youngmon/atlassian-qna huggingface dataset:
Is it possible to customize form with custom fields ?
Asked by Karine Houbrix:

Hello,   
In the new form, I see the "Jira" fields.  
Is it possible to add your own fields ? Or even other internal fields like link issue.  
At the moment I onlu see summary, description, priority, attachment, due date and labels.

Thank you


Answers:
author: Ang?lica Luz
body: Hello [@Karine Houbrix](/t5/user/viewprofilepage/user-id/4073724),

Thank you for reaching out to Atlassian Community!

On the Forms feature, currently, it's only possible to add the custom fields that appear on the right sidebar.

There is a feature request suggesting to support all fields on Forms:

* [Ability to support all fields under Forms](https://jira.atlassian.com/browse/JWMCLOUD-29)

Please, click on vote and also watch the feature above to receive updates.

Kind regards,  
Ang?lica

comments: author: Capi [resolution]
body: Thanks for sharing this [@Ang](/t5/user/viewprofilepage/user-id/3991418) . I would imagine that you're testing how often forms are being used in the first place and how fast this should be shipped at this point, but it will come eventually.


Tags: cloud
Is it possible for the List and Timeline to show "Done" issues.
Asked by Mahima Srivastav:

Also Nested Issue details would be great in both List and Timeline


Answers:
author: Walter Buggenhout
body: Hi [@Mahima Srivastav](/t5/user/viewprofilepage/user-id/4224031),

Great to see you are an early adopter of the new Jira Work Management experience! The product is still very new and there's definitely tons of additional things to come.

As of now, done items can be shown in list view using the filter in the top right corner **"Done items"**. They are not shown in the list with active items anymore, that is true. I think that's a design choice to strengthen the focus on just things to do.

As a workaround for reporting purposes, you can always use the *issue navigator* to search for all issues in your project *(Filters \> Advanced issue search).*

Hope this helps clarify a bit where the product is now. Your suggestions seem very valid feedback for the team behind the product. So don't hesitate to hit the *give feedback* button in your project to post these ideas directly to the team.

comments: author: Chase Wilson
body: Fantastic answer, thanks [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225) ! [@Mahima Srivastav](/t5/user/viewprofilepage/user-id/4224031) we're currently working on nested issues for both the list and timeline views. You should expect to see that added in the next few months. Cheers!


Tags: cloud

list

timeline
Filter parent link
Asked by Dania Zaccara:

Hi all,

for an important customer, we are configuring a solution with portfolio for jira.

We have a hierarchy of 5 level, but this customer want to create issue from within jira. This means that when he tries to build a third level issue, he would have to choose the first level and than have within the parent link field (or a different field) the possibility to see only the second level issues linked to the first selected previously.

Is it possible in some way?

Thank you


Answers:
author: Rhys Christian
body: Hey Dania,  
Thanks for the question. If I understand you correctly, you'd like to be able to create issues at any of the 5 hierarchy levels without first having to associating/linking it with another level. Please correct / clarify if I've misunderstood.  

You can still create issues i.e at the third level via the issue type. Issue types should be associated to specific hierarchy levels in Portfolio administration i.e Initiative = Initiative issue type. So users can create issues of this type to put it in the respective level, without needing to go through the parent link.  

Does this help with your issue?  
Please let me know if you have further questions.  

Cheers,  

Rhys \| Portfolio for Jira Product Management


Tags: advanced-roadmaps

jira-cloud
Error while creating intiatives
Asked by Ron Jacob:

Hi

While creating an initiative in Jira portfolio, I am getting following error.

What is the cause ![Capture.PNG](/t5/image/serverpage/image-id/16475iF28E48C9EF133AF7/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Mike Winston
body: Have you verified when you look at the sources you setup for portfolio, that the source does include the "initiative" JIRA issue type? Generally I go to the project or board (whatever you are using) and try to create one outside of portfolio. If you cannot create one, then you need to modify your JIRA project/board.


Tags: advanced-roadmaps
Capacity planning across plans
Asked by Marc Dzierzawa:

Hi,

we want to use portolfio for capacity planning of the different developers. Is the capacity planning also working across different porfolio plans?

For example a developer is planned for project1 and also for project2. There are 2 portfolio plans, one for each project. If developer is now planned for week1 in project1, is portfolio planning project2 so that developer is busy for week1 because of project1?

If this is not working, how can this be accomplished (besides using one portfolio plan for both projects)?


Answers:
author: kb
body: As far as I can tell, this does not even work in one plan across different projects (if the person is allocated to two concurrent projects.) Global teams only seems to save you from having to enter things like absences for each team the person is on.


Tags: advanced-roadmaps
Portfolio for JIRA workflow capabilities
Asked by John Bobeck:

I am assessing if Portfolio for JIRA will meet my team's needs. I am interested in the functionality available with the hierarchy function. Using the example in the online guide, I want to create a new higher level called "initiative." If I follow the guidance correctly, i will create a new issue type called "Initiative" and then associate that level with lower levels such as Epics, Stories,and sub-tasks. My question: am I able to implement a workflow for the Initiative level issue type, separate from workflows for the Epics, Stories, sub-tasks, etc.?


Answers:
author: Thomas
body: Hi [@John Bobeck](/t5/user/viewprofilepage/user-id/34550),

As you mentioned this will be a new Jira issue type which means you have full control over it, and you will be able to use a Workflow scheme to associate this issue type with a specific workflow.

The same applies if you want to create more than one hierarchy level above Epic in Portfolio.

Cheers,

Thomas


Tags: advanced-roadmaps
JIRA Portfolio Hours not adding up
Asked by kdolhay:

When evaluating the summary of hours from JIRA Portfolio the hours remaining add up to a considerable higher number than the numbers that show when I manually go into each story and add up the remaining hours. I've cleared my Cache as I believe Atlassian has said this sometimes can be an issue but if others have experienced this please advise.


Answers:
author: Gabriel Senna
body: Hi Kevin,

I checked internally and I could find that you raised a ticket for the support and it was answered there.

I'm posting the answer here, so others can use it.

Using example with issue

If you select the issue **FPDSC-1047** estimation, you will see 81+90.

81 is the sum of all sub-tasks, 90 is the number of hours associated to the issue **FPDSC-1047**.

If you open the issue **FPDSC-1047**, you will see that this issue have no estimation in hours, but 15 story points.

Checking your plan issue source, 1 Story point = 6 hours, so the issue **FPDSC-1047** have 90 hours estimated.


Tags: advanced-roadmaps

atlassian-support

jira

jira-cloud
Can add a project after I have been "removed" or "excluded" from cross-project release ?
Asked by Legna Garcia:

Hi There,

I have created a cross-project release into portfolio and by mistake I committed all changes. So now there are projects that are able to see the cross-project release that I really don't want. Is there a way for me to exclude / remove them from the committed release and add them back later without impacting their boards?

The version is jira cloud.

Regards,


Answers:
author: Legna Garcia
body: Hi folks,

Someone who can help me with this question?

Thanks!


Tags: advanced-roadmaps

cloud

jira-cloud
Why can't I see Story progress rolled up to Initiative in the Program Scope view?
Asked by apusysadmins:

The Program View only shows levels of Initiative and Epic (no Story), though Story percentage is shown in the child Epic progress.

* IMTPORT-1 Initiative shows 33% yellow (In Epic In Progress) and 66% blue (2 Epic To Do)
* IMTPROG-1 child Epic shows 50% green (1 Child Story Done) and 50% yellow (1 Child Story In Progress)

![image.png](/t5/image/serverpage/image-id/16279iF297051382A2467E/image-size/large?v=v2&px=999 "image.png")

However, the Plan View shows all 3 levels, and therefore the correct % of progress:

![image.png](/t5/image/serverpage/image-id/16280i7D696EBDECF39A38/image-size/large?v=v2&px=999 "image.png")Why this inconsistency? Is this a known issue? Or should I file a Bug/Feature request?

Thanks in advance.


Answers:
author: Roi Fine
body: Hi [@apusysadmins](/t5/user/viewprofilepage/user-id/811333),

This is an expected behaviour.

A program is a high-level view that helps you track status and progress across multiple plans in Portfolio for Jira. Practically, it shows you all initiatives(and higher up issue types) status break down down to the epic level.

Taking performance considerations we decided to go down to the epic level when we designed the feature. Rolling up thousands of issues has a UX price with loading time.

If you wish to have a more granular view, you can use a Portfolio plan where you get percentage completion.

More details about program feature functionality could be find [here](https://confluence.atlassian.com/jiraportfolioserver/programs-931037964.html)

Keen to hear your thoughts,

Cheers,


Tags: advanced-roadmaps

progress
How to use Filter for configuring issue sources in Portfolio?
Asked by j.jarvela:

How does using Filter work when configuring issue source in Portfolio plan?

When I use Filter, I get some sort of list with all filters (but no way full list). Also, when I search for filter that I have created (and shared), I can not find it. I am confused :(


Answers:
author: j.jarvela
body: Managed to get it working, for some reason it just took so long for Portfolio to find the filter


Tags: advanced-roadmaps
How to surface epics through linked Initiatives in Portfolio Scope View
Asked by Ken Hutchinson:

I have followed the JIRA recommendation to create a dedicated project for my Initiatives. I can see them in the Portfolio scope view. My Epics are within the individual projects separate from the Initiatives project. How can I link them so that the Epics now appear in the portfolio view? The initiatives show with no Epics, though if you open the Epics in their respective projects, you can see the parentLink is set to the Portfolio Initiative project's Initiative issue. They just don't show.

Portfolio Source = Initiative Project

Initiatives are linked to Epics that live in separate projects (multiple projects needed to deliver an initiative).

Thanks for the help!


Answers:
author: David Stone
body: Hello Ken, welcome.

I have a similar setup, Initiatives and Epics live in separate projects. I create a board that pulls from Initiatives (centrally managed) and Epics from all my dependent teams' projects. That board becomes the source for my Portfolio plan.

Hope this helps.

David


Tags: advanced-roadmaps
Jira portfolio - Start date of project calculated as 2/26/2000
Asked by jamckeehan:

I had my plan exactly the way I needed it. I calculated a start date of 2/12/18 and an end date of 8/13/18. I reverted changes that were made and then hit calculate. It changed my start date to 2/26/2000 and I can't figure out how to fix it. Thought I would throw it out to the Community.


Answers:
author: jamckeehan
body: No response needed. The sprint start date was entered wrong so it pulled into Jira wrong.


Tags: advanced-roadmaps
jira portfolio - scheduling - start date
Asked by Daniel:

Hi,  
Can someone please explain how scheduling works (specifically what effects the scheduled date on an issue) when the issue is not part of a sprint?  
I'm trying to use this reference, but JIRA portfolio is not behaving as mentioned in this post.

<https://confluence.atlassian.com/jiraportfoliocloud/scheduling-behavior-828785428.html>

Quoting from this page

What defines a plan start date?  
\* If there is an active sprint in your plan, the earliest date of all your sprints will be picked up as the start date. You must have teams connected to agile boards for that.

<br />

\* If you don't have active sprints then, the earliest fixed release date of your plan releases will define the earliest start date of your plan. Portfolio looks at releases in order. We look at the first release of every project that has a fixed start date and we pick the earliest of them.

<br />

\* If there are no sprints or releases matching the first two rules, Portfolio uses "today" as the plan start date.

<br />

\* If you have 2 projects, we look at the first release that has a fixed start date for every project and take the earliest of these.

point 1 - there is no active sprint on my board so this should not apply  
point 2 - right now I only have 1 project and I have set a fixed release (fixed start \& end), this start date should technically be my plan start date.  
point 3 - I do have a release matching point 2, so this should not apply - but it does \& the plan start date (and all scheduled issues) is always today. (updates to the current day every day).

e.g. let's day today is 01/01/2018 \& I have an issue with an 3d estimate at 1d of work is logged against it every day.

on day 1 - scheduled start is : 01/01/2018 \& scheduled end is 03/01/2018  
on day 2 - scheduled start is : 02/01/2018 \& scheduled end is 03/01/2018  
on day 3 - scheduled start is : 03/01/2018 \& scheduled end is 03/01/2018

Why does the scheduled start keep moving forward?


Answers:
author: shafqat
body: Hi [@Daniel](/t5/user/viewprofilepage/user-id/324611),

One thing to note is that if your fixed release's start date is before today, then Portfolio will use today as the plan start. Only if the release start date is after today will the plan start from that release's start date.

Could you verify if that is the case in your plan?

Thanks,

The Portfolio for Jira Server Team


Tags: advanced-roadmaps
Where is Scheduled Start populated from
Asked by Richard Smart:

It appears to be completely random - can someone explain where Scheduled Start, Scheduled end are populated from? They dont appear to be pulled from the issues...

thanks


Answers:
author: Krista Parker
body: The scheduled start and end should work with scheduling factors that Portfolio takes into account when scheduling issues. So in the configuration options, you have all of those constraints and dependency scheduling sections--there is an algorithm that looks at the issues, issue estimates, and resources and then schedules the start and end date.

comments: author: Richard Smart
body: Hi Krista, thats interesting. so how best to build in certain factors, dependencies not known to Jira? How best would you ensure that a specific start date for a story is adhered to \& included in the schedule - for example waiting for a press release or new legislation or delivery of hardware?


Tags: advanced-roadmaps
Single resource constraint. Portfolio is automatically assigning multiple resources.
Asked by William Rachilla:

Is there a way to keep Portfolio from assigning multiple resources within a sprint? Example: I have a singular story that will span multiple sprints. However, Portfolio is assigning the story to multiple resources in order to keep the story within the same sprint. Isn't there a way to have Portfolio keep the same resource and spread the story over multiple sprints?


Answers:
author: William Rachilla
body: Cancel that...I negated configuration

comments: author: Krista Parker
body: :) Yep that's a configuration thing!


Tags: advanced-roadmaps
Is it possible for someone to view a private Trello board if they've been given the board's link?
Asked by Jo Mills:

I'm interested in creating a private Trello board that isn't indexed publicly, but still want to share it with individuals outside of the collaborator workspace for viewing purposes only. Does anyone know if this is achievable, or does the private setting restrict access solely to collaborators?


Answers:
author: Alex W
body: Hi [@Jo Mills](/t5/user/viewprofilepage/user-id/5451472) - welcome to the Community.

No - this is not possible. You can only see a private board if:

* You are a member / admin / Observer on that board
* If the board sits in a Standard / Premium / Enterprise Workspace you are an admin of
Automating "due" cycling of cards with definable interval
Asked by Cody James Klingbeil:

Hello,

I am trying to create cards that behave in a specific way. I am struggling to work with the automation parameters to achieve the desired outcome, can anyone help me with this:

I would like to do the following:

Create a card, in the card, set a time interval and a start date. The start date + the time interval generates a due date.

The time interval is in weeks. The time interval should be easily assignable when the card is created, i.e. in a field labelled "weeks".

On arrival of the due date, the card moves into the "due" list. The card sits in the due list until "completed" is checked.

The card then moves back to the queue list. When the card is completed, notes can be added. The same card should keep cycling between "queue" and "due".

If the card sits in the "due" list for longer than assigned time interval (i.e. if the interval is one week, and the card sits in the "due" list for two weeks) nothing should happen. The card should remain in the "due" backlog.

Selecting "completed" should not re-set the time interval. i.e., if the interval is 4 weeks, and the card sits in "due" for 2 weeks before it is completed, the card move back into the "due" list 2 weeks after completion.

Any help is appreciated. I have tried the various date parameters in butler, but I can't seem to establish the right dependencies or variables to make the card do what I need it to.


Answers:
author: Victor N
body: Hi Cody,

This is an interesting one! We would like to look into the board automation together and test it out. Please can you reach out to us attaching the link to the board with the automation via <https://trello.com/contact>

Thanks again for your patience so far and we'll be on the lookout for the ticket.
I have a message on my Trello account.
Asked by Wendy Johnston:

I am trying to receive a Trello board from my trainer. She is sending it through my email as a link. When I open the link, it takes me to Trello, and a message tells me that once Trello approves me, they will send an email. I already have a Trello account, so why is it saying this?


Answers:
author: Beverley
body: Hi Wendy - welcome to the community!

It might be that you're accessing the Trello board with a different email address than the one that your trainer used to invite you. I would recommend confirming with your trainer which email address they've used, and you can confirm you're logged into the same account by clicking on your avatar on the top right of the page.

I hope that helps!
When I try to create a link to Google Drive thru powerups it connects to a colleagues drive not mine
Asked by Elizabeth Mahler:

Attempts at connecting google drive to trello ends in connection to a colleagues GD. Colleague has disabled all GD links in his trello boards and it still happens. I repeated process several times - same result - I click on my GD account to add GD link then when checking at a card - comes up his GD. Going nuts!!


Answers:
author: Luciana Munhoz
body: Hi Elizabeth! Welcome to Trello community!

Sorry to hear about that! In case that still not working, my suggestion is to revoke the Google Drive Power-up access and then reinstall it.  

After disabling the Power up, please go to your account menu (it's your avatar photo (or initials) on the top right of your screen) \> Settings.

Scrolling down the page, go to the applications section then find the Google Drive Power-up one and click on the revoke button. Then reinstall the Power up again.

Once you try to create a link, it will ask to connect to your google drive account. Hope that works!
Assista is asking me to activate an already existing account?
Asked by Jennie Kelly:

![Screenshot.png](/t5/image/serverpage/image-id/311689iD381A2205F725FE6/image-size/large?v=v2&px=999 "Screenshot.png")

See image - but I already have been using Assista to track this work since last October? I am worried if I activate it I will loose all the time tracking - any advice?


Answers:
author: Jennie Kelly
body: Its all good - it is an updated agreement - I accepted on another board which was old and it was fine, so proceeded - all fine!


Tags: zzz
A rule to move new cards to top of board but below pinned card
Asked by Bo:

Hi, is it possible to make a rule to move new cards to the top of list but below pinned cards? ie to second or third position? I have a rule to sort the list by label "pinned" ascending and another to move new cards to the top of the list but this second rule overrides the first and moves the new card above the pinned one. Can I prioritise rules?

I could have the sort rule sort by pinned ascending and then time in list ascending but that will reshuffle everything and I just want new cards at the top, below my pinned label card.

TIA


Answers:
author: Beverley
body: Hi Bo - welcome to the community!

You could create an automation rule, for example:  
*when a new card is created, sort the cards in (list name) by label "pinned" ascending and then by age descending*

Alternatively, it is also possible to create new cards in your preferred position in your list. To do that, you can double-click between the gap of the card above and the card below where you'd like to add a card.

![SCR-20240319-okrv.png](https://community.atlassian.com/t5/image/serverpage/image-id/312900i33AFE300C4AF1732/image-dimensions/286x298?v=v2 "SCR-20240319-okrv.png")  

I hope that helps!
Upgrade to standard plan as an individual user.
Asked by Isabelle Turner:

I use Trello as an individual, not associated with any organization/co-users. How do I upgrade to a standard plan? I cannot find the "billing" section in my settings.


Answers:
author: Gaurav Kataria
body: Isabelle, the option to upgrade is under workspace settings (on the left hand navigation, see below). If you are not seeing the option to upgrade then you are not a member of that workspace. You are only a guest in that workspace. Please ask the owner of that workspace to upgrade it or to add you to the workspace as an admin so that you can upgrade it for everyone.

![Screenshot 2024-03-12 at 12.15.27?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/311678i86300B8A75ACA80C/image-size/large?v=v2&px=999 "Screenshot 2024-03-12 at 12.15.27?PM.png")