youngmon/atlassian-qna huggingface dataset:
Automation that will allow a "Team" field (locked) to be changed by other field
Asked by Krzysztof Ko?odziejczyk:

So basically there are two fields,

Jira one - Team - which is locked

Mine - Team test - which is a dropdown list with teams avaliable for my department.

What\`s the issue?

Team option shows a list of teams that are avaliable through all the Jira, and while this is cool, I don\`t want to have to pick between 30 teams around company but rather from like 5-6 for a certain department.

Now what I want to do is to setup a dropdown field (Team Test) that when I pick a team there automation will change it on the team field, so I can use it to only list the teams that are relevant for each deparment.

Now I\`m facing an issue where I cannot make an automation cause when I pick "Edit issue fields" it is not present to pick.

Is there a way to fix this?


Answers:
author: Bill Sheboy
body: Hi [@Krzysztof Ko?odziejczyk](/t5/user/viewprofilepage/user-id/5550737) -- Welcome to the Atlassian Community!

When a field is not listed in the dropdown list for the automation Issue Edit Fields action, you *might* be able to use advanced edit with JSON to set the value: <https://support.atlassian.com/cloud-automation/docs/advanced-field-editing-using-json/>

To confirm your field is supported for automation edit, and which smart value or custom field id to use, please use this how-to article: <https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/>

Kind regards,  
Bill


author: Krzysztof Ko?odziejczyk
body: API is not in consideration here.


Tags: automation

custom

jira-cloud

rules

team

team-field
Clone issues based on check boxes selected
Asked by niranjan:

Hi Team,

Could you please let me know below if it's possible in Jira.

There are 4 Jira projects Triton / Galene/ Proteus / GAMI projects, and If bug gets created in any one of these projects, user should get check boxes option while creating the bug to create the clones in remaining projects. There would be an option not to create a clone at all(No Clone Box).

Thank you.

![Screenshot 2024-07-23 110003.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/337387iE59E346FB14BA912/image-dimensions/307x291?v=v2 "Screenshot 2024-07-23 110003.jpg")


Answers:
author: Jim Knepley - ReleaseTEAM
body: Definitely possible using Automation, but I would use a multiple-choice select list rather than checkboxes. It looks better, and is easier to administer.

In the automation, create a condition for each value in the select list and clone to those projects that have a related list entry. If no items are selected, no clones would be created.

comments: author: niranjan
body: Hello [@Jim Knepley - ReleaseTEAM](/t5/user/viewprofilepage/user-id/5333848)

Thanks for quick response, Could you please help in setting up the automation rule. If you can please send me the rule information.

Thanks

Niranjan


Tags: data-center

jira-data-center

jira-server

server
Which macros do I use to create the same layout as at the Templates page?
Asked by Olha Kotselko:

Dear Community,  

I would really like to create a layout on my pages that mimics the layout of the Templates page on Confluence with all the blocks containing the **Use** button, so you can hover over those blocks and preview the Template page on the right. I cannot find any macro that would look like that within the built-it range, nor does using the layouts to achieve something similar do the trick.

![Templates layout.png](https://community.atlassian.com/t5/image/serverpage/image-id/302780iBC5BF7EA9CC81357/image-size/large?v=v2&px=999 "Templates layout.png")  

<br />

I would be really grateful for your assistance!  


Answers:
author: Mutya A
body: Hi Olha, welcome to the Trello Community page!   

I can see that your query is about [Macros](https://support.atlassian.com/confluence-cloud/docs/what-are-macros/) in Confluence, is that correct? If this is the case, you can share the above query in this Confluence Community page:  
<https://community.atlassian.com/t5/Confluence/ct-p/confluence>   

Hope this helps!

comments: author: Olha Kotselko
body: Thank you, Mutya! Will do!


Tags: macro

template
How do I remove the notice that my Powerup trial expired
Asked by lisahammond:

I mistakenly did a trial for Notes and Docs then when it expired, I now have this annoying notice on every single card:

![Screenshot 2024-01-26 073353.png](https://community.atlassian.com/t5/image/serverpage/image-id/302730i1DC1E34719932B10/image-size/large?v=v2&px=999 "Screenshot 2024-01-26 073353.png")

How do I get rid of this thing?


Answers:
author: Oliver S
body: Hi Lisa, welcome to the community! :)

To remove this message, simply disable the Power-up via the steps here: <https://trello.com/guide/enterprise/power-ups#disable-a-power-up>. This should remove this notice.

Hope this helps!


Tags: note

power-up
Is there a way to print the PREVIEW from a CARD as it acctually shows on the Board?
Asked by Reparaciones Catts Camera:

Hello all..

Is there a way to just print the PRIVIEW of any given card as they are shown on the list/board.

As I like only to have the MAIN information SUMARY as it shows in the board to print a on a POST IT and share it to an object or so.

Thank you!!!


Answers:
author: Alex W
body: Hi [@Reparaciones Catts Camera](/t5/user/viewprofilepage/user-id/5415394) - welcome to the Community!

Because we built Trello to be a next-generation web and mobile application, it doesn't have very robust built-in printing support. While we do offer printing in the app, it's not a heavily focused feature: <https://support.atlassian.com/trello/docs/printing-in-trello/>

However, we are aware of third-party Power-Ups that allow for some more customizable printing from Trello, which you may want to check out: <https://trello.com/power-ups/search?q=print>
How to repeat the task
Asked by Am?nag?e Hadjri:

Hello,

I am using trello for the first time.

I have this project for my client :

Every month, I have newsletter to create and send.

This is what I want to do with trello but I am not sure if it is possible :

Write all my tasks :

1. ask for the subject of the newsletter

2. Create the newsletter

3. Send for validation

4. Send the newsletter

5. Reporting

I want this every month and with deadline, like this :  

1. ask for the subject of the newsletter : 3 weeks before D day

2. Create the newsletter : 2 weeks before D day

3. Send for validation : 1 week before D day

4. Send the newsletter : D day

5. Reporting : 1 week after D day  

Is it possible ?

Thank you


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Am?nag?e Hadjri](/t5/user/viewprofilepage/user-id/5415215) welcome to the community :) butler automation should be able to help here. Sounds like there are two automations you want to run:  

1. Repeating a card on a monthly basis (e.g. the newsletter card)  
2. Using a templated checklist for the tasks that need to be done for the newsletter with automated due dates based on the newsletter card's due date  

Both can be achieved with butler automation. Take a look into [schedule commands](https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/#:~:text=Scheduled%20automations%20perform%20actions%20at,specify%20the%20trigger%20and%20action.) for the 1st one, and then [rule commands](https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/#:~:text=respective%20automation%20tab.-,Rules,and%20action%20for%20your%20automation.) for the 2nd one. The 2nd one is a bit trickier to set up so happy to help if you need it!


author: Maria
body: Hi [@Am?nag?e Hadjri](/t5/user/viewprofilepage/user-id/5415215)   

It's Mary from [Planyway power-up](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)

Did I get you right that you want to get these tasks on a regular basis?  
If yes, then I recommend you to use [Planyway calendar for Trello](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions), create these tasks and put them on repeat (feature is available in Planyway). You tasks can be both individual cards or checklist items within a single card.

![Recurring Tasks in Trello Example](https://files.planyway.com/assets/3.0.555/recurring-tasks-example.png)
Invoice
Asked by Fanni Boz?:

Hello, we always get only the receipts of Trello usage instead of invoices, can you help me where can I set that we can get the invoice too?


Answers:
author: Nikola Perisic
body: Hello there [@Fanni Boz?](/t5/user/viewprofilepage/user-id/5415165) and welcome to the Atlassian community!

A lot of people get confused about this and many get advice to get redirected here:

<https://support.atlassian.com/trello/docs/invoices-and-receipts-for-your-trello-subscription/>

You may not be able to see **Additional invoice details** as this was reported by the other user as well.

Fortunately, this page contains the answer to your question: <https://community.atlassian.com/t5/Trello-questions/Invoices/qaq-p/2559937>

I hope this helps you.

comments: author: Fanni Boz?
body: Hello [@Nikola Perisic](/t5/user/viewprofilepage/user-id/5166624), thanks for your answer, but maybe I couldn't pass the information. We always get the receipt to the added e-mail address, but not the invoice, so we have billing contact, we have additional invoice details. We just don't get the invoice per e-mail, only the receipt, and our Finance Department needs invoices per e-mail too, not only the receipts.

Thanks for your help.
How to change color of cards in calendar view?
Asked by Kristian N?rhave:

Hey

We are using the calendar in Trello Premium, but is there a way we change either the card colors or the calendar colors so it is not white-on-white in the calendar view? If we add a color to a card in board view, it is still white in the calendar view.

Thanks.

Best

Kristian


Answers:
author: Nikola Perisic
body: Hello there [@Kristian N?rhave](/t5/user/viewprofilepage/user-id/5415159) and welcome to the Atlassian community!

By default, sadly, Trello doesn't have an option to change the color.

However, the app named Planyway, can solve your issue by selecting the labels.

In order to accomplish this:

1. Download the Planyway app from the Power-Ups

2. Set few issues to your calendar in Trello, for example:

![Screenshot 2024-01-26 at 10.19.26.png](https://community.atlassian.com/t5/image/serverpage/image-id/302667iB594BD4968E3E511/image-size/large?v=v2&px=999 "Screenshot 2024-01-26 at 10.19.26.png")

3. Open Planyway, and you should be on the Calendar view, like this:

![Screenshot 2024-01-26 at 10.20.32.png](https://community.atlassian.com/t5/image/serverpage/image-id/302668i19F98ACABA248ADE/image-size/large?v=v2&px=999 "Screenshot 2024-01-26 at 10.20.32.png")

NOTE: I am not affiliated with Planyway in any way, and you would need to accept the access of Planyway to your Trello boards - it is proven that it is a safe app due to the number of downloads.

4.Click on one of the cards from the Calendar:![Screenshot 2024-01-26 at 10.22.10.png](https://community.atlassian.com/t5/image/serverpage/image-id/302670i3C376E200E92773C/image-size/large?v=v2&px=999 "Screenshot 2024-01-26 at 10.22.10.png")

5.Click on Labels, and you will get variety of colors to choose from

6.Result:![Screenshot 2024-01-26 at 10.23.20.png](https://community.atlassian.com/t5/image/serverpage/image-id/302671i5CC7E25D59A40689/image-size/large?v=v2&px=999 "Screenshot 2024-01-26 at 10.23.20.png")

Trello does this as well, but the whole card is not being colored, only the portion of it.

Hope this helped you.


Tags: calendar

colour

premium
Start date versus due date for automation
Asked by Heather Hoskins:

HI

I am trying to automate a selection of project boards so a card is moved from a project board when I need to start working on it or it is due, to another board (my to do) board. I can find a way to do this using the date automation and having due dates on my cards.

However, I want to use start and finish dates on some cards for my timeline and also to give myself time to work on bigger tasks but the due date automation only works on due dates. I can create a rule that says move card when I set a start date but it does that as soon as I set the start date but I want it move only when the start date is due.

Any solutions?


Answers:
author: Dreamsuite Mike
body: Yes, Trello has really provided half a solution with start dates and I wish there was more capability around it. The only way around it is instead of using the due date automations, use the scheduled automations...

```
every day, move each card starting today/this week....
```
Export all boards at once?
Asked by worldnick:

Is there a way to export the data from all the boards at once?

I understand you can export a single board to a CSV, but I have 80 boards that I wish to back up. This would take me well over an hour to do. Any help is appreciated.

Thank you.


Answers:
author: Maria
body: Hi [@worldnick](/t5/user/viewprofilepage/user-id/2669262)   

It's Mary from [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)

Exporting all your Trello boards at once is possible, but the method depends on your Trello plan and the tools you choose to use.

[**Planyway Power-Up**:](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) This project management app integrates with Trello and allows you to export multiple boards at once. It lets you export to Excel, CSV, or JSON. You can filter the data you want to export by members, labels, lists, and completion status. You simply need to connect all your required boards in the left side bar, the app will visualize all cards on the calendar/timeline and then you click Export.

![?????? ?????? 2024-01-26 122523.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/302643iFF5AEA32E34FE064/image-size/large?v=v2&px=999 "?????? ?????? 2024-01-26 122523.jpg")**Exporting from Trello Directly (For Paid Users)**: If you have a paid Trello account, you can export your entire Workspace (all Boards) at once. The process involves visiting the Export tab of your Workspace Overview and creating a new export. This option is available only for paid customers.


Tags: data

export
Team can't access boards anymore
Asked by Chelsey Gilbert:

Hi there,

We have a workspace my team no longer has access to as of a few hours ago. This board is in the workspace in question: <https://trello.com/b/q73AurPs/content-graphics>


Answers:
author: Dreamsuite Mike
body: Hi [@Chelsey Gilbert](/t5/user/viewprofilepage/user-id/5414979)

It looks like someone with admin rights may have changed the board form workspace visible to private. If you know who is admin of this workspace, they can check in the top left corner of the board...

![Screenshot 2024-01-27 13.08.31.png](https://community.atlassian.com/t5/image/serverpage/image-id/302829i81B4D05F05F43E26/image-size/large?v=v2&px=999 "Screenshot 2024-01-27 13.08.31.png")
Can I track how much money is being collected vs what's missing
Asked by Alex:

I see I can input the cost of a project.

Can I track how much money is being collected so I can know how much money is missing from the Total Amount of each project.


Answers:
author: Maria
body: Hi [@Beyond Complete Restoration](/t5/user/viewprofilepage/user-id/5414971)   

<br />

It's Mary from [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)

Trello, primarily a project management tool, offers a variety of features for tracking different aspects of projects. However, its capabilities for tracking specific financial metrics like project costs and revenue collection are somewhat limited in its basic form. To achieve detailed financial tracking like the one you're describing, you might need to use Trello's Power-Ups or integrate it with other tools. Here's how you can approach this:

1. **Custom Fields Power-Up**: Trello's Custom Fields Power-Up allows you to add additional data fields to your cards. You could create fields for 'Cost of Project', 'Amount Collected', and 'Amount Remaining'. This way, you can manually enter and update these financial details for each project.

2. **Integration with Financial Tools**: For more sophisticated financial tracking, consider integrating Trello with external financial management tools. There are several third-party applications and Power-Ups like Harvest, Clockify, or even spreadsheets (like Google Sheets or Excel) that can be linked with Trello. These integrations can help you track financial metrics more accurately and automatically.
I am trying to change the admin to someone else on my boards.
Asked by Vanessa L:

I need to make someone else an admin on a board and myself only a member. All of the info I can find on this has a drop down in the 'share' button beside each name that has admin as an option. Mine does not have this. For the person I want to make admin only has member or remove from board (and observer is greyed out and says I have to upgrade). For me it has leave board only (member and observer options are greyed out). Please, I just need to give this board to one of the members...it shouldn't be this hard and I should not have to upgrade.


Answers:
author: Ismail Sanni
body: .
Storage Limitation
Asked by Gest?o:

With my Trello premium account, how much storage do I have available?

And if you reach the storage limit, is there any way to increase it?


Answers:
author: Nikola Perisic
body: Hello there [@Gest?o](/t5/user/viewprofilepage/user-id/5414804) , and welcome to the Atlassian community!

There is no storage limitation, rather the limitation of attachment file size that you can upload to your card for premium it is 250MB is the max for an attachment.

More information can be found here: <https://trello.com/pricing>
Email verification not received for @yahoo.com account
Asked by Info _ Links:

Hi. I can't log in via the normal route anymore to my trello boards at my email address REMOVED

I am not blocking the domain AND have checked spam and junk folders.

I sent a support ticket but did not get verification for that either at that address so I will likely not be able to get any communication.

What is the work around as I would like to access my old trello boards.

Thank you!


Answers:
author: Alex W
body: Hi [@Info _ Links](/t5/user/viewprofilepage/user-id/5414712) - welcome to the Community!

I have removed your email from this post - this is a public post, so please do not share personal information on the Community such as your emails.

You have not yet created an account with the email you shared. You were invited to Trello with this email in 2020, but are currently a [virtual user](https://support.atlassian.com/trello/docs/whats-a-virtual-user/).

If you wish to create an account with this email, you can do so at <https://trello.com/signup>
trello Premium and another workspace with Trello Enterprise
Asked by STEELHOMES_ LLC:

We have been Trello premium customers for over two years and now we want to go further and have a premium workspace and another enterprise workspace. Can we have both plans with the same account?

What do you recommend?


Answers:
author: Dreamsuite Mike
body: Is there imany reason why you wouldn't just pull the currently premium workspace into the Enterprise account. 1 of the major benefits of enterprise is multiple workspaces
Label text only shows on one computer and only in Chrome but not elsewhere
Asked by Steven Lundahl:

I use Trello with more than one account and organization and if I log in using Chrome on my primary personal computer, I get the Trello cards as I want them, with not just the strips of color of each label I have placed on a card but also the text.

On every other computer as well as in Edge on my primary computer I only get a strip of the label's color with no text. I can't find anywhere to turn the text on. I found a posting that hitting forward slash and then semicolon toggles the text but that just brings up the search and it cannot find anything for semicolon.

I have a lot of labels and really need the text, not just the color. How do I turn this on??


Answers:
author: Dreamsuite Mike
body: You can simply click the label to see the text...

![Screenrecording2024-01-2713.10.34-ezgif.com-video-to-gif-converter.gif](https://community.atlassian.com/t5/image/serverpage/image-id/302830i2B96673E3A8EC49F/image-size/large?v=v2&px=999 "Screenrecording2024-01-2713.10.34-ezgif.com-video-to-gif-converter.gif")


Tags: label
Automatically create trello-board when I get a new customer
Asked by Ludvig Vandborg:

Hi!

I would like to automate this process, but I'm unsure how to do it.

When I receive a new customer payment from Stripe, I want zapier to create a zap.

Zapier connects to trello, trello creates a new "private" board for the customer.

The customer receives a welcome email and a link to their new Trello board.

I just can't figure out how to automate this.

Can someone help? :)

Thank you.


Answers:
author: Dreamsuite Mike
body: Hi [@Ludvig Vandborg](/t5/user/viewprofilepage/user-id/5414399)

Personally I use Make.com because it has more flexibility, power and is cheaper than Zapier but Zapier is by far the simplest integration software I have used.

You can use Zapier AI to try and create this or at least provide you with a starting point.

![Screenshot 2024-01-25 11.42.11.png](https://community.atlassian.com/t5/image/serverpage/image-id/302480iC52EB841166B4333/image-size/large?v=v2&px=999 "Screenshot 2024-01-25 11.42.11.png")

If you are unfamiliar with Zapier and want some consulting to set this up, I recommend you check out this link:

<https://community.atlassian.com/t5/Trello-articles/Trello-Consultants-Right-Here-In-The-Community/ba-p/1983694>


Tags: email

zapier
Cardname on email reminder
Asked by Jacqueline Reck:

Is it possible that the card name can be obtained in the reminder sent by mail?  
So you know which card the reminder is about :)


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Jacqueline Reck](/t5/user/viewprofilepage/user-id/5414321) welcome to the community ? are you using Trello's default notifications or have you created your own custom notification using butler automation? If it's the latter, you can use [variables](https://support.atlassian.com/trello/docs/butler-variables/) to add whatever info you want in your message. For card name, the variable is {cardname}. Tip: you can hyperlink it using \[{cardname}\]({cardlink}).


Tags: notification

reminder

summary
Automatic uncheck daily card
Asked by Sven Hogervorst:

Dear,

How can I automatic reset / uncheck all the boxes in one card on a daily basis?

Thanks


Answers:
author: Dreamsuite Mike
body: Your best bet is to actually have a template card in the "reset" state and use **[Card Repeater](https://trello.com/power-ups/57b47fb862d25a30298459b1)** to generate it each day.

<https://www.atlassian.com/blog/add-ons/trello-card-repeater>

<https://support.atlassian.com/trello/docs/using-the-card-repeater-power-up/>