youngmon/atlassian-qna huggingface dataset:
Bulk upload of Jira Align Features with Custom fields.
Asked by Caryntjen:

Hi all,  

I have figured out the bulk upload with Jira Align, specifically for features. I do had some question about custom fields. So when I export some fields I see in the features are **not** present.  

So I want to ask the question how we can bulk upload/edit features and set/change these custom fields.  

For example we have a field called Summary. Is there a way to add this field to the template to upload this? This is a free text field.  

Additionally, we also have a field called Jira Project. This is the Jira Project name this is assigned to. This is also not present in the export. This is a dropdown field.  

Kind regards,  
Caryntjen


Answers:
author: Jamie Giantonio
body: Caryntjen-

The fields on the template are the only fields that can be updated by import. Other fields, such as custom fields, must be manually updated on the individual work item or updated via [API](https://help.jiraalign.com/hc/en-us/articles/4415143457556-API-2-0-Custom-Field-Support).

For more information: <https://help.jiraalign.com/hc/en-us/articles/115000088674-Import-objects-via-Excel-overview>

comments: author: Caryntjen
body: Thanks for clarifying this!


Tags: bulk

bulk-edit

import

upload
Customize Health Categories
Asked by Stephanie Davis:

is there any way to customize the Health categories?


Answers:
author: Jamie Giantonio
body: Stephanie- i am not aware of a way to customize health categories.

You can configure progress bars to show status/health automatically using thresholds that you can set.: Here is an article to help with that configuration.<https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-How-to-Configure-and-Use-Progress-Bars/ba-p/2218882>


Tags: cloud
Form for new work requests in Jira Align
Asked by pkolesnik:

Hello,

Is there a form in Jira Align for accepting new work requests (apart from the Create button) at the feature level (or any other level)?

I am aware of what is called an "Intake Form" in Jira Align, which one can configure to enter additional details into - but it is only accessible after you go through the "Create" button click, and this is not what we are after.

Is there a form we could link directly to, with a form/questionnaire for requesters to submit new work requests?

Thank you!


Answers:
author: Allan Maxwell
body: [@pkolesnik](/t5/user/viewprofilepage/user-id/5194491) Are you familiar with Jira Aligns "Ideation" sub-system? It allow pretty much anyone to quickly submit an idea that can later be promoted to an Epic, Feature or Story. Idea submitters do not need a Jira Align license and you can even invite folks outside of your organization to submit Ideas. The types of Ideas you collect can also be categorized as well as the timeframe in which you collect specific ideas.

comments: author: pkolesnik
body: Thank you Allan, this looks like what we've been looking for, in terms of allowing external requestors to submit their ideas.
Jira Align Ideation direct link to the form for internal users
Asked by Donald Prather:

Hi,

I am still rather new to Jira Align and brand new to the Ideation module and I have a question related to providing access to both internal and external users to an ideation form. I like that I can have external users access the form directly through the public/external URL and that seems to work. However, I can't figure out how to give internal users the same direct access to this form. When an internal user attempts to use the public URL,they are taken to the main Ideation page (Ideation for...) if they are logged in. Or, if they are not logged in, the URL takes them to a log in page but tells them they don't have access to the group and that they need to register.

Is there a way to give internal users the same direct access to fill out the ideation form that external users are able to have without having to give them a second account/login? We are using the ideation form exclusively for internal users and can't find a good way of letting them get there directly.

Thanks!

Don Prather


Answers:
author: Allan Maxwell
body: You might be able to do something with your SSO such that a URL pattern for external Ideation does not go through SSO, but routes directly to the url where they user will have to "manually" login. Check with your network team.

For example, anything matching this pattern ++<https://yourcompany.jiraalign.com/ideaZone>++ would bypass SSO.


author: Samit Mehta [321 Gang]
body: Hello Don,

The public URL is only for the external users. For internal users, they have to access the Ideation capability from within the Jira Align UI. Once they login, the easiest way to access the Ideation form is from the "Create" button on the top right of the Jira Align UI and select "Idea" from the dropdown menu under "OTHER ITEMS". Note that the form is a little different (has more fields) than the one for external users. Also, remember to let the users know which "Group" to select.
JIRA Align free trial
Asked by Janene Hoffmann Uher:

**Any idea how to get a trial license for JIRA Align?!**   
With every other product, you can get a trial license to download and try.  

Yes I've signed up for the JIRA Align demo center, but this is only for an individual.  
As a large company's JIRA Admin, I can't demonstrate this effectively without a trial license so I can demonstrate the value of JIRA Align. How can I get buy-in to this tool if I can't show this to the respective teams and upper management.   

I don't understand why there isn't a free trial license, especially when this brings potential revenue to Atlassian.   

Your insight and help is GREATLY appreciated!


Answers:
author: Jimmy Seddon
body: Hi [@Janene Hoffmann Uher](/t5/user/viewprofilepage/user-id/932184),

My company recently had a demo of Jira Align delivered to our upper management. The Atlassian reps we spoke with indicated that Jira Align requires significantly more configuration to get up and running effectively compared to a Jira Software project.

They met with a number of my key stakeholders to understand our process and terminology and a week later had a customized demo to present to our leadership.

I'd recommend getting in touch with the Atlassian team to provide a demo in this capacity if you are interested in showing the value to your management.

I hope that helps!

comments: author: Nic Brough -Adaptavist-
body: Align is not something you just set up and run with, there's no demo or trial, you have to engage with Atlassian (possibly via a partner if you choose that) if you're seriously considering using it.


author: Jason
body: Expium (a Valiantys company) offers a one day Jira Align Bootcamp that gives hands on exposure in a Jira Align instance. You can find out more at <https://expium.com/training>

![Screenshot 2023-04-12 094727.png](https://community.atlassian.com/t5/image/serverpage/image-id/251326i2395B218A227E17E/image-size/large?v=v2&px=999 "Screenshot 2023-04-12 094727.png")
Linking a dependency to a future cycle
Asked by Theodore Gill:

We have tried to link a dependency in the current cycle to an epic(feature) in a future cycle but have not been able to accomplish this. When you create the dependency, you are only able to select epics from the current cycle, future cycles do not appear in the dropdown. Any suggestions?


Answers:
author: Allan Maxwell
body: I believe you would only be able to create a Dependency within the cycle/Program Increment/Planning Increment/Quarter in which the Epic/Feature is planned for. If you want to create a Dependency in a future cycle then the Epic/Feature would need to also be moved to that cycle.


Tags: cloud
How to sync Jira Align Epics with a Jira custom issue type
Asked by Matt Rosenbluth:

How to sync Jira Align Epics with a Jira custom issue type?

We have Jira Epics mapped to JA Features and stories to stories, though we would like to find a way to sync a custom issue type (P-Epic) for our Portfolio Epics from Jira to JA and back.

Anyone able to do this today?

Thanks,

Matt


Answers:
author: Rae Gibbs
body: [@Matt Rosenbluth](/t5/user/viewprofilepage/user-id/4949240) The highest level of work item that is supported for syncing via the Jira connector is Jira Epics to Jira Align Features. If you have a level above that in Jira, it is not possible to sync that issue type with Portfolio Epics in JA.

comments: author: Matt Rosenbluth
body: Thanks Rae, just wondering if anyone has done any work with this via APIs or something similar.


author: Rae Gibbs
body: I don't think that is possible. [@Leo Soronio](/t5/user/viewprofilepage/user-id/3595966) Can you confirm?


author: Leo Soronio
body: [@Rae Gibbs](/t5/user/viewprofilepage/user-id/3554218) That's right, JA currently doesn't support syncing JA Epics to a Jira custom issue type.
Jira Align Solution Layer
Asked by Lyle Rosdahl:

I have a user who wants to use the Solution Layer in Jira Align. I think that would be a beneficial feature to turn on as we are a very large organization but am wondering what kinds of things I should consider before doing so.

I assume that it will implement an extra work item layer (along with its objective) that programs would need to link their features to (in other words, they wouldn't be able to link Feature -\> Epic anymore but would have to do Feature -\> Capability -\> Epic). Besides adding that extra work item to the hierarchy are there any other considerations?

Thanks very much!


Answers:
author: Jamie Giantonio
body: Lyle- some things to consider before turning on the solution layer:

* Once capabilities are enabled, they cannot be turned off

* There is NO Solution Room dashboard like the Strategy, Portfolio, Program and Team Room.

* Epics created in non-solution portfolio's cannot be moved to portfolios with solution level enabled.

* Cannot link Features to Epics if it is from Portfolios with capabilities enabled to Portfolios without capabilities enabled.

* Reporting for the solution level is not as robust as program and Portfolio

* The capabilities detail panel has limited fields compared to epics and features
Need to add a rep into HrX Customer Care aligned to Client.
Asked by Kyle Huey:

Need to add Alec Mendoza (a1046758) to Alight-Customer Care for Client County of Orange (16725) so that ticket actions may be assigned to him


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

I think you need to ask the admins of your systems to look at this, not the Atlassian Community.
Planned Roadmap vs. Actual Roadmap
Asked by Theresia Bruns:

Hello,

In Jira Advanced Roadmap, is it possible to create a plan that we defined in a big planning session and an actual plan of what the actual execution of the plan looks like right now.

We would like to put the planning and the actual side by side all the time. The goal is to see how big our deviations from the "planned" plan are.

Is that possible to create something like that in Jira Advanced Roadmaps?

Thanks for any help!  
Theresia


Answers:
author: Jeroen Poismans
body: Hi Theresia,

You can use Scenario's for that!
> Scenarios let you experiment with how work is scheduled across different versions of your plan. With multiple scenarios in place, it's easier to assess the impact of unplanned risks on the ability of your teams to deliver work on time.

Have a look at this resource:

<https://confluence.atlassian.com/jiraportfolioserver/using-scenarios-965567135.html>

Jeroen

comments: author: Theresia Bruns
body: Hi Jeroen,

amazing thank you for your help that is exactly what i'm searching for. :)

Best,

Theresia


author: Jeroen Poismans
body: Hi Theresia!,

If this answer was helpful, please accept so other users can find the answer too :-).

Jeroen


Tags: advanced-roadmaps
Is there a way to exclude Epic story points from Advanced Roadmaps capacity planning in Jira Cloud?
Asked by Stacy Lalumondier:

I am working in Advanced Roadmaps on Jira Cloud.

* Our teams add story points to Epics for planning and for understanding the overall size of the Epic. *Overall, the Epic story points equal the total story points of its child's tickets.*
* Our teams point stories/child tickets within the ticket itself.

In Advanced Roadmaps, the total allocated capacity is adding both Epic and Child ticket story points together, so the story points are duplicated. Is there a way to exclude story points from the Epics (but still show epics on the advanced roadmap) or would we need to implement a custom field for Epics instead of using the actual Story Points field?


Answers:
author: Riley Venable
body: Based on my knowledge of Jira Cloud, excluding story points from Epics in Advanced Roadmaps is not possible. The tool calculates the total capacity based on the sum of story points of all issues, including Epics and their child tickets.  

One possible workaround is using a custom Epics field instead of the Story Points field. This way, the Advanced Roadmap will not consider the story points of Epics when calculating the total capacity. However, this solution requires manually updating the custom field for each Epic, which can be time-consuming and error-prone.  

Another option is to split the Epics into smaller, more manageable issues. This way, the story points of the child tickets will not be duplicated in the Epic's story points. However, this solution may not be feasible if the user needs to keep the Epics as high-level, strategic goals.  

Overall, there seems to be no straightforward solution to exclude story points from Epics in Advanced Roadmaps on Jira Cloud. The user may need to evaluate the trade-offs between different options and choose the one that best fits their needs.

comments: author: Stacy Lalumondier
body: Thanks [@Riley Venable](/t5/user/viewprofilepage/user-id/4584007)


author: mphezenikanunu10
body: Thanks u2


Tags: cloud
How do I delete filter queries
Asked by Candice Korecki:

When I try to delete "Filter for XYZ board" on the Filters page, I get a message pop-up stating:

*This filter is used elsewhere. Deleting it may impact other people's work.* *This filter is currently being used by ++XYZ board++.* *You'll need to remove this filters associations to the boards before it can be removed.*

However, the "XYZ board" that is shown in the modal has been deleted.

I can't disassociate the filter from the board and I want to clean up the filter queries.

Does anyone have any insights? Please and thanks!


Answers:
author: Jean-Emmanuel BANQUEY
body: Hi [@Candice Korecki](/t5/user/viewprofilepage/user-id/4507774)

The "XYZ board" may probably still exists.

Check through the search field in the top bar if "XYZ board" is not visible in the Boards results.

The URL should be like that : <https://replacewithyourorg.atlassian.net/jira/boards?contains=XYZ%20board>

Then, after board deletion, the filter should be deletable also


author: Ivan Lima
body: If the board was deleted, you shouldn't see the message again. I'd double-check the list of boards and confirm it's really been deleted. You may find another board with the same name. Could you let us know what you got when clicking on the XYZ board?


Tags: advanced-roadmaps

cloud

filter
Data Center: Filter out unwanted tickets based on custom fields
Asked by Tonja Davis:

hello everyone,

Context:

I am trying to use Advanced roadmaps. We have teams split out via discipline rather than product. So we have AR/AP/CS/TS and the like. Each team has it's board and will manage work for multiple products.

What I want to do:

* pull every board into an Advance Roadmap so when the work gets assigned to a sprint, the tickets automatically update on my roadmap
* Filter out everything that is not the specific product I want to manage.

I've not found a way to do this that isn't a filter. The problem with creating the roadmap with a filter is, it doesn't pull the sprint data from the ticket into the advanced roadmap so I lose the information that the teams have already entered.

What am I missing to make this work?

Alternative solution: I've assigned a color to the tickets I want to pay attention to (View Settings --\> Color by --\> Label and assigned a color) but I still have all the other tickets that do not impact my product on my Roadmap


Answers:
author: Clark Everson
body: Hi Tonja,

Good question! Sprints are confusing. You would need to make a new board with the filter you want to use then apply the board to advanced roadmap plan

you can read more about it here: <https://community.atlassian.com/t5/Jira-Software-questions/How-come-my-sprints-don-t-show-up-in-Advanced-Roadmaps/qaq-p/1452088>

but sprints are functions of boards not part of projects or filters but part of boards. It's a weird jira thing

best,

clark

comments: author: Tonja Davis
body: Thank you! I will do this!


Tags: advanced-roadmaps
Is it possible to save and duplicate advanced roadmap plan without accepting changes into Jira?
Asked by Jana_Kyselova:

I would like to create an advanced roadmap plan without accepting changes into Jira, ie. not creating issues. Such plan I would like to use as a project template, and duplicate it, update according new schedules and steps required by new customer, and then accept into Jira, and create issues.

I was able to save such plan, but not duplicate it. Is this desired behaviour? How to create a plan template without real issues in Jira, and re-use it for each new project?

Thank you for your suggestions.


Answers:
author: Anna Poppe
body: In your Roadmap Configuration settings, try enabling Scenarios. The you can create your project plan under the first scenario. After this, creating a new scenario should duplicate your project plan. And your edits live in the respective scenario

comments: author: Jana_Kyselova
body: Hi Anna,

thank you sooo much. It works!

Best regards

Jana


author: Eleonora Klepar
body: Also looking for the way to create a template of the advanced plan to re-use for other plans in future. It seems like it is possible to make project templates but not advanced plans. Does anyone have any update on this topic?


author: Aditya Verma
body: Hi [@Jana_Kyselova](/t5/user/viewprofilepage/user-id/5203198) ,

There seems to be a recent feature release on this from Atlassian. Please checkout the below article.

<https://community.atlassian.com/t5/Jira-articles/Don-t-recreate-your-plan-duplicate-it/ba-p/2315074>

Thanks,

Aditya

comments: author: Jana_Kyselova
body: Hi [@Aditya Verma](/t5/user/viewprofilepage/user-id/620284) , I tried this feature, but it duplicates the plan including current issues - ie. no possibility to use that plan as a template and create copy of issues in the plan as well. Therefore I thought I can create the plan without accepting changes into Jira - ie. no Jira tickets created - and it duplicates as blank, without any issue, nor prepared change. So this feature does not help me at all :-(

Thanks

Jana


Tags: advanced-roadmaps

cloud

template
How to hide Done issues in Jira plan
Asked by Vishal_Kalavar:

I have set my filter to exclude Done issues in my Jira plan, but they still show up. What am I doing wrong?


Answers:
author: Lacy Saute
body: Are the done issues showing, but greyed out? If yes, do you have Show full hierarchy checked at the bottom of the filters?

<https://support.atlassian.com/jira-software-cloud/docs/show-full-hierarchy-while-filtering-issues-on-your-timeline/>

comments: author: Valentin Mirabile
body: That fixed it for me. Thank you for the answer!


Tags: advanced-roadmaps

cloud
can I create an epic as a "child issue" of initiatives directly?
Asked by Hancheng Lvsiqing:

hello team,

I'd like to create an epic as a "child issue" of initiatives directly, just like "create subtask", but it seems that I can't do it ?

background:

1. "initiatives" level added

2. field "parent link" available for epic issue

appreciate for your support.

![initiative.png](https://community.atlassian.com/t5/image/serverpage/image-id/252167i656EC306D44A3885/image-size/large?v=v2&px=999 "initiative.png")


Answers:
author: Fabio Racobaldo _Herzum_
body: HI [@Hancheng Lvsiqing](/t5/user/viewprofilepage/user-id/5190441) and welcome,

Epic is a standard issue type and not a subtask so the answer is no. My suggestion is to create an epic and link it to the initiative through a link.

Hope this helps,

Fabio

comments: author: Hancheng Lvsiqing
body: hi [@Fabio Racobaldo _Herzum_](/t5/user/viewprofilepage/user-id/781528) , thanks for your suggestion ! :D I know that epic is not a "subtask", can I "create epic" in initiatives?


author: Hancheng Lvsiqing
body: or "add a child issue" in initiatives, and this child issue is an epic?


author: Fabio Racobaldo _Herzum_
body: There is not a specific button "Create Epic" that you can setup within initiative issue type.


author: Lloyd Phillips
body: Being able to create child items per the hierarchy would be a fabulous thing. So, if I'm in an Initiative it offers and restricts me to "Create Epic". If I'm in an Epic it offers and restricts me to "Create Story". If I'm in a Story it offers and restricts me to "Create Subtask". That would speed up workflow so much and be far more intuitive. Hope Atlassian can consider this for development.


author: jeremyn
body: This is such a failure of design and deployment on Atlassian's part. They've done a lot to make Advanced Roadmaps (ne Plans) so valuable, yet leave out the ability to add children to the TICES issue typs above Epics, thus depriving users of an intuitive way to do what they've always done for their "container" issues (ie epics up until now).  

We want to deploy Advance Roadmaps company wide, but when the project leads hate the way the new fields can't be used the same way as before it really makes life a lot harder on those of us tasked with deploying corporate wide changes.


Tags: advanced-roadmaps

cloud
Keep task duration constant, when adjusting the start date in advanced roadmap plan.
Asked by Ricardo Sanchez:

Hello,  
Could someone please help me with this issue?  
Is there a way to keep the duration of a task fixed even when we change the start date on the advanced roadmap plan?  
For example, if an issue's duration is three days (DU2-6) and we change the start date (April 24) to one day later (April 25) using the "Start Date" input field, we would like the issue's bar to automatically shift one day to the right while maintaining its original size of three days and All linked and parent issues (DU2-6 to DU2-11) move similarly without adjusting or moving them manually.  
The screenshot shows the expected outcome.  
I appreciate your help.  
Thank you!

![AA2023-04-12_22-58-18.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/251465iA1B7EE23F9C0E6DE/image-size/large?v=v2&px=999 "AA2023-04-12_22-58-18.jpg")


Answers:
author: Ricardo Sanchez
body: Dear Community,

I am delighted to share with you a solution to the challenge I faced. By leveraging the auto schedule feature, I have successfully arrived at a practical resolution.  
Please note that the "Original estimate" for each task is one day.

I appreciate your attention to my post and thank you for your consideration.

Best regards,  
Ricardo Sanchez

![2023-04-20_22-36-13_Auto-schedule.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/253151i232B8940C9F90D80/image-size/large?v=v2&px=999 "2023-04-20_22-36-13_Auto-schedule.jpg")


Tags: advanced-roadmaps

cloud