youngmon/atlassian-qna huggingface dataset:
How can I automate the creation of Tasks under Epics so they are nested?
Asked by Kathryn Minczuk:

I can manually add tasks under epics and they display in the nested format, but when I automate the creation of tasks when an epic is created (as a parent of the tasks), they are not nested!

<br />

This is super frustrating, is making my projects very disorganized, and creating extra work. Please help.


Answers:
author: Stuart Capel - London
body: Hi [@Kathryn Minczuk](/t5/user/viewprofilepage/user-id/4528881)

You can set 'Epic Link' in your automation like this:

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/210060i00971B5DFFFD13F3/image-size/large?v=v2&px=999 "Capture.PNG")

I think this is what you mean - let me know, hopefully it helps.

comments: author: Kathryn Minczuk
body: Hi [@Stuart Capel - London](/t5/user/viewprofilepage/user-id/3684552)

Thank you for trying. This is what I'm trying to accomplish, but when I run this rule, the tasks are not nested beneath the parent Epic. However, if I manually add a task beneath the epic in the list view, it is nested.

Best,

-Kathryn


author: John Funk
body: [@Jane Yeoh](/t5/user/viewprofilepage/user-id/3613944)


author: Kathryn Minczuk
body: [@Jane Yeoh](/t5/user/viewprofilepage/user-id/3613944) is there someone from Atlassian who can reach out to me about this to help troubleshoot? Thanks


Tags: cloud
Work Management Task Allocation Bug
Asked by Ryan White:

We are experiencing a bug on our Jira Work Management board where it is allocating tasks incorrectly while moving them around the kanban board.

Scenario: We are in a meeting review the task list and Person A is screensharing the board and looking at Person B tasks.

The task in question is allocated to Person B, however, when Person A moves that task from In Progress to Review, it then gets auto re allocated to Person A when it should remain as Person B's task.

How do we fix this?

Thank you in advance.


Answers:
author: Eugenio Onofre
body: Hello [@Ryan White](/t5/user/viewprofilepage/user-id/4971767)  
Welcome to the Atlassian Community!

This configuration is part of the Workflow configuration.

In your workflow step configured on the Kanban Board, there is the configuration for "Post-Functions", which basically are tasks/updates performed when an issue transitions between status.

That configuration can be changed by removing the "Update assignee to current user" configuration from your workflow.

Regards,  
Eugenio

comments: author: Ryan White
body: Thanks Eugenio, this fixed it! Appreciate the help :)
Why can't I see Project Settings - Issue Layout
Asked by Giles Hawtin:

Hi - new to Jira and trying to add Custom Fields to my Project so I can see them in List and Issues - I've added the Custom Field but can't see how I make this visible in my Project Issues and List - Help says go to Project Settings - Issue Layout, but I don't seem to have this option?

Thanks


Answers:
author: Rilwan Ahmed
body: Hi [@Giles Hawtin](/t5/user/viewprofilepage/user-id/5003199) ,

Welcome to the community !!

Can you please confirm if you are using [team managed or company managed project](https://support.atlassian.com/jira-service-management-cloud/docs/how-can-i-tell-if-im-in-a-classic-and-next-gen-project/) ?

comments: author: Giles Hawtin
body: Team managed


author: Rilwan Ahmed
body: [@Giles Hawtin](/t5/user/viewprofilepage/user-id/5003199)

Go to project settings --\> Issue types --\> You can create field. Drag the required field types to the Description or Context fields sections and then enter the "Field Name"

Previously created fields can be found at the bottom section in the right sidebar.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/209985i607899E4C2704578/image-dimensions/345x182?v=v2 "image.png")


author: Giles Hawtin
body: The field doesn't appear as an option to drag across - I created the field via the main Settings - Issues - Custom Fields process - was this the wrong way to create it?

Thanks


author: Rilwan Ahmed
body: [@Giles Hawtin](/t5/user/viewprofilepage/user-id/5003199)

Yes, its wrong for Team managed projects.

Fields created under settings --\> Issues --\> Custom fields can be used for company managed projects.

Fields in team-managed projects are contained within the project itself. Currently, you can't share a field created in one team-managed project with another team-managed project, or with a company-managed project. Similarly, you can't use a custom field created in a company-managed project on your team-managed project issues.


author: Giles Hawtin
body: Thankyou Rilwan - another lesson learned.


author: Rilwan Ahmed
body: Always here to help fellow Atlassian users :)


author: Nikki DuBois
body: If company-managed, do you have Atlassian Org Admin rights?

comments: author: Giles Hawtin
body: Yes - I am in a Standard Trial period and I am the only user


Tags: cloud
Showing Due Dates in the Issue Tasks
Asked by Sara Palmitessa:

Hello,

I have a couple of questions about the task list inside the issue:

1. Is there a way to show due dates in the task list? I know you can click on the specific to-do task and see the due date, but I want to know if I can show it as one of the columns on the right along with the assignee, status, and priority?

2. I cannot click on the image of the person or initials of the assignee to quickly change who it is assigned to. The only way I have been able to change who it is assigned to is if I do bulk edit. Is that the only way?

I am very new to Jira so any specific details will help. ![Jira screenshot _ adding due dates.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/209559i1B7459DD3F2BE5A3/image-size/large?v=v2&px=999 "Jira screenshot _ adding due dates.PNG")Thank you in advance for any assistance you can provide.


Answers:
author: Sam Nadarajan
body: Hello [@Sara Palmitessa](/t5/user/viewprofilepage/user-id/4996508)

Unfortunately we're unable to change the fields and the order of fields that appear in issue lists within an issue. [Here's](https://jira.atlassian.com/browse/JSWCLOUD-16211) an issue raised with Atlassian that you can vote on though!

We're also unable to change the assignee quickly from this screen. You would have to do a bulk edit (as you mentioned) or go into each issue to change the assignee there.

Hope this helps

comments: author: Sara Palmitessa
body: Thank you!


author: Eugenio Onofre
body: [@Sara Palmitessa](/t5/user/viewprofilepage/user-id/4996508)

1. No. It is not possible to add the Due Dates to this screen. In order to do so, you have to use the **filters** or the **dashboards** . You can create a filter for Subtasks, for example, and show it in a **filter results** gadget.

2. You shoud be able to change the assignee by going into the task you want to change and changing it on the Assignee field. If you are not able to change it there, a configuration may be missing on your Issue View screen configuration.

Regards.

comments: author: Sara Palmitessa
body: Thank you for your quick response!


Tags: cloud
Can the automation be done to shift the dates of next task based on current task?
Asked by Kartavya Nahar:

For e.g.  
If there are 2 tasks A and B. Task B is dependent on Task A. If I shift the timelines of Task A, can the timelines of task B be shifted automatically?


Answers:
author: John Funk
body: Hi Kartavya - Welcome to the Atlassian Community!

Yes, this can be done with an automation rule. You would create a Field Value Changed trigger for the rule, then add a condition for whatever is linking the two issues so it knows which one to update.

Finally add a new action for Edit Issue and choose the same field that you chose in the trigger step.

Then paste this in the value. {{triggerissue.duedate}}

That assumes that the due date changed in the original issue. Change out the field name if that is different.

comments: author: Emma Hecht
body: Hi, [@John Funk](/t5/user/viewprofilepage/user-id/7148)! Would you be able to post a screenshot of how to do this?

I'm in Work Management. When I create an issue, I'm automating 3 subtasks (ie --- draft, review, revise) with due dates 5, 10, and 15 business days out ({{now.plusBusinessDays(5)}}, etc). I'm also auto-linking them by automating a link to the previously created task. If I push the due date of "review" to the next day, will the automation you're talking about here push the subsequent child issue "revise" by a day as well?

\*\* This is a test for a bigger project, just trying to lay the groundwork!


author: John Funk
body: Hey Emma,

I think I would create the automation rule first for the creating the subtasks based on what you have above and in my screenshot below.

Then I would do another rule based on the Draft issue's due date getting updated that it updates the other two.

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/213364i9B64C17FDD70D28A/image-size/large?v=v2&px=999 "Screenshot.png")


author: John Funk
body: The code for the Due Date of the Review would then be:

{{triggerissue.duedate.plusBusinessDays(5)}}


author: Emma Hecht
body: If I had a sequence like the below and changed the due date of the first subtask ("draft") by 1 day, how would that look? Would you be able to post a screenshot with the triggerissue.duedate code?

draft: due 5 business days from parent issue creation (with changed due date, 6 days)

revise: due 8 business days from parent issue creation (with changed date, 9 days)

review: due 17 business days from parent issue creation (with changed date, 18 days)

New to Jira, so this is very helpful! Thanks so much!


author: John Funk
body: Sorry, I thought I commented earlier, but it doesn't look like it got saved/posted.

I would create separate rules for each of those based on the the due date change as the trigger and then a condition identifying whether it is Draft, Revise, or Review.

But you will need to have these linked in some way to be able to tell which issue to update.


Tags: cloud
Access to fill in a form
Asked by Monica Panozzo:

Hi everyone!

In JWM, is there a permission / access type to set so that users can fill in forms, without being part of the reference project?

At the moment I have tried creating a role where the user can only create the ticket; however I saw that he cannot edit the project / ticket but he can see it.

Thank you


Answers:
author: John Funk
body: Hi Monica,

They should have at least Browse Project permission. You can probably use the Any Logged In User permission for Create Issue permission.

comments: author: Monica Panozzo
body: Hi [@John Funk](/t5/user/viewprofilepage/user-id/7148)

I am not able to find this field "User permission for Create Issue permission" in settings.

Can you guide me?


author: John Funk
body: Are you able to edit the Permission Scheme? Go to Project Settings \> Permissions


Tags: cloud

forms
How to search for an issue via a contained word according to 'Key' in the search bar
Asked by Idan Ziegel:

'\~' operator does not work


Answers:
author: Ste Wright
body: Hi [@Idan Ziegel](/t5/user/viewprofilepage/user-id/5000938)

It depends which search option you're using.

You can see what each option can do on this help page: <https://support.atlassian.com/jira-work-management/docs/search-for-issues-in-jira/>

If this is the search bar on a Board though, this is keyword/issue key based - so doesn't accept functions like "\~" - see [this page](https://support.atlassian.com/jira-work-management/docs/filter-and-search-on-your-board/) for more information

Ste
Automation error for issue type update
Asked by Abdullah Sa'D Muhammad Answar Vencapah:

i am having an issue with the automation since two day.  
Suddenly the automation has been getting error since two days.  
Previously the automation was working, the error is

***Error editing issues***  
***abdullahtest-129 The issue type selected is invalid. issuetype***


Answers:
author: Tom Latham
body: I've encountered an issue with 'Automation error for issue type update,' which seems to be related to the configuration or permissions in the automation rule. It might be caused by incorrect settings for the issue type or missing permissions that prevent the update. There could also be a workflow restriction preventing the automation from working. For a detailed solution, you can [click here](https://tigertracking.in/dp-world-container-tracking/). If you need any further clarification or assistance, feel free to reach out. I'm happy to help if you run into any more issues


author: Steven Zhang
body: Hi there,

Thanks for reaching out! So we can get a little more info about this problem, it's best if you raise this through the support portal at <https://getsupport.atlassian.com/> so the team can take a closer look.

Otherwise you can also take a screenshot of the rule you're working with, and what you're seeing in the Audit Log, and ask the community at <https://community.atlassian.com/t5/Jira-Automation/ct-p/automation>

For more ideas on how to use Automation, feel free to check out our template library here: <https://www.atlassian.com/software/jira/automation-template-library>

Cheers,  
Steven


author: Sebastian Krzewi?ski
body: Hi [@Abdullah Sa'D Muhammad Answar Vencapah](/t5/user/viewprofilepage/user-id/4941499)

Can you share rule configuration? Also please check if issuetype is available in abdullahtest project

Regards,

Seba

comments: author: Abdullah Sa'D Muhammad Answar Vencapah
body: Hi [@Sebastian Krzewi?ski](/t5/user/viewprofilepage/user-id/1561725) ,  

The issue type is available in the project.  
The automation was working since two week we are having the error .  
sometime it work and sometimes it does not work the issue has happened for two weeks.  
This is the configuration.  
![erorr forum.png](https://community.atlassian.com/t5/image/serverpage/image-id/209417i757CA1BACD4D1ECC/image-dimensions/281x349?v=v2 "erorr forum.png")

This is the error when it happen.  
![error automation issue type.png](https://community.atlassian.com/t5/image/serverpage/image-id/209418iFEA7C8B802EE6E41/image-size/large?v=v2&px=999 "error automation issue type.png")

Kind Regards,  
Abdullah


author: Sebastian Krzewi?ski
body: Can you expand entry with errors in logs by clicking show more and show what is there?


Tags: automation

cloud

error

forum

issue-type
Creating dynamic forms for Jira Work Management
Asked by Kit Friend:

We've been experimenting with different ways to create dynamic forms in JWM (and Jira Cloud more generally) to support governance processes - basically trying to fulfil:

**Scenario 1:**

Given that I select "Big and scary" from the drop-down field "How risky is your thing?"

When when I go to the next status in my workflow

Then I am presented with a long text field titled "Tell us why it's big and scary"   

**Scenario 2:**

Given that I select "Small and friendly" from the drop-down field "How risky is your thing?"

When when I go to the next status in my workflow

Then I am presented with a short text field titled "Tell us why it's not that and scary"

We've landed on *[Forms \& Checklists for Jira](https://marketplace.atlassian.com/apps/1227085/forms-checklists-for-jira?hosting=cloud&tab=overview)*as an OK solution for now but I'm not convinced it's the best approach - particularly as the data is stored in separate forms rather than populated into fields (and hence changes aren't shown in history etc in the same way)

Has anyone found particularly good solutions for this where custom fields are being shown/hidden based on the entries in other fields?


Answers:
author: Aleksandra Bosacka _Deviniti_
body: Hi [@Kit Friend](/t5/user/viewprofilepage/user-id/4628581)

It's Aleksandra from Deviniti ?

After reading your post, I think you may find one of our apps interesting. Recently, we published [Dynamic Forms for Jira Cloud](https://marketplace.atlassian.com/apps/1210820/dynamic-forms-for-jira?hosting=cloud&tab=overview&utm_medium=answer&utm_source=community) which allows you to display fields based on previous selections.

At this stage, the app only supports the following types of fields due to API limitations:

* Summary,
* Description,
* Priority,
* Labels,
* and Assignee.

However, we're still eager to expand the capabilities to support select lists and other custom fields as well. We encourage you to watch the app on the Marketplace in order not to miss any new features. Hopefully, you will find it beneficial in the future!

Cheers,  
Aleksandra


author: Karyna Tyrnavska _SaaSJet
body: Hi, [@Kit Friend](/t5/user/viewprofilepage/user-id/4628581) !

My team has developed Forms \& Checklists for Jira and I want to propose you another solution that meets your needs- [Business Process Manager](https://marketplace.atlassian.com/apps/1225573/business-process-manager?hosting=cloud&tab=overview&utm_source=Atlassian_Community&utm_medium=refferal&utm_campaign=Comment_Creating-dynamic-forms-for-Jira-Work-Management_20220805).

This add-on helps to manage business processes, it also consists forms and functionality of the destination field. So for each field you can choose a Jira field to fill in the form when it is submitted. Plug-in is free for a 30-days trial period. You\`re welcome to get assistance from our product expert and book a product [demo session](https://bit.ly/3vFA5Ua).

comments: author: Kit Friend
body: Thanks [@Karyna Tyrnavska _SaaSJet](/t5/user/viewprofilepage/user-id/4856887) that sounds perfect! We'll give it a go


Tags: cloud
When obtaining the Jira Ticket Report
Asked by Lee Doss:

When obtaining the Jira Ticket report only the current updated field appears (only the date of the last entry into the ticket. Need to specify the ticket had work performed on it as tickets can be placed under the current update field for reasons other than updating the work performed on the ticket.

No solution has been given only that Jira is a COTS product and this function may not be possible.

Could a plug-in be helpful?


Answers:
author: Jack Brickey
body: Hi Lee,

I am not following you here. Could you please restate the problem and question here? Maybe an example?


Tags: cloud
Resolution = completed items
Asked by Rodrigo Damasceno de Carvalho:

I'm using Jira Work Management in kanban format and I created an automation to validate a step and change the resolution for completed items and after a few days the items disappeared. I don't know what the completed items function does.![Captura de tela 2022-08-02 152325.png](https://community.atlassian.com/t5/image/serverpage/image-id/209115i0A1827D18B0267D4/image-size/large?v=v2&px=999 "Captura de tela 2022-08-02 152325.png")


Answers:
author: Petter Gon?alves
body: Hey Rodrigo,

Thank you for reaching out.

The resolution field defines when an issue is fully resolved, together with the status field. The configuration of this field affects default filters and reports, however, it does not remove issues from boards.

As you can check in our [official documentation](https://support.atlassian.com/jira-work-management/docs/workflows-and-statuses-for-the-board/), The board define as "done" all the issues mapped to the last (Rightmost) column of your board, and automatically hide them after 14 days:
> You'll only be able to view a done item in the **Done** column for 14 days of it being moved there. After 14 days, the board will omit the item. You'll still be able to see it in the list, timeline, and calendar view.

I believe that's the reason your issues disappeared from your board.

You can check the documentation below for more details about the resolution field:

[Best practices for using the "Resolution" field](https://confluence.atlassian.com/cloudkb/best-practices-on-using-the-resolution-field-968660796.html)

Let us know if you have any questions.
Need to Change Tasks to Unassigned when Created instead of it Automatically Assigning Me
Asked by Sara Palmitessa:

When I create an Epic and then it creates an issue, all of the tasks get assigned to me even though when I created it in the Automation, I put Unassigned for the Assignee.![Jira screenshot.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/209238iB8F6683B5D2FD87B/image-size/large?v=v2&px=999 "Jira screenshot.PNG")


Answers:
author: John Funk
body: Hi Sara,

It would be better to figure out how it is getting assigned to you in the first place and remove that.

There is either a post function in the Create transition for the workflow, or maybe the project is setup to assign tasks to you as the Project Lead or Component lead. I would check there first.

Also, check the history of the tasks that are getting created. It might be that the task is getting created with Unassigned, but then something else is running to then assign it to you. If that is happening, it will show up in the history.

comments: author: Sara Palmitessa
body: Hi John,

Thank you for your response. I received a lot of help when I created my workflow/tasks etc. Can you give me clear step-by-step directions on what to check?

:)


author: John Funk
body: First, let's check the history to see if it says who is updating it. Have you done that? Do you know where that is?


author: Sara Palmitessa
body: I am the only one doing the updating and creating the issues.


author: John Funk
body: Did you look at the history, and is there a separate entry that updates the assignee after the issue is created? Can you share a screenshot of the history?


author: Sara Palmitessa
body: ![JIra_history screenshot.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/209586iC793F2BFDB79786B/image-size/large?v=v2&px=999 "JIra_history screenshot.PNG")


author: John Funk
body: Thanks - that's very helpful. That tells us that there is not another automation that is doing it.

So, let's look at the project settings.

Go to Project Settings on the bottom left while on the project. The click on the Details page. Is there a Default Assignee?


author: Sara Palmitessa
body: There was a default assignee - it say Project Lead. I changed it to Unassigned. Will that fix it?


author: John Funk
body: Yes, that will hopefully fix it. Give it a try and see. Then you should also take out the action that is setting the issue to Unassigned in your automation - it would just be adding overhead to the rule.


Tags: cloud
Automatic movement of dependent tasks on timeline
Asked by Anne:

Is there an option to make dependent (blocked) tasks move on the timeline, if i move a task that blocks it?

For example: A blocks B. A is moved on the timeline by two weeks. So B should move on the timeline by two weeks, too.


Answers:
author: John Funk
body: Hi Anne-Sophie - Welcome to the Atlassian Community!

No, I don't think the dependent linked task will also move because it is not assumed that the timing is the same, just that they are dependent. But you might could do this with automation - changing the Start Date (or Due Date) of one issue if the linked issue Due Date changes.

comments: author: Raimund Antonitsch
body: Hello [@John Funk](/t5/user/viewprofilepage/user-id/7148)

Thanks for this idea. How to implement this kind of automation. Sorry, but I'm new to JIRA automation. Thanks in advance


author: John Funk
body: Hi Raimund - Welcome to the Atlassian Community!

It's better to open a new question, then more people can help with it.


author: TomT
body: Hi Raimund,

I am looking to the same as you. Have you found out how to make this automation?


Tags: cloud