace member. Learn more with the following knowledge articles:

* [Get Started with Trello Premium](https://help.trello.com/article/710-setting-up-your-business-class-workspace)
* [Learn how Premium is billed](https://help.trello.com/article/855-how-billing-works-with-trello-business-class)

Also just to note, [Workspace Calendar view](https://support.atlassian.com/trello/docs/workspace-calendar-view/) is a Premium feature and available to all users belonging to your Premium Workspace. The per board [Calendar view](https://support.atlassian.com/trello/docs/calendar-view/) is not a paid feature and can be accessed even in a Free Workspace.

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.


Tags: cloud

trello-cloud
Adding card info to email automation
Asked by Dustin:

I currently have an automation setup, so that when someone adds a specific tag "Missing DWG" to a card, Myself and another will receive an email notifying us of this.. Then we can go in and address the issue and remove the tag...

![email code.png](https://community.atlassian.com/t5/image/serverpage/image-id/341533i19E68A541502124B/image-size/large?v=v2&px=999 "email code.png")

It works great, however.. im looking for a way to add a variable so that when we recieve this email.. it will tell us which specific card it involves... currently it just sends a generic message.. ![trello email.png](https://community.atlassian.com/t5/image/serverpage/image-id/341532iC175C5588706A96A/image-size/large?v=v2&px=999 "trello email.png")


Answers:
author: Dreamsuite Mike
body: You can use the variables

{cardname}

{cardlink}


Tags: cloud

trello-cloud
omschrijving-> in een bord / na 3 weken is de tekst weg
Asked by Elvira Bakic:

beste,

Ik had een aantal borden aangemaakt en daar daar ook verschillende lijsten.

Nu 3 weken later, wil ik de omschrijving openen omdat ik daar veel info in heb opgenomen.

Helaas is alle info (tekst) weg en staat er:

'Alle verkregen en zelf opgeslagen'.

hoe kan ik mijn tekst terug krijgen?

Alvast bedankt voor je antwoord.


Answers:
author: Rasmus Wulff Jensen
body: This free tool can show you the history of a card (including what its previous descriptions where): <https://trellotools.azurewebsites.net/CardHistory>

comments: author: Elvira Bakic
body: thank you for your reply!

I tried this tool and unfortunately, it's te same : 'Alle verkregen en zelf opgeslagen'. - this is the text I get. :(


author: Rasmus Wulff Jensen
body: Hmm, then that unfortunately indicates that the original text might never have been store (added to the description field, but the Save button was never pressed) ?


author: Elvira Bakic
body: Oh no?. I Do remember clicking on the save button... but anyways it means I lost all of the information ?. But appreciate your reply.


Tags: cloud

trello-cloud
workspace participants
Asked by Kristina Tuyukova:

How many workspace participants (co-authors) can be on the Premium plan? We have a team of 25 people. Which plan would be suitable for us?


Answers:
author: Austin
body: Hey Kristina! Thanks for your post! Both standard and premium workspaces can contain unlimited members. You can always start with standard and upgrade to premium if needed! You can checkout more info on our pricing here: [trello.com/pricing](http://trello.com/pricing) Thanks again!


Tags: cloud

trello-cloud
?Se pueden compartir automatizaciones con otro usuario?
Asked by Mikel iglesias:

Buenas, me gustar?a saber si alguien me puede ayudar con esta duda.   

Tengo unos tableros generados con el plan gratuito y he dise?ado ciertas automatizaciones de reglas y botones. Ahora quiero hacer administrador de esos tableros a otra persona para yo poder dejar de ser el administrador. ?C?mo podr?a hacer para que esa persona pueda mantener las automatizaciones que yo he creado y pueda modificarlas libremente?  

Un saludo y gracias.


Answers:
author: Cody C.
body: The best way to transfer automations from one account to another is to use [Automation Libraries.](https://support.atlassian.com/trello/docs/working-with-command-libraries/)

Automation libraries let you share sets of rules with other people. They can copy those automations to their own accounts, and enable them. Once that's done, you can disable your version of that automation.


Tags: cloud

trello-cloud