youngmon/atlassian-qna huggingface dataset:
Email to board set due date automation
Asked by Jeremy Drey:

I've been trying to get a due date set from card description by pulling the {datenumber} or {isodate} as the content of the card is being emailed to Trello.

I know this was a past feature of Butler because I have another board where a rule that I wrote works just fine, but I cannot edit that rule to work correctly on this new board. I've tried setting custom fields using wildcards and follow up actions to no avail.

It's key to have the due date for getting details of the card in the calendar view and I prefer to not manually enter every single instance that comes in.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Jeremy Drey](/t5/user/viewprofilepage/user-id/4184257) can you share the rule you've created so far? Is there any sort of consistent pattern around the email content that will allow butler to extract the due date? E.g. the date is always preceded by "DUE:", or the date format is always "dd/mm/yy.

comments: author: Jeremy Drey
body: Hey Hannah,

Each card name is coming in formatted as "Person's Name - hh:mm am/pm mm/dd/yy".

Here's a screenshot of my current attempt at the rule.

![Screenshot 2024-07-26 at 8.39.36 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/338166i6BF4D8FBF7312782/image-size/large?v=v2&px=999 "Screenshot 2024-07-26 at 8.39.36 AM.png")


author: Hannah Humbert - Simpla Workflows
body: Sorry for the late response! A bit of a different approach...maybe try the below?  

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/339286i1FCE2A38F8E3FF87/image-size/large?v=v2&px=999 "image.png")  

I couldn't see a simple rule that just says: "when I enter a card name containing a date, set custom date field"  

If it's helpful, you can add to the rule to clear the date from the card title.   

Also, you may want to switch it from "when I enter a card name..." to "when anyone enters a card name..."  

I haven't tested it with the way you're formatting your card titles, but I don't see why it shouldn't work!


author: Jeremy Drey
body: [@Hannah Humbert - Simpla Workflows](/t5/user/viewprofilepage/user-id/2109993) I just revisited this old rule (written before Trello bought Butler) and I can get that to work by modifying the order of information in the card name (email subject).

![Screenshot 2024-08-01 at 12.08.39 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/339520iDD46FC89F281C4D4/image-size/large?v=v2&px=999 "Screenshot 2024-08-01 at 12.08.39 PM.png")

I agree, that there should be a simple rule that sets a custom date field.


author: Hannah Humbert - Simpla Workflows
body: [@Jeremy Drey](/t5/user/viewprofilepage/user-id/4184257) Glad you were able to get that to work by modifying the card title format. Hopefully, that works for you using the due date field instead, but as you can see in my previous post, you can copy that date to a custom field if that's helpful.


Tags: cloud

trello-cloud
Can I limit access to the cards based on the user?
Asked by Cristian Urdiales:

I need to limit the access to the boards based on the user.

For instance I have 10 cards and I add user : John Smith to 2 cards, apparently he have access to the other 8 cards as well.

How I can make that John Smith cannot access to the other 8 cards that he shouldn't not get?

Cristian.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Cristian Urdiales](/t5/user/viewprofilepage/user-id/5552989) Adding someone to a card means adding them to the whole board. It's not possible to restrict members from accessing specific cards on a board. Depending on your use case, you could either:  

1. Use a power up like E[xternal Share](https://trello.com/power-ups/60d93bb780ee244d5d2b1edd/external-share-tiny-power-ups-club)  
2. Create a secondary board for John Smith and sync his cards from the main board to his board using butler or a sync tool like [Unito](https://trello.com/power-ups/595e989fa8f137d2af456fd4).

comments: author: Cristian Urdiales
body: Thanks Hannah,

I will check and keep you posted.

Regards,
Hello, how do I change to the free plan?
Asked by Imran Ali:

I have just signed up to Trello and for some reason is only giving me the premium option and a free trial for 14 days. I just want the free version but it won't let me change.

Thank you in advance!


Answers:
author: Vronik
body: Hi

Look at this, maybe can help you

<https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>

If my answer helped you,   
please mark it as accepted so that other people looking for similar problems can find it more easily.

<br />

Thanks

comments: author: Meir
body: The page does not look as indicated and a cancel button does not exist.


Tags: cloud

trello-cloud
How to automatically copying a card and its content (description and custom fields) between boards?
Asked by N?vea Fran?a:

Hello,

I need to copy a card created in one board to another one, but I can't find a way to also copy the description and custom fields to the new card created.

Is there a way to do it, with Trello automation, without the need of using a Power-up?

Thanks for your help!


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@N?vea Fran?a](/t5/user/viewprofilepage/user-id/2363856) if you manually [copy the card](https://support.atlassian.com/trello/docs/copying-cards-lists-or-boards/), all of the card contents (including its description and custom fields/values) should copy over.   

You can automate this using butler. E.g.  

When the card moves to the x list, copy the card to the x list on board A  
When the x label is added to a card, copy the card to the x list on board A  

Or, create a [card button](https://trello.com/guide/automate-anything#card-and-board-buttons) if you'd like to trigger this action manually, but want to do it with less clicks.

comments: author: N?vea Fran?a
body: Hi [@Hannah Humbert - Simpla Workflows](/t5/user/viewprofilepage/user-id/2109993) !

The solution "When the card moves to the x list, copy the card to the x list on board A" worked perfectly for what I needed!

Thank you so much!


author: Hannah Humbert - Simpla Workflows
body: You're welcome! ?


Tags: cloud

trello-cloud
Notification of Dashlane that my information has been broadcasted on Dark web
Asked by Alnoor Dramsi:

Dear Sir, Madam,

I have received a notification from Dashlane that my information of Trello has been shared on the Dark Web on January 16th 2024. How is it possible? How come that I have not been informed except by Dashlane?

Thanks in advance


Answers:
author: Mutya A
body: Hi Alnoor,

Regarding the incident related to Trello, you can find Atlassian's statement at:

* [Setting the record straight about Trello user profile data](https://community.atlassian.com/t5/Trello-articles/Setting-the-record-straight-about-Trello-user-profile-data/ba-p/2587253)

If you have any concerns about this incident, you can leave a comment in the article above.


Tags: cloud

trello-cloud
When using the Tablet IOS App can you view in the table format?
Asked by Loren Tolley:

Is it not available on the tablet version yet or is it coming?


Answers:
author: Alex W
body: Hey [@Loren Tolley](/t5/user/viewprofilepage/user-id/5552780) - welcome to the Community.

Unfortunately not, the only views available on mobile are:

* The default Board View
* Map View
* Timeline View
* Calendar View

I've raised a feature request to add all Views to mobile, you can vote for this feature request at <https://jira.atlassian.com/browse/TRELLO-559>


Tags: cloud

trello-cloud
Trello in the Chrome browser logs out
Asked by Frank Zdunek:

Hi Community,

we have the following situation: we use Trello in the Chrome browser (current version, MAC desktop, v13.x, v14.x) Our task board does not update automatically for many users, even logs out 1-2x or even 4-5x for different users. This is then indicated by a message on the board, by/from Trello.

We have added the URL of the board and Trello.com in the Chrome settings so that these tabs do not 'fall asleep' - but this has not helped. It runs more stable in the Firefox browser (has been tested)

Does anyone know the problem or is there a trick in Chrome to prevent this behavior? (we would like to continue using Chrome)

Thanks for any input.  


Answers:
author: Mutya A
body: Hi Frank,  

Sorry to hear about these issues. Can you confirm if you and your users are logging in using separate Trello accounts? Do you have multiple users sharing one Trello account by any chance? If so, we do not recommend having multiple users in one account as this isn't how our product is designed.

If this isn't the case, then I would highly recommend checking your Chrome browser for any Chrome extensions you are using that might be in conflict with Trello.

Can you try and see if you can reproduce the issue you are having:

* Disable all extensions and customizations in your current browser
* Use a private/incognito browsing tab on Chrome
* Allow cookies from id.atlassian.com, auth.atlassian.com, and trello.com (read more about cookies on our [Cookies and Tracking notice](https://www.atlassian.com/legal/cookies))

For more troubleshooting tips:  
<https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.

comments: author: Frank Zdunek
body: Hi Mutya,  

yes, we can confirm that the users all have their own accounts and do not log in twice. On the other point, I don't think we use incognito tabs for Trello(aber ich werde schauen).

But we will test it with the extensions and if the cookies are allowed. Thank you very much for your ideas.


Tags: browser

chrome

cloud
Exporting & importing checklists...
Asked by Jpeters:

Hello,

I want to write a series on management topics in LinkedIn. In an LinkedIn article I would like to put a link to my website. On the page dealing with the same article I want to add extra information not possible on LinkedIn.

I am fond of checklists after read the Checklists Manifesto. I am also fond of Trello so I have this idea to assemble for each article a checklist where customer/readers could download a checklist and copy it in their own Trello environment to work on.

For that I have to export the checklist I made about a particular topic in such a way, a manager could import it in her/his own Trello environment.

Is this possible and how should I do this?

Thanks in advance!

Joop Peterse


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Welcome to the community [@Jpeters](/t5/user/viewprofilepage/user-id/5552564),

Did you checked the power-ups directory? For example, [Smart Export](https://trello.com/power-ups/5f50c3ab26fdc31cd0374e03/smart-export-excel-csv-pdf-word-and-more) and [Smart Import](https://trello.com/power-ups/5fb7d8a81a249a21b4b69bed) seems to suit your needs.


Tags: cloud

trello-cloud
I want to bill trello over my atlassian account.
Asked by A2 Immobilien GmbH:

We don't use credit cards anymore. So we cannot pay our trello license fee with credit card. But in atlassian I can pay with paypal. How do I link the two products so I can make one payment for all licenses over paypal? :)


Answers:
author: Alisson Sartor
body: Hello, A2 Immobilien GmbH   

Welcome to the community.  

<br />

Can you check with our billing team to see if we are able to get another type of payment method? You can reach out to them on the link below on Billing.  

<https://trello.com/contact>  

Kind regards  
Alisson  
Trello Team


Tags: cloud

trello-cloud
Cannot link an epic from JPD
Asked by Paolo Pastorino:

Hi all,

in adding a delivery ticket to an idea, I cannot link it to a specific Epic of a project. It seems that idea does not exists for JPD, while it is active and in progress in that project board.

I can link other epics from the same project, but that one does not pop up in the drop down menu or even with a copy and paste.

Do you have any guess about any specific configuration that may affect this or would it be possibly a bug?

<br />

Thanks

Paolo


Answers:
author: Paolo Pastorino
body: Solved.

That epic was wrongly "linked" as an issue and not added as a delivery ticket, thus not appearing in the possible list of delivery epics/stories


author: Rohan Swami
body: [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985) normally copy-pasting the Epic works so this may be a bug. Could you please raise a support request for this? Click on 'Give Feedback' at the bottom left of Jira Product Discovery. If you can include screen recordings or screenshots of the bug that's particularly helpful.

comments: author: Paolo Pastorino
body: I sent the feedback reporting a possible bug, but I was not able to add any attachment. Is there another way to possibly file a bug?


Tags: bug

epic
JPD is missing from Edit Profile > Which Atlassian Products do you use
Asked by Sharon Halpin:

Jira Product Discovery is missing as an option in:  
Edit Profile \> 'Which Atlassian Products do you use'

possibly understating JPD's uptake or usage ?  


Answers:
author: John McKiernan
body: Good callout Sharon! It isn't in there at the moment as we are still in Beta but will be once we move to GA soon :)

comments: author: Sharon Halpin
body: Of Course! I'd totally forgotten it's still in Beta - thank you [@John McKiernan](/t5/user/viewprofilepage/user-id/3613862)


Tags: jira-product-discovery
Team Votes Field
Asked by Gabriel Buck:

I want to create a view for Stakeholder feedback like the one in the explainer video. I have been using this for a while now, and I am pretty comfortable with it, and I cannot find Team Vote or Vote field anywhere. Can someone help me out? I cannot figure it out.


Answers:
author: Sarah Green
body: Create a new field and select the "Vote" option in the Field Type dropdown.

![2023-01-12 16_15_30-Inbox - sgreen@relias.com - Outlook.png](https://community.atlassian.com/t5/image/serverpage/image-id/234258i29E7D35886D3A61F/image-size/large?v=v2&px=999 "2023-01-12 16_15_30-Inbox - sgreen@relias.com - Outlook.png")

comments: author: Gabriel Buck
body: Thank you, Sarah - appreciate the assist!!!


Tags: vote
Is it possible for users to be activated in Jira Product Discovery without admin permission?
Asked by Charu Takkar:

Hi Team, As Admin, I see many Atlassian emails from users requesting access to JPD . however, recently, I see many users have been activated but without assigning a proper role. Is this ok?  
How we can stop this?   
We want each request to go through only 1 Admin .  

Can it be other users also with Admin access activating these users request?   
![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/234142iBFCDA914734AB965/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Tanguy Crusson
body: Hi [@Charu Takkar](/t5/user/viewprofilepage/user-id/5090920) , today there is one use case for which it's possible for users to get access to Jira Product Discovery without being assigned a product access, and that's for projects who have the project access setting set to "Open". Anyone on the site with access to another Jira product (e.g. Jira Software) is able to work in the Discovery project (even if they don't have product access to Jira Product Discovery).

This is going to change when the product goes out of beta. By then Jira Product Discovery will support two types of users:

* Users with product access to Jira Product Discovery (licensed) will be called creators. They can use all features based on the access they're given in each project.
* Users without product access (unlicensed) will only be able to use a subset of features, for example open ideas and views in read-only mode with the ability to vote and comment.

Product access is configured by a site administrator in the Directory on admin.atlassian.com. Project access is configured by Project administrators on each project.  
Jira Product Discovery is currently free during beta but will become a paid product at a later date with a Free and Standard editions. Only Creators on the Standard plan will be charged a fee. More details are provided on the [pricing model announcement](https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Announcing-Jira-Product-Discovery-pricing/ba-p/2194104).  
As mentioned ealier, during the beta the product does not enforce product access checks, which means that it's possible for users without product access to act as creators. This won't be the case once you decide to move to the Free or Standard edition. We will give you a heads up in advance.

comments: author: Charu Takkar
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) Its much more clearer now ,Thank You so much.


Tags: jira-product-discovery
how to login to access the project on JPD in case you cannot remember your password?
Asked by Charu Takkar:

User cannot remember the password and have requested for it to be sent to my email but hasn't received an email though.

Is there another way to access?


Answers:
author: Rohan Swami
body: [@Charu Takkar](/t5/user/viewprofilepage/user-id/5090920) have you been able to get access to your account? Did you get the reset password email in your junk folder perhaps?

comments: author: Charu Takkar
body: [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658) Issue has been resolved now . Thanks for the help.


author: Tushita Sarkar Biswas
body: Same thing happened for other atlassian product for me..opsgenie..but I received the link much later..so I guess it works..it might take some more time.

comments: author: Charu Takkar
body: Thanks Tushita


Tags: cloud

jira-product-discovery
How to set-up Zendesk authentication for JPD
Asked by Jeny Stoeva:

Hi!

I am trying to figure out how JPD authenticates with Zendesk. We have "Zendesk support for Jira" application which is used for the software projects but it seems irrelevant for JPD.

When I create an insight by linking a Zendesk ticket or using the "Add to idea" Chrome plugin this insight doesn't pull the Zendesk ticket data like in the demo below but asks for authentication (there is "Authenticate" button). When I click it the following request is sent to Zendesk: polaris-outboundauth-proxy.services.atlassian.com/zendesk/authorize?response and the outcome is:

```
{  "error": "AUTH-2 SUB-2 subdomain is empty"}
```

I have no idea where to start resolving this issue, so any help would be appreciated. There is nothing in JPD which I can configure or change.

Demo: <https://www.loom.com/share/f1698c91ab9247058f0651339b8ad3a2>


Answers:
author: Rohan Swami
body: Hi Jenya, we're investigating this issue. We'll get back to you as soon as we can.

comments: author: Rohan Swami
body: [@Jeny Stoeva](/t5/user/viewprofilepage/user-id/4996229) we have shipped a fix, could you check to see if it's working now?


author: Jeny Stoeva
body: Hi [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658) ,

Thank you for taking care of this issue so quickly! It is fixed now and I could authenticate successfully.

Cheers,

Jeny
What's the logic for "Vote" fields?
Asked by Sarah Green:

When setting up a voting field, how exactly does the "Votes per user" logic work? Are these votes spread across ALL ideas? Are they limited to views?


Answers:
author: Tanguy Crusson
body: [@Sarah Green](/t5/user/viewprofilepage/user-id/3861688) think of it as a way to seek input: "If you had $10, how would you allocate it among the following ideas?". We found this to be a pretty effective way to get input from leadership or stakeholders. Voting for 10 ideas isn't the same as saying it's $6 for one idea, and then $1 for four other ideas.

The way this works is you create a field, add it to a view where you filter down the list of ideas, share it with people, and then discuss the results.

If you want to seek input from different groups of people (e.g. sales, support which would vote for different things) or for the same group at different times (e.g. support in Q1, support in Q2) then you can create multiple Votes fields which you add to separate views. You can look at all the results in one view by adding multiple votes fields to a single view.

E.g.

* Support input - Q1
* Sales input - Q1
* Leadership input - Q1
* Total votes = formula adding these 3.

comments: author: Sarah Green
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) so is a user's votes view specific?

Let's say I have a vote field set up that has 5 votes per user. If there is an idea in one view and a user uses all 5 votes on that idea, would they have 5 votes to use on that same idea if it's in another view? Or once they use their 5 votes, they're done regardless of view?


author: Tanguy Crusson
body: It is not view specific, it a number of votes to spread across ideas.


author: Jack Verstappen
body: Any thoughts on long term vs short term voting. At the moment (AFAIK) the number of votes allowed to an individual have a life-time value. Imagine that a company has a quarterly cycle, where some (voted) ideas have been implemented or have become outdated... it is up to the individual to remove prior votes in order to express the (evolving) preference. Some periodic reset feature would be helpful in this.


author: Tanguy Crusson
body: Yep that's exactly why we recommend you create a new voting field for each new cycle [@Jack Verstappen](/t5/user/viewprofilepage/user-id/959193) ? That way you can keep the history of who voted for what and why, and you can also reset it when you start a new cycle.


author: Gabriel Buck
body: Do you mind telling me how you found the votes field or set it up? I do not see the available options. Is this a custom field?

comments: author: Tanguy Crusson
body: Fields \> create a field \> field type: Votes


author: Sarah Green
body: [@Gabriel Buck](/t5/user/viewprofilepage/user-id/868742) [Team Votes Field (atlassian.com)](https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Team-Votes-Field/qaq-p/2238251#M1081)
Dependencies and automation across fields
Asked by Paolo Pastorino:

I added a field named "Architectural review needed" (Y/N), and I would like to have the field "Architectural review done" automatically ticked (yes) if the corresponding architectural review is not needed.

Any idea about how to link the two and create those dependencies/automations?

Thanks


Answers:
author: Chris Timms
body: Hello [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985)

Would a single multi-select field with multiple options not serve your purpose better?

If you do want to keep the two fields separate, then you can automate this process very simply in Jira Automations, which are available in JPD project settings.

Your rule would look something like:

Trigger when issue field is updated

* Architectural review needed - changed to "no"

Edit Issue

* Architectural review done - "Yes"


author: habib rahman
body: I have a similar question ???? as well. Can we have the option for a user to pick an option for example, if someone picks yes, another field will open up they carry on if they pick no, they do not need to fill in some parts of the JSM forms.

Thanks in advance

comments: author: Haddon Fisher
body: This is (right now) not possible without an add-on like ProForma.

FYI, ProForma was purchased by Atlassian and pieces of it are making it's way into core (forms is a good example) so it may be coming soon(ish) down the road. It is unfortunately no longer available in the Cloud marketplace though.


author: Haddon Fisher
body: I need to amend my answer a tiny bit - the other way I can think of to do this is the ScriptRunner feature "Behaviors". The just released it on Cloud, and while as of now I believe this is restricted to a handful of system fields, the Server version of this is much more robust and I have to believe they will expand it on Cloud at some point.

Hopefully.

Maybe.

Possibly.

At some point before the heat-death of the universe.