youngmon/atlassian-qna huggingface dataset:
How to track Product Release Versions in JIRA
Asked by Anisha R:

How to track Product Release Versions in JIRA


Answers:
author: Brant Schroeder
body: [@Anisha R](/t5/user/viewprofilepage/user-id/4871058) Please take a look at this <https://support.atlassian.com/jira-software-cloud/docs/enable-releases-and-versions/> It explains how to enable and setup the release feature in Jira. This talks about how to manage them in your plans. <https://support.atlassian.com/jira-software-cloud/docs/manage-releases-in-advanced-roadmaps/>


Tags: cloud

portfolio-for-jira-cloud
Jira Plans: Dragging and dropping issues between Releases
Asked by Zach Siegel_:

I'm experiencing an issue within Jira Plans where I am attempting to drag and drop issues from one Release to another in the List view.

I have sorted by Rank, as I know that is the only way to enable drag and drop, but the issue persists. Any thoughts?

Screenshot of my View Settings below:

![Jira plans view settings issue.png](https://community.atlassian.com/t5/image/serverpage/image-id/321474i397F3F798B933FA7/image-size/large?v=v2&px=999 "Jira plans view settings issue.png")


Answers:
author: Bryce Lord
body: Hi [@Zach Siegel_](/t5/user/viewprofilepage/user-id/5482419) ,

Unfortunately, I don't believe there is a way to change the Release by dragging and dropping work items from one Release to another.

The typical way to move work items from one Release to another in the plan is to add the "Releases" field to the fields shown and make the necessary changes within that field.

Hope that helps.


Tags: cloud

drag-and-drop

jira-plans

portfolio-for-jira-cloud

release-management
Embed a Jira Plan (or timeline) into an Atlas Goal
Asked by Nerissa:

I'm just starting out using Atlas, and I'm trying to understand if it's possible to embed (or via a smartlink) a Jira Plan into one of my Atlas Goals.

I'd very much like to be able to roll all of the information up into one location, so that stakeholders can stay out of Jira and see everything we filter and present to them via the goals that are relevant to them.

I found a workaround, where I add the plan to a confluence page, then embed the confluence link into the goal description, but it's a bit of a pain, and I'm sure goal owners will not understand/forget how to do this.

Thanks!


Answers:
author: Dominic Williamson
body: [@Nerissa](/t5/user/viewprofilepage/user-id/5472149) You cannot embed a Plan view currently in an Atlas goal. However, you can view goals and even group work by them in Plans.

![Screenshot 2024-04-23 at 11.47.19?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/320156iF7F9459DB568E47B/image-size/large?v=v2&px=999 "Screenshot 2024-04-23 at 11.47.19?AM.png")

Go to **Fields** and add 'Goal'  
![Screenshot 2024-04-23 at 11.44.14?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/320154i6C190EDEB6BAB9B6/image-size/large?v=v2&px=999 "Screenshot 2024-04-23 at 11.44.14?AM.png")

Then make sure you **save** the updated view. Example  
![Screenshot 2024-04-23 at 11.45.40?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/320155i71FDF272840434BA/image-size/large?v=v2&px=999 "Screenshot 2024-04-23 at 11.45.40?AM.png")  
Also you can group by Goals from **View Settings**   

![Screenshot 2024-04-23 at 11.48.27?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/320157i2AE3265CD21BB1BC/image-size/large?v=v2&px=999 "Screenshot 2024-04-23 at 11.48.27?AM.png")  
Does that help your use case?

comments: author: Nerissa
body: Thanks Dominic, appreciate the response. It doesn't really solve my problem though, because goal owners and stakeholders are not going to go into Jira to look at the issues bottom up, they want to see it top-down, in one location.

Do you know if there are plans to make it possible to embed plans/timelines into goal records?

For now I'll have to think about managing it via Confluence or similar.


Tags: cloud

portfolio-for-jira-cloud
Jira Advanced Roadmaps | Learning Video's a Team Can Watch
Asked by Lindsay Becvar:

Hello!

Can you direct me to where video's made by Atlassian (or another company) can be accessed so my team can learn more about Advanced Roadmaps? Our company already has the premium Jira Software Feature, so already have access to Advanced Roadmaps. We have been using it as a basic tool for a year now - however, we'd like to increase our learning at this time.

Thank you so much!

Lindsay Becvar


Answers:
author: Dominic Williamson
body: Hi [@Lindsay Becvar](/t5/user/viewprofilepage/user-id/5477432) here is a recent on-demand webinar that covers Jira Plans (formerly called Advanced Roadmaps) to help learn what's possible [- link to video](https://www.atlassian.com/webinars/software/crush-those-goals-with-cross-team-planning-in-jira-premium).


Tags: advanced-roadmaps
Access target end in sql
Asked by Vincent Lavoie-Whitlock:

Hello everyone, im currently writing a ssrs report on our team's current work.  
I was wondering if it is possible to acces an issues target end in the database.  
I can't seem to find it in the issues table.


Answers:
author: Bert van Dijk _TMC_nl_
body: Hi,

Could you try the table customfield and customfieldvalue, please?


Tags: data-center

portfolio-for-jira-data-center
Create / Duplicate a New Project
Asked by Karen Leong:

How can we duplicate the Project Board from the existing active board or we have to create a new project from scratch ?


Answers:
author: Zack Hill - AppsDelivered
body: Hey Karen,  

Have you tried the steps outlined in this documentation?  

<https://support.atlassian.com/jira-software-cloud/docs/copy-an-existing-board/>


Tags: portfolio-for-jira-unknown-hosting-type

unknown-hosting-type
Create a plan for specific initiatives and it's children
Asked by Max Boerma:

At my work we've created a top 25 companywide projects that we'll be working on. I want to make a plan with just these in it. Is there an easy way to get just those initiatives in there with their child issues.

There are a couple of things that didn't work for me.

1) Adding all projects as issue sources and then remove the ones I don't need. This will only work if I keep on removing all issues because new issues would just get added.  
2) Filters. This could be me being bad with filters. But I couldn't find a way to get these specific initiatives and it's children in a filter together. I'd prefer not to use labels etc for this because they need to be maintained for new stories that fall under these initiatives.  
3) Manually add issues. I couldn't find a way to let me manually add these 25 initiatives to a plan.

All help would be appreciated!


Answers:
author: Mark Segall
body: Hi [@Max Boerma](/t5/user/viewprofilepage/user-id/4721077) - This is possible through option 2 using a query like this:

```
issue in portfolioChildIssuesOf(ABC-1) OR?issue in portfolioChildIssuesOf(ABC-2) OR?issue in portfolioChildIssuesOf(ABC-3)...
```

The one caveat to using a filter as your base is that you will not be able to use the roll up functionality such as having the epics and above reflect timelines based upon the sprint assignments of the child stories. If you want that as well, I would recommend creating a scrum board based upon the filter you create and then using that board as your plan source.

Note - If you want a source filter that's more dynamic, you could invest in a marketplace app that offers JQL extensions. This would allow a more efficient way of querying for the initiatives.


author: Charlotte Santos -Appfire-
body: **Hi [@Max Boerma](/t5/user/viewprofilepage/user-id/4721077)**

I'm Charlotte, a support engineer at Appfire and I'm here to help you.

Unfortunately, natively, you'll not be able to do it dynamically.

In the app where my team works, [JQL Search Extensions for Jira](https://marketplace.atlassian.com/apps/1214791/jql-search-extensions-for-jira-reports?hosting=cloud&tab=overview&utm_source=atlassiancommunity&utm_medium=listinglink&utm_campaign=mauricio), you can use this query to get all initiatives and their children from specific projects:

```
issue in parentsOfIssuesInQuery("project in (ABC, DEF, GHI) AND type=Epic") OR issue in childrenOfIssuesInQuery("project in (ABC, DEF, GHI) AND type=Initiative")
```

Please contact our [support](https://appfire.atlassian.net/servicedesk/customer/portal/11) if you have any other questions about this query.

We'll be happy to help you!


Tags: cloud

plan

portfolio-for-jira-cloud
"Waiting for Validation" status absent from Advanced Roadmaps view
Asked by P_ B_:

Hi,  

I've created a Jira Advanced Roadmaps based on a simple filter.  
Some issues in this filter include issues that are "Waiting for Validation". They do not appear in my roadmap.

![image.png](/t5/image/serverpage/image-id/314787iB63065E188FFBC43/image-dimensions/249x487?v=v2 "image.png")  

I have checked multiple times, the filter is correct.  
There are no resolution reasons on those issue, and anyway, Closed and Discarded issues appear.  

Can anyone help ?  

Regards


Answers:
author: Matt Parks
body: I seem to recall running into a similar issue in the past. If I remember correctly, if an issue is in a status that has a Status Category of Done, but doesn't have a Resolution associated with it, that issue will not show up in the Plan.

So you will either need to change the Status Category of the 'Waiting for Validation' status to 'In Progress' or set a Resolution when entering that status. It doesn't have to be the same Resolution that is on your Closed/Discarded statuses.

I'm making an assumption that Waiting for Validation has a Status Category of Done, but the fact that you mentioned that there isn't a Resolution on that status is what reminded me of the problem I previously encountered.

comments: author: P_ B_
body: Hi,  

Thanks, I'll investigate.  

But this seems like a bug, are you aware of a feature request/bug opened to Atlassian on that topic ?  

Regards,
Is there a way to query the Atlas Goals linked to a Jira issue via the API?
Asked by David Shulman:

When viewing the Jira issues in the browser, I can click on the Goals on the sidebar, and it shows the Atlas goals. This is useful, but is there a way to query this same information via the API?


Answers:
author: Joseph Chung Yin
body: [@David Shulman](/t5/user/viewprofilepage/user-id/5404137) -

Welcome to the community. Although I am not too familiar with Atlas product, but at this time I don't believe it is available to pull the information via API at this point.

I would recommend that you join the community group for Atlas product

* <https://community.atlassian.com/t5/Atlas/ct-p/atlas>
* <https://community.atlassian.com/t5/Atlas-Group/gh-p/teamcentral>

for possible further assistance.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

comments: author: David Shulman
body: Hello Joseph,

<br />

Thank you for your answer, but seems likely that since there is a way to access it through the front end, there must be an API. Perhaps it is not public.... I have been able to identify the url of the API that is used within the browser.

<https://team.atlassian.com/gateway/api/watermelon/graphql?operationName=LinkedGoalsScreenQuery>

My question is: Is there way to officially use this API? Documentation? Examples?

Best,

David


Tags: cloud

jira-software

portfolio-for-jira-cloud
Advanced Roadmaps Viewer permissions
Asked by Rieter Essential:

Dear community,

we have a Data Center license for 500 users (divided into dozens or a hundred groups). Part of our license is the Advanced Roadmaps plugin for JIRA.

My goal is to enable this plugin as View only (Advanced Roadmaps Viewer) for all users by default (since it's already paid). I thought that it should be visible for all by default, but I realized and tested that it is not. In our case, setting c. 100-200 groups manually is very impractical, because it shows groups from all user directories, you can select just 1 at a time (there is no option to tick them), the view is limited to 50 results only and we would have to add a new one once created. We don't have any group like jira-all, where all licensed users would be assigned (because it's unmanageable).

Is there any way how to make it work for us?

Thank you very much.


Answers:
author: Ste Wright
body: Hi [@Rieter Essential](/t5/user/viewprofilepage/user-id/5377095)

I know you state you don't have a group for all licensed users - but that's the simplest solution.

Why is it unmanageable to have a Group where users are all added when they're licensed, and removed again if not?

This could be the default access Group, for example.

Ste

comments: author: Rieter Essential
body: Hi Stephen,

thank you for your answer. We used to have it in the past but then realized it was not ideal for us. The reason for that is simple -\> currently, we have 3 user directories (for internal and external users) and the whole user assignment or removal depends on DevOps + IT + superiors + HR so the whole process can be a bit long (up to 2 months). And I probably forgot some other reasons I can't remember right now.

Another point of view...since the plugin is automatically enabled in a paid Data Center license, wouldn't be better to make it visible by default for all licensed users (because we have already paid for it, all users should be able to use it and benefit from it, right?)? Because each plan can be restricted for View/Edit, only non-restricted ones would be visible, but it's fully in the hands of Plans admins. In case a user is interested in Advanced Roadmaps User permission to create/edit a plan, I could add him to a corresponding group like "jira-plans-user" (or whatever name).

That means we would need to handle just several/tens/max. dozens of users instead of 500, this would be much easier and more practical. :)


author: Ste Wright
body: Hi [@Rieter Essential](/t5/user/viewprofilepage/user-id/5377095)

I can see your point, but it's not how it works as of now.

I'd at least try to get to a Group per directory, if this is simpler. Otherwise it might require manual setting.

Ste


Tags: advanced-roadmaps

permission
Team Capacity widget on Plan Summary is empty
Asked by Ashleigh Lodge:

I'm working through our first use of Advanced Roadmaps/Plans and am currently looking at the Summary, which seems like it could be helpful, but I'm a bit confused about the various widgets, in particular the Team capacity one.

Right now it's saying that there are no active sprints in the backlog so it's not showing data:

![team capacity.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/313924i750415CC36C51D26/image-size/large?v=v2&px=999 "team capacity.PNG")

I've already worked through a few issues w/ getting stuff visible on the plan, so I've set my plan's issue source to the board (instead of the project), and I've also made sure that the board is associated w/ the team (which is plan-only). The board does have sprints - some completed, one active and some future.

![issue source.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/313926iFF724F629E440A6C/image-size/large?v=v2&px=999 "issue source.PNG")![team1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/313927i373BE2EB87B9314D/image-size/large?v=v2&px=999 "team1.PNG")![team2.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/313928iCBDE68E4B49BDD53/image-size/large?v=v2&px=999 "team2.PNG")

I've also made sure that the changes have been saved back into Jira, so I'm at a loss as to why nothing is showing up under Team Capacity on the Summary. Appreciate any help!


Answers:
author: Walter Buggenhout
body: Hi [@Ashleigh Lodge](/t5/user/viewprofilepage/user-id/5423903) and welcome to the Community!

The summary view is relatively new, so I am not yet familiar with it yet myself. But can you make sure that the issues in your sprint are literally assigned to your team? As in: in the timeline view, make sure you can see the *Team* field there and have it filled out on some issues.

Usually, this is the missing link.

Hope this helps!

comments: author: Ashleigh Lodge
body: Did a test with one active item from the current sprint and it looks like that did it, thanks!

Pretty frustrating that all these little connections are needed and not outlined anywhere :(


author: Melissa Ravelo
body: This was especially helpful, thank you.


author: Irene
body: Hi [@Ashleigh Lodge](/t5/user/viewprofilepage/user-id/5423903) , another thing that you can check is if your active Sprint dates overlap with the date range of Summary page dates? Although a sprint is still active, but if the sprint start \& end date doesn't match with the Summary page dates, the sprint won't show up.

Hope this helps!

comments: author: Ashleigh Lodge
body: Yeah, I had checked this as well and it did match. Thanks though!


Tags: cloud

portfolio-for-jira-cloud
Jira Plan not update custom field value
Asked by Proshkin Kirill:

Hello Community!  

I would be glad if help me with one moment.  

I have a custom field that is modified on Jira issue view screen while work with this issue. After that I could see that I have new value of the field (select list single choice). When I open my Plan, there is no value of my custom field in column with my custom field.   
I am also try to use Re-fetch automation for JQL filtered issue, log says that it has "Success" status, but nothing changing in plan view.


Answers:
author: Proshkin Kirill
body: found a bug, when you create another context to the field, in plans all previous values for that field deleted, as workaround I use bulk change


author: Walter Buggenhout
body: Hi [@Proshkin Kirill](/t5/user/viewprofilepage/user-id/4513567),

Two things you can do: first of all make sure to refresh your plan view. If it was already open before you updated the field in Jira, it will not display the new value until you reload the page. If the value still does not refresh, make sure that you are looking at the same custom field. Jira allows you to create multiple custom fields with the same name. While I haven't tested, I would expect this may be even more likely to happen if you are bringing team-managed projects in your plan.

Hope this helps!

comments: author: Proshkin Kirill
body: [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225) Thank you.  
Double check all of this things, found some articles and issues to Atlassian, looks like it is global problem.  
I am also try to create new filter and new plan, but all empty fields continue be emoty with new one. (so sad)


Tags: cloud

jira-cloud

plans

portfolio-for-jira-cloud
Option to skip 'Review Changes' in Advanced Roadmaps
Asked by Luc Van Dam:

We are currently using advance roadmaps to create a global plan with both "service interrupting events" (e.g. releases) and "business stability events" (e.g. demo's, testing, ...). The aim of this plan is to have a global view and coordinate on possible conflicts between IT \& Business intentions. As this is not actually a real resource planning exercise as such but rather intended as high level view, our users would like to make changes on the advance roadmaps timeline without the need of always reviewing their changes (we noticed it's often forgotten).

We noticed this functionality was part of previous releases of this product but was removed. Are there any plans to make this available again on Jira Cloud


Answers:
author: Walter Buggenhout
body: Hi [@Luc Van Dam](/t5/user/viewprofilepage/user-id/5455424) and welcome to the Community!

I would honestly be surprised, as this 2 step commit of changes to Jira is at the cornerstone of the the product. It is a planning tool that allows you to play around with the schedule, reach an agreement, maybe even compare scenarios and only when you're ready push the plan into Jira.

I have looked into the [list of open feature requests](https://jira.atlassian.com/issues/?jql=project%20%3D%20JSWCLOUD%20AND%20component%20%3D%20%22Plan%20(Advanced%20Roadmaps)%20-%20Roadmap%22%20and%20resolution%20%3D%20Unresolved), but could not find anything related.

Hope this helps!

comments: author: Grant Olson
body: Hi all,

I'm surprised that there isn't the ability to toggle this "Review Changes" button off. I understand it is a great feature to have available and probably utilize most of the time, but I think it would be better to allow for the option of an "auto-save" when making changes to a plan.

I agree with the OP that this is likely to be forgotten by users at times and may lead to confusion or miscommunication.

Thank you!


Tags: advanced-roadmaps

cloud

portfolio-for-jira-cloud
How to link a Test Case to a Jira Card
Asked by Vinu Charuvil Rajan:

Hello,

I would like to link/add a test case to the Jira Card through the Jira API/Zephyr API? Is there a Zephyr API endpoint that I can use which can take a Jira Issue Id or the Key and the Test Case Case Id/Key add it to the Jira Card?

I use the below endpoints base url:

Zephyr Scale : <https://api.zephyrscale.smartbear.com/v2/>

Atlassian : https://\<\<xxx\>\>atlassian.net/rest/api/3/


Answers:
author: Andy Barbet
body: I can confirm that there is no endpoint in the Zephyr Scale API to do what you're looking for. I don't think there is any API integration for Scale on the Jira side either - not to my knowledge.


Tags: cloud

jira-cloud

portfolio-for-jira-cloud

zephyr
I got a filter of "Portfolio Epic"'s - I want EVERYTHING underneath target PLANS
Asked by Anders Bern:

So i got a filter with my Portfolio Epics Filter='MY_25_PEPICS'  
basically my "work-scope"

I want whatever linked to those.  
I want the connected capabilities (linked or child, related)  
I want the connected features(epics) (linked or child, related)  
I want the connected stories (linked or child, related)  
to above epic, the complete "tree".

I want whatever is connected to that "one step away" to that "tree" as well.  

I got scriptrunner, datacenter. Id very much like \[Filter='MY_25_PEPICS'\] to be the only variable.  

Target is to throw it into PLANS and "sort it out there". Is that even possible?  
Filter='MY_25_PEPICS' OR issueFunction in linkedIssuesOfAllRecursiveLimited("Filter='MY_25_PEPICS'", 2)  
...is catching too much


Answers:
author: Crystelle S
body: I would recommend splitting out the filters into separate functions, scriptrunner and Plans do not always play nicely.

issuefunction in issuesinepics()

issuefunction in linkedissues()

etc.


Tags: scriprunner
Filter including Stories and their Subtask if part of an Epic with specific component
Asked by Karin Biedermann:

Hi guys

I am currently working on **Quickfilter to display Stories and Subtask that belong to Epics that have specific components**.

I used: issueFunction in issuesInEpics("filter = \\"Component xy\\"")

This does only show the Stories that are connected to the Epic with component xy but the Sub-Tasks are not yet shown.

How can I include them in the filter so that I see Stories and Subtasks that are connected to the Epics with component xy?

Thank you for your help


Answers:
author: Florian Bonniec
body: Hi [@Karin Biedermann](/t5/user/viewprofilepage/user-id/5421115)

You could use the following JQL:

issueFunction in issuesInEpics("filter = \\"Component xy\\"") or issueFunction in subtasksOf("issueFunction in issuesInEpics(\\"filter = \\\\\\"Component xy\\\\\\"\\") ")

Reagrds

comments: author: Karin Biedermann
body: Hi [@Florian Bonniec](/t5/user/viewprofilepage/user-id/495589)

Thank you that worked perfectly!


Tags: data-center

portfolio-for-jira-data-center