youngmon/atlassian-qna huggingface dataset:
Customize your list by adding or removing fields Effective globally
Asked by xixi li:

I am using the team management project, where the list list is checked to show the fields, is it possible to take effect globally to ensure that each user sees the same list fields.


Answers:
author: Ollie Guan
body: Hi [@xixi li](/t5/user/viewprofilepage/user-id/4791309) ,

Any snapshots?

comments: author: xixi li
body: I want this list field to remain uniformly rendered per user as I update it.

![1.png](https://community.atlassian.com/t5/image/serverpage/image-id/219761i7393EB4D353312B7/image-size/large?v=v2&px=999 "1.png")


author: Ollie Guan
body: This is currently not possible.

<https://jira.atlassian.com/browse/JSWCLOUD-19348>

<https://community.atlassian.com/t5/Jira-Software-questions/Customize-my-list-by-adding-fields-on-a-global-level-for-all/qaq-p/1915792>


author: xixi li
body: Thank you Mr. Guan


Tags: cloud

jira-work-management-cloud
How can I make the data export to Excell desktop faster?
Asked by Julian Pereira:

How can I make the data export to Excell desktop faster?


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

There are two factors in getting data from Jira to Excel. How fast the server can build the data to send, and how fast your network connection to it is.

On Cloud, you can't do much about the server (like give it more memory or CPU), other than ask other people to stop using it while it is building the data to export to you.

On the network side, all you can do is get as close to the server as possible and make sure you have a good fast connection.


author: John Funk
body: Hi [@Julian Pereira](/t5/user/viewprofilepage/user-id/4589182) - I am going to mark Nic's answer as accepted, but let us know if have further questions about that.


Tags: cloud

jira-work-management-cloud
Turn status into resolved
Asked by Rodrigo Delwin:

I haven't found a way in Jira to say that Status "X" is the resolution status of the item.

I created the Status "Completed", but in the reports it is not considered as resolved item.

Can anyone help me by telling me where I can do this configuration?


Answers:
author: Dave Mathijs
body: Hi [@Rodrigo Delwin](/t5/user/viewprofilepage/user-id/5048971) Welcome to the Atlassian Community!

Is your status Completed of the 'Done' category, so a "green" status?

If yes, please make sure that you add a post function to that transition that sets the Resolution to a value.

Have a look at this article: [Best practices on using the "Resolution" field](https://confluence.atlassian.com/cloudkb/best-practices-on-using-the-resolution-field-968660796.html)

comments: author: Rodrigo Delwin
body: My workflow is like this.

How do I create a post function for the status: Completed (green)?![Captura de Tela 2022-10-07 a?s 12.18.28.png](https://community.atlassian.com/t5/image/serverpage/image-id/219673iB9443A33D55F3D3B/image-size/large?v=v2&px=999 "Captura de Tela 2022-10-07 a?s 12.18.28.png")


author: Alex Koxaras _Relational_
body: Hi [@Rodrigo Delwin](/t5/user/viewprofilepage/user-id/5048971) and welcome to the community,

If you are using a CMP project, then when you create a new status you have to choose one of the three status categories: To Do, In progress and Done. Selecting the Done category will make your status a "final" status and the resolution will be set.

Go to cog \> issues \> statuses

FInd your status and edit it. Change the status category. ++**Keep in mind that the changes you make, will affect ALL projects.**++

comments: author: Rodrigo Delwin
body: Hello [@Alex Koxaras _Relational_](/t5/user/viewprofilepage/user-id/4150197) Thanks!  

I can't find this way: Go to cog \> issues \> statuses  

![Captura de Tela 2022-10-07 a?s 12.21.37.png](https://community.atlassian.com/t5/image/serverpage/image-id/219676iD716682C7A846DE6/image-size/large?v=v2&px=999 "Captura de Tela 2022-10-07 a?s 12.21.37.png")  

<br />


Tags: cloud

jira-work-management-cloud
JIRA Calendar Plugin at JWM
Asked by Juhaina Almama:

Hi

I am trying to hide Jira Calendar and and Timeline show at the left side of the project (se the screenshot)

I found that Jira has plugin "JIRA Calendar Plugin" but I could not deactivate this plugin.

Is there any way to hide or deactivate these from Jira?

Best regard

![JWM.png](/t5/image/serverpage/image-id/219434i677DE84E048EC081/image-size/large?v=v2&px=999 "JWM.png")


Answers:
author: John Funk
body: Hi Juhaina,

No, it is not currently possible to hide those in the Jira Work Management projects.


Tags: cloud

jira-work-management-cloud
Reshuffling issues when one of them is edited
Asked by Henri Tchoi:

Hi,

I want to set up a simple automation to reshuffle issues when one of them is edited : basically, I have a custom field for the priority (1, 1.1, 1.2 and so on) and when we re-prioritize with my team, I would want all the issues with a lower priority to be shifted down one rank.

For example : let's say one issue is re-prioritized as 2.1, I would want the previous 2.1 and all the issues below to be shifted down to 2.2 onwards.

We had been previously manually shuffling epics around by dragging and dropping, but it is getting a bit too tedious and prone to errors.

If anyone has better ideas, I'm all ears, thanks in advance !


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

There is no Automation that can do this - it does not yet have any re-ranking functions.

Even if it did, it would not be a "simple" automation to create. Ranking does not work by shifting things up and down - it was specifically built to replace a system that does (because it doesn't scale). It works by working out where the current issue should be relative to the issues above and below it on the list.

So your automation would have to read through the backlog, work out where the end of priority X is and where Y starts, and then guess where within Y the issue should be ranked.

You'd need quite a lot of code to do that.

So, TLDR: No, this can't be done.

But it also begs the question of why you are using priority as a proxy for ranking? A priority is not supposed to be used like that, if you need to do it, you should just be directly ranking the issues. Priority is information that the team may find useful when ranking, but it's not the only thing that should inform it.

comments: author: Henri Tchoi
body: Thanks a lot for the detailed answer, it really helps a lot !

If by directly ranking the issues you are referring to shifting up and down the epics from let's say the roadmap view, we had been using this method but are running in performance issues : the UI becomes so laggy that it is not a viable option anymore. If you have any advice regarding this point, it would also be greatly appreciated.


author: Nic Brough -Adaptavist-
body: That implies you've got too much in your roadmap that should probably being managed elsewhere. Is there a performance issue when you rank things where they normally should be? (Team's individual backlogs)


author: Henri Tchoi
body: We do have constantly in our roadmap 80+ epics for the whole team and we do need a consolidated priority for the larger team taking into account the teams' priorities, hence the use of that view.

The backlog view is much soother, and using the epic panel, I could reshuffle epics around, but filtering on them is not possible so it is not ideal.


Tags: cloud

jira-work-management-cloud
Issue sharing
Asked by ouadie lahlou:

Hi,

Inside a project, is it possible to assign a specific task to somebody, but I don't want him to see the other project tasks?

Thank you


Answers:
author: John Funk
body: Hi Ouadie,

You can do that with Issue Level Security.   

<https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-security-schemes/>

comments: author: ouadie lahlou
body: Hi John, Thank you but as it is my first day with JIRA WORK MANAGEMENT, I am little bit lost. I went over the website, but I did not succeed.

Are there any tutorials of JIRA WORK MANAGEMENT please ?

Thank you


author: John Funk
body: Did you try to create an Issue Security Scheme? Can you share a screenshot of what you have so far?


author: ouadie lahlou
body: I don't have the "Permissions" button as shown :

![2022_10_05_13_14_10_Administration.png](https://community.atlassian.com/t5/image/serverpage/image-id/219356i7B106812B164E98E/image-size/large?v=v2&px=999 "2022_10_05_13_14_10_Administration.png")


author: John Funk
body: Go to Settings (cog icon) \> Issues \> Issue Security Schemes


Tags: cloud

jira-work-management-cloud
Can I add the component field to Jira Work Management forms?
Asked by Jonathan Smith:

I would like to use the component field to auto assign content for a team and use forms however the component field is not a selectable field during form creation... am I missing something?

* Components is listed on the create screen

Thanks for your time.

Jonathan


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@Jonathan Smith](/t5/user/viewprofilepage/user-id/1254033)

I don't think Component field is supported yet. There is a feature request here: <https://jira.atlassian.com/browse/JWMCLOUD-29>

Ravi


Tags: cloud
BILLING
Asked by ouadie lahlou:

Hi,

I started the free trial of Jira work management yesterday and I want to subscribe today. Should I wait until the free trial period is finished or I can pay now ? if yes, please show me the steps.

Thank you


Answers:
author: Laura Campbell _Seibert Media_
body: Hi [@ouadie lahlou](/t5/user/viewprofilepage/user-id/5046970) welcome to Community.

To change from a Free plan to a paid plan, click on the gear in the upper right corner and under "Atlassian Admin" click on Billing.

That will open a list of the products you are using, and next to Jira Work Management you should have a link "Manage subscription". Click on that to access where you can add your payment details and you should see a link to change the plan (Free should be in bold, and next to it a link to change).

comments: author: ouadie lahlou
body: Thank you Laura, but would you please help (refer please to the image attached). Thank you![2022_10_05_13_14_10_Administration.png](https://community.atlassian.com/t5/image/serverpage/image-id/219272iBC4921829608FCFA/image-size/large?v=v2&px=999 "2022_10_05_13_14_10_Administration.png")


author: Laura Campbell _Seibert Media_
body: If you click on the tab "Products" on the top, do you see a list of products?


author: ouadie lahlou
body: no it is empty


author: ouadie lahlou
body: Hi Laura, It works now. Thank you.

But I have another question please :

I subscribed to the standard plan of JIRA WORK MANAGEMENT and I am the ADMIN. SO, if I add a member, can this person subscribe to the free plan instead of the standard, so that we can collaborate together, or this person must subscribe to the standard plan as well ?

Thank you,


author: Laura Campbell _Seibert Media_
body: All users on a product are counted for the plan you have, so no, you can't have some users on JWM as free, and others as standard.

If you revert to Free, you can have up to 10 users on Jira Work Management, but of course you will have the limitations of the Free version (like fewer permissions).


Tags: cloud

jira-work-management-cloud
Custom fields in team managed projects
Asked by Monica Panozzo:

Hi everyone!

Have you some suggestions for third part app to create custom fields in team managed projects (apart from checklists that i already use)?

Thanks

Monica


Answers:
author: Vikrant Yadav
body: Hi [@Monica Panozzo](/t5/user/viewprofilepage/user-id/4663782) As per my knowledge, it's not possible add Scripted or third part app field in Team Managed project. Team Managed projects field are mapped with project only. I have tested with Scripted field, but it's not working for Team Managed project.

For more Info you can Atlassian Document :- <https://support.atlassian.com/jira-software-cloud/docs/customize-an-issues-fields-in-team-managed-projects/>

<https://support.atlassian.com/jira-software-cloud/docs/available-custom-fields-for-team-managed-projects/>

Thanks

V.Y


Tags: app

cloud

custom-field

jira-work-management-cloud

team-managed-projects
Do changes in copied workflow affect original workflow?
Asked by Pauline Hild:

Hi everyone!

I want to copy an existing workflow and use it for another project. If I now change something in the copy of the workflow, will this also affect the original? If yes, is there a way to prevent this?

Kind regards,

Pauline


Answers:
author: Peter Van de Voorde
body: Hey Pauline,   

Your copied workflow will **never** impact your original workflow.   
Once you copy it it's a distinct workflow with no relationship back to the old one.  

Cheers,

Peter


author: Rilwan Ahmed
body: Hi [@Pauline Hild](/t5/user/viewprofilepage/user-id/4773022) ,

If you make changes to a copied workflow, the original workflow will **NOT** get affected.   
After you copy, both are two different workflows.

**Please note:** If the copied workflow is used in many projects, then the changes will be applied to all projects.

comments: author: Pauline Hild
body: Thanks for your answer. If I understand you correctly, changes in the copied workflow will not affect the original, but once I use the copied workflow again for multiple projects, it will?


author: Rilwan Ahmed
body: Hi [@Pauline Hild](/t5/user/viewprofilepage/user-id/4773022)

You got it right.

*but once I use the copied workflow again for multiple projects, it will?* ---\> Only copied workflow will be affected, not the Original one.


author: Pauline Hild
body: Ok, perfect. Thank you for your help!


Tags: cloud
Is there a way to insert today's date in the Description of an issue?
Asked by Ken Jacobs:

Is there a shortcut or keyboard stroke to insert today's date in the Description field of an issue?

![jira date.jpg](/t5/image/serverpage/image-id/218759i48C6DC32D3BC8942/image-size/large?v=v2&px=999 "jira date.jpg")


Answers:
author: Ammar Ahmed Butt
body: Just type /// and press enter. [@Ken Jacobs](/t5/user/viewprofilepage/user-id/609929)

![ezgif.com-gif-maker (16).gif](https://community.atlassian.com/t5/image/serverpage/image-id/218760i34ED2772AF656285/image-size/large?v=v2&px=999 "ezgif.com-gif-maker (16).gif")

comments: author: Ammar Ahmed Butt
body: I have another way around, this, which may help you.

<https://www.screencast.com/t/gcy86qabU>


author: Ken Jacobs
body: The link did not work but the three slashes did! Thanks!![jira date1.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/218791i09138DD71383F54F/image-size/large?v=v2&px=999 "jira date1.jpg")


author: Ammar Ahmed Butt
body: [@Ken Jacobs](/t5/user/viewprofilepage/user-id/609929) - this works?

[Link](https://www.screencast.com/t/C6xfekQfD)


author: Fabian Lim
body: Hi [@Ken Jacobs](/t5/user/viewprofilepage/user-id/609929)

I don't think this feature is available. Feel free to propose the functionality and people can vote for it. Link: <https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html>


Tags: cloud

jira-work-management-cloud
invited user not receiving email.
Asked by Daniel Hardaker:

checked spam and not there and checked minecast mail blocker and nothing being block, its like its not being sent, please help?

ive tried removing user and not sending email and then resending and all kinds of ways but still not working.


Answers:
author: John Funk
body: Hi Daniel,

You should open a support ticket with Atlassian to see if the user's email has been blacklisted for some reason.

<https://support.atlassian.com/contact/#/>

comments: author: Daniel Hardaker
body: I contacted them and they said something was blocking them. Thanks for your answer.


author: John Funk
body: Glad they got it figured out for you! Would you mind clicking on the Accept Answer button above to close this one out? Thanks!


Tags: cloud
Moving a sprint
Asked by Anthony DeBitetto:

I would like to move a sprint I just created higher up on the backlog board. The option seems to have disappeared. When I click the 3 dots on the sprint line, the only options are edit a sprint and delete a sprint. What happened to the move a sprint option  
?


Answers:
author: Callum Carlile _Automation Consultants_
body: Hi [@Anthony DeBitetto](/t5/user/viewprofilepage/user-id/4471832)

Have you tried to edit the sprint and amend the dates so that the sprint you want to move up is scheduled to occur before the ones above it?

comments: author: Anthony DeBitetto
body: The option to move any sprint is not displayed. I only see Edit and Delete options. I also tried amending the dates to chronologically move the sprints in order but that did nothing to change the order either.


Tags: cloud
JIRA Software project company managed vs jira business project company managed?
Asked by javier dve:

Dear All,

Is there any link with updated information related the features of jira software company managed and jira business project company managed. In the past It seem to me that on jira business was not possible to customize workflows or use advanced roadmaps but I am trying now in jira cloud and seems to me I am able to customize workflows and also using advanced roadmaps. Any clarification will be appreciated.

Thanks a lot,

Javi


Answers:
author: Rilwan Ahmed
body: hi [@javier dve](/t5/user/viewprofilepage/user-id/1381554) ,

You can find Jira software features in <https://www.atlassian.com/software/jira/features>

Jira business/Work Management features in <https://www.atlassian.com/software/jira/work-management/features>
Automation trigger for PR reopen
Asked by Jaeung Jang:

Hello,

I've been working on creating workflow based on Jira and Github and one possible use case is reopening closed PR.

I can trigger event for closing PR, but it seems there is no trigger for reopening already closed PR as of right now; if anyone knows how to fix, it would be great!

Thank you!


Answers:
author: Dhiren Notani_Exalate_
body: Hi [@Jaeung Jang](/t5/user/viewprofilepage/user-id/5039808) ,

This is Dhiren from Team Exalate.

I was just wondering if you are open to install a 3rd Party Plugin Exalate. [Exalate](https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-more?hosting=cloud&tab=overview), provides a fully bi-directional synchronization between GitHub and Jira (among other ITSM systems) that is fully customizable. It is easy to set up and Exalate uses a scripting engine which is based on Groovy scripts where you can control what data you want to share and even you can independently handle the incoming information. You can achieve complex use-cases with ease.

You can easily fetch data from GitHub repositories and sync issues and PR's from GitHub to issues in Jira.

If you would like to see a customized demo of the product in action, feel free to [book a slot](https://exalate.com/book-demo/) with us.

Thanks  
Dhiren


author: John Funk
body: Hi Jaeung - Welcome to the Atlassian Community!

I suggest you open a support ticket with Atlassian so they can add that as a feature request.

<https://support.atlassian.com/contact/#/>


Tags: automation
Anyone else frustrated by Portfolio and its inability to use sprints created in another board?
Asked by Peter Davies:

I have linked epics to initiatives and have portfolio active. But it doesn't appear to link sprints together.

Separately it doesn't seem to be able to pick up epics in kanban boards.

Help????


Answers:
author: Lachlan G
body: Hey Peter,

To start with what version of Portfolio are you using?

You should be able to use sprints from multiple boards, you just need to have that board set up as an issue source for your plan.

Can you clarify what you mean by linking sprints together? Do you want the epics and initiatives to share the same sprint?  
The tool should be able to pick up epics from kanban boards could you raise a support request at <https://getsupport.atlassian.com/>

Thanks,

Lachlan

Portfolio for Jira Server Team

comments: author: Peter Davies
body: Issue sources were not set up. There has now been a decision to remove the kanban initiatives from our view of portfolio so now I have no visibility of what is happening there.

I have to say that I find the Portfolio view of very limited value for a scrum team.


Tags: advanced-roadmaps
Create a separate Project for Initiatives or Not? What are the Pro's and Con's?
Asked by Melissa Thornton:

I am configuring a proof of concept for possible purchase of Portfolio. Our functional teams are set up as JIRA projects. We have initiatives that cross projects but there is always one functional team/jira project that 'owns' the initiative.

My question is...

Is it better to set up a project just for the initiatives and link each team/projects work to it or would it be better to set the initiative up under the 'owning' teams project and link other work from there?

What are the pro's and con's for each of those options

Thank you for any assistance you can provide


Answers:
author: Ste Wright
body: Hi [@Melissa Thornton](/t5/user/viewprofilepage/user-id/657325)

I think it depends on how your projects are used across the business - and how important access to Initiatives are.

As an example, I've run into several instances with this setup:

* Program Teams which have Features and Initiatives above Epics
* Each project is a different delivery team or...
* Each project is a different product / product team

In these instances, we've used a separate project for Initiatives and Features to keep them contained. The project contains all Initiatives and Features across that slice of the business.

The benefits have been:

* One project to contain all program-level work - rather than trying to decide which team "owns" a Feature or which product has the most involvement in an Initiative.
* Permissions were limited to who can create or edit Initiatives / Features - given they are where our value and delivery intent is stored.
* Components and other project-level settings were limited to ensure reporting was centred and simple.

That is the best practice suggested by Atlassian; but you could have them in one project if (for example), Initiatives were product-based and so were your projects. Just depends on how you and your teams work!

Ste


author: Stephen Crandell
body: The obvious pro for keep all levels in a single project is just that " it's all in one place/project".   

We have projects In our instance that have done it both ways. Some have even gone as far as having one project for initiatives, one project for Epics, and the multiple team level projects. One advantage that way is that you can give clients access to the initiative project and/or epic level so they can have some visibility/input at the top while keeping details around stories and tasks internal.


Tags: advanced-roadmaps
Portfolio changing scope ?
Asked by Another agile delivery person:

Has anyone experienced this, our Jira portfolio seems to randomly bring in extra scope from stuff that really doesn't fit the the scope criteria that was originally set. We can of course remove this from the plan, but the items seem to keep popping up?


Answers:
author: Lachlan G
body: Issues are included in the plan based on the issue sources you have configured.

If you have an issue source from a project, any issue in that project will be included in the plan.  

Can you provide more detail about your issue sources and the issues you're expected to be excluded?  

If you take this to our support team they should be able to help you <https://getsupport.atlassian.com/>

Thanks

Lachlan  
Portfolio for Jira Server Team

comments: author: Another agile delivery person
body: Hi, thanks for getting back, yes portfolio is sometimes bringing in items that are not related to any of the issue sources and / or have releases that were not originally set when configuring the scope of the portfolio.


author: Lachlan G
body: That doesn't sound right then.

Can you raise a request at getsupport.atlassian.com? We can provide a lot more detailed feedback there and hopefully resolve this issue.


Tags: advanced-roadmaps