youngmon/atlassian-qna huggingface dataset:
Automation Successful, But No Actions Taken...
Asked by David:

The goal is to schedule an automation that runs once a day to check the first status "JR FORM TO HIRE CANDIDATE" for any issues. If there is one, it will send an email to the "Manager" field.

It shows that it ran without error, but no actions were taken. Would anyone be able to direct me to what I may have missed or done incorrectly? ![Screenshot 2023-09-28 at 10.47.46 AM.png](/t5/image/serverpage/image-id/283557iE56B59307B153777/image-size/large?v=v2&px=999 "Screenshot 2023-09-28 at 10.47.46 AM.png")![Screenshot 2023-09-28 at 10.48.05 AM.png](/t5/image/serverpage/image-id/283558i8F87D492F9DE22FF/image-size/large?v=v2&px=999 "Screenshot 2023-09-28 at 10.48.05 AM.png")![Screenshot 2023-09-28 at 10.48.30 AM.png](/t5/image/serverpage/image-id/283559i3A760EBD8A7987C0/image-size/large?v=v2&px=999 "Screenshot 2023-09-28 at 10.48.30 AM.png")![Screenshot 2023-09-28 at 10.46.41 AM.png](/t5/image/serverpage/image-id/283560i4458E8DEF50B7D53/image-size/large?v=v2&px=999 "Screenshot 2023-09-28 at 10.46.41 AM.png")


Answers:
author: Melo
body: Hi [@Ian Brown](/t5/user/viewprofilepage/user-id/5276636),

In this case I would use an "Issue fields condition" instead of a "Advanced compare condition" to avoid any typos on the smart value or status name.

Cheers,

Melo

comments: author: David
body: [@Melo](/t5/user/viewprofilepage/user-id/3868701) I tried to update it using the method you provided, but I get an error, which I am not sure how to resolve. I am very new to JIRA. Would you be able to help me with this?

[@Melo](/t5/user/viewprofilepage/user-id/3868701)


author: David
body: ![Screenshot 2023-09-29 at 11.12.26 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/283717i980360A0B093496F/image-size/large?v=v2&px=999 "Screenshot 2023-09-29 at 11.12.26 AM.png")![Screenshot 2023-09-29 at 11.12.06 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/283718i795CD3B6657AFD08/image-size/large?v=v2&px=999 "Screenshot 2023-09-29 at 11.12.06 AM.png")


author: Melo
body: Hi Ian,

You can select "Run a JQL search and execute actions for each issue in the query" and add a JQL, for example: Project = ProjectKey


Tags: cloud
What are the Job Aids for Jira Align
Asked by Vinayak_S:

Please provide Job Aids for Jira Align for all work types


Answers:
author: Peter Jessen
body: Hi [@Vinayak_S](/t5/user/viewprofilepage/user-id/3755878),

[@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454)is correct. If you are looking for generic job aids, then the closest thing is the Help articles you can access on each page in the lower right corner by clicking on the blue Help button.

If you are looking for aid to help you follow your company-specific processes for using Align, then your company needs to set up check lists, as described in this [article](https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000172954-10X-Create-Checklists-to-Guide-Users-Through-Tasks).

Regards,

Peter


author: Nic Brough -Adaptavist-
body: You'll need to define what your organisation wants from its "job aids" - my understanding of the term is that they are guides for doing things for your organisation. You don't get generic "job aids" because they're supposed to support your processes and systems.


Tags: cloud
How to get a report at the portfolio level for resource capacity planning
Asked by Ann Bouvier:

For capacity planning, how do I get, at the portfolio level, a list of resources per sprint, what they are working on.

Need this to see if/when we have availability if we were to fast track a new project.


Answers:
author: Shawn Kessler
body: [@Ann Bouvier](/t5/user/viewprofilepage/user-id/2931766) have you checked out the Capacity Planning report?   

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115003641568-10X-Capacity-Planning>


author: Tina Behers
body: Hi [@Ann Bouvier](/t5/user/viewprofilepage/user-id/2931766)

It's not possible today to get that view in Jira Align. The closest you can get to that traditional waterfall type view is the Program Allocation Report

I use the reports landing page to access this:

In Tier one - select the Portfolio and the PI - Then you can use the Program selection within the report to scroll through the Trains.

![Screen Shot 2020-06-17 at 8.04.36 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/99311iA1538AEE8F90020C/image-size/large?v=v2&px=999 "Screen Shot 2020-06-17 at 8.04.36 AM.png")
How do I get the status from the Status report, to reflect in the health on the Roadmap?
Asked by Ann Bouvier:

comparing the Status report status color, to the Roadmap Health color seems to be a problem. I have an assumption that if I update the status of an initiative from the Status report, why wouldn't the roadmap reflect that?

Now I need to update in two locations. This status should be reflected throughout the application, and no need to have top update in multiple locations. And vice versa, when ever the color of the initiative is updated, a message should be displayed, sating this will update everywhere.

Does this make sense, or is there another way this works?

Thank you


Answers:
author: Sam Tsubota
body: The health status on the Roadmap and Status Report are independent of each other and do not sync. Unfortunately, you have update the health in two views. It's a good idea to submit to the Jira Align ideation portal as an enhancement to the product.

comments: author: Ann Bouvier
body: ok, took your advice and did just that


author: Tina Behers
body: [@Sam Tsubota](/t5/user/viewprofilepage/user-id/3702905) Is there a backlog item to adjust this? As a user, my assumption (neh - expectation) would be: Given the status of the work item has been set, when I selected the view by status in the roadmap, Then the system picks up the default status color to reflect in the roadmap .... is this in the Papercuts backlog?
Mapping of Issue Link/Dependencies from Jira to Jira Align
Asked by Yogesh K:

Hi,

Any expert inputs/opinion on how to map or maintain the Issue Link/Dependencies created in Jira to Jira Align.

Thank You


Answers:
author: Tim Keyes
body: Hi [@Yogesh K](/t5/user/viewprofilepage/user-id/3873072)

The current functionality within Jira Align to accomplish this can be found here:

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000088453-10X-Jira-Integration-Setup>

**Set up Jira link actions**

You can synchronize issue links from Jira and convert them into dependencies in Jira Align.

To set up Jira link actions:

1. Under **Set up Jira Link Actions** , click **Add New**.
2. Type the link ID (you can get it by taking an example from Jira and exporting it to XML; look for issuelinktype id).
3. Type the link name (for example, Depends On; look in Jira).
4. From the **Action** drop-down menu, select the **Story Predecessor** action type.
5. Click **Update Link**.

After the setup, the issue links from Jira appear on the story's page in Jira Align under **Story Links** on the right. You can view the links from the story and to this story.

Here, you can convert the Jira issue links to Jira Align dependencies. Select the check boxes next to the stories you want to convert, and then click **Mass create dependencies**. The stories should belong to a feature to create a dependency.

You can also generate a report of all story links, which are not yet converted to dependencies, under **Program** \>**Dependencies** \>**More Actions** \>**Story Link Report** .

\*\*

I will note that the majority of our customers manage dependencies at the Feature level and up directly within the Jira Align dependency module.

<br />

Cheers!  
Tim

comments: author: paul mahoney
body: Is there a process to automate the syncing? is the sync a way one communications from Jira to Align or is bi-directional?


author: Yogesh K
body: Thanks Tim for your response! Will try this out and get back for any further queries/challenges around this.

Thank You,

Yogesh
Help with Supplier program
Asked by Reddy:

Hello,

We have enabled Multi program for a feature and assigned the Supplier program (supplier team) as Primary program and the Client program as Additional program. Supplier team is working on a feature which is created in Client program. Now in the Program room of Client program under the Progress bar, I don't see the story points planned under the feature which has Supplier program as the Primary program as shown in the below picture. Would the metrics from Supplier program not roll up to Client program? Kindly help me here.

![Progress bar.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/97292i52AFB49F54E4E59D/image-size/large?v=v2&px=999 "Progress bar.PNG")

Thank you.


Answers:
author: Tina Behers
body: [@reddy](/t5/user/viewprofilepage/user-id/709495)

It's important to understand that the Multi-Program Function in Jira Align is intended for the purposes of roll-up work above the team \& train level, by allowing multiple trains to contribute to a Capability for their solution train or an Epic.

In agile at scale, a single train owns a single feature.

Multiple teams on the train single train contribute to the feature in the form of stories.


author: Tom O'Connor
body: The Program Room will only show Features for that program. A good practice for cross ART work for each ART to have their own Feature that represents the work they are doing, ultimately tied to the Portfolio Epic.

Per help on the Program Room:

All features, capabilities, and epics assigned to the selected program and PI appear in the list view in the Program Room.

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000172634-10X-Working-in-the-Program-Room>


author: Reddy
body: Could someone kindly help me with above request?
Bulk upload test cases
Asked by Reddy:

Hello,

May I please know how do I bulk upload test cases in Jira Align? Could someone please share instructions/Job Aid if available?

Thank you.


Answers:
author: Tom O'Connor
body: Test cases have the ability to import. You must use the Template provided.

It requires the correct system permissions on the role to complete.

Please look at help around importing and the quality section.

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000088654-10X-Import-Objects-Via-Excel>

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115000118174-10X-Create-Test-Cases>

comments: author: lynn Xia
body: Hi? I have a query. about the permission. who has the permission to do that, only system administrator? if normal user can have the permission?
Sprint Metrics report is not reflecting a team in the correct Program
Asked by Ann Bouvier:

I have a team that I moved from one program/Release train to another. I did this in the middle of a PI.

I have updated that team to reflect the Program/release train they are now part of, but on the Sprint Metrics they still appear under the wrong Program.

I updated in Team, In Jira Settings, In Jira Management.

On the program board I see that team in the correct Program.

Not sure what Sprint Metrics is not correct


Answers:
author: Tim Keyes
body: Hi [@Ann Bouvier](/t5/user/viewprofilepage/user-id/2931766)

It is possible that the Team's parent Program and the connector mappings were updating but the legacy sprints still need to be updated. The following article covers how to properly migrate an Agile team from one Program to another: <https://community.atlassian.com/t5/Jira-Align-articles/Jira-and-Jira-Align-Integration-Migrating-an-integrated-Jira/ba-p/1276573> I would take special note of step 4: 4. Navigate to **Team \> Sprints (Iterations) and update the Team's legacy Sprint's Program and PI fields (This step can be skipped for Kanban teams).**

Cheers!  
Tim

comments: author: Ann Bouvier
body: Updating the legacy sprints did the trick. Thanks [@Tim Keyes](/t5/user/viewprofilepage/user-id/3033263)


author: Tom O'Connor
body: I suggest opening a support case for this question.

There are several factors that may be contributing to the move in the middle of the PI including if the Program is part of the same Portfolio or if they share the same PI among other details and understanding.

comments: author: Ann Bouvier
body: !
Is there any correlation between State and Status with regards to "Done" ?
Asked by Scott Braico:

I believe the State "In-Prog" equals the Status of "In-Prog" simply due to the fact that a feature turns blue when the feature State is "In-Prog". That being said.....does the same hold true for turning a feature green?


Answers:
author: Shannon Wright
body: See if this is what you are looking for:

taken from <https://agilecrafthelp.zendesk.com/hc/en-us/articles/115005049268-10X-Program-Board#colors>  

**Status color-coding**

The status of each item is team specific and color-coded as follows:

**Green -** ![](https://static.agilecraft.com/ZenDesk/Articles/PB_colors_green.png)  
Done. All work is finished on the item (feature, dependency, objective). A green feature means all stories are completed, but it has not yet been accepted by the product management team.

* Features:
  * Marked as **Done**.
  * All child stories are accepted.
How do i get both red burndown and green burnup lines to simultaneously show on burndown chart?
Asked by Cliff Holt:

I've seen both red burndown and green burnup lines simultaneously showing on the story point burndown chart. How can I replicate that view? Are there specific settings I can enter? Is there a dashboard gadget that shows both? Thanks.


Answers:
author: Tina Behers
body: [@Cliff Holt](/t5/user/viewprofilepage/user-id/3934183) The only place in Jira align that shows both the burn-up and burn-down for a single sprint in the same view is the Sprint Coaching report -   
The Statistics Section (Demo data screenshot below)

Demo data - no judging :)

![Screen Shot 2020-06-26 at 7.33.43 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/100651i702F8EFD316B435F/image-size/large?v=v2&px=999 "Screen Shot 2020-06-26 at 7.33.43 AM.png")


author: Tom O'Connor
body: I don't know of any report or configuration for a single view you are requesting.

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/115001386093-10X-Team-Burndowns>
Can anyone share with me what the character limit is to the notes field in the Status report
Asked by Ann Bouvier:

Can anyone share with me what the character limit is to the notes field in the Status report


Answers:
author: Tom O'Connor
body: Roughly 2000 characters. I'll have to find the exact amount.

comments: author: Tom O'Connor
body: Engineering came back and said it was 4000 total characters. It is limited.
Unable to accept stories
Asked by Reddy:

Hello,

I am unable to accept stories under a feature. The stories are not assigned to any iteration and they are in Unassigned backlog. Is that an issue? I have sufficient rights to accept the story but when I hover over Accept, the message says 'You do not have permissions to proceed'. The team that is tied up with the story is a 'Program team'. Kindly help me here.

Thank you.


Answers:
author: Tina Behers
body: Hiya Reddy! Sounds like your group is maybe using a scaling model similar to (or exactly) Scrum @ Scale.

In which case, you will need to create an "Agile Team" for each SoS and EMS group to be able to function as a scrum team member, have access to sprints, sprint backlogs, ceremonies, and associated scrum role functions.

Hope that helps add a little bit of clarity!


author: Shannon Wright
body: This could be related to what your role is on this team.

Could you check what role you are for this team as well as any other team where you have the permission to Accept stories just to verify?

comments: author: Reddy
body: Hello [@Shannon Wright](/t5/user/viewprofilepage/user-id/3625922) ,

Thank you for the reply. But this is a Program type team and has only one role "Scrum of scrums". Also the story is in 'unassigned backlog' as we cannot generate iterations for Program type team.

Thank you.


author: Tim Keyes
body: Hi [@Reddy](/t5/user/viewprofilepage/user-id/3832787)

Jira Align has Program Team membership and Agile Team membership. Being able to accept a story is tied to user's Agile Team membership, a story being assigned to a sprint, and the user being assigned to a set role on that associated sprint's membership panel. In this particular occurrence it may be best for you to add users as members on both the Program and Agile teams.

We cover this logic, the Agile team roles, and what permission each team role has in further detail here: <https://agilecrafthelp.zendesk.com/hc/en-us/articles/360011738413-10X-Assign-Team-Roles>

If the team is planning on accepting stories outside of sprints it is possible they should consider moving to a pull based system such as [kanban](https://agilecrafthelp.zendesk.com/hc/en-us/articles/360024712994-10X-Kanban-Teams-Overview-Jira-Align-Labs-).

Cheers!  
Tim
Portfolio intake form
Asked by Reddy:

Hello,

We have an existing Portfolio Epic intake form and LBC form, we would like to modify the form and use it going fwd. We have created a new form from the existing form and made necessary changes. The issue is, if we switch from existing form to new form in Portfolio, the data filled in the old forms is going away. How do we start using the new form for existing portfolios without losing the data?

Thank you.


Answers:
author: Tina Behers
body: [@reddy](/t5/user/viewprofilepage/user-id/709495)

The information does not transfer between intake forms. You will need to reenter the information from the old form, into the new one to carry it forward. Unfortunately, the intake table information is not included in the export form either.

comments: author: Reddy
body: [@Tina Behers](/t5/user/viewprofilepage/user-id/3625675) Got it, thank you for your input.

I have another que on a diff context -

There are 6 states for the Feature worktype. We've looked at the final Accepted where it's done manually. What about the remaining 1 through 4 states. Do they get updated automatically based on children stories? Or does every state requires manual updating?


author: Kim Herren
body: [@Reddy](/t5/user/viewprofilepage/user-id/3832787) - The feature will be set to In Progress when the first story under it is set to In Progress. That's the only time the state will be updated. It needs to be manually set otherwise.
Jira ALign team reporting
Asked by Reddy:

Hello,

Couls someone please help me in enerating the following Reports in Jira Align:

1.Monthly Baseline Story Points "BSP

2.User Stories delivered Vs committed

3.Story points Delivered Vs Committed

4.Velocity Report

5. Capacity utilization report

Thank you.


Answers:
author: Tom O'Connor
body: 1. Monthly Baseline Story Points (BSP)-can you expand on what you are looking for? Since teams track work in iterations (2 weeks normally) most of Jira Align reporting for the team is around the cadence of the sprint. Are your teams sizing with the same approach such as the modified fibonacci sequence (1,2,3,5,8,13,20...) for stories?

2. User stories delivered vs. committed

3. Story points delivered vs. committed

For 2 and 3, in the team room there is a quick progress chart that shows the count of stories and story points for the iteration. In addition there are some other reports from the reports button on the Team Room that may also be very helpful (burnups, progress, etc)

4. Velocity Report - in the JA menu search for Velocity and you will see a bunch of velocity reports. There is a team velocity that provides details for all sprints. There is also a PI Velocity that would show a program/ART velocity by iteration.

5. Capacity Utilization Report - from the Team Room - Reports there is a Capacity report by team.
features dependent only for launch
Asked by Sarah McMorrow:

I have two features in this PI: Feature A and Feature B. Neither are dependent on each other to complete development work, but Feature A is dependent on Feature B to launch. Is there any way to tie these two together, without using the dependency feature?

I have Feature A in a launched darkly status, but want to see visually that it is waiting to launch until Feature B is in the same status.


Answers:
author: Tom O'Connor
body: [@Sarah McMorrow](/t5/user/viewprofilepage/user-id/925015) you might want to look at Work Item Links. <https://agilecrafthelp.zendesk.com/hc/en-us/articles/115001143854-10X-Create-Work-Item-Links>

comments: author: Sarah McMorrow
body: Thanks [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) ! Trying to follow the steps but I'm not able to locate a **Work Item Links**link under Manage in the Program section (or anywhere else). I have Super Admin perms so I would think I'd be able to see it if it was configured in our instance. Help? :)


author: Tom O'Connor
body: [@Sarah McMorrow](/t5/user/viewprofilepage/user-id/925015) Yes, the work item links is hidden behind a feature toggle (LinksSupport 32) that can be turned on by Jira Align support through a submitted ticket. Once that is turned on then you will need to go to the Platform settings and under Team the Enable Item Link. I was working today with a customer that had the same issue as I did not realize that there were some other toggles that have to be set to make it work.


author: Tina Behers
body: [@Sarah McMorrow](/t5/user/viewprofilepage/user-id/925015) Links functionality will only provide the view from within the feature objects, once enabled.

if you're unable to get this functionality turned on in your instance OR are looking for visibility into this via roadmaps. I would suggest adding an objective - type - Roadmap milestone and linking the 2 features to it. Lastly, consider representing the delivery sequencing also on the road map by using the Target start \& target end sprint dates on the features. Roadmap Milestones - for all Epics and Feature will show up on the roadmap and if needed can also be linked up to parent objectives (OKRs)
If I do a capture of a screen from Jira Align, how do I save that off? or Share it with others?
Asked by Ann Bouvier:

If I do a capture of a screen from Jira Align, how do I save that off? or Share it with others?

I am using Chrome as my browser, I am on the status report page. I do a capture, and see it opens up a new tab called Snapshot. How do I save that, or share it with others?


Answers:
author: Tina Behers
body: Hi [@Ann](/t5/user/viewprofilepage/user-id/815793)

When the capture browner screen opens, right-click anywhere on the page. Your browser will give you options to Print, save, or if using chrome (Jira Align recommended browser) you will get a "copy image" option. From there - you can add to other documents or emails.
If I do a capture of a screen from Jira Align, how do I save that off? or Share it with others?
Asked by Ann Bouvier:

If I do a capture of a screen from Jira Align, how do I save that off? or Share it with others?

I am using Chrome as my browser, I am on the status report page. I do a capture, and see it opens up a new tab called Snapshot. How do I save that, or share it with others?


Answers:
author: Kyle Clark
body: Ann, on your mac, press down **Cmd + Shift + 4** . That will turn your mouse pointer into a crosshair icon. Hold down the left click and drag across the area of the screen you want to capture. When you let go of the click, a prompt will display in the lower-right corner, with save options. If you do nothing, the prompt will disappear in a few moments and you should find the screenshot saved in your Desktop.  

<br />


author: Peter Jessen
body: Hi [@Ann Bouvier](/t5/user/viewprofilepage/user-id/2931766),

Your browser should have the ability to Print or save the page as pdf. You can Print/Save to PDF on Microsoft. Not sure on Macs.

It's a browser function, not an Align function.

Cheers,  
Peter

comments: author: Ann Bouvier
body: hmm thanks, it does not look like on a Mac I can do that, the Save as is greyed out. I see I can not do this is Chrome, but I can in Safari

![Screen Shot 2020-05-12 at 2.41.39 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/94530i335E803417772AA0/image-size/large?v=v2&px=999 "Screen Shot 2020-05-12 at 2.41.39 PM.png")


author: Peter Jessen
body: See if you can print to pdf. What are the share options? I'm not a Mac person.