youngmon/atlassian-qna huggingface dataset:
[Automation] How to create a new "Done this month" checklist instead of duplicating the previous one
Asked by Xavier Rabilloud:

Hi,  

Some 3 years ago, I set up the following automation :

(for the sake of understanding, "Fait" means "Done" in French, and "Fait au cours du mois" means "Done during this month")

![Capture d'?cran 2024-08-22 093955.png](https://community.atlassian.com/t5/image/serverpage/image-id/343149i9B22075A5C9B511A/image-size/large?v=v2&px=999 "Capture d'?cran 2024-08-22 093955.png")

During about 1,5 year, this worked well : each new month on the 1st, it created a new card to the number of the month and year, and added a new VOID "Fait au cours du mois" checklist in the new card.  

Someday it begun to dysfunction and it's still the case : instead of creating a new void checklist to the name "Fait au cours du mois", it duplicates the previous checklist "Fait au cours du mois", full with all its items. So each new month gets a checklist full of tasks pertaining to previous months...  

Does somebody know how I could correct this behavior, and get each month a new, void, checklist with always the same name ?  

Many thanks for any hint or help !  

A precision : I use the checklist name in another automation to save archived tasks in the "done this month" list, by adding a tag to a card :

![Capture d'?cran 2024-08-22 095613.png](https://community.atlassian.com/t5/image/serverpage/image-id/343152i775F4F6E60462B90/image-size/large?v=v2&px=999 "Capture d'?cran 2024-08-22 095613.png")


Answers:
author: Carolina Lopez
body: Hi Xavier!

You can edit your automation and inform the link of the card that has the original checklist (see the screenshot below) to avoid copying the wrong checklist to the new card.

![2024-09-19_17-58-41.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/348260iD2DF385F3BA7E628/image-size/large?v=v2&px=999 "2024-09-19_17-58-41.jpg")


Tags: automation

checklist

cloud

tag
Why the card keep crashing when I want to format the text?
Asked by Sandra Paz de Lucas:

Hey,

Since yesterday I am getting crazy creating new cars on trello. As soon as I use the menu for formating the text and just click on it, the card crashed and shut down. It is almost impossible to work.

I have a Mac with the newest latest OS 14.6.1 (23G93).

The Trello Version is 2.14.7-815

Please help! It is not possible to work in thi way.

Thanks

Sandra


Answers:
author: Theodoro Reato
body: Hello Sandra,  
Welcome to the community.

I just checked our queue and didn't see any reports similar to yours. Let's check your browser first. Clearing your cache/cookies and allowing cookies would change this type of error.

Please see the article [Troubleshooting browser issues with Trello](https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello/) for detailed instructions on troubleshooting any problems with Trello in the browser.

If that doesn't work, let's:  
# Test using an incognito window of a [supported browser like Safari, Chrome, Firefox, or Edge](https://help.trello.com/article/735-what-browsers-and-mobile-platforms-does-trello-support)  
# Test in a different browser

Could you try this and let me know if you're still having problems?


Tags: bug

crash

format
Is there a way to show when someone was last active on the board?
Asked by Madison:

Is there a way to show when the last time someone last accessed the board particularly viewing the board or even just logging in.


Answers:
author: Rasmus Wulff Jensen
body: As far as I know it is not recorded when a user last logged if/viewed stuff. But you can see when they where last Active in the workspace member-list in the left side menu

You can also see when they last did something with the User overview report here: <https://trellotools.azurewebsites.net/Reports>


Tags: cloud

trello-cloud
How can I switch (back) to normal Time format?
Asked by Nagy G?bor Attila:

I want to use 24h time format, and start the week with Monday.

<https://support.atlassian.com/trello/docs/turning-on-international-timedate-formatting/>

My settings are:

Language: Hungarian

Time zone: Europe/Budapest

I did not changed my settings. Two days ago I used the 24h Settings, but now it is shown the 12h for me.

Why is no separate settings for language and time format? And if there is no, then why isn't it used as the Time zone, or Language is used? In Hungary everyone uses 24h format and the week starts with Monday.


Answers:
author: Nagy G?bor Attila
body: At the moment after the time format going full crazy it is back to 24h format. So it is like two days before.

But still missing the settings to start the week with Monday.

comments: author: Sylvia Klink
body: i still have the same issues and can not set a due time in any card


author: Theodoro Reato
body: Hi Nagy,

I hope you're doing great,  

The language setting handles this. "Setting your account language to **English (UK)** will cause Trello to show Monday as the first day of the week, show dates as DD/MM/YYYY, and use 24-hour time.". Source: <https://support.atlassian.com/trello/docs/turning-on-international-timedate-formatting/>

You might have changed the language to **English (US)** which would change the behavior to what you described.

I hope this helps


author: Theodoro Reato
body: Sylvia,

Could you also check the language you set on your account? Thanks


Tags: cloud

timezone

trello-cloud
Unable to edit in the Activity area of a list.
Asked by Joy Coffey:

I am admin of a board and invited someone to be a member. She added a List and Activity under that Board. I can edit the list, but am unable to edit the Activity information. I could copy and paste her information to the Description area. How can I and others we add, edit in the Activity area? Thank you!


Answers:
author: Theodoro Reato
body: Hi Joy,

Welcome to the community.

Could you explain a bit more about what is Activity? We have the log activity on cards or the board but this isn't an area where you can edit it. It'll log everything that happens with the card and for security reasons, you can't delete or edit it.


Tags: cloud

trello-cloud
How to import a board?
Asked by Recepci?n Bairex:

Hey everyone! I'm with a coworker who needs to import his trello board, but he doesn't know how. A few days ago, he lost his board and now, in a preventive way, he exported it to avoid that, but we don't know how to import it. If anyone knows something about it, we'll be very greatfull. Thank you!


Answers:
author: Vronik
body: Hi

Look at this

<https://support.atlassian.com/trello/docs/importing-data-into-trello/>

<https://trello.com/power-ups/61fa6cd2cc14647c2c9ee821/import-to-trello-by-blue-cat-csv-excel>

If my answer helped you,   
please mark it as accepted so that other people looking for similar problems can find it more easily.  
Thanks


Tags: cloud

trello-cloud
Assunto: Solicita??o de Cancelamento e Reembolso
Asked by Drielle Castelani:

Assunto: Solicita??o de Cancelamento e Reembolso  
Boa tarde, tudo bem? Recentemente, contratei o plano anual, mas, dado que n?o pretendo mais utilizar a plataforma, gostaria de saber se existe a possibilidade de reembolso proporcional ou integral do valor pago. Por favor, me orientem sobre o processo necess?rio para solicitar o cancelamento e o reembolso, bem como sobre qualquer outra informa??o relevante. Agrade?o desde j? pela aten??o e aguardo um retorno.


Answers:
author: Carlos Faddul
body: [@Drielle Castelani](/t5/user/viewprofilepage/user-id/5572740) , tudo bem ?

No caso orientaria que voc? procurasse o suporte do Trello para tentar verificar essa possibilidade neste link. <https://trello.com/en-GB/contact#/>

Normalmente esse tipo de solicita??o ? sempre via Suporte ou via parceiros.


Tags: cloud

trello-cloud
Table Issues
Asked by kara.peabody:

When I'm creating tables in an Idea, the screen 'jumps', making it very difficult to work in. Video [here](https://www.loom.com/share/4e89530f33354be68da4981817470dc5?sid=645025a9-baaf-4f21-bd09-cdc8895c9c01). Is this an issue with my PC or with Discovery?


Answers:
author: Rohan Swami
body: Hi [@kara.peabody](/t5/user/viewprofilepage/user-id/5199233) thanks for the heads up, we'll investigate.
Hyperlink in automation when creating a new idea
Asked by Paolo Pastorino:

Hi everyone,

I am creating a basic automation that sends an email every time a new idea is created.

I am able to add the issue key to the subject by using {{issue.key}} but I would need to get the link to it in the email body.

What am I missing in the automation workflow or the usage of smart values?

Thanks


Answers:
author: Diana G
body: [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985)[@Amanda Hornburg](/t5/user/viewprofilepage/user-id/4488369) Use {{issue.url}} in the email body![email body example.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/295962iB439A96A25B55777/image-size/large?v=v2&px=999 "email body example.JPG")


author: Nick H
body: Hi [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985) and [@Amanda Hornburg](/t5/user/viewprofilepage/user-id/4488369) ,

You can use an automation such as the one below to include a link of the JPD idea in the email:

![autolink1.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/295950i5ED993327EE4F8E8/image-size/large?v=v2&px=999 "autolink1.jpg")

The link would be something like:

```
https://site_name.atlassian.net/browse/{{issue.key}}?
```

Hope that helps!

comments: author: Amanda Hornburg
body: Thank you!!!


author: Amanda Hornburg
body: [@Nick H](/t5/user/viewprofilepage/user-id/2540930) I have a recurring task set up to schedule creation of jira issues then to send a message in MS teams. I added the hyperlink as you mentioned but it doesn't seem to pull the issue key into the messages generated when the message comes through. Any idea how to have it pull the issue key it just created in the scheduled task?


author: Chad Nauman
body: You should also be able to use the smart value of **{{issue.url}}** so that you don't have to know the full site domain/sub-domain info.


author: Amanda Hornburg
body: Thank you Chad! I got it! For this, since I am creating the issue in the rule I used {{createdIssue.key}} to pull the issue number into the message title and {{createdIssue.url}} in the message body to get direct links!


author: Stephen_Lugton
body: This will give you the link as the issue key:

\<a href="{{Issue.url}}"\>{{Issue.key}}\</a\>

This will just give you the link:

{{Issue.url}}

comments: author: Diana G
body: [@Stephen_Lugton](/t5/user/viewprofilepage/user-id/5180770) Good point!


author: Amanda Hornburg
body: I'm also interested in this - following!
Can Ideas link to tickets in multiple Jira instances?
Asked by Anne Gallant:

We have an Enterprise Jira that will have tickets in it and then we also have Jira instance 2 and Jira Instance 3 that are seperate instances within the Enterprise Jira Instance. If we have JPD in the Enterprise Jira instance can tickets from the other instances be included?

Example - Like Product Idea INT-12 (Parent URL/Domain/Enterprise umbrella) with Delivery Tickets DD-10 (URL 1) and SL-50 (URL 2) in the idea.


Answers:
author: Rohan Swami
body: hi [@Anne Gallant](/t5/user/viewprofilepage/user-id/1351662) currently Jira Product Discovery only supports integrated delivery features with a Jira Software on the same instance, not another one within the enterprise umbrella.

comments: author: Adam Wencel
body: Hi [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)  

Thanks for the update on this. Is there a future roadmap commitment in 2024 to get this support for any instance under the Enterprise umbrella? I could see this impacting Businesses that are in tremendous growth that do not want to introduce significant changes in Jira software when acquiring or merging with other organizations.


author: Rohan Swami
body: [@Adam Wencel](/t5/user/viewprofilepage/user-id/4138063) At the moment this isn't on our roadmap, but we'll keep this feedback in consideration.
Limit "Create Idea" to a few projects
Asked by Paolo Pastorino:

Hi all,

I am not sure if it is a limitation in my user profile, but I would like to limit the possibility of creating ideas for a few projects only and not the full list it opens with the dropdown menu "Switch projects".

Is it feasible or should I live with the full list of projects and therefore the risk of creating an idea in a project that may not be the right one?

Thanks!


Answers:
author: Nick H
body: Hi [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985) ,

If a JPD project has [restricted access](https://support.atlassian.com/jira-product-discovery/docs/manage-your-teams-project-access/) such as set to Private, users will not be able to open the project. In turn, the project would not appear/be selectable when trying to create a new issue or idea.

Having said that - depending on the user's JPD role would also depend on whether or not the project appears in the Projects tab. For example with some quick testing:

* If a contributor is not granted access to a Private project, it would *not* appear under their Projects tab.
* If a creator does not have access to a Private project, it *would* appear under their Projects tab - but they would *not* be able to open project nor create an idea for that project.

That doc linked above explains the access each project's configuration would have:
> **Private**- Only the users you specify can open the project.
>
> **Limited**- Everyone can open the project but only users you specify can act as creators.
>
> **Open**- Everyone can open the project, any user with product access can act as a creator.

comments: author: Nick H
body: Hi [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985) ,

A colleague of mine also mentioned another solution might be to create a custom role which doesn't have the **create idea** permission selected, and assign it to your user(s) to limit them:

![customrole.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/295591i8C330AA13CEEF4A6/image-size/large?v=v2&px=999 "customrole.jpg")


author: Paolo Pastorino
body: Thanks, so the only way to limit the visibility of certain projects is to make them limited and manage the user access. Correct?

The "Switch project" dropdown menu provides access anyway to all the projects (not just the JPD ones) we created in Jira. Then this can be a problem as if they select one of them, a user can create a new Story/Epic in those projects
Restore Field (Urgent)
Asked by Matt Richards:

By way of some flow that I still don't understand produced this result, I have deleted the "Roadmap" field.

1. Is there a way for me to restore this?
2. If not, how do I recreate it?

Any thoughts are appreciated, as this is somewhat urgent.


Answers:
author: Tanguy Crusson
body: Hi [@Matt Richards](/t5/user/viewprofilepage/user-id/5202592) , you'll need to recreate the field and put all values back unfortunately.

In each idea's history tab you'll be able to find which value each idea had for the field

comments: author: Matt Richards
body: Thank you for the response [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312).


author: Ste Wright
body: Hi [@Matt Richards](/t5/user/viewprofilepage/user-id/5202592)

Just as a simple first option - can you recreate it, using [these instructions](https://support.atlassian.com/jira-product-discovery/docs/create-custom-fields/)?

Ste

comments: author: Matt Richards
body: Thank you for your response, [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) .

I found the very same instructions just a few minutes ago and it does look like I can recreate. I'm still hoping there is a way to restore it along with the lost field data.


author: Ste Wright
body: Hi [@Matt Richards](/t5/user/viewprofilepage/user-id/5202592)

I don't believe there is - from the same help page:
>
> #### Delete a field {#toc-hId-291299612}
>
> You can delete fields anytime except those that are system fields. ++**Keep in mind that once you delete a field, you won't be able to retrieve it.**++

Ste


author: Matt Richards
body: Thank you [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)
How are your contributors accessing JPD projects?
Asked by Taronish Pithawala:

Since JPD Contributors without product access cannot see JPD in the Atlassian App Selector, or use a single URL that shows all JPD projects, I'm wondering how others are solving the dilemma of **wanting to provide an easy process for Contributors to submit ideas through multiple JPD projects** .   

Right now, our Contributors (without product access) have to either bookmark a list of JPD project URLs, or we have to maintain some sort of centralised list for them to navigate from.

Why is it that Contributors without product access cannot see JPD in the Atlassian App Selector? Why can they not use a URL like *++<https://company.atlassian.net/jira/projects?selectedProjectType=product_discovery>++*?


Answers:
author: Rohan Swami
body: hi [@Taronish Pithawala](/t5/user/viewprofilepage/user-id/5266560) the App Selector shows which products you have a licence to, and we hacked together the Contributor role to get it out fast and the workaround is that it's not *properly* a role that's attached to JPD.

But we're working on improvements to this! Contributor will be a real role that can be configured in site admin the same way you can configure a creator, and then you'll be able to see it in the App Selector. I'm not certain about whether that URL will work though, we'll find out as we get closer to release!

comments: author: Taronish Pithawala
body: Hi [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)  

Thank you for your reply! I'm not sure if the release is imminent, but if not, do you have any recommended workarounds? How have you seen other organizations solve this challenge in the interim?


author: Rohan Swami
body: [@Taronish Pithawala](/t5/user/viewprofilepage/user-id/5266560) actually I haven't come across this use case before. We've had customers try and get their contributors to a single project, not to a list of projects. But we'll keep your use case in mind for the future, thanks for sharing it with us.


author: Taronish Pithawala
body: [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658) to explain more fully...  

We are a large enterprise with several products and product lines. Our product teams have created JPD projects specific to a product or product line.   

Our Contributors include sales and support staff that are not Jira Software users, or paid JPD users. Contributors need to be able to submit Ideas and Insights into the relevant JPD project. Our sales and support staff are not organized into teams that are specific to a product or product line... they engage with customers using a slew of our products and therefore come across feedback and insights for all our products and need an easy way to provide that feedback to the correct product team.

Going to a single place, where they can navigate to the appropriate JPD project is critical to a simple Contributor user experience.
Moving Linked Issues to insights
Asked by Holly Holbrook:

Hello team! I recently imported Productboard insights into a service management project and mapped it properly to (what I thought would work) the insights I thought that it would record them as insights but then it just linked them as linked issues. Is there anything that I can do to move those from linked issues to be actual insights associated with the idea? I'm at a loss and would love any help I can get.


Answers:
author: Tanguy Crusson
body: Hi Holly, the only way to do this today is using the API to create insights (it's not enough to add issue links). There's a reference application for this API here: <https://github.com/Atlassian-integrations/polaris-forge-ref-app/tree/master/push-example>

We are planning to have an insights importer but it's not available yet.

comments: author: Holly Holbrook
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) Cool, can I use this same thing if they're currently linked under the "Delivery" tab


author: Tanguy Crusson
body: to link in the delivery tab you actually just need to use issue links :) and then the linked epics will automatically show in the delivery tab


author: Holly Holbrook
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) This Repo is giving me a 404.. does this mean that it's now easier to do it through the UI? <https://github.com/Atlassian-integrations/polaris-forge-ref-app/tree/master/push-example>
How to make a non-number field from Salesforce populate in JPD?
Asked by beline:

We are using the default Salesforce integration available with JPD, but are running into some limitations. By adding a Salesforce link as an insight to a submitted Idea, we are only able to map the SF "number" fields to a "custom formula" JPD field. This limitation is mentioned in the help article on this integration   
<https://support.atlassian.com/jira-product-discovery/docs/use-salesforce-and-jira-product-discovery/>  

The problem is we have a lot of non-number fields we want to automatically pull in from the insight, like our Account IDs. So without some "custom formula" field, we have to manually copy and paste these values for each use case.   

Is there any clever way around this non-number limitation that anyone has figured out?


Answers:
author: Tanguy Crusson
body: Hi, I can't think of a workaround that would help you there, it's not supported today [@beline](/t5/user/viewprofilepage/user-id/5376767)


Tags: integration
Using JIRA PD for the first time and running into an issue with an empty project. Help?
Asked by Sumi Vivekananthan:

I'm using JIRA product discovery for the first time - I've just created a project and get the following message. Does anyone know what to do to resolve this?

"This project is currently empty

The data will be created the next time a project administrator with access to Jira Product Discovery opens it. You can open project settings.  
[View a list of all projects](https://tapmango.atlassian.net/jira/projects)"


Answers:
author: Tanguy Crusson
body: Hi Sumi, was this project created by you or by someone else? Usually this happens when someone creates the project, goes away before it's complete, then someone else opens it

comments: author: Alex Caine
body: Along these lines, I created my first idea in JPD by clicking "Create an idea" and it automatically created a new Category with "No Field Value" as the title. Now all my new Ideas go directly into that Category and I cannot seem to delete it. Screenshot attached. Is this normal behavior? Any help?

![Screen Shot 2024-01-02 at 4.18.58 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/298639iFD65917EC7F560ED/image-size/large?v=v2&px=999 "Screen Shot 2024-01-02 at 4.18.58 PM.png")