youngmon/atlassian-qna huggingface dataset:
Its possible restrict edit permissions to change value for a cumtom field by a specific role or user
Asked by Catalina Pabon:

Its possible restrict edit permissions to change value for a cumtom field by a specific role or users ?


Answers:
author: Ivan Lima
body: Hi, [@Catalina Pabon](/t5/user/viewprofilepage/user-id/3613781). The short answer is no. Currently, out of the box, it is only possible to restrict access to projects and issues, but we can't restrict field visibility yet. This feature request has been around for a few years, and ongoing discussions remain. I'll leave some references I found on Atlassian's public issue tracker that you can look at and explore the linked/related tickets:

* <https://jira.atlassian.com/browse/JRACLOUD-69298>
* <https://jira.atlassian.com/browse/JRACLOUD-4704>

There are, however, workarounds using workflow conditions in combination with your permission schemes and screen configuration, but it doesn't fully restrict the custom field depending on the setup.

I recommend exploring marketplace apps to help you with this particular use case. Many great apps provide you with similar functionality and beyond. Again, I'll leave a link that you can poke around a have a look at some of them:

* [https://marketplace.atlassian.com/search?hosting=cloud\&product=jira\&query=Custom%20Field](https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=Custom%20Field)

Cheers,  
IL.

comments: author: Catalina Pabon
body: Thanks a lot [@Ivan Lima](/t5/user/viewprofilepage/user-id/1351762) ! I will take a look at he marketplace.

Happy Sunday :)


Tags: cloud

jira-work-management-cloud
Send a notification to a user when he or she is added to a project team ?
Asked by Aline Veyradier:

Hello,

I would like to know if it's possible to send a notification to a user when he or she is added to a project team, in *Project settings* \> *People*.

I know that it's working for an issue but I haven't found it for the project as a whole.

Thanks in advance for your answer

Aline


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Aline Veyradier](/t5/user/viewprofilepage/user-id/4704698)

Out of the box, no. Jira doesn't sent out invitation to existing users when granting them access to a project. But if a user is new and you add him/her from the project, then he will receive an invitation of joining the site. The standard invitation that is.

comments: author: Aline Veyradier
body: Thank you for this quick answer, Alex !

I'm afraid it won't be enough for my need. Perhaps can I try something with the automation ?


author: Alex Koxaras _Relational_
body: Unfortunately the automation in cloud doesn't have anything specific to your requirement. What is your basic requirement behind your post? Maybe we can tackle it somehow else.


author: Aline Veyradier
body: Well, I want to inform the project team that the project is created in Jira and therefore, they can begin to use it.

So far, they have to wait to be assigned to an issue to receive a notification. But in our permission scheme, teams members are allowed to create issue on their own. So they shouldn't wait for the project manager to assign them.


Tags: cloud

jira-work-management-cloud
Cannot create a new task
Asked by Anina Engelbrecht:

I am unable to create a new task in my jira project. After completing all the details required in the create task field, clicking on "create" does nothing


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

Doe this happing on all projects where you are creating? Or just this one?

I would suggest trying another browser or try with incognito mode.


Tags: cloud

jira-work-management-cloud
Custom field and due date email notifications
Asked by Lauren Kirt:

Hello,

Two questions I'm needing some assistance with please.

1. I have set up four custom fields in my company-managed JWM projects to show participants of a task (participant #1 through to #4).  
I am wanting to create a rule to email users who have been added as participants but for the life of me can't make it work.

2. I'm trying to create a rule to send an email to task assignees the day before (or day of) a task due date. I get so far until i try to publish and it states:

Error

* The rule has been configured with components that require issues to be provided by the trigger. You need to use the option to run JQL to provide issues. The following components require issues: Issue condition

Please can someone give me the JQL?

Anytime i enter something like \[duedate \< now() and resolution is empty\] or dueDate \>= startOfDay AND \<= endOfDay it tells me the same error message:   

Invalid JQL {#toc-hId--493599665}
---------------------------------

Error in JQL Query: Expecting either a value, list or function but got ')'. You must surround ')' in quotation marks to use it as a value. (line 1, character 14)

I seriously can't believe how complex it is to get simple email notifications set up for field changes or due date approaching - it's wild it's so complex!

Thanks in advance,

Lauren


Answers:
author: John Funk
body: Hi Lauren,

Try: project = ABC and duedate \< startOfDay() and statusCategory != Done

Validate the query before you save so that you know you don't get an error, even if it returns 0 issues. Then you should be able to publish.


Tags: cloud
Is it possible to see Epic --> Story --> Subtask nesting in the timeline view?
Asked by Gabriel Hein:

I have a project with Stories nested under Epics and Subtasks nested under Stories. In the list view the nesting looks fine but in the timeline view it looks like the nesting starts at the Story level and the Epics end up dangling as their own line item. Project was created using the Project management template.


Answers:
author: Valerie Knapp
body: Hi [@Gabriel Hein](/t5/user/viewprofilepage/user-id/5154258) , welcome to the community and thanks for your question.

I had a look in the documentation for Jira Work Management Timeline View and it seems to only support two levels of hierarchy, as you said you are experiecing.

[Create issues and subtasks on the timeline \| Jira Work Management Cloud \| Atlassian Support](https://support.atlassian.com/jira-work-management/docs/create-and-edit-issues-and-subtasks-on-the-timeline/)

I think to be able to see Epic --\> Story --\> Subtask, you would need to install an app like Hierarchy for Jira or Panorama.

Alternatively, if you can check the project type to be a software, you can get a view like this in the roadmap, where you can see the Epic, Story and then in the Story that it has 2 children-![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/241903i913DB8EAA099773D/image-size/large?v=v2&px=999 "image.png")

I hope this helps but if not, please give us your feedback and either I or someone else can try to help. Cheers.
How do I import an excel sheet to automatically create an issue on a PM board?
Asked by Eric Wray:

I have a department that has several hundred tickets that I am trying to import onto their project board. Is there an existing API or import tool where I can determine a specific column in a list of several hundred rows populates separate areas of tasks rather than manually creating individual issues and customizing them accordingly?

Example:

|-------------|----------|--------|----------|
| Summary     | Priority | SR#    | Reporter |
| Issue Title | 1        | 123456 | Bob      |

The data above would populate a task on a Project Management Board

Title: ((summary)+(SR#))

Priority: High

Assignee: N/A

Reporter: bobjoe@companyemail.com

With additional rows, separate tasks would automatically be generated.


Answers:
author: Brant Schroeder
body: [@Eric Wray](/t5/user/viewprofilepage/user-id/5154113) This KB will walk you through it. <https://support.atlassian.com/jira-work-management/docs/create-issues-using-the-csv-importer/>


Tags: cloud

jira-work-management-cloud
How do I set up automated reoccurring tasks for multiple departments
Asked by Eric Wray:

My goal is to set up tasks to appear in each departments "To-Do" status triggered by the day (e.g., second Friday, first Monday, 24th, 31st, etc.) similar as to what you can do on an outlook calendar with a deadline that is a set to the 15th and last day of the month the task was created on.

Several departments have several of these tasks that are very repeatable with minor differences in deadlines and start dates. I want to automate creating lengthy sub tasks without having to clone an issue that has already been updated, commented, and manipulated.


Answers:
author: Kris Dewachter
body: Hi [@Eric Wray](/t5/user/viewprofilepage/user-id/5154113) ,

I'm think you could create an automation rule to accomplish this.

As a trigger, you can select "Scheduled" to the rule is automatically trigerred at specific time intervals. In the "Advanced" tab of this node, you can set a CRON Expression so the rule is triggered on the first day of every month.

![Snip20230222_50.png](https://community.atlassian.com/t5/image/serverpage/image-id/241799i03DD05229F8D00E3/image-size/large?v=v2&px=999 "Snip20230222_50.png")

I'm not a CRON expert, but Google tells me the CRON expression could look like this:

    0 0 1 * *

In the automation rule, you can create the tasks you need for your project. When creating the task you can set the due date with a smart value.

![Snip20230222_51.png](https://community.atlassian.com/t5/image/serverpage/image-id/241800i2966EF62D3572CCB/image-size/large?v=v2&px=999 "Snip20230222_51.png")

For information on smart values for dates, you can look at this page: <https://support.atlassian.com/cloud-automation/docs/examples-of-using-smart-values-with-dates/>

I hope this helps.

Best regards,

Kris

comments: author: Eric Wray
body: ![Screenshot 2023-02-22 155050.png](https://community.atlassian.com/t5/image/serverpage/image-id/241806i059DA4E27C1F43BA/image-size/large?v=v2&px=999 "Screenshot 2023-02-22 155050.png")

I was able to set the CRON expression to 0 0 1,15 \* \* so it would repeat on the 1st and 15th of each month but received an error when I ran it that I needed to run a JQL search and execute actions for each issue in the query due to some sub tasks I created. What should I be looking for to solve this issue![Screenshot 2023-02-22 155357.png](https://community.atlassian.com/t5/image/serverpage/image-id/241807iA6019E1A1FC28A75/image-size/large?v=v2&px=999 "Screenshot 2023-02-22 155357.png")


author: Kris Dewachter
body: Hi [@Eric Wray](/t5/user/viewprofilepage/user-id/5154113)

First of all, since you only create new tasks, and not edit existing ones, you can uncheck the "Run a JQL search and execute actions for each issue in the query." checkbox below the CRON expression (see your first screenshot).

Secondly, I seem to have made a mistake with the CRON expression. Apparently, you need to add a question mark at the end, so it would need to look like this:

0 0 1,15 \* \* ?

Hope this helps.

Best regards,

Kris


Tags: cloud

jira-work-management-cloud
More Filters for Board/List
Asked by Melissa Law:

Hello,

Are we able to add advanced filters when filtering list? I added a new field called 'Brand' on my list but can only filter by category, labels etc.


Answers:
author: Dave Mathijs
body: Hi [@Melissa Law](/t5/user/viewprofilepage/user-id/4861839) ,

Unfortunately, you cannot add custom fields for filtering on boards in JWM.

As you mentioned, filtering is limited to following pre-defined system fields:

* Assignee
* Category
* Components
* Labels
* Priority
* Type


Tags: cloud

jira-work-management-cloud
Set Due date as a mandatory field when creating issue
Asked by Asako Hosoe:

I have been trying to set the Due date on our Epic issue mandatory when creating issues.  
Is it possible to not allow people to create issues without putting in the Due date( and start date- custom filed) and also want to customize it for different issue types and possibly different projects?  

We want to use this for our annual workload report that we are creating and instead of asking people to not forget to input the due date we wanted to make it mandatory so that we will not miss any data.   

Thank you!


Answers:
author: John Funk
body: Hi Asako.

If I am understanding you correctly, yes, you can create a separate Field Configuration per Issue type for the project's Field Configuration Scheme and each Field Configuration can make different fields mandatory.

So, you can create a Field Configuration for Epics and set the Due Date ad Required. But have a different Field Configuration for other issue types where the field is not required.

See this article for more guidance: <https://support.atlassian.com/jira-cloud-administration/docs/manage-issue-field-configurations/>


Tags: cloud

jira-work-management-cloud
Category field will not copy over when cloning a ticket with Jira Work Mangement Automation
Asked by brandon.bradshaw@maritz.com:

I have an automation that clones certain tickets. I had it working perfectly, then out of nowhere, I started getting this error.  

##### [Clone issue](https://maritz.atlassian.net/jira/core/projects/TSO/settings/automate#/rule/10324401/219750000) {#toc-hId--1589541129}

Unknown fields set during clone, may be unavailable for the project/type. Check your custom field configuration. Fields ignored -  
Category (customfield_11762)

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/241554i89CED0E64EC82008/image-size/large?v=v2&px=999 "image.png")

<br />

Now the set Category of the parent ticket refuses to copy over when the ticket is cloned.

Example Parent Ticket

Description: Process Point Files

Labels: Monday

Category: Client1  

<br />

Coned Ticket

Description: Process Point Files 02/21/2023

Labels: Monday

Category: _______

I've read all the forums and I don't see anything wrong with my issue layout or field configuration. I don't understand why this was copying over just fine for about a week and now all of a sudden it just won't. Any idea what could have gone wrong? I don't remember making any changes to the board or board permissions.  

Here's my logic, works fine for all other fields I set and copy over, category is the only issue.  

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/241553iAC9F11BA3124C667/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Trudy Claspill
body: Hello [brandon.bradshaw@maritz.com](/t5/user/viewprofilepage/user-id/5032273)

I have just tried to create an automation rule in both a Team Managed and a Company Managed Work Management project. In both cases I am not even able to select the Category field from the list of available fields to set. It is not in the list, even when I search for it.

I suspect that you have found another custom field named Category which is not the same as the Category field used in the Work Management projects in your instance.

A Jira Administrator can review the Issues \> Custom Fields settings page to see if there is more than one custom field named Category, and find the ID number associated with the field used by the Work Management projects. You could then try to set the field using the More Options / Advanced Editing with JSON feature.

A non-admin can try to check if there are multiple fields with the same name by going to the Advanced Issue Search screen, JQL entry mode, and start typing in the name of the field. Jira will automatically show potential matches. There should be one **category** field, which is the Project Category, and one **Category** field which is the field used in Work Management projects. If there are more matches than that, then another custom field named Category has been created.


Tags: automation
How to limit the number of email notifications
Asked by Sherri Queen:

In setting up a project, I noticed that I have control over certain email notifications, but our employees are getting a great deal of additional emails that are automatically generated. For example, if an issue hasn't been updated in 5 days, an email is sent. We definitely want to turn that off since some issues have due dates well in the future, so this can be quite annoying.

Also, I would like to remove another email that states that an issue is due within 3 days.

How can I remove these and other emails that are unnecessary?

Thanks!


Answers:
author: Mikael Sandberg
body: It sounds like you have automations set up that sends these emails to the users based on the due date. If you go to Project settings \> Automations you will see all the automations that have been created in the project.

comments: author: Mikael Sandberg
body: You could also have global automations that generates these emails, and you can find those by clicking on the link while in Project settings \> Automation or if you go to Settings \> System settings \> Global automation. Note that you need to be Jira admin in order to be able edit global automations.


author: Sherri Queen
body: Thank you! I see that we have global rules set up that need to be changed.
In JIRA cloud version how to create multiple sub tasks for a task?
Asked by Roshini Kulaweera:

In JIRA cloud version how to create multiple sub tasks for a task?

In server version of JIRA, when you go to task\>from More button you can select the option to create multiple sub tasks and this feature seems to be not there in cloud version. Please can someone tell me how to do this in cloud version?


Answers:
author: Rilwan Ahmed
body: Hi [@Roshini Kulaweera](/t5/user/viewprofilepage/user-id/5152289) ,

Welcome to the community !!

Create multiple subtasks in Jira server is **not** an inbuilt function. This should be part of one of the apps.   
You can check [Atlassian marketplace](https://marketplace.atlassian.com/search?query=multiple%20subtask) for such apps for Jira cloud as well.

comments: author: Roshini Kulaweera
body: thanks


author: Alex Koxaras _Relational_
body: Hi [@Roshini Kulaweera](/t5/user/viewprofilepage/user-id/5152289) and welcome to the community,

First and foremost, in order to create subtask your admin must activate the use of subtasks within your instance (instructions here <https://support.atlassian.com/jira-cloud-administration/docs/configure-sub-tasks/>).

Second, in order for you to create a subtask, the subtask as an issue type must be present in the issue type scheme of your project. If it's not, you'll not be able to create subtasks.

If the two above are valid, then you can create subtask:

On company managed projects:

![create subtask.png](https://community.atlassian.com/t5/image/serverpage/image-id/241318i1115BA4138F6ADBC/image-size/large?v=v2&px=999 "create subtask.png")

On team managed projects:

![create subtask 2.png](https://community.atlassian.com/t5/image/serverpage/image-id/241319iB3FA12E100FB4415/image-size/large?v=v2&px=999 "create subtask 2.png")

comments: author: Alex Koxaras _Relational_
body: And to create multiple subtasks you could:

1. Use Jira Automation
2. Import them from a CSV if you know the issue key
After editing the existing workflow, the dashboard data is not showing up correctly.
Asked by care4anand:

Had created a bug workflow with **"Todo", "Dev Fixed", "Reopen" and "Closed"** status for bug life cycle.  
Later, the workflow was edited and saved to **"Open", "Dev Fixed", "Reopen" and "Closed"**.

After this change, the dashboard data is NOT showing up correctly. The **data for Open (ToDo) and Closed status are merged/added up and showing under Open**.

Need help in resolving this issue.

Thanks in advance.


Answers:
author: John Funk
body: Hi [@care4anand](/t5/user/viewprofilepage/user-id/5152179) - Welcome to the Atlassian Community!

What gadgets are you using on your dashboard to display the information? What does the underlying filter look like that the gadget(s) is using?

comments: author: care4anand
body: Hi John,   
Thanks for quick response, appreciate it.

We are using **Two Dimensional Filter Statistics** gadget.

I have attached the screenshot of the underlying filter.

![MicrosoftTeams-image.png](https://community.atlassian.com/t5/image/serverpage/image-id/241315i3F03B0FAFC408745/image-size/large?v=v2&px=999 "MicrosoftTeams-image.png")

Regards,

Anand


author: care4anand
body: The current Dashboard looks like the below image, where in the Testing and Open status, issues are merged with Reopen issues and are showing under Reopen Status.

![MicrosoftTeams-image (1).png](https://community.atlassian.com/t5/image/serverpage/image-id/241316i86D31B791C8D0C75/image-size/large?v=v2&px=999 "MicrosoftTeams-image (1).png")


author: John Funk
body: Hmm, very strange. Maybe needs a refresh or to clear the cache for the Dashboard? Have your tried another browser or incognito mode?


author: care4anand
body: Hi John,

We had already tried all that you have suggested, yet the problem exists.


author: John Funk
body: Well, I would open a support ticket with Atlassian then. I have no idea what else it might be. Please post back here with the solution so we can have something for future readers to see.

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


author: care4anand
body: Local Atlassian support team said that it is an issue with the 2 Dimensional gadget that is being used, They have logged a ticket for the same to be resolved.


author: John Funk
body: Thanks for the update. Hopefully, they will get a fix soon.


Tags: cloud
Please help create an automation rule
Asked by samantha_sharkov:

WHEN the Due Date changed, THEN check if the new Due Date is in 3 days from now, and if yes, send an email to the Assignee.

Thanks in advance!


Answers:
author: Stephen Stone
body: a jql filter (e.g - assignee = currentuser() and due \<= 3d and status != Done) can be saved and a group can be subscribed to it. benefits in two ways: less emails and less automations that count towards a monthly limit (if applicable).

comments: author: samantha_sharkov
body: Thank you so much! I will test it.


author: Italo Lobato Qualisoni
body: Take a look in this example:

<https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/9918938>

comments: author: samantha_sharkov
body: Thank you so much, I will test it.


Tags: cloud

jira-work-management-cloud
How to set date format so that the date are displayed correctly
Asked by Louwrens Boshoff:

![image.png](/t5/image/serverpage/image-id/241159iA80564ED43CB06BC/image-size/large?v=v2&px=999 "image.png")

I have tried to correct my pc settings to be the same as the cloud(Jira), but did not get it right.


Answers:
author: Ashish Bijlwan
body: Hi [@Louwrens Boshoff](/t5/user/viewprofilepage/user-id/5034103)

Welcome to the Atlassian Community!

To set or change the Date Time format to Jira Cloud, please go to Setting --\> Look and feel --\> Date / time formats

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/241166iF086E135AC62ACE8/image-size/large?v=v2&px=999 "image.png")

Kindly let me know if this helps you.

Thank you,  
Ashish

comments: author: Louwrens Boshoff
body: Thank you Ashish, that solved the problem.


Tags: cloud

jira-work-management-cloud