youngmon/atlassian-qna huggingface dataset:
Agent accidentaly moved an issue to wrong workflow status, how do I change it ?
Asked by Nikita Simanenkov:

Agent was evaluating issue, and insted of puting issue to status LOST he passed it to different status. There is no way back through workflow. Is there a way to set needed status manualy ?

![Sn?mek obrazovky 2021-10-04 092415.png](/t5/image/serverpage/image-id/163257iCC2D127458D9DB26/image-size/large?v=v2&px=999 "Sn?mek obrazovky 2021-10-04 092415.png")![Sn?mek obrazovky 2021-10-04 092441.png](/t5/image/serverpage/image-id/163258iF5E28586D5315496/image-size/large?v=v2&px=999 "Sn?mek obrazovky 2021-10-04 092441.png")

Now its in status INSTALATION , but it has to be status LOST.

Thank you in advanced !


Answers:
author: Jose Luis Gaitan
body: Hello, [@Nikita Simanenkov](/t5/user/viewprofilepage/user-id/4409858) ;

I think you have to talk to your Jira Administrator to modify the workflow, creating a global transition between both states...

:(

comments: author: Dirk Ronsmans
body: I wouldn't do a global transition for just one issue.

Just have them create a temporary transition between the wrong status and the correct one (if they are smart they'll restrict who can do it too) just to fix this one issue and remove it afterwards.

Also, if your agents can accidentally do this, maybe look in to adding some validators.


author: Nikita Simanenkov
body: Is there any guide how to do temporary transition between the wrong status and the correct one ?

What exactly are validators ?

Thank you for your time.


author: Dirk Ronsmans
body: Not really :) You do have the general documenation.

<https://support.atlassian.com/jira-cloud-administration/docs/work-with-issue-workflows/>

With a temporary transition I mainly mean that it should be published and once the issue is fixed it should be removed again from the workflow.

Validators allow you to validate certain fields/transition screens before the transition is complete so users get some feedback before they move the issue.

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


author: Nikita Simanenkov
body: Thank you very much. Helped alot.


Tags: cloud
Three-layer nesting in Jira Work Management
Asked by Adam Westerby:

Reposting as the original question is marked solved so not getting traction on my reply-- is there a timeline for adding the ability within Jira Work Management to nest three levels of the hierarchy within the list view (as described [here](https://community.atlassian.com/t5/Jira-Work-Management-Questions/Tasks-nested-under-stories-epics/qaq-p/1748917))? Chase originally indicated this would be coming this September, and am hoping to get an update on the timeline before we spend too much effort on the workaround.

Essentially what we're looking for is the ability to create an Epic \> Task \> Sub-task (or Epic \> Story \> Task) hierarchy that nests together within the list view. Currently there is only the ability to nest two levels (e.g. Epic \> Sub-task).


Answers:
author: Jack Brickey
body: I have not seen anything beyond that post. I expect it is the best source of truth at this his point.


author: Shan (SHPK)
body: Unfortunately Jira Work Management templates doesn't show three levels of records, but I did customize my project by bringing in Epic \& Milestone/Story/Task (issue types) and then made my project plan look 3 layers of records (Epic -\> Story/Milestone/Task -\> Sub-Task), so far it works find in my List View, Board View \& Calendar View.

But unfortunately this doesn't work properly in the Timeline view. In Timeline view, the Epic \& the Child records doesn't nest each other, Epic might be displayed in the top of the Timeline view, while the Child records (Milestone/Task/Story, Sub Tasks) might be displayed some where down below in the view (underneath some other Tasks). I have to manually drag and bring it under the Epic to view them together.

I hope Atlassian will work on bringing out of the box 3 level nested layers, like you mention, this is a deal breaker to bring in other teams that are using Monday.com or Microsoft Project Plan, Smartsheets ... etc.


author: Josh McQueen
body: [@Chase Wilson](/t5/user/viewprofilepage/user-id/3562599) Any update on this? I'm inheriting a team that is currently using Monday for project management. I would like to bring them into Work Management, but this is currently a deal-breaker for their processes.

comments: author: Nic Brough -Adaptavist-
body: Jira Work Management only has Issue and Sub-task layers.

Jira Software implements Epics (but they work in JWM projects too, when you add Software to it)


author: Josh McQueen
body: This still does not help what I am looking for. I need the ability to nest more than just an issue and sub-task.
After publishing a workflow, I get an error trying to add a transition.
Asked by Phil Bustin:

Error is "You cannot perform this operation on a draft workflow."


Answers:
author: Nic Brough -Adaptavist-
body: There are some things that you cannot do in a draft workflow. It's a long-standing flaw, and the number of things you can't do has shrunk since draft workflows were introduced, but we're still stuck with some.

The one that usually stands out is adding an outgoing transition to a step that does not yet have any outgoing transitions. There's no good **data** reason for not allowing it (if you could do it, there's no data migrations it might cause), but the code is not as simple as you might expect and it's actually very hard to fix properly.

Anyway. There is a simple work-around:

* Copy the workflow you are trying to change
* Edit that workflow (it won't be associated with anything, so it will never give you "can't do this to draft" errors), adding in the stuff you were blocked on
* Save the workflow
* Go into each workflow scheme using the old workflow and edit them, replacing the old one with the edited new workflow (there may be some migration steps, but it will walk you through them)

comments: author: Curt Holley
body: Nice one [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) as usual, amazing depth of knowledge.  

[@Phil Bustin](/t5/user/viewprofilepage/user-id/4458047) the notion of copying the workflow is one I highly recommend regardless, as it is a great safeguard against errors (human or Atlassian flaws)


author: Phil Bustin
body: I was able to add the transition today without an error, using the Text view, except that the only "from" status that offered an "Add transition" link in the Edit function was the status positioned before the "from" status I wanted. Once I added the transition, I went to the diagram view and dragged the start of the transition line to the status I wanted.


author: Curt Holley
body: Hi [@Phil Bustin](/t5/user/viewprofilepage/user-id/4458047)

Welcome to the Atlassian community.

What is it you were doing to the workflow? can you provide a screenshot? (to assist us be able to assist you)

Also, is this workflow for a Jira Work management project, or Jira software??

comments: author: Phil Bustin
body: I was able to add the transition today without an error, using the Text view, except that the only "from" status that offered an "Add transition" link in the Edit function was the status positioned before the "from" status I wanted. Once I added the transition, I went to the diagram view and dragged the start of the transition line to the status I wanted.

This is a Jira Work Management workflow.


Tags: cloud
Can I also apply a created search filter to a dashboard?
Asked by Uwe Orendi:

I have created two dashboards in which I only want to display my to-do tasks by due date in one dashboard field and in the other dashboard field I only want to display the tasks that are in progress, also sorted by due date. Is there a way to do this using the dashboards in conjunction with the search filters that have been created? Or is there a simpler, better or more ideal solution?


Answers:
author: Nic Brough -Adaptavist-
body: A dashboard in Jira is a page with one or more pre-configured gadgets on it.

You don't use saved filters on dashboards directly, but a lot of gadgets do use them as the place to get the list of issues they are going to display for you from.

So, the question becomes what gadgets are you (going to be) using for your displays of to-do tasks by due date and the other of in-progress?

Assuming a really simple case with some obvious assumptions about your case, I would create two saved filters:

* Project = XYZ and resolution is empty order by due
* Project = XYZ and status = in-progress order by due

Then add two simple "filter list" gadgets to the dashboard, selecting one filter for each.

comments: author: Curt Holley
body: or Project = XYZ and and statusCategory = "In Progress" order by duedate

This way you would capture all (if applicable) statuses that are in the "In Progress" status category.


author: Nic Brough -Adaptavist-
body: Yep, there's lots of power in the searches! I kept it simple and locked to the example, but I will admit that since statusCategory became available, I've used it a **lot** in building reports on "where are we with..."


Tags: cloud
Clone issue with requirements does not work
Asked by Simon Huprich:

Hi,  

I try to clone an issue if certain requirements are matched:  

![grafik.png](/t5/image/serverpage/image-id/162261i4158423A79690FC4/image-size/large?v=v2&px=999 "grafik.png")  

But sadly i get the following error message:  

![grafik.png](/t5/image/serverpage/image-id/162262i3A6FD8F4EC78D6AC/image-size/large?v=v2&px=999 "grafik.png")  

What could be the problem here?  

I already checked the atlassian-addons-project-acces permission and it should be correct.  

Greetings  
Simon


Answers:
author: John Funk
body: Hi Simon,

I don't know the language for the error but it seems to be complaining about the assignee. Either the assignee is inactive or that person is not able to be assigned issues in the new project. I would check there first.

comments: author: Simon Huprich
body: Hi John,  

Do you mean that the person how creates the issue in the main project should also have the create-issue and the browse-project permission in the targeted project (clone)?  

Greetings  
Simon


author: John Funk
body: No, that the assignee is an assignable user in the permission scheme for the targeted project.


author: Simon Huprich
body: Hi John,  
Thank you very much!  
Now I found the error.  
Greetings  
Simon


author: John Funk
body: Great!


author: Simon Huprich
body: Thank you!  
The problem was, that in the original project the issue was assigned automatically to a specific user. But this is also the same step where the requirement of the issue-cloning-step was updated and the issue got cloned. This user wasn?t a assignable user in the target project.  
Greetings  
Simon


Tags: cloud
Change default Column of the List screen for the sales template
Asked by John Sellers:

Is this live <https://community.atlassian.com/t5/Jira-Work-Management-Questions/Change-order-of-fields-in-new-list-view/qaq-p/1696520> ?

For example in the list view for the sales template, you can only re-arrange some of the fields unless i am missing a setting. In the example below you cannot move the freight type column to a desired location.

<https://share.getcloudapp.com/NQuY0ko5>


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

No, this has not yet been implemented.


Tags: cloud
Is it possible to assign a portfolio theme to a story in jira
Asked by Travis Cushing:

We have some detailed reporting around themes in portfolio but it will be much easier to assign these in Jira when stories are created or worked on. Is it possible to assign themes from jira? I don't see it in the list of fields.


Answers:
author: Earl McCutcheon
body: Hello Travis,

This is not currently possible, we have a feature request tracking interest in implementation viewable here:

* <https://jira.atlassian.com/browse/JPOSERVER-525>

Make sure to [add your vote](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html) to help us track continued interest in the feature.

Regards,  
Earl


Tags: advanced-roadmaps
Where is the icon to export a backlog.
Asked by David Cox:

I really dislike this product.


Answers:
author: Boris Berenberg - Atlas Authority
body: I am not sure you can export it. But can you elaborate on what format you want to export to, and what data you need in it, and we can better try and assist?

comments: author: David Cox
body: I think you may be correct. I was hoping I could export it to .csv and even would take .xml, but it looks like you can only download one item at a time. You can close this.


author: karen.gillison
body: I was able to mutli-select issues in the backlog, then CTRL+click to bring up a context menu (see screenshot).

![Screen Shot 2020-03-10 at 11.18.43 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/86018iA11DEDEAC567180D/image-size/large?v=v2&px=999 "Screen Shot 2020-03-10 at 11.18.43 AM.png")

From there I selected View in Issue Navigator and then there was an Export button in the top right of the screen (see screenshot).![Screen Shot 2020-03-10 at 11.18.01 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/86017i7847C541D2E17BA5/image-size/large?v=v2&px=999 "Screen Shot 2020-03-10 at 11.18.01 AM.png")


author: Ryan Fish
body: [@David Cox](/t5/user/viewprofilepage/user-id/231444)You can export to .csv from the reports tab by selecting a specific report such as scope, release, schedule, dependency, etc...


Tags: advanced-roadmaps
How do I see another person's plan in portfolio for jira?
Asked by Joel Del Rosario:

I created a plan and want another person to view it? How do I do that?


Answers:
author: Joel Del Rosario
body: <https://confluence.atlassian.com/jiraportfoliocloud/configuring-the-plan-access-permissions-941618975.html>


author: Joel Del Rosario
body: I figured it out.


Tags: advanced-roadmaps
How To Exclude Older Done Issues from Portfolio Plan Issue Source
Asked by Warren Tessier:

I am going over the 5,000 issue limit, and would like to dynamically exclude all Done issues beyond a certain age (ex: completed 2 or 3 months ago). Not as a filter in the Scope view, but in the issue source for the Plan itself.

Can I do this by adding a filter to the plan? Or do I need to somehow filter each of the team boards? Any JQL examples I can borrow?

Thanks!


Answers:
author: Vinod Ramadoss
body: Hi Warren,

Kindly refer - <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Can-closed-issues-automatically-disappear-from-my-Portfolio-plan/qaq-p/1265017>


Tags: advanced-roadmaps
Portfolio for JIRA - Sub-tasks must be assigned to a single person
Asked by Maurycy Widera:

Hi,

**Sub-tasks** created for a single Story can be assigned to multiple people.

We use two stages

1. Development (70%)
2. QA (30%)

Portfolio for JIRA shows an error message when sub-tasks are assigned to mutiple people:

"Sub-tasks must to assigned to a single person and can't be assigned across teams or people. "

How can we relax this constraint?

Thanks,  
Mau.


Answers:
author: Earl McCutcheon
body: Hello Maurycy,

As covered in the following KB article "JIRA is designed so that issues must be [assigned to a single individual](https://confluence.atlassian.com/jira/what-is-an-issue-270829373.html)", but offers up a method to accomplish this:

* [How do I assign issues to multiple users](https://confluence.atlassian.com/jira/how-do-i-assign-issues-to-multiple-users-207489749.html)

But as Portfolio is concerned it is looking at the issues with the intended design, and looks at a single user per sub-task to make a plan for the workload.

From your described workflow I would recommend taking a process shift approach to address this and try to define the Story level as the part that is going to be worked on by multiple people and use the Sub-Tasks as the individual assignments.

Regards,  
Earl

comments: author: Maurycy Widera
body: Hi [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460),

As per the link that you have provided to 'How do I assign issues to multiple users' the last option is:

*If you have a task managed by different users then you are able to break the combined task into [individual subtasks](http://www.atlassian.com/software/jira/docs/latest/subtasks_creating.html) with their own single assignees.*

That's exactly what we are doing at JIRA level but **Portolio for JIRA** doesn't support such approach.

Let's take a real life example:

* A Story represents a single unit of work (business requirements + acceptance criteria)
* We have people who are able to pick up some of the aspects of the story (let's call it sub-task 1 and sub-task 2) but the other aspects require a different skill set. Currently we create a sub-task 3 which is assigned to a different person

The end result on JIRA

* Story is assigned to Person X
* Sub-Task 1 and Sub-Task 2 are assigned to Person X
* Sub-Task 3 is assigned to Person Y

Portfolio for JIRA shows an error message *"Sub-tasks must to assigned to a single person and can't be assigned across teams or people.".*

As per KB article I expect that **Portfolio for JIRA** does allow to plan for sub-tasks assigned to different people. Currently this is not the case.

Could you please advise?  

Thanks,  
Mau.


Tags: advanced-roadmaps

sub-task
How to use the same epic in multiple projects
Asked by Ricky Villa:

Hi, we have created multiple projects. We have created an epic in one of the projects, but we want to be able to view that same epic in another project. That way it can be visible in the active sprints as well of the new project.

Or do we have to create a new epic of the same name in every project? We want to just have one and have issues of both projects referencing it.


Answers:
author: Alana Fernando
body: hi [@Ricky Villa](/t5/user/viewprofilepage/user-id/626248),

This might not be a full answer but hope this helps you. ?

* [How can a epic span more than one project](https://community.atlassian.com/t5/Agile-questions/How-can-a-epic-span-more-than-one-project/qaq-p/21590)
* [Using the same epic in multiple scrumboards?](https://community.atlassian.com/t5/Questions/Using-the-same-epic-in-multiple-scrumboards/qaq-p/127220)


author: Chander Inguva
body: Hey Ricky,

You can have multiple issues (Story level) tied to a single Epic, if the issue source brings multiple projects.

Example:

ABC-1 is an Epic, with stories XYZ-234 and BLA-456

<https://cl.ly/412z3A0f3d1o>


author: Elene Kadagishvili
body: Hey [@Ricky Villa](/t5/user/viewprofilepage/user-id/626248)   
Did you fix this issue or find some solution?


author: Chenthil Kumar S
body: [@Ricky Villa](/t5/user/viewprofilepage/user-id/626248) did you find a solution?


author: sc
body: hi [@Ricky Villa](/t5/user/viewprofilepage/user-id/626248) , di you find a solution for your point as I am looking exactly for the same thing but could not get it actually.

Any help ?

regards


Tags: advanced-roadmaps
JIRA Portfolio : Search for an Item and child
Asked by amine benali:

Hello,

How can we search for a specific ITEM and all its Child in JIRA Portfolio ?

For example :

Initiative 001

-\> Epic 001 -\> US 001

-\> Epic 002 -\> US 001

-\> US 002


Answers:
author: amine benali
body: Hi [@Chander Inguva](/t5/user/viewprofilepage/user-id/781534)

how do you find the Epic TDP-1 and its child ? imagine you have 300 in your backlog !!

comments: author: Chander Inguva
body: You cannot do from Portfolio for what you were requesting. As i mentioned earlier, efficient way is to get using JQL. Using Portfolio you can only search using Key as shown below

searching Epic TDP-5

![Screen Shot 2018-07-18 at 10.27.01 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/27236iBE8D286B00D10958/image-size/large?v=v2&px=999 "Screen Shot 2018-07-18 at 10.27.01 AM.png")

Searching from Initiative drop down for same TDP-5 Epic

<https://cl.ly/0f1A3q461j3O>


author: Chander Inguva
body: Hey [@amine benali](/t5/user/viewprofilepage/user-id/1180477),

Hope this answer helps you <https://community.atlassian.com/t5/Jira-Core-questions/JQL-to-get-Stories-linked-to-Epics-of-a-specific-Initiative/qaq-p/587936#M30378>

Thanks

Chander

comments: author: amine benali
body: [@Chander Inguva](/t5/user/viewprofilepage/user-id/781534),

My question is related to++**JIRA Portfolio**++...

Using JIRA Portfolio plugin how can I find an epic and its own child without using the JQL in JIRA.


author: Chander Inguva
body: Initiative to Epic and Epic to Story relationship can be seen under plans.

Note: You will have to switch from Initiative and Epic each time

![Screen Shot 2018-07-18 at 9.11.05 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/27226i325B53A5896B70F1/image-size/large?v=v2&px=999 "Screen Shot 2018-07-18 at 9.11.05 AM.png")


Tags: advanced-roadmaps
Portfolio for Jira - How do I see future sprints
Asked by Ofer Prat:

Probably a silly question, but anyway:

I defined 6 sprints in my board.

Portfolio is set on that board.

I see the first three sprints in Portfolio - this is fine.

I want to see the later 3, but I can't find a way to scroll or zoom the timeline to get to them.

Any ideas? Thanks!


Answers:
author: Shannon S
body: Hi Ofer

Do you happen to have estimates on the later Sprints that aren't displaying? They won't display if there aren't estimates on them.

* [Portfolio Scheduling behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html)

Regards,

Shannon

comments: author: Ofer Prat
body: Thanks Shannon!


Tags: advanced-roadmaps
evaluating jira including portfolio: some questions
Asked by drB:

Hello,

I am evaluating jira and portfolio for a project. I created some releases, epics, user stories and added some levels in the portfolio hierarchy.

Questions and hope you can help:

1) How do I change the time bar from dates to e.g. sprints or releases in the plan?  
Answer: set the filter to user stories will show the sprint. Would be good if it could be manually selected.

2) I added a few extra levels in the portfolio hierarchy though when looking at the portfolio plan, the plan can only show for one level (by selecting the button on the top left and set your hierarchy) is it possible to display multiple levels in the plan? E.g. Themes and epics?

3) Do I understand it correctly that the plan creation is done on the estimates and not by assigning it to a sprint? For example, I will have a large number of epics. Do I need to set the estimates for all epics or can we just assign them to a sprint for planning purposes?

4) in the configuration I have set the scheduling to base on target dates.  
Though in the plan, the epics take the whole release and not only the sprint that they are assigned to

5) When adding my own level in the hierarchy, Epic cannot be chosen as an issue type. Why is this?

many thx. B.


Answers:
author: Thomas
body: Hi [@drB](/t5/user/viewprofilepage/user-id/342062),

1 - It's possible to show the sprints for all hierarchy levels, there is an option to enable it in the schedule view configuration. You can read more about it [here](https://confluence.atlassian.com/jiraportfolioserver/using-the-timeline-802170554.html).

2 - Currently the schedule view does not allow to see multiple hierarchies at the same time. There is a feature request you can comment and vote on [here](https://jira.atlassian.com/browse/JPOSERVER-1415).

3 - For resolving dependencies, and doing capacity planning the estimations are needed, but issues can still show up in the schedule view without estimations if they have sprint or fixed release assignments or have Target dates.

4 - The scheduling priority order used for unestimated issues is Sprint \> Release \> Target dates

5 - The Sub-task, Story, and Epic level are Jira fixed hierarchies and Portfolio does not currently allow to change those. You can only add and modify hierarchy levels above epic.

Cheers,

The Portfolio for Jira Server team


Tags: advanced-roadmaps