youngmon/atlassian-qna huggingface dataset:
How to automate adding unique values from free text in Issue Description
Asked by Bridget Maizey:

Hi,

I'm creating issues that include a unique $ amount in the Description field. I'd like for the $ amount to be automatically added to a Custom '$ Amount' field.

Is it possible to set up an Automation in Jira Work Management that will add the unique $ amount from the Description field to the Custom '$ Amount' field?  

I'm hoping I can set up an automation rule so that any digits after the '$' sign in the Description field will be automatically added to the free text Custom '$ Amount' field.

Thank you for any suggestions!


Answers:
author: Trudy Claspill
body: Hello [@Bridget Maizey](/t5/user/viewprofilepage/user-id/5230848)

Welcome to the Atlassian community.

Yes, you can do that with Automation!

Where in the Description does this information appear? Is it always at the beginning, always at the end, or might it be somewhere in the middle?

Could there be more than one entry preceded by "$" in the Description?

This document describes a variety of functions you can use with string/text fields to extract pieces of the text:

<https://support.atlassian.com/cloud-automation/docs/jira-smart-values-text-fields/>

The exact function you need depends on the answer to my questions above.

comments: author: Bridget Maizey
body: Hi Trudy

Thank you for your response! To answer your questions, the information appears somewhere in the middle of the Description field, and yes, sometimes there are more than one entries preceded by '$'  

Thanks for sending the link to the Jira smart values page - is there any particular function you would recommend from this page?


author: Trudy Claspill
body: If the Description may contain more than one entry preceded by $ how will you know which one is the one you want?

Is the amount you want always the same number of digits, and does it include cents? Is there always/sometimes/never going to be a space between the $ and the first digit? Will there be a consistent character at the end of the data; i.e. a space, a period, or some other character?

The [match()](https://support.atlassian.com/cloud-automation/docs/jira-smart-values-text-fields/#match--) function might work for you, if the value you want has some unique pattern to it that will not be replicated by any other $ amount in the Description.


Tags: cloud
IQL: How to query the object attributes of one of many of same type child object of parent object
Asked by Don Ramsey:

I am very familiar with using Insight IQL inR() and outR() to query a linked object's attributes but...   

What if I have a parent object type "House" where there are child attributes called "Owner", "Residents", "Caretaker" where each of these attributes are of the same object type "Human". Now... what if I want to query specifically the "Birthday" attribute of the "Owner" Humans. As in "Give me a list of all the houses where the owner is born before 1980". So if I try "objectType = House AND and object having outR(objectType = "Human" and "Birthday" \< 1980)" it queries Owners, Residents and Caretakers. How can I just query the Owners from a linked query?


Answers:
author: Don Ramsey
body: never mind, I discovered refType field can be used for that
Rendre un champ obligatoire dans un ticket
Asked by Anthony Bandrabur:

Bonjour,

Je souhaite rendre des champs obligatoire avant la fermeture d'un ticket mais je ne trouve pas comment faire .. Pourriez vous me guider ?

Merci

Anthony![Capture d??cran 2023-05-29 144904.png](https://community.atlassian.com/t5/image/serverpage/image-id/260040i0DBDE7D9F89463AD/image-size/large?v=v2&px=999 "Capture d??cran 2023-05-29 144904.png")


Answers:
author: Trudy Claspill
body: Bonjour [@Anthony Bandrabur](/t5/user/viewprofilepage/user-id/5230583) ,

Bienvenue dans la communaut? Atlassian.

Travaillez-vous avec un projet g?r? par ?quipe ou un projet g?r? par l'entreprise ? Ces informations s'afficheront en bas du panneau de gauche.

Pour rendre un champ obligatoire uniquement lorsque vous souhaitez fermer un ticket, il faudra modifier le workflow. Les ?tapes exactes pour ce faire et les autorisations requises varient selon que vous utilisez un projet g?r? par l'?quipe ou un projet g?r? par l'entreprise.

Pour un projet g?r? par l'entreprise, seul un administrateur Jira peut modifier le workflow. Pour r?pondre ? vos besoins, la transition du flux de travail vers le statut ferm? n?cessiterait l'ajout d'un validateur.

<https://support.atlassian.com/jira-cloud-administration/docs/use-workflow-validators-for-company-managed-projects/>

Pour un projet g?r? en ?quipe, les administrateurs de projet peuvent modifier le flux de travail. Pour r?pondre ? vos exigences, la transition du flux de travail vers le statut ferm? n?cessiterait l'ajout d'une r?gle.

<https://support.atlassian.com/jira-software-cloud/docs/add-or-remove-workflow-rules-in-team-managed-projects/>

--

Hello,

Welcome to the Atlassian community.

Are you working with a Team Managed project or a Company Managed project? That information will show at the bottom of the panel on the left.

To make a field required only when you want to close a ticket will require modifying the workflow. The exact steps for doing that and the permissions required depend on whether you are using a Team Managed project or a Company Managed project.

For a Company Managed project only a Jira Administrator can modify the workflow. To achieve your requirement the workflow transition to the closed status would need a Validator added.

<https://support.atlassian.com/jira-cloud-administration/docs/use-workflow-validators-for-company-managed-projects/>

For a Team Managed project the Project Administrators can modify the workflow. To achieve your requirement the workflow transition to the closed status would need a Rule added.

<https://support.atlassian.com/jira-software-cloud/docs/add-or-remove-workflow-rules-in-team-managed-projects/>

> Make a field required in a ticket
>
> Good morning,
>
> I want to make some fields mandatory before closing a ticket but I can't find how to do it.. Could you guide me?
>
> THANKS
>
> Anthony
Does jira work management require a 3rd party app to integrate with Jira software?
Asked by Lydia Mzondo:

we have created a Jira work management projectfor our business team can we integrate/ sync this project with Jira Software for our Development team ?


Answers:
author: Charly [DEISER]
body: Hi [@Lydia Mzondo](/t5/user/viewprofilepage/user-id/5216657)

Welcome to the community! If JWM and JSW are in the same instance (either cloud or DC) you don't need 3rd party apps.

Regards.

comments: author: Lydia Mzondo
body: Thanks the 2 are on the same instance. What is the setting or feature to synchronize epics between JWM and the JS projects?


author: Dhiren Notani_Exalate_
body: Hi [@Lydia Mzondo](/t5/user/viewprofilepage/user-id/5216657)

Thank you for posting your question here!

I am Dhiren from the Exalate Team.

I would recommend you to use an integration solution like Exalate in this case.

[Exalate](https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-more?hosting=cloud&tab=overview), provides a fully bi-directional synchronization between Jira(Cloud,Server,Data Center) and Jira(Cloud,Server,Data Center) among other ITSM systems that is fully customizable. It is easy to set up and the entire customization can be configured using a no-code interface.

You can even integrate between Jira Software, Jira Service Management, Work Management to achieve your integration requirements.

Exalate also provides a groovy based scripting engine for ultimate level of flexibility and customization.

To setup Exalate, it needs to be installed on the Jira instances that you are looking to connect, if Jira SW and JWM is in the same instance then it is also possible to create a local sync. You don't need to have any certification as such to setup this integration, basic scripting knowledge shall be enough and on top of that Exalate has an awesome documentation which contains a lot of code snippets to help you with scripting and configuration.

Hope this helps!

Thanks, Dhiren
Postfunctions from the Server aren't working for the cloud
Asked by erica_dahl:

When we first set up Jira a few years back, we used Jira Workflow Toolbox so we could automatically generate subtasks when issues were transitioned.

Now, we're trying to migrate to the cloud.

on our test migration, the postfunctions didn't make it to the cloud.

I've tried adding the postfunctions in the cloud version, but they're still not working.

any suggestions?


Answers:
author: Alex Koxaras _Relational_
body: Hi [@erica_dahl](/t5/user/viewprofilepage/user-id/3941905)

To my knowledge, JWT has an automated path from server to cloud, if you use JCMA. Some of the post functions, validators and conditions should automatically transform to cloud compatible. In this link <https://apps.decadis.net/display/JWTCLOUD/Migrate+JWT+DC+to+JWT+Cloud> you will be able to find differences. But from what I see the create issue post function is available on cloud as well (<https://apps.decadis.net/pages/viewpage.action?pageId=64161063>)

comments: author: Vicente Dom?nguez _Decadis AG_
body: Hello [@erica_dahl](/t5/user/viewprofilepage/user-id/3941905)

I am part of the support team of Decadis and, as [@Alex Koxaras _Relational_](/t5/user/viewprofilepage/user-id/4150197) mentions, JWT for Server/Data Center includes an [automated migration path](https://apps.decadis.net/display/JWTCLOUD/Automated+migration+path) that could help you with the migration.

If you need any assistance with your migration, please, feel free to create a ticket via our [Support Service Desk](https://decadis-apps.atlassian.net/servicedesk/customer/portals).

Best regards,

Vicente


Tags: cloud

jira-work-management-cloud

workflow-toolbox
How create an issue with information from other issue
Asked by Carlos Ramirez:

Hi team

I want to create an issue using information of the fields that the user type on on the screen when the user closed the issue.

I know I can automate the process, but I do not know how can I take the info of the fields.

Thank you


Answers:
author: Steve Long -Evelon-
body: Hi [@Carlos Ramirez](/t5/user/viewprofilepage/user-id/3864232)

I think you'll probably want to use Jira Automation for this. (there's a specific action for copying fields from the trigger ticket)

You'll need to essentially set-up the following rules:

* Go to project settings
* Go to automation
* Create new rule
* Trigger: Ticket transitioned to 'Closed'
* New action: Create Issue
  * Choose the field which you want to copy the value to
  * Click "..." and choose Copy From
  * Choose from the "Field to copy value from" the field from which you want to copy the value from.

Hope that helps - Steve.

comments: author: Carlos Ramirez
body: Thank you Steve.

Excellent answer


author: Carlos Ramirez
body: [@Steve Long -Evelon-](/t5/user/viewprofilepage/user-id/5218864)

Excellent answer.


Tags: cloud

jira-work-management-cloud
How to turn off notifications email about action relevant to issue from jira work ?
Asked by uuht:

I have an issue in a project (jira work management) that is cloned when having a ticket in Jira service. Details about the issue are under.![detalis.png](/t5/image/serverpage/image-id/259749i1D8DEC053E0C1A3A/image-size/large?v=v2&px=999 "detalis.png")

I receive this mail like this. I don't know how to turn off this notification mail. Thanks


Answers:
author: Mohamed Benziane
body: Ji,

Welcome to the community

You can take a look at the notification scheme in the QLCL project


Tags: cloud
In Jira Work Management how do you archive...we have a plan with this feature.
Asked by Vanessa Scherstrom:

We have plans for Jira Software and Service Management that allow archiving, but the boards we use to manage internal office management in Jira Work Management do not have that option in the projects page. Can we archive those?


Answers:
author: John Funk
body: Hi Vanessa,

If you have a Premium subscription, yes you should be able to Archive JWM projects.

Are you getting an error? Or is there just not an option to Archive? Are you going to Settings \> Projects and then clicking on the 3 dots menu to the right of the project?

comments: author: Vanessa Scherstrom
body: There does not seem to be an option to archive in JWM just in software. Here are some pictures. The JWM only give project settings options while Jira software has "Move to trash" and "Archive" as options. ![Screenshot 2023-06-02 104930_No archive.png](https://community.atlassian.com/t5/image/serverpage/image-id/261033iCF4C1F16FFAC3C0F/image-size/large?v=v2&px=999 "Screenshot 2023-06-02 104930_No archive.png")![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/261035i2128CAE153D4CDA1/image-size/large?v=v2&px=999 "image.png")


author: John Funk
body: Hmm, that's weird because I see all of the options for all projects - including Team-managed and Company-managed for both JWM and Software projects.


author: Vanessa Scherstrom
body: Nope...these are two pics. I shouldn't of had them on top of each other. One is showing all the option and one showing just project settings. See below:

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/261315i39603C6A4B22ED57/image-size/large?v=v2&px=999 "image.png")


author: Vanessa Scherstrom
body: Thanks btw :)


author: John Funk
body: I would go ahead and open a support ticket with Atlassian to see what they say. Please post the resolution back here so future readers will be able to see it.

<https://support.atlassian.com/contact/#/>


Tags: cloud
Jira Work Management issue reassignments
Asked by Eva Tsalkitzi:

Dear Community Help!!!

I need to make JIRA do the following for me:

Each issue I register as a reporter, I initially assign to a person.

When this person performs his/her work, they re-assign the issue to a different person (already defined in the team), to test/decide/review/withdraw/accept**. A new child record (task??) is created for the new person, to record the work done**.

When that person completes what needs to be done, he/she re-assigns the issue to another person to review/accept etc. Again a new child record (task?) is created for the new person

This may happen as many times is needed until acceptance/withdrawal/closing.

At all times everyone can see all comments entered by all people collaborating in the issue.

At at all times it is visible by everyone what work has been done on the issue and how many reassignments have occured up to now.

How can these manual re-assignments work in JIRA?

Thanks !


Answers:
author: John Funk
body: HI [@Eva Tsalkitzi](/t5/user/viewprofilepage/user-id/5200763)

My first question is why are you creating a new task every time it is assigned to a new person? That's a lot of extra work and issues that flood the system. Why can't the issue simply be reassigned to the next person and they continue working on the same issue as it moves through your workflow?

comments: author: Eva Tsalkitzi
body: Hi John,

Thank you for the response. That is exactly what I need to do. Have the person who currently works on an issue, directly assign it to another person.

Can this be easily done?


author: John Funk
body: Sure that is very easy - they should be able to just change it to the other person (assuming they know who that is). They will need to have the Assign Issues permission in the Permission Scheme if they don't have that already.


author: Fazila Ashraf
body: Hi [@Eva Tsalkitzi](/t5/user/viewprofilepage/user-id/5200763)

Have you looked at using subtasks for this use case?

You can setup an automation that creates a new subtask when there is status change on the issue or on assignment of the issue.

The comments could be viewed in the subtasks directly or make an automation to copy the comments from the subtasks to the parent..

comments: author: Eva Tsalkitzi
body: Thank you Fazila for your response!

I look for the easiest way around this.

Can an assignee directly assign the issue to some else (choose from a list) when they change the status of the isue?


Tags: cloud
Does Jira Service Management have the functionality to link forms together?
Asked by Graham Donen:

I would like to set up a form whereby clients click one out of three options. After they click that option, it takes them to a second layer of questions which they fill out. Is this possible?


Answers:
author: Graham Donen
body: So what I have sort of found is that you can use radio buttons and conditionally sections to make forms appear if the user selects the appropriate button.

However, I am still trying to figure out how things get triaged appropriately. I.e I have 3 options at the begging of my form. I want it so that if they select option, it takes them down path A, if they select option B then path B, etc.

Does anyone know how to create a form like that?


author: Abdelhalim Bajbouj
body: I am looking for the same fonction too
upgrade Jira Work Managment from Free to Standard
Asked by sergeyt:

Hi all! I use Free plan in Jira Work Management and I want to enjoy a greater toolkit via upgrading to Standard plan. How can I do it the best way so that I retain my existing projects etc?


Answers:
author: Jack Brickey
body: Hi [@sergeyt](/t5/user/viewprofilepage/user-id/5225780) , please try the following...

1. click on the **Cog** in the upper right
2. Select **Billing** which takes you to the Products page
3. Select **Manage** for Jira
4. Select **Change plan** for the desired product

You will not loose anything you have done.


Tags: cloud

jira-work-management-cloud
How to delete a comment in a jira ticket
Asked by Lavanya BG:

How to delete a comment in a jira ticket


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Lavanya BG](/t5/user/viewprofilepage/user-id/5227902) and welcome to the community,

In addition to what John said, which is valid for the company managed projects, if you are in a team managed project then you have to make sure that you have the member role, or an equivalent which grants the permissions of deleting their own comments, or all.


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

Check the Permission Scheme associated with the project and modify the Delete Own Comments and/or Delete All Comments.

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/259445iE8301611B8F8A48F/image-size/large?v=v2&px=999 "Screenshot.png")
create a board in Jira where the columns are not based on status
Asked by Stu:

Is it possible to create a board in Jira where the columns are not based on status but rather based on some other category / field? e.g. Columns by component, label etc.


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

No, all columns on a board must be mapped to a status or the column will not show on the board. Also, there would be no way to move an issue into the column even if it showed up, so the column would be useless.


author: Trudy Claspill
body: Hello [@Stu](/t5/user/viewprofilepage/user-id/5227458)

Welcome to the Atlassian community.

No, that is not possible. Boards are used to visualize and manipulate issues through their statuses.


Tags: cloud

jira-work-management-cloud
Error - Can't load status
Asked by Lara Solera Wizner:

We are trying to update the tasks status but we can't change from one status to another. Screenshot below with our problem - it says "status can't be loaded. Try again". We are trying again, refreshing the page, logging in and out... but it's not working. What's the problem? Thanks!

![MicrosoftTeams-image.png](https://community.atlassian.com/t5/image/serverpage/image-id/259301i183403E0F3FB8A45/image-size/large?v=v2&px=999 "MicrosoftTeams-image.png")


Answers:
author: Lara Solera Wizner
body: Hi [@Valerie Knapp](/t5/user/viewprofilepage/user-id/4929946) [@John Funk](/t5/user/viewprofilepage/user-id/7148) , thanks for your quick reply.

It seems to happen in different browsers but only for this project. As far as we know is team-managed.

Thanks!

comments: author: Valerie Knapp
body: Hi [@Lara Solera Wizner](/t5/user/viewprofilepage/user-id/5227353) , thanks for your reply. If it is a team-managed project, please get the person who created it to make sure you have the most permission possible, as team-managed projects have a different structure for how they work.

For example, if the project has 'Limited' access, you could see the issues but not have the ability create or edit. This might be why you can't move through the workflow. So, in this case, you can either ask to be added to the project, if it is set as Private, or request that the access is changed to Open.

I hope this helps but if not, as always, please write here and either I or someone else will try to help.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/259440i7CECBDAB7EB6034F/image-size/large?v=v2&px=999 "image.png")


author: John Funk
body: HI Lara - Welcome to the Atlassian Community!

What type of project is this - Team-managed or Company-managed? Does it happen with other issues on this project? Or just this one issue?

comments: author: John Funk
body: Maybe try editing the Workflow to see if that helps somehow.


author: Valerie Knapp
body: Also, this is a good page to bookmark, just in case there is a wider problem in Atlassian -

[Atlassian Status](https://status.atlassian.com/)


author: Valerie Knapp
body: Hi [@Lara Solera Wizner](/t5/user/viewprofilepage/user-id/5227353) , welcome to the community and thanks for your question.

Have you also tried in another broswer? Sometimes this can also help.

Otherwise, can you check if there might be a permissions issue? Is this a team-managed or company-managed project?

If you're still stuck, please reply and either I or someone else will try to help.

Cheers