youngmon/atlassian-qna huggingface dataset:
Product Discovery Handbook
Asked by Katja Arendt:

Hi :)

I was watching the video from Tanguy C. where he described the process etc. of JPD development.

Here the link to the video:   
[(10) How we created Jira Product Discovery \| Atlassian Presents: Unleash - YouTube](https://www.youtube.com/watch?v=GRfXkt78avE)

At Minute 32:09 he mentioned a Product discovery handbook which will be released soon.

I was wondering if it is already available or where I can find that?


Answers:
author: G subramanyam
body: Hi [@Katja Arendt](/t5/user/viewprofilepage/user-id/4647048) welcome to the Atlassian community.

Please bookmark this [Jira Product Discovery resource link](https://support.atlassian.com/jira-product-discovery/resources/) and keep watching for content that will be added.

comments: author: Katja Arendt
body: Great thank you ;)


author: Tanguy Crusson
body: Hi [@Katja Arendt](/t5/user/viewprofilepage/user-id/4647048) , thanks for asking! We're working on it but it's not ready yet. What are you hoping to get from it?

comments: author: Katja Arendt
body: Hi, I really celebrated your videos where you explain how you use JPD in your team. In the end, you realise that people who use JPD often face the same challenges. What I hope to see in the handbook are best practices and examples of use. Of course there is a lot of talk about this here in the community, but I would like to see the most common examples in a handbook like this. This ranges from the general structure and layout to what kind of fields are used how to get the best result. And all of this also under aspects such as how one can best incorporate Jira automations here to automate common processes or best practices in interaction with other Atlassian products such as Jira software and Confluence. I hope that was understandable :)

In general, I am very interested in exchanging ideas with other people who are responsible for coordinating projects or managing requirements for several different systems in their company.


author: Katja Arendt
body: PS: I was also very surprised that you don't use the "Delivery" function to track progress. When I started working with JPD, that was one of the reasons why I said that's what we needed. But I find your approach very interesting and it made me think about why it is actually so important for us to monitor progress in this level of detail.


author: Tanguy Crusson
body: Thank you for the context [@Katja Arendt](/t5/user/viewprofilepage/user-id/4647048) ! that's super helpful


author: Tanguy Crusson
body: Anecdotally, we saw that teams start using Jira Product Discovery because of this delivery integration, and we see it as a great way to get people interested in trying the product. But we want to try and recommend more sustainable ways to manage stakeholder expectations wherever possible after that ?


author: Deyan Genovski
body: Looking forward to this handbook [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312)


Tags: jpd-handbook
How to set WIP Limits within a Kanban board?
Asked by Simone Longoni:

Ciao!  
We are considering the adoption of Jira Product Discovery for displaying a Portfolio Kanban - a kanban system, with the goal of visualizing and restricting work-in-process.  

We are looking for a way to set WIP Limits on columns of a kanban view: we love the approach within Jira (with min and max for each column) and we would love to see it also within Jira Product Discovery.  

Any clue on how to do it?  

Thanks,  
Simone


Answers:
author: Rohan Swami
body: Hi [@Simone Longoni](/t5/user/viewprofilepage/user-id/4721502) Right now this can only be enforced manually, by doing things like renaming the column name. eg. rename "In Progress" to "In Progress max. 6". Hopefully someone can share another workaround!

comments: author: Simone Longoni
body: Thanks [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)! Definitely better than nothing...  
I was hoping for something more visual (like the red background of the column when the thresholds are violated...  
Thanks again and let's keep our fingers crossed! :-)


Tags: feature

kanban

kanban-system

limit

work-in-progress
Jira Automation: Transition and Idea through workflow when a Checkbox is ticked
Asked by Hannah Garvin:

I am really struggling to set up an automation in my Product Discovery workflow that is based on a checkbox being ticked.

I thought I had managed this but the rule I created bizarrely moves my ticket 'back' to the previous stage in the workflow even though you can't go backward from the current status.

Please help.

What I have set up:

\> When value changes for:

Field to monitor for changes = Acceptance Criteria (this is my Checkbox)

Change Type = Value Added

\> Then Transition issue to: 'Estimate Ready'

(this is the next step on in my workflow from a previous status of 'Design, API \& AC Ready?' When I tick the Acceptance Ready checkbox it moves back to 'Discovery' which was the previous step before 'Design, API \& AC Ready?' and this status will only allow you to move forward in the workflow not backward so I'm struggling to understand what and why this is happening


Answers:
author: Abby Kiesling
body: Hey! I'm no expert, but I did have this exact issue. To confirm, your checkbox is just a box that you either have blank or checked right? This isn't a drop down with multi-select check boxes? If it's a single box that's either checked or not, here's what I did:

If a go-to-market plan is required, the PM checks the GTM Plan Required checkbox. When that ticket is then transitioned to Selected for Development, my automation emails the Product Marketing team to give them a heads up.

![Screenshot 2023-05-19 at 9.40.14 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/258334i81D6BA32598D5949/image-size/large?v=v2&px=999 "Screenshot 2023-05-19 at 9.40.14 AM.png")

So for yours, I would select JQL, then do "Acceptance Criteria" = 1, meaning it's checked. If it = 0 it's not checked.

comments: author: Hannah Garvin
body: Thank you [@Abby Kiesling](/t5/user/viewprofilepage/user-id/5096665) this has definitely helped

The interesting thing is this works for some tickets but not for all (I think there is a bug in Jira discovery as I experienced similar on another rule I had created where some Ideas change and others don't and the variables are all the same). Getting closer though, thanks to the help you have provided.

Thanks again


author: Abby Kiesling
body: How strange! Hopefully it gets worked out!


Tags: product-discovery-automations
PDR not showing up in our roadmap view
Asked by Max Otten:

Hey all! I am encountering an issue where multiple PDR's are not showing up in the roadmap view. However, I cannot figure out why it's not showing up as there's not differentiating factors/fields that are different from the other PDR's that are within the roadmap view. Not sure if anyone knows what steps I can take to to make sure I am not missing anything?  

Can't post details due to information sensitivity.


Answers:
author: Max Otten
body: Okay of course I just found out... My project start date and target date were in different quarters.

comments: author: Rohan Swami
body: Glad you worked it out!


author: Michelle Yip
body: Hi [@Max Otten](/t5/user/viewprofilepage/user-id/5220303) ,  
You can also toggle around the Timeline views to configure to show by Quarters, Months, or even Years.

Make sure that the categories (eg. 'Product Themes', or something similar used to classify each item) are not collapsed, but are fully expanded. This way, you would not miss out on anything ;)

You can also toggle the Card Layout (Compact vs Detailed).

Hope this helps!
Automations for date fields
Asked by Neta Ilany:

When using Automation rules on Ideas, I noticed that date fields on the Idea issue type are not available for automation rules.

The use case:

We have a custom field "Sprint start" (sprint number; select field), which we use to indicate in which sprint this Idea will start, as part of the HL planning.

I would like to "translate" these values into a specific date, by setting an automated rule (if Sprint Start = "1" then start date is 1/1/2024). This will enable Ideas to be visible on the timeline view, which uses DATES as input.

Currently, date fields are not supported in automation rules on Ideas.

Is this expected to change anytime soon?

[@Tanguy Crusson](https://community.atlassian.com/t5/user/viewprofilepage/user-id/502312)

Thanks


Answers:
author: Rohan Swami
body: Hi [@Neta Ilany](/t5/user/viewprofilepage/user-id/2234072) it's not in our immediate plans to make improvements to Automation capabilities, though we have noted your issue for us to address when we work on this area in the future. I suspect the limitation here is that dates in Jira Product Discovery are actually a text field under the hood, we did this so we can support date ranges (eg. Delivery in Q1 instead of Jan 1 2023).

In case you haven't seen it already, here's a post with our supported Automations: <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Product-demo-Automation-for-Delivery/ba-p/2057152>

comments: author: Christian Prats
body: Hi [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)  
Any news on making dates in JPD actual dates so we can query them?

Thanks


author: Rohan Swami
body: [@Christian Prats](/t5/user/viewprofilepage/user-id/4403269) this isn't in our short term plans at the moment


author: Franti?ek Soudek
body: [@Neta Ilany](/t5/user/viewprofilepage/user-id/2234072) [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658) [@Christian Prats](/t5/user/viewprofilepage/user-id/4403269) Figured out workaround:  

First you want to find the name of your custom field you use in product discovery for date you want to set. You can follow this tutorial: <https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/>   

Once you have your custom field, you can set its value inside "More options" on create or edit issue action.  

![Sni?mek obrazovky 2024-02-26 v?18.07.26.png](https://community.atlassian.com/t5/image/serverpage/image-id/308704i0023A181A0557EA2/image-size/large?v=v2&px=999 "Sni?mek obrazovky 2024-02-26 v?18.07.26.png")  

<br />

<br />

The format is following:  

If you want the date to be from 2024-02-04 to 2024-02-05:  

{  
"fields": {  
"customfield_10185": "{\\"start\\":\\"2024-02-04\\",\\"end\\":\\"2024-02-05\\"}"  
}  
}  
}  

If you want the date to be set to 2024-02-04:  

{  
"fields": {  
"customfield_10185": "{\\"start\\":\\"2024-02-04\\",\\"end\\":\\"2024-02-04\\"}"  
}  
}  
}  

If you want to use smart values (be sure to have it formatted right):  

{  
"fields": {  
"customfield_10185": "{\\"start\\":\\"{{triggerIssue.duedate}}\\",\\"end\\":\\"{{triggerIssue.duedate}}\\"}"  
}  
}  
}  

<br />
Set project target interval
Asked by Omar Bennani:

Hi! I'm trying to set the project target (the Project Target field) intervals using automation but I'm hitting a bit of a snag. It's a custom field that's looks like it's defined as a string but obviously takes a start and end date. Can anyone provide an example or tips on how to set the value properly?

Thanks!


Answers:
author: Omar Bennani
body: Figured it out for my self! So here's what you need to do. Must be an advanced update. In our instance it's customfield10275. It must be a string and you need to match the structure. You also need to match the expected dates. For instance, i tried doing a custom start/end interval. That's no bueno, it won't take it. If you want to assign a start/end as i do below for quarters, you need to align the dates to be the exact same and the it'll take it.

{  
"update":{  
"customfield_10275": \[{  
"set": "{\\"start\\":\\"{{now.StartOfMonth.withMonth(1).jiraDate}}\\",\\"end\\":\\"{{now.withMonth(3).endOfMonth.jiraDate}}\\"}"  
}\]  
}  
}
Exposing Jira Epic fields to the view of "Product discovery".
Asked by Yuval Navot:

Hi

I'm missing the ability to display (optional) all Jira object fields/entries while viewing ideas and their list of epics. This bottom-up information is crucial to comprehend the situation/progress.  
Is that possible to do?

See below picture...

thanks

Yuval.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/257087iE86F949C67E0EC6E/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Tanguy Crusson
body: Hi [@Yuval Navot](/t5/user/viewprofilepage/user-id/5216741) , if you click on the delivery progress field, it opens the delivery tab for the idea with the list of epics:![Screenshot 2023-05-15 at 13.31.31.png](https://community.atlassian.com/t5/image/serverpage/image-id/257267i1BF77033CB9DDBC7/image-size/large?v=v2&px=999 "Screenshot 2023-05-15 at 13.31.31.png")

comments: author: Yuval Navot
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) Unfortunately, this is superficial level and limiting the depth of study and exposure.  

for example, instead of put the "effort" with 1-5 points I would like to see other parameters from the Epics like "storyPoint" or "Impact"  

<br />


author: Tanguy Crusson
body: Thank you for the feedback


author: Omer Meshar
body: I don't believe it is possible to display any of the Epic's fields here.

What you do have is the delivery tab:

![jpd2.png](https://community.atlassian.com/t5/image/serverpage/image-id/257124i5E8521D931F5366C/image-size/large?v=v2&px=999 "jpd2.png")

comments: author: Sheri Widler
body: Question about this view, do you have features as a parent child to an epic and stories?


author: Sheri Widler
body: My question is do you have a feature as a parent child relationship? I did not want to require that like azure devops and use versions instead


author: Omer Meshar
body: I am not sure I understand your question. You can see in the picture that the Epic has parent child relationships with the stories.
More detailed calendar view for Jira Product Discovery
Asked by Jonas Schultens:

Hey together,

in the Jira Product Discovery, we have a project and there the possibility to show the topics in the "plan view". Unfortunately the plan view/timeline view only has a view with the time period quarters and not more in detail .... is it possible to have a more detailed view with f.e. the months or weeks (or even days)?


Answers:
author: Rohan Swami
body: Hi [@Jonas Schultens](/t5/user/viewprofilepage/user-id/4586408) , we only support quarters at the moment, we'll keep this in mind for when we next make improvements to the timeline view.

comments: author: Aateka Shashank
body: Is there a way to perhaps keep the monthly/quarterly view but add week dates at the top so it's easier to follow along with the weeks?


author: Esther Strom
body: Hi, [@Jonas Schultens](/t5/user/viewprofilepage/user-id/4586408) - at this time, what you're asking isn't possible as far as I know. Product Discovery is designed to track ideas, not actual scheduled work, and therefore is displayed with a higher level view - roadmap is now, next, and later, for example. It's intended to help you determine, based on the impact vs effort value, if an idea is worth developing. If so, you link it to a development ticket (or more than one), which you can view in the Delivery view.

(I'm also going to move this ticket to the Product Discovery group; you may get a better explanation there.)


Tags: cloud

confluence

confluence-cloud

view
Associating Custom Fields from JPD to Software Project
Asked by Abby Kiesling:

I am trying to create an automation where, when an Idea in JPD is transitioned to "Selected for Development", a ticket is automatically generated in my engineering software project, but I am unable to make this work due to custom fields that are required in the software project. Additionally, I want to include some important fields from JPD into my software project.

The issue I'm running into is that Jira doesn't know that Field A in my JPD project is the same thing as Field 1 in my Software Project, and I cannot for the life of me figure out how to code JSON to make it work.

I should also note, I can find the custom field ID for the software project fields, but I can't figure out how to get the IDs for my JPD fields.


Answers:
author: Martin
body: Hi [@Abby Kiesling](/t5/user/viewprofilepage/user-id/5096665)

I have that automation build. To copy back and forth fields. I use {{triggerIssue.Field Name}} or {{issue.Field Name}}

I found that I can use the whole name with spaces even, as long as it matches

Ex: {{triggerIssue.Salesforce Case Number}}

![Greenshot 2023-05-10 08.47.25.png](https://community.atlassian.com/t5/image/serverpage/image-id/256326i37F2FEDFA06453A5/image-size/large?v=v2&px=999 "Greenshot 2023-05-10 08.47.25.png")

comments: author: Abby Kiesling
body: This worked!!!! Thank you very much. I did have to make sure my fields were the same type and the options were all exactly the same. Once I corrected that, your fix worked like a charm.

![Screenshot 2023-05-10 at 11.20.31 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/256385i940966DCB715DCD4/image-size/large?v=v2&px=999 "Screenshot 2023-05-10 at 11.20.31 AM.png")

![Screenshot 2023-05-10 at 11.21.52 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/256386iD3DBBC220CA77343/image-size/large?v=v2&px=999 "Screenshot 2023-05-10 at 11.21.52 AM.png")


author: Omer Meshar
body: [@Abby Kiesling](/t5/user/viewprofilepage/user-id/5096665) did you try getting the IDs from:  
https://\<your jira instance\>/rest/api/2/issue/\<a jira issue's key\>?expand=names ?

Did you try automation, where you can copy the value of Field A into Field 1?

comments: author: Abby Kiesling
body: This was SO USEFUL for so many different things. Thank you Omer. I'm saving this link template for future use.


author: Warlen Xavier Cintra
body: Oi Abby, tem um campo de acesso JSON que p0ode dar acesso, MIT, tem um exemplo de ID que auxilia, deixo link:

**<https://stackoverflow.com/questions/8163859/how-can-i-get-data-in-json-array-by-id>**

**Qualquer coisa tento a montagem de linha de pensamento. E obrigado.**

comments: author: Abby Kiesling
body: Hey there, thanks for the suggestion. I'll check it out.


Tags: automation

custom-field

discovery

jira-product-discovery
Support sprints time box in timeline view
Asked by Neta Ilany:

We use ideas for initial roadmap planning, and to create a quarterly view before we create the dedicated delivery tickets (=epics) and assign to teams.

The timeline feature is a good visualization tool - but it only supports **specific** dates.

When we are in initial high level planning phase, we usually estimate in **sprints** (example - start in sprint 200 and end in sprint 204).

Is there any plan to support sprint dates as in Jira plans? And - is there a plan to support the timeline view by sprints, once defined?

Thanks,


Answers:
author: Rohan Swami
body: Hi [@Neta Ilany](/t5/user/viewprofilepage/user-id/2234072) [@Caitlin Steel](/t5/user/viewprofilepage/user-id/5198140) [@Christina Kogiou](/t5/user/viewprofilepage/user-id/4635395)

Roadmaps in Jira Product Discovery are best represented in the Board view and Timeline view, currently these don't show sprints.

We'll keep your suggestion in mind for when we make improvements to the Timeline view. For now, I would suggest Roadmaps in Jira Software as the best option if you want to see Sprints on the timeline.


author: Christina Kogiou
body: Yes! This would be so helpful

comments: author: Caitlin Steel
body: I agree... i also would like to be able to how start and end so i can plan over multiple sprints when need be!
Share View in Full Screen - Minimize Button
Asked by John Ickes:

I want to share a view with a contributor outside of our company so I chose the "Share view in full screen" option so they would not have access to the other views as it will cause confusion and questions. The problem I am having is that the full-screen view shows the minimize/maximize button. When they click on that button, they can see all of the views.

Is there some way that I can limit which views a user sees?

I could see where that would be helpful with both internal and external users, so I'm hoping the permissions may allow for that someday.

![Minimize Button.png](https://community.atlassian.com/t5/image/serverpage/image-id/255570i113226E445EBA462/image-size/large?v=v2&px=999 "Minimize Button.png")


Answers:
author: Tanguy Crusson
body: [@John Ickes](/t5/user/viewprofilepage/user-id/1260) for what you're describing I believe you'll be better served by another feature we're currently working on. Check out this video from 7:30: <https://www.loom.com/share/88d5fd1bd2f7428bbd63f17a81c79d6c>

We described this here: <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/A-big-update-on-Jira-Product-Discovery-pricing-creators-and/ba-p/2304729>

comments: author: John Ickes
body: Thanks for getting back to me [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312). It looks like the upcoming stakeholder access will work for our external stakeholders.

I would like to 2nd what [@Katja Arendt](/t5/user/viewprofilepage/user-id/4647048) suggested below as it would be great if we could limit our internal contributors to one or more "Shared Views" with limited permissions. We would like for the views outside of that area to be limited to the team.

Thanks for creating Product Discovery, it is a great tool for our team!

![Shared Views.png](https://community.atlassian.com/t5/image/serverpage/image-id/255848iA3C965E14D46FB2E/image-size/large?v=v2&px=999 "Shared Views.png")


author: Tanguy Crusson
body: Thanks for the feedback [@John Ickes](/t5/user/viewprofilepage/user-id/1260) , so something like what Confluence does then ?


author: Katja Arendt
body: Or in general to be able to restrict the permission of a user on each view.


Tags: permission

view
Control Board Column width?
Asked by Robert Barbosa:

For longer status names, the board view column truncates. We are forced to shorten the status names. Hovering over the column heading does not provide the full text.

Is it possible to control column width in the board view?


Answers:
author: Nic Brough -Adaptavist-
body: No, the column widths are fixed, you can't change them.

comments: author: Robert Barbosa
body: Is there an existing enhancement request?


author: Hermance NDounga
body: Hi Robert, I've added your sugestion as an insights in our project, we already had similar feedback and we will take them into consideration when we will explore improvements around the board view.
Add attachment greyed out
Asked by Dean Price:

we'd like to add attachments to our discovery items, there is a link under the description next to the link issue to add an attachment, but it is greyed out.

Is there a configuration setting somewhere that allows this?


Answers:
author: Hermance NDounga
body: Hello Dean !

Indeed attachements have their own permissions. Maybe in your project, you have created custom roles that aren't able to add attachements ?

If you are a project admin, can you check that this permission is checked for the users who have noticed the attachement is greyed out?

![Screenshot 2023-05-11 at 17.10.47.png](https://community.atlassian.com/t5/image/serverpage/image-id/256666i13A0D9BE80959236/image-size/large?v=v2&px=999 "Screenshot 2023-05-11 at 17.10.47.png")