youngmon/atlassian-qna huggingface dataset:
setting a Task when run as "ScriptRunner for Jira" Using the PUT REST API
Asked by Murat Seven:

I am creating a task using ScriptRunner for Jira. I want the reporter information of this task to be the person triggering this process, but I should do this while keeping the '*ScriptRunner Add-On User* ' in the '**Run As** ' section. ++I do not want the 'Initiating User'.++ The script I use for this is as follows. I am looking forward to your assistance on this matter.

```
def issueKey = issue.key
def currentUser = get('/rest/api/2/myself').asObject(Map)
assert currentUser.status == 200
def newReporter = currentUser.body.accountId
logger.info("newReporter: "+ newReporter)

put("/rest/api/3/issue/${issueKey}")
.queryString("overrideScreenSecurity", Boolean.TRUE)
.queryString("overrideEditableFlag", true)
.header('Content-Type', 'application/json')
.body(
fields:
[
reporter: [
accountId: newReporter
],
]
)
.asString()
```


Answers:
author: Paul Heath Armengol
body: I suggest <https://productsupport.adaptavist.com/servicedesk/customer/portals>


author: Kristian Walker _Adaptavist_
body: Hi Murat,

I can confirm that when you run the script as the ScriptRunner add-on user, then this will return this user, and the script will be triggered as this user.

The only way to make it be set to the person who ran the script is to run the script as the initiating user, as the app does not support running as the ScriptRunner add-on user and knowing which user triggered the script.

I hope this information helps.

Regards,

Kristian


Tags: cloud

jira-cloud

jira-work-management-cloud

rest

rest-api

script

scriptrunner

workflow
User Attachment issues
Asked by Elly Meenan:

I have a user unable to upload attachments , keeps getting the error message below. I've checked their user settings and they're permitted to upload, I've also checked the docs they're trying to upload and no issues on file size/ special characters as I am able to upload them.  

Any thoughts?  

![Screenshot 2023-11-08 at 21.03.02.png](https://community.atlassian.com/t5/image/serverpage/image-id/290703i2313F951A3A52032/image-size/large?v=v2&px=999 "Screenshot 2023-11-08 at 21.03.02.png")


Answers:
author: Marko Blagus
body: Hello [@Elly Meenan](/t5/user/viewprofilepage/user-id/5238616),

Please take a look at [this](https://community.atlassian.com/t5/Jira-Software-questions/We-couldn-t-save-your-attachment-Reload-the-issue-then-try/qaq-p/1718692) question, same problem as yours.

Try to do steps suggested in comments.

I hope this helps.

Best regards,

Marko Blagus


Tags: cloud

jira-work-management-cloud
Automation packaging model for Jira Work Management
Asked by Saranya:

Hi,

We have a team of 140 users who rely on JIRA work management. Our workflow heavily relies on automation rules, and we run around 300,000 automations every month. However, we are currently encountering difficulties due to the changes in the Automation packaging model. Could you kindly suggest an alternative solution for us?

Thank you


Answers:
author: Valerie Knapp
body: Hi [@Saranya](/t5/user/viewprofilepage/user-id/4110011) , thanks for your question.

It depends a lot on what you are using the Automations for.

In some cases, it might be possible to use other configurations to achieve the same outcomes.

For example, if you have an automation that is populating a field or creating Subtasks from the trigger of a transition, some of these things you could also do with workflow conditions / validators or post functions - [How to create workflows for company-managed projects? \| Jira Work Management Cloud \| Atlassian Support](https://support.atlassian.com/jira-work-management/docs/how-to-create-workflows/)

You could also consider to change some of the configuration of things like the screens, using the field configuration scheme to make some fields mandatory for the creation of an issue, and in that way, you can avoid to have to use an automation to populate them later.

If you are still stuck, you could reach out to an Atlassian partner to get some more in-depth analysis for how you can manage this, but this will be at a cost - [Atlassian Partner Directory](https://partnerdirectory.atlassian.com/)

I hope this helps.

Cheers


author: Sebastian Krzewi?ski
body: Hi [@Saranya](/t5/user/viewprofilepage/user-id/4110011)

Did you try to review your rules and optimise it like Atlassian advise here - <https://community.atlassian.com/t5/Automation-articles/Introducing-our-new-packaging-model-for-Jira-Cloud-Automation/ba-p/2446099> ?

Regards,

Seba


Tags: cloud

jira-work-management-cloud
Help on how to set up performance reviews in Jira by specific individual
Asked by rhurley:

Hello,

I'm looking for help on how to use the performance review template in Jira Work Management to track, measure and evaluate individual employee performance. I don't see a resource on how to automatically pull data in from Jira software or what the best way to take advantage of this template is. Can someone point me to a how to guide or offer support on how this template has been used by others?


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day.Please check if this link helps you : <https://www.atlassian.com/software/jira/templates/performance-review>


Tags: cloud

jira-work-management-cloud
How do I hide a child issue from my Summary page(Status Overview/Pie Chart) on a Business Project?
Asked by Elizabeth Butler:

I am currently using a Business Project that has "Summary, Board, List, Calendar, Timeline, Forms, Pages, Issues, Reports and Shortcuts".   

The Summary page is an excellent overview of our issues, but it represents child issues. I have five issues, and each issue has 5+ child issues. I do not want the child issues to show on the summary page. Can I hide the child issues(sub tasks) from the summary page?


Answers:
author: Mikael Sandberg
body: Hi [@Elizabeth Butler](/t5/user/viewprofilepage/user-id/5359185),

Welcome to Atlassian Community!

At the moment you cannot customize the summary page. Here is a suggestion to allow that, [JWMCLOUD-242](https://jira.atlassian.com/browse/JWMCLOUD-242), and I would suggest that you go and vote in it.

comments: author: Elizabeth Butler
body: Thank you. I voted.


Tags: cloud
How to change list items order (move up/down)
Asked by Danish Akhtar:

Jira does not allow me to change the order (move up/down) the items in the list view. It shows a symbol (red circle with the line across it). Can anyone help please? Thanks


Answers:
author: Dave Mathijs
body: Hi [@Danish Akhtar](/t5/user/viewprofilepage/user-id/5216981) are you able to provide a screenshot of the issue you are experiencing?


Tags: cloud

jira-work-management-cloud
Where do I see the submitted forms?
Asked by Ms_ Hiller:

I created a from on Jira WORK Management, but I can't locate the submitted forms - i.e. answered forms submitted by team members. Can anyone point me to the right place?


Answers:
author: Murat Seven
body: Hi [@Ms_ Hiller](/t5/user/viewprofilepage/user-id/5198940) and, thanks for your question.

You can view the filled-in form information within the current ticket. However, you cannot view all the form information filled in by team members.The API is scheduled to be released in Q1 2024 based on Atlassian's public [roadmap](https://www.atlassian.com/wac/roadmap/cloud?status=future;comingSoon&search=Forms).

Hope this helps.

Murat Seven

comments: author: Ms_ Hiller
body: Thank you for taking the time to answer. "You can view the filled-in form information within the current ticket." - Where in the ticket can I find the info? I don't see it anywhere.


author: Murat Seven
body: As I can see in the image I provided, I can view the Form section upon request. However, from what I understand, you are unable to see this section, is that correct?

![Screen Shot 2023-11-07 at 9.39.56 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/290576i314A981725B4D380/image-size/large?v=v2&px=999 "Screen Shot 2023-11-07 at 9.39.56 PM.png")


author: Ms_ Hiller
body: I can see forms, but the only option there is to edit my form or create a new form- I can't see any responses.

![Screenshot 2023-11-07 134642.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/290578i263B59ED93FD119F/image-size/large?v=v2&px=999 "Screenshot 2023-11-07 134642.jpg")


author: Murat Seven
body: As far as I understand, you want to view the information filled out with the form. I couldn't find this feature in *Jira work management* . However, since the information in the form corresponds to Jira fields, these fields are set in your issue. I will provide you with a [document](https://support.atlassian.com/jira-work-management/docs/collect-information-for-your-team-with-a-form/) that will give you more detailed information.

Note: You can view the request you created with the form in the "issues" section.  
The *label* field in tickets created with the form is saved as "*business-form*".

This information can be helpful.


author: Ms_ Hiller
body: Thank you for pointing me to Issues.

I can indeed see all created requests as Issues under the issues option.


author: Ganesh R
body: Hello All, I am also stuck in the same process. Can someone tell me where to find the filled in form. I am working in Jira -\> Work Management -\> Project Management.


Tags: cloud
How to clone JWM to JSM and set request type
Asked by Glen Cochrane:

I have a JSM and JWM which clone issues to each other.

Each project shares the same schemes completely (issue type; workflow; etc).

Each issue type in JSM has only one request type.

When I create a JWM issue it clones as expected but I cannot figure out how to get the automation to set the JSM request type upon create.

Help - and thanks,  
Glen

![clone-automation-request-type.png](/t5/image/serverpage/image-id/290580iEEBBE27D8E9A3132/image-size/large?v=v2&px=999 "clone-automation-request-type.png")


Answers:
author: Mikael Sandberg
body: To set the request type you can do it using the most recently created issue branch like this:

![Screenshot 2023-11-07 at 11.04.42?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/290581iFA5C9DFE352F63ED/image-dimensions/165x258?v=v2 "Screenshot 2023-11-07 at 11.04.42?AM.png")

Since you said you only have a single request type associated with the issue your other option would be to use the [default request type](https://support.atlassian.com/jira-service-management-cloud/docs/choose-default-request-types-for-your-issue-types/) feature instead and not set the request type in the automation.

comments: author: Trudy Claspill
body: Adding to this...

The Request Type can be set only with the Edit Request Type action **after** the issue has been created/cloned. You can't set it as part of the Create Issue or Clone Issue actions.


author: Glen Cochrane
body: Hello [@Mikael Sandberg](/t5/user/viewprofilepage/user-id/853579)

Thank you for the reply. Unfortunately, I think these don't apply to my dilemma.

The default request type feature only works if an issue type is changed. I have this feature toggle turned on. However, since I am creating a JSM clone from a JWM, this is a create function not a change.

I think your automation example above is creating a clone or issue in a JWM project.

My particular scenario is to Create an (clone) issue in a JSM project from a JWM project; when a JWM issue is created.

I need the request type set upon creation of JSM Clone so the Reporter designated receives a New Issue notification email (as a customer of the request type).


author: Glen Cochrane
body: [@Trudy Claspill](/t5/user/viewprofilepage/user-id/4989998) thank you.

I was wondering if this would be the case.

I guess I will have to add another rule to send the new issue email notification to the reporter, after the issue is created upon edit of the request type ?

Unless you have another idea for this?  

Cheers,  
Glen


author: Mikael Sandberg
body: No, the screenshot I included is creating a task in a JSM project, but as you can see and like Trudy mentioned, the editing of the request type happens after the issue is created. That is what the Most recently created issue branch is all for. So the automation first creates the issue, then the branch will open that issue and then edit the request type.


Tags: cloud

jira-work-management-cloud
Creating tasks and subtasks in the same Epic-triggered rule
Asked by Osama Al-Areky:

Hello,

I have an epic which triggers once it transition to another status. There are conditions that check the status of the Epic. Under each condition there are two actions. The first action is to create a number of tasks. The second action is to create subtasks (child tasks) under the tasks created in the first action.

The problem now is that the second action never happen. The tasks are created but their child tasks are not created. I used branching under the first action (which is the create tasks) to apply the second action on the tasks (which is the create subtasks), but this seems to not work this way. What could be the problem ?

Also i have a question that came to my mind while working on this; is it obligatory to have a trigger or a condition to apply an action?


Answers:
author: Muhammad Moazzam Hassan
body: Can you share the rule screenshot for better understandings?

comments: author: Osama Al-Areky
body: ![Screenshot 2023-11-07 130312.png](https://community.atlassian.com/t5/image/serverpage/image-id/290484i0E56A085810DDE53/image-size/large?v=v2&px=999 "Screenshot 2023-11-07 130312.png")


author: Muhammad Moazzam Hassan
body: In this rule you are creating a task inside epic then by using branch you are creating a subtaks which is inside epic as well, If you want to create subtask inside the task then after creating a task you have to use branch of Recently Created issue then create subtask in it.


author: Muhammad Moazzam Hassan
body: ![07-November-2023 (243).png](https://community.atlassian.com/t5/image/serverpage/image-id/290489i804B038D884E15FF/image-size/large?v=v2&px=999 "07-November-2023 (243).png")


author: Osama Al-Areky
body: Thank you it worked. I always misinterpret the description of conditions and actions. It's not straightforward for me.


Tags: cloud

jira-work-management-cloud
How do you capacity plan in JIRA Align for an ART who has teams using BOTH Kanban and Scrum boards?
Asked by laura_rich:

My ART includes 10 teams, of which 5 teams use JIRA scrum boards and 5 use JIRA kanban boards. Regardless of scrum or kanban, all of the teams point their stories. Some of our kanban teams make each story point the same, since they look at WIP. Other kanban teams may point their stories at different values, as they look at both WIP and points as additional context per story complexity.

In JIRA Align, the kanban teams are not included in the Program Room "Team Progress" section. Also, in the Program Allocation, Kanban teams show zero 'Points Planned' versus 'Points Accepted'. The features are assigned to the Program Increment, and the child stories are linked to the feature. There does not seem to be a way to associate the stories to the sprints for the kanban teams.

Is there a way to make 'Points Accepted' calculate the completed points from the kanban teams by date boundaries? Velocity could be calculated also.

Screenshot example attached here from the Program Allocation screen showing a scrum team (Blackbird) versus a kanban team (Cloud Common Platform).![program_allocation.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/122259i4CA99EA133080E79/image-size/large?v=v2&px=999 "program_allocation.JPG")Also, in the Capacity Planning section of JIRA Align, the kanban teams are not included. The drop-down only shows sprints for scrum teams.

How should I use JIRA Align to holistically capacity plan for an ART that includes both scrum and kanban teams? Or do we have to make all teams in the ART to switch to scrum boards?


Answers:
author: Mark Cruth
body: [@laura_rich](/t5/user/viewprofilepage/user-id/4191946) - thanks for the question and I apologize it's taken so long to get an answer back to you. Long story short, there is not a ton of capacity planning functionality available to Kanban Teams in Jira Align (as you can see). Much of capacity planning is based on "Agile Teams" in Jira Align that have a construct of a sprint. In my experience, for Kanban Teams I typically identify their Average Throughput (# of Stories Completed) from their Team screen (see screen below) and then have to do some manual gymnastics to project out capacity for a planning period (e.g. quarter/PI). On the Program Board Jira Align will project out delivery dates for stories (in week) based on priority order of the backlog, but that's about it.

![Screen Shot 2021-02-09 at 5.35.07 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/129672i41D962E9FB7E21D7/image-dimensions/448x327?v=v2 "Screen Shot 2021-02-09 at 5.35.07 PM.png")

There is a lot to be desired around Kanban Teams in Jira Align. I would recommend submitting new improvement ideas for Kanban Teams to the Jira Align idea portal so the Jira Align Product Managers can prioritize the work: <https://ideas.jiraalign.com>

I hope this helps (a little)!
Regarding Score cards in Jira align
Asked by Dinesh:

Hi Team,

I am working on score cards in Jira align, so just i want to know the functionality of score card \& how it used \& which roles are we using in JA..

Regards,

Dinesh.


Answers:
author: Dinesh
body: Hi Team,

Can you please take a look \& let me know the findings.


author: Tom O'Connor
body: [@Dinesh](/t5/user/viewprofilepage/user-id/4193566) here is the link in help about score cards. It's actually set in the Value Tab [https://help.jiraalign.com/hc/en-us/articles/115000370613-10X-Create-Scorecards](https://help.jiraalign.com/hc/en-us/articles/115000370613-10X-Create-Scorecards?)

If you search for scorecards (all one word) in help you'll find some more details on how to configure and use.

Any role can have the scorecards set. You'll have to review each role to see if it is set in the role permissions.


author: Stephanie Davis
body: Why isn't the value calculated by the Scorecard included in the WHY?
Can I synch dependencies from Jira Align to Jira for Features/Epics?
Asked by Gyanendra K Gupta:

I am trying to figure out how to show dependencies from JA to Jira for Features.

Thanks.


Answers:
author: Rae Gibbs
body: [@Gyanendra K Gupta](/t5/user/viewprofilepage/user-id/4084907) Thanks for reaching out! Dependencies only reside in Jira Align and do not sync over to Jira. Dependency management is one of the features that companies buy into for Jira Align that does not exist in the standard version of Jira. When integrating Jira and Jira Align, the concept is that the teams will continue to work in Jira while all program level activities and above will be managed in Jira Align.

comments: author: Gyanendra K Gupta
body: Thanks for quick response. Our company has bought the Dependency feature.

I am exploring if bi-directional synch of Dependencies is possible.

I have issues (stories) linked in Jira as Depends, Blocks, etc., when they come to Align, they result into Dependencies. I have configured JA to do so.

Is it true that, if we have a dependency in Align between two Features, when it synchs to Jira, will it create Issue Links in Jira between the corresponding Epics? If it can then do I need to do any setup or configuration? I am a super admin.

Thank you very much.


author: Rae Gibbs
body: Unfortunately, there is no support of bi-directional syncing of dependencies between the two tools. Dependencies are their own object in Jira Align and do not map to anything in Jira. Dependencies in Jira Align are only against a single work item such as a feature (Jira epic); they do not link two features (Jira epics) together. The concept is Team A indicates they have a dependency on Team B to complete work for Feature (Jira Epic) 1. Team A creates a dependency against Feature (Jira Epic) 1. When Team B commits to the dependency, they will link any stories to that dependency that will resolve that dependency. They will not link a feature (Jira Epic) 1. Those stories could even potentially be part of the same feature that Team A is working on. It isn't always a different feature.


author: Gyanendra K Gupta
body: Thank you Rae. Much appreciate.
How do I delete a Checklist?
Asked by Gyanendra K Gupta:

I am working on Checklists and have created some checklists that I would like to delete. Can you help me with that please? Thank you.


Answers:
author: Jesse Pearlman
body: If you own the checklist you can delete it from the Checklist record by editing the Checklist after activation

![Screen Shot 2020-12-10 at 9.16.30 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/121712i935150A27444D6D7/image-size/large?v=v2&px=999 "Screen Shot 2020-12-10 at 9.16.30 AM.png")


author: robert.nadon
body: Click on Checklist from the Program room in the top right. Looks like this![Screen Shot 2020-12-10 at 10.14.50 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/121710iA8D719367B24822C/image-size/large?v=v2&px=999 "Screen Shot 2020-12-10 at 10.14.50 AM.png")

Select the checklist you are interested in, it will appear at the bottom of the screen.

Then edit the checklist.

When editing you will see "Delete Checklist"

comments: author: Mark Cruth
body: Adding onto Robert's answer - enter into the edit screen of a checklist and you'll see the Delete option on the right side![Screen Shot 2020-12-10 at 11.26.26 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/121716i199497E4B2840082/image-size/large?v=v2&px=999 "Screen Shot 2020-12-10 at 11.26.26 AM.png")


author: Mattz Operations
body: is it possible not all versions have a program room tab? I don't see it in my top right corner


author: Jesse Pearlman
body: Not all checklists are associated to rooms - or is this a slightly different question on the UI?


author: Rae Gibbs
body: [@Gyanendra K Gupta](/t5/user/viewprofilepage/user-id/4084907) I can help you with you that! If you click on the checklist, you see a frame pop up down at the bottom of the screen. When you hover over it, you will see an **Edit** option in the right hand corner of that frame. Click on that.

![Screen Shot 2020-12-10 at 11.14.55 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/121711iA98C9582D843FF28/image-size/large?v=v2&px=999 "Screen Shot 2020-12-10 at 11.14.55 AM.png")

It will then open the checklist and there will be a **Delete Checklist** option on the right.

![Screen Shot 2020-12-10 at 11.16.21 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/121713i3DD9CD6CF873FF9E/image-size/large?v=v2&px=999 "Screen Shot 2020-12-10 at 11.16.21 AM.png")

You will only be able to delete checklists you have created unless you have the system role of Super Admin.

comments: author: Gyanendra K Gupta
body: Thank you.


author: Mike Goitein
body: The interface has changed slightly in the new navigation, and now looks like this in the upper-right:

![checklist_check.png](https://community.atlassian.com/t5/image/serverpage/image-id/296661i8790FD67AFA5D4F1/image-size/large?v=v2&px=999 "checklist_check.png")

If you're a Super Admin and get error messages around the checklist not being aligned to the proper Room or Portfolio, you can still hover over the bottom to reveal the "Edit" button as Rae mentions on the lower-right hand side.