youngmon/atlassian-qna huggingface dataset:
Portfolio fails after Jira upgrade to 8.2.1
Asked by Ivars M.:

After upgrade of Jira to v8.2.1 all portfolio plans and Programs disappeared. And it is not possible to recreate them manually. When plan created the error appears

com.querydsl.core.QueryException: Caught JdbcSQLException for insert into "AO_D9132D_ISSUE_SOURCE" ("SOURCE_TYPE", "SOURCE_VALUE", "PLAN_ID") values (?, ?, ?)

Any solution for this?


Answers:
author: Earl McCutcheon
body: Hi Ivars,

Thank you for the details and the error you are receiving indicates a failure to write to the database during the upgrade, so the application is going to be missing the data that was part of the operation for that insert.

On the surface this is seeming more like a Database compatibility/consistency issue or a database permission issue rather than a Portfolio specific error, but it was a Portfolio table that experienced the insert failure on the conflict.

Lets get some additional info on the full environment here to see if we can narrow it down, can you let me know the following:

* What version did you Upgrade from
* What Upgrade method was used
* What DB version are you on
* Can you include the full error stack incase it has any additional context to the error.

Then some steps I would recomend to troubleshoot this error would be to first verify the DB permissions and DB collation are set up correctly per your DB type as covered in ["Connecting Jira applications to a database"](https://confluence.atlassian.com/adminjiraserver/connecting-jira-applications-to-a-database-938846850.html) also making sure that everything lines up with the ["Supported platforms"](https://confluence.atlassian.com/adminjiraserver/supported-platforms-938846830.html) for compatible versioning.

Try uninstalling and re-installing Portfolio from the manage add-ons section of the UI and tail the log output for atlassian-jira.log and atlassian-greenhopper.log while re-installing to see if any additional errors are triggered in either location.

Then I would also suggest that you set up a clean install as a temporary staged instance on the 8.2.1 Jira with all matching add-ons installed including portfolio to migrate the data into using an XML migration from the source instance to see if we can bypass the error, or trigger additional errors that might help us narrow down the failure point. If there is something wrong with the source data the migration should give additional context to the failure point but if it was a DB configuration issue then the data should come across without conflict as the new instance will have the appropriate configurations as a clean installation.

Take a look at ["Migrating Jira applications to another server"](https://confluence.atlassian.com/adminjiraserver/migrating-jira-applications-to-another-server-938846962.html) for more info on the migration steps.

Regards,  
Earl


Tags: advanced-roadmaps
Colors on the timeline bars in Portfolio 3
Asked by Marynel:

On this article, section Viewing dependencies in the timeline, there seem to be 2 colours in the bar. Can anyone tell me what i would need to configure to get them to show like that and what they represent?

<https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-new-experience-961780550.html?_ga=2.179388839.248730365.1562794339-2008955034.1561138279>

Thanks in advance!


Answers:
author: Earl McCutcheon
body: Hello Marynel,

The colors can be set using the "View Settings" drop down:

![Screen Shot 2019-07-15 at 8.55.11 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/60519iB6609B66FF682911/image-dimensions/171x144?v=v2 "Screen Shot 2019-07-15 at 8.55.11 AM.png")

Check out the Documenttaion ["Customizing view settings"](https://confluence.atlassian.com/jiraportfolioserver/customizing-view-settings-962968240.html) for more details on the setting.

Regards,  
Earl

comments: author: Marynel
body: Right. I've seen the section Color by.

More specifically, I wanted to know how to do the multiple colours on a single bar, that is only possible when doing it by Components or Labels, right? I ticket will belong to 2 different labels, therefore its bar will display both colours


author: Earl McCutcheon
body: Hi Marynel,

Thanks for the clarification, and using "color by" values of Component or labels will allow for multi color track identifiers in the timeline. Basically adding color options for values that can have multiple values int he same field, EXE:

![Screen Shot 2019-07-15 at 3.19.58 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/60554i5208029ADCFD3288/image-dimensions/212x105?v=v2 "Screen Shot 2019-07-15 at 3.19.58 PM.png")

Regards,  
Earl


Tags: advanced-roadmaps
If I move an Issue to a later Sprint on JIRA side, will the Sprint also update on Portfolio side?
Asked by Matt Mullaney:

If I have a Portfolio Plan calculated with Sprint allocations, and I commit the changes to JIRA, it puts the backlog issues into planned/future Sprints on the JIRA Scrum board side to match the Portfolio. If the team then moves the story on their JIRA Scrum Board to a later or earlier Sprint, will this update be automatically reflected back on the Portfolio side?


Answers:
author: Earl McCutcheon
body: Hi Matt,

Yes, the data portfolio side should be reflecting what you are setting Jira side, but some operations require a calculation to fully update.

When you commit data in Portfolio you are verifying a write operation to jira and when you view a Live plan in Portfolio portfolio you're asking for a read from Jria's live data set, and then when you run a calculate you are requesting the portfolio specific data lines up with any updates to the Jira data and re-runs the scheduling algorithm to define the projected scope.

Regards,  
Earl


Tags: advanced-roadmaps
JIRA Portfolio What API gives the Themes? If this is not available when will it be added?
Asked by ffngneiger:

JIRA Portfolio What API gives the Themes? If this is not available when will it be added? I looked through the APIs and it doesn't look like there is any API to call to get this information.


Answers:
author: Alexander Bondarev
body: Hello, [@ffngneiger](/t5/user/viewprofilepage/user-id/2817581) !

Interesting question!

What business case do you have?

comments: author: ffngneiger
body: Will create a webpage in an application outside of JIRA to show something like this:

Something like below is what I will be creating both in custom website and also make available in slack through an AI bot that I have created.

July 2019 August 2019  
Summary Assignee FixVersion Theme Summary Assignee FixVersion Theme  
Summary Assignee FixVersion Theme Summary Assignee FixVersion Theme

In the API there is no way that I could find to get the Theme. Didn't check the other data but normally that other data is there for the other items.

Let me know if you need any more information.


author: ffngneiger
body: Can you please provide an update on this support request?

Thanks,

Glenn


Tags: advanced-roadmaps
Can you create a "Custom Field" to show up in just one list and not all other lists?
Asked by Sharon McNamara:

Can you create a "Custom Field" to show up in just one list and not all other lists?

I have a list in my Real Estate Buyer Board that is for Offers Submitted. I created a custom field with a dropdown list - Submitted, Accepted, Declined, etc. I only want this custom field to show up in cards that fall under that specific list. Currently, the custom field shows up in every card for every list.

Thanks for your help.


Answers:
author: Dreamsuite Mike
body: Hi [@Sharon McNamara](/t5/user/viewprofilepage/user-id/5487454)

This is a limitation of Trello Custom Fields. They are set at the board level so if you create it on one card, it will show up on all cards, regardless of list.

An alternative to check out is [Amazing Fields](https://trello.com/power-ups/60e068efb294647187bbe4f5/amazing-fields) which will allow you to conditionally hide/show fields.
Does Automation still count if no cards exist?
Asked by MC:

If I currently have a scheduled automation set up to everyday move cards from list A to a list B

If there are no cards at all in list A during time of scheduled automation, does the automation still count against the monthly quota?


Answers:
author: Dreamsuite Mike
body: Hi [@MC](/t5/user/viewprofilepage/user-id/5470650)

It will use up 1 operation per day doing this if the list is empty...

![Screenshot 2024-05-01 10.36.38.png](https://community.atlassian.com/t5/image/serverpage/image-id/321403iDE929BD8D78E274A/image-size/large?v=v2&px=999 "Screenshot 2024-05-01 10.36.38.png")

comments: author: MC
body: I'm talking about automation, not operation.


author: Dreamsuite Mike
body: In Trello, you have automation command runs and operations.

This will consume 1 command run and 1 operation

I hope that helps. If it answers your question, please feel free to hit the accept answer button above. Those who answer questions can filter on unresolved questions and it enables us to help more people.
Auto-archiving options?
Asked by rkmvca:

Hi, I'm a personal user, and was inquiring whether there is a timed auto-archiving option.

In my personal Kanban, I'd like cards in the "done" list to auto-archive 2 weeks after they are moved to "done". This will help keep the list manageable length, while retaining recent completed items for review.

While I'm new to automation and rules, I did not see a straightforward way to do this.

Thanks!


Answers:
author: Laurie Sciutti
body: Hello [@rkmvca](/t5/user/viewprofilepage/user-id/5487436) and welcome to the Community! Have a look here: <https://support.atlassian.com/trello/docs/archiving-cards-automatically/>
[BUG] Despite editing, the tab name remains "https://"
Asked by olekstomek:

Steps to reproduce:

1. Add new card and add URL as title, for example <https://trello.com/>

![tello1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/321302iB27C4AA9DD36B29A/image-size/large?v=v2&px=999 "tello1.PNG")

2. Edit the content by clicking the pencil icon in the card (in the upper right corner of the card). I inserted text "test" (it's not URL)

![tello2.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/321304i43B18A304612A633/image-size/large?v=v2&px=999 "tello2.PNG")

Saved it.

3. The result is "<https://test>", it should be only "test". Why URL is created?

![tello3.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/321305i385D71CD45E255EB/image-size/large?v=v2&px=999 "tello3.PNG")

web browser: Microsoft Edge Version 124.0.2478.67 (Official build) (64-bit)


Answers:
author: Dreamsuite Mike
body: Hi [@olekstomek](/t5/user/viewprofilepage/user-id/5294731)

I'm not 100% sure it is a bug as such, more that the logic isn't there to determine when a link card isn't one anymore, so you have to use the menu option to disable...

![Screenshot 2024-04-30 19.44.19.png](https://community.atlassian.com/t5/image/serverpage/image-id/321321i2F9503640C67763E/image-size/large?v=v2&px=999 "Screenshot 2024-04-30 19.44.19.png")

comments: author: olekstomek
body: Yes, it is solution (it wasn't obvious to me). Thanks!
Trouble with Custom Field Variables in Trello Automation
Asked by Christian Peters:

Hi everyone,   
I'm encountering an issue with Trello's Butler automations involving custom fields.

I have set up two buttons for card movements between boards:

1. **From Board 1 to Board 2** (works fine and IDs/Names are displayed on Board 2):

   * Code: `move the card to the top of list "xy" on board "Board 2", set custom field "ListID" to "{cardlistid}", set custom field "BoardID" to "{boardid}"`
2. **From Board 2 back to Board 1** (does not work):

   * Code: `move the card to the top of list "{customfield:ListID}" on board "{customfield:BoardID}"`
   * Error message: `Cannot find a board called "{customfield:BoardID}". Check to make sure the board name is spelled correctly.`

I've tried using both `{customfield:}` and `{customfieldname:}` as prefixes, and I've attempted using both names and IDs in the custom fields. Unfortunately, none of these attempts have resolved the issue.

Could anyone provide insights or solutions to this problem? I appreciate any help you can offer!

Thanks, Christian


Answers:
author: Dreamsuite Mike
body: Hi [@Christian Peters](/t5/user/viewprofilepage/user-id/5487153)

Custom Field variables have this format:

{{%customfieldname}}

So your command will be:

```
move the card to the top of list "{{%ListID}}" on board "{{%BoardID}}"
```

Please check out this help page for more info:

<https://support.atlassian.com/trello/docs/working-with-custom-fields/#Custom-Field-variables>

comments: author: Christian Peters
body: Thank you very much, that helped! :)


Tags: automation

custom-field
Eu paguei um membro adicional sem querer e quero o reembolso. como fa?o?
Asked by Ag?ncia Nika:

Eu paguei um membro adicional sem querer e quero o reembolso. como fa?o?


Answers:
author: Alex W
body: Hi [@Ag?ncia Nika](/t5/user/viewprofilepage/user-id/5486824) - welcome to the Community!

Unfortunately we do not support billing issues such as refund requests over the Community. If you want to request a refund, please raise a ticket at <https://trello.com/contact> and select 'Billing' under the field **What can we help you with?**
Board admin
Asked by Zed Fernandez:

Hello!  

Does making a USER in one board an ADMIN for that board add to our billing? Currently we have no multi-board user, so no additional billing. I was asked to make one a board admin but I fear it will be billable.


Answers:
author: Alex W
body: Hi [@Zed Fernandez](/t5/user/viewprofilepage/user-id/5486822) - welcome to the Community!

A user's membership status on a board has no effect on billing. If you have upgraded your Workspace, you will only pay for Workspace members/admins and multi-board guests in that Workspace.

If you add someone to one board only in your upgraded Workspace, you won't be billed for them, regardless of if you add them as a member, admin or Observer.

If you add someone to two or more boards in your upgraded Workspace, you will be billed for them. Again, this is regardless of what their membership status is on the boards you added them to - you can add someone to two boards in your upgraded Workspace as an Observer, and they'd still be considered a multi-board guest and billable.
"love from your friend"
Asked by Felipe Borelli:

Hi. Have anyone else been getting weird comments on your cards? I've been getting " love from your friend " messages on my comments.

From my account but my other colleagues account also started facing the same issue .

We all have already altered our passwords and in my case I also changed the email again.

Still happening.

Any ideas or comments? I have read that there was a hack attack back in January and I assumed that emails and passwords were leaked. However by changing emails and password for login should have been solved already but still have the problem.

![Screenshot_20240430-074958_Trello.jpg](/t5/image/serverpage/image-id/321208i42CF7614E8AB9E5C/image-size/large?v=v2&px=999 "Screenshot_20240430-074958_Trello.jpg")


Answers:
author: Dreamsuite Mike
body: Hi [@Felipe Borelli](/t5/user/viewprofilepage/user-id/5486812)

Can you send a screenshot from the same activity but on Trello via a web browser?

Kind Regards,

Mike

comments: author: Alisson Sartor
body: hey [@Dreamsuite Mike](/t5/user/viewprofilepage/user-id/5153180)   

I got him already on our direct support channel, thanks for checking!


Tags: account-management

issue-security
Can't Change Email Address, No Verification E-Mail Received
Asked by Daniel Lee:

When I try to change my email address in my Trello account settings, I get to a screen that says a verification code email has been sent to the new address, but no email ever comes. Yes, I have checked spam. Yes, I waited 24 hours. Yes, I am sending and receiving other emails from that email account and interface (register.com professional email web client).


Answers:
author: Daniel Lee
body: Flagged by security. Registered for free Premium trial. Submitted support request. Support removed flag. Now working. May keep Premium if it's better. But that was the point, now wasn't it.
Including card cover in emailed content
Asked by Stephanie Morgan:

I can automate to email the specific cards I want to send, but they do not include the cover image. Sometimes the entire content of the card is in that image. What is the best option to email the cover image along with the subject, etc., of a card?


Answers:
author: Alex W
body: Hi [@Stephanie Morgan](/t5/user/viewprofilepage/user-id/4585117) - is the image you want to make the card cover attached to the email you're sending to the board?

I'm assuming you're using our email to board feature, is that correct? <https://support.atlassian.com/trello/docs/creating-cards-by-email/>

I'm not sure if it allows you to set up the card cover as the first image in the attachments of the email you're sending, but that's worth a try.

comments: author: Stephanie Morgan
body: Thanks, but no. This is sending a report of existing cards out of trello by email using one of the automation options. Not the creation of a card but rather the export of it.


author: Alex W
body: In that case, do you mind elaborating on what's going on? If you have any screenshots, that would be super helpful, as I'm not sure I understand the issue you're facing.


author: Stephanie Morgan
body: If you use the automation to create a report to email the cards in a particular list, the email only contains the title of the card (and an icon to indicate the card has an attachment). Sometimes there isn't anything relevant in a title field, and the content of interest is the image shown as the cover. So in the list it looks as expected and I see the image I'm really caring about. But in the email it doesn't show that. Example here - 1st is what comes in the email for the actual card shown in the 2nd .![Screenshot 2024-05-07 at 10.52.40.png](https://community.atlassian.com/t5/image/serverpage/image-id/322266i388B59F86A053082/image-size/large?v=v2&px=999 "Screenshot 2024-05-07 at 10.52.40.png")![Screenshot 2024-05-07 at 10.52.28.png](https://community.atlassian.com/t5/image/serverpage/image-id/322267iB23D21E784092303/image-size/large?v=v2&px=999 "Screenshot 2024-05-07 at 10.52.28.png")


author: Alex W
body: Hey [@Stephanie Morgan](/t5/user/viewprofilepage/user-id/4585117) - thanks for clarifying. At this time, I do not believe our email automation reports will include card covers in the report, but if you click on the card in the email, it'll open up Trello for you to view the card cover there.
Usuarios premium y estandar en un mismo espacio de trabajo
Asked by KA TORRES:

Es posible en un mismo espacio de trabajo tener a usuarios con cuentas premium y otros con cuenta estandar?


Answers:
author: Alex W
body: Hi [@KA TORRES](/t5/user/viewprofilepage/user-id/5468680) - welcome to the Community!

This is not possible - when you upgrade to a subscription in Trello, you upgrade one of your Workspaces, and you have to pay for all billable users in that Workspace. You must decide to either upgrade to Premium or Standard. We also do not recommend upgrading more than one Workspace - this will lead you to paying more than necessary for Trello.
How do I save my cards onto my lists?
Asked by Leslie Provencher:

When adding new cards, they don't save automatically when I return to the workspace if I have moved to another workspace. I have to start all over.


Answers:
author: Alex W
body: Hi [@Leslie Provencher](/t5/user/viewprofilepage/user-id/5486683) - welcome to the Community!

Hmm, I'm not sure what you mean by this, but it sounds like you don't have a good internet connection when you're trying to use Trello. Can you make sure your internet connection is stable when you use Trello to make sure data isn't lost when you're offline?
Yikes! Where is my Trello Board?
Asked by Kate Kuo:

When i used to go to Trello.com and login, my board comes up right away. Where, pray tell, is it now? Thanks


Answers:
author: Caity
body: Hi Kate, I'm guessing that the board may have been accidentally closed in this case. You can follow these steps to re-open it: <https://support.atlassian.com/trello/docs/reopening-a-closed-board/>
I don?t remember when I signed up with Trello is there a password?
Asked by Ken Martin:

Trying to add my Trello account to my laptop


Answers:
author: Alex W
body: Hi [@Ken Martin](/t5/user/viewprofilepage/user-id/5486629) - welcome to the Community.

It looks like with the email you raised this question with, you only created the account with this email at the start of April. Are you referring to another account?

All Atlassian Accounts have passwords. You can reset your password at <https://trello.com/forgot>
Conta admin
Asked by emerson_souza:

No caso do uso corporativo ? poss?vel ter um administrador para outras contas no Trello Premium?

Exemplo: De um total de 10 contas, uma delas assume o papel de administradora das demais


Answers:
author: Alex W
body: Hi [@emerson_souza](/t5/user/viewprofilepage/user-id/5485389) - welcome to the Community!

Depends on what you mean by administrator. Can you elaborate on what administrative capabilities over the other accounts you wish to have?

comments: author: emerson_souza
body: Seria gerenciamento de usu?rio e gerenciamento de permiss?es das contas


author: Alex W
body: Hi [@emerson_souza](/t5/user/viewprofilepage/user-id/5485389) - I would recommend looking into Atlassian Guard as this will allow you to manage your Atlassian Accounts: <https://www.atlassian.com/software/access>

If you have any specific questions about this please let me know.


Tags: administration
Pricing questions
Asked by Chiuchen Julia Lee-Dorosh:

Hi, I am the training director of our company. We have been using Trello to track our training and it has been great. I was wondering if someone can help me put together a complete price for our current usage of Trello.

We will need at least two workspaces, two admin, eight multi-board users (trainer who does cross training), and roughly 20-25 single board users (single area trainer). The main function is to use the checklist for immediate update on team members' training. The trainers will need access to see the board assigned to them and check off the list.

From my research, I think only ten members are billable, right?

Is there a set-up fee? Any other cost that I didn't consider?

Thanks for your help.

Julia


Answers:
author: Rasmus Wulff Jensen
body: Sounds like your calculations are correct. Only thing that is a bit unclear is why you need two workspaces, and if the 10 paid members are in both or not... If they are in both, the you need to pay for them twice.

Other important thing is that the single-user members on the board and not workspace members (they are only free if registered as guests

In any case the best way to get complete and accurate overview is to simulate the upgrade without pressing the pay button... Trello's own summary tell it quite clear what cost will be.

I've made this 10 min video on how the new rules work via various examples: <https://youtu.be/rqmCHU_QxY8> (Your scenario is similar to Example 3: [https://www.youtube.com/watch?v=rqmCHU_QxY8\&t=387s](https://www.youtube.com/watch?v=rqmCHU_QxY8&t=387s))
How to correct the exceeded the number of visible cards on a board
Asked by Ryan Hill:

I used Unito Card Mirror free trial and now my boards have the message "You have exceeded the limit on the number of visible cards you can have on a board"

I have another Trello account that has many more cards on boards and I've never seen this before. I've lost access to several cards and need that information.

Any suggestions on how to correct? I've already turned off the Unito feature but it hasn't corrected the problem.


Answers:
author: Alex W
body: Hi [@Ryan Hill](/t5/user/viewprofilepage/user-id/5485938) - welcome to the Community!

Trello boards have a hard limit of 5000 open cards on a board: <https://trello.com/1/resources/limits>

Is this the limit you're facing? If so, you will need to archive or delete some cards.

Is the error you're getting instead related to Unito? If so, I would recommend reaching out to Unito support about it.


Tags: card

unito