youngmon/atlassian-qna huggingface dataset:
Re-installing Jira Plugins, will data associated plugin be retained?
Asked by Ricky Lam:

Hey there, due to some billings, I may need to uninstall and reinstall some plugins. I am worried that doing this will lose data/configuration tied to those installation and impact the development teams.   

Does anyone know if data/configuration will be retained for uninstall/reinstall of plugins? I am looking specifically at

- Xray

- Release Management

- Structure

- Tempo


Answers:
author: Francisco Fonseca _Xray_
body: Hi [@Ricky Lam](/t5/user/viewprofilepage/user-id/2914952) ,

Welcome to the Community.

For Xray, data stays stored for 60 days. Hope to have helped.

Best, Francisco.


author: Ravina
body: Hi [@Ricky Lam](/t5/user/viewprofilepage/user-id/2914952) This depends on the plugins. As some plugins have clean up tasks to remove the plugins data associated with it, but now a days most of the plugins does not delete the plugin data after uninstalling the plugins and data will be available once the plugin is re-installed.

If you have a Standbox instance you can try uninstalling the plugin and verify if the data is available or not.

comments: author: Yuri Kudin
body: Hi, [@Ricky Lam;](#) I am a part of the Release Management team, so I can confirm that the data will be retained.

Thanks,

Yuri


Tags: cloud

jira-cloud
cursor mis-behaving
Asked by nat:

hello all

does anyone ever have issue with the cursor selecting in the opposite direction when in a Jira description field?

user has demonstrated this to me a number of times ............ instead of being able to begin a 'left - to - right' selection, the cursor simply highlights the entire block to the left of the initial focus

user claims that it has occurred in various browsers ....

anyone have any input here?


Answers:
author: Dan Breyen
body: [@nat](/t5/user/viewprofilepage/user-id/2247285) have you seen this behavior on your own? I'm just curious if I'm missing something, because it's hard to diagnose from a text description.

I'm in the cloud, and I can't recreate it, but I took a quick look at [Atlassian's Jira site](https://jira.atlassian.com/secure/Dashboard.jspa) and couldn't find anything regarding that issue, but I may have missed it. I'm not sure what version of Data Center you are on, it's possible something has been corrected or changed in a later version if you're not current.

If you think it's abnormal behavior and you're the SysAdmin for your site, I would recommend opening a ticket with [Atlassian Support](https://support.atlassian.com/contact/?support_type=customer&inquiry_category=#/) and get their feedback as it sounds like strange behavior.

Hope that helps.

comments: author: nat
body: thanks for giving a hand

yes - i've seen the unusual behavior myself

although i am imagine it is something unique on user's setup

he claims he has seen it on other users as well and on other browsers though that i have yet to verify myself


author: nat
body: it's not re-creatable at will and so is it's difficult to open support ticket


Tags: data-center

jira-data-center
Filter by Epic Assignee AND Show All Associated Tasks
Asked by Sheri Maxim:

Hello - I'm looking for a way to filter Epics and their associated tasks on the board. Here is my situation.

With the filter, I would like to see only Mary's Epics and the associated tasks. I do NOT want to see Chris' Epic nor the associated tasks.

Epic Epic Assignee Task Task Assignee Show Epic? Show Task?

A Mary 1 Joe Yes Yes

2 Bill Yes Yes

*** ** * ** ***

B Mary 1 Joe Yes Yes

2 Bill Yes Yes

3 Kate Yes Yes

*** ** * ** ***

C Chris 1 Joe No No

2 Bill No No


Answers:
author: Danut M _StonikByte_
body: Hi [@Sheri Maxim](/t5/user/viewprofilepage/user-id/5549601),

If your board is from a company-managed project, you could add a **quick filter** to the board that returns only the issues assigned to Mary. If it is a team-managed project board, same thing can be added as a **custom filter** under the board configuration.

The filter's JQL should be like this:

*assignee = Mary*

Then, when viewing the board, active the filter and you will see only the tasks assigned to Mary.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/337201i3B7AC952B90A2EB9/image-size/large?v=v2&px=999 "image.png")

Hope this helps.

Danut.

comments: author: Sheri Maxim
body: Thanks for your response. You suggestion only shows the Epics assigned to Mary and not the associated Tasks tied to that Epic. Any suggestions?


Tags: cloud

jira-cloud
Is it possible to reject duplicate values among different custom fields?
Asked by Jim Fung:

Our issues are configured with multiple custom fields, each of which is a multi-version picker. The constraint that needs to be enforced is that there cannot be duplicate versions among the different fields.

For example, if a user attempts to enter version "V" into multiple fields, that should not be allowed and immediately fail.

Another similar case is if a user attempts to enter version "W" into a field, but it already exists in another field, for that also to fail.

Bonus points if this can be done in a customizable way, e.g., apply the constraint to specifically named fields only.

Thanks in advance


Answers:
author: Mohamed Benziane
body: Hi,

Welcome to the community

I think you can make it work with Behaviour [Behaviours (adaptavist.com)](https://docs.adaptavist.com/sr4js/latest/features/behaviours)


Tags: data-center

jira-data-center
Is there a way to create a direct link to a filtered collection on workspace view?
Asked by Stephanie Koenig:

Hi - I have some boards tagged to a specific collection so they can be filtered to be viewed together on our Workspace page. Is there a "formula" for the web address to create a direct link to that filtered view?

Thanks.


Answers:
author: Chris W
body: I'm not sure if you've resolved this, but I've found a straightforward method for sharing filter settings. After setting the desired filters, I simply copy the generated web address and share it. For instance, when you set filters, it appends parameters like "?filter=due:day,overdue:true" to the URL.

You could experiment with these parameters to understand their structure. Personally, I find it easier to set the filters as needed, then copy and paste the resulting URL to whoever I want to send it too.

I hope this information is helpful if you're still seeking a solution.
Why won't my BOX links load in Trello anymore in Trello app and Trello web?
Asked by Kenny Purtell:

BOX links no longer load in Windows app or in Windows web app. Just says "loading", but never loads. It will work in my Android Trello app. Thanks in advance!![Box Loading.PNG](/t5/image/serverpage/image-id/301535iA4AAA6C97C680BC5/image-size/large?v=v2&px=999 "Box Loading.PNG")


Answers:
author: Adriana Pedroza Machado
body: hi kenny, im a dev at trello.

it seems that your box attachment section is not loading, which is a common problem we see when we're having trouble linking your box token to trello.

to fix this, i'd recommend removing your personal settings for box via the board header (power-ups button -\> box settings -\> remove personal settings). from there, you can trigger a token refresh by adding a box link as an attachment to a card. by clicking on the "see more when you connect to box" prompt you can refresh your box token in trello.

![Screenshot 2024-01-22 at 10.08.59?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/301787i3EB8FF0AD7926694/image-size/large?v=v2&px=999 "Screenshot 2024-01-22 at 10.08.59?AM.png")

(fwiw we are working on making this issue clear by displaying the 'connect to box' prompt when the attachment section errors out in this way, so keep an eye out for that patch shortly)

comments: author: Kenny Purtell
body: Thanks for your help Adriana. I was able to remove personal settings as described in your response. I added a BOX link but do not see the "see more when you connect to box" prompt anywhere. Still just getting the message that it is connecting.


author: Alina Kurishko
body: Hi Kenny,

Thanks for raising this question!

Hmm, I can't reproduce this issue on my device. I also don't see any widespread ongoing issues with the Power-Up.

I'd suggest checking out your browser and the Trello app first. We have these articles that list troubleshooting steps I suggest following:

* [Troubleshooting browser issues with Trello](https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello/)
* [Troubleshooting for the desktop app](https://support.atlassian.com/trello/docs/troubleshooting-for-the-desktop-app-windows-and-macos/?)

Hope it helps!

Alina \| The Trello Team
altera??es no quadro e etiquetas
Asked by rosilene de oliveira martins:

Ol?!! Uma d?vida...quando fa?o altera??es nos quadro e nas etiquetas, como os membros sabem as mudan?as que foram feitas?


Answers:
author: milynnus
body: [@rosilene de oliveira martins](/t5/user/viewprofilepage/user-id/5410026)

Read this <https://support.atlassian.com/trello/docs/receiving-trello-notifications/>
Can I deploy an automatic CRM in Trello?
Asked by pedro leo:

Can I create a CRM integrated with Google ads, meta ads and Google Forms on Trello?


Answers:
author: milynnus
body: [@pedro leo](/t5/user/viewprofilepage/user-id/5409957)

You will need to handle the intake via software like Zapier, Make or diy your api services. Some software do have direct integration to Trello via some app hosted from their own marketplace.   


author: Maria
body: Hi [@pedro leo](/t5/user/viewprofilepage/user-id/5409957)   

It's Mary from [Planyway power-up](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)

Yes, you can create a CRM system in Trello and integrate it with Google Ads, Meta Ads (formerly Facebook Ads), and Google Forms, though it requires some setup and potentially third-party integrations.

1. [**Trello as a CRM**](https://planyway.com/blog/trello-crm?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions): Trello is a flexible tool that can be adapted for CRM purposes. You can create boards for different stages of your sales funnel, use cards for each lead or customer, and track progress through various stages. Custom fields, labels, and lists can be utilized to store and organize customer information and sales data.

2. **Integration with Google Ads and Meta Ads**:

   * Trello doesn't natively integrate with Google Ads or Meta Ads. However, you can use third-party integration tools like Zapier, Integromat, or Automate.io. These tools can help you automate workflows, such as creating a new Trello card when a new lead comes from Google Ads or Meta Ads.
   * For example, if someone clicks on your ad and completes an action (like filling out a form), this can trigger an automation to create a new card in your Trello CRM with the lead's details.
3. **Integration with Google Forms**:

   * Trello can be integrated with Google Forms using similar third-party automation tools. When a form is submitted, the information can be sent directly to your Trello board, creating a new card with the form details.
   * This is particularly useful for capturing leads or customer feedback, which can then be organized and managed within Trello.
4. **Setting Up the Integration**:

   * Choose a third-party integration tool that supports Trello, Google Ads, Meta Ads, and Google Forms.
   * Set up the specific triggers and actions you want. For instance, "When a new Google Form response is submitted, create a new card in Trello."
   * Customize the integration to suit your CRM workflow, like assigning labels, setting due dates, or adding checklists automatically based on the type of lead or response.
Basic usage
Asked by David Collister:

Hi,

I think trello is great, fairly easy to use once you are in, but navigating the setup of workspaces team members etc seems a task.

For example : all I want to do is delete some boards, I watched 3 different YT videos and all say the same "go to show menu" top right, I dont have that option.

I clicked every single option on the board page and nowhere can I delete a board, more annoying is the time to establish support, with respect to community chats like this is they become a rabbit hole and guess what, an hour of my life just passed by and i still don't have a soloution.

Anyone offer any suggestions please? much appreciated.


Answers:
author: milynnus
body: [@David Collister](/t5/user/viewprofilepage/user-id/5409896)

To close a board click on the 3 ... on the top right corner. You have the option then to delete it permanently
Problem in einer Karte, Datum auf einen Samstag setzen funktioniert nicht.
Asked by Sandra Kawlowski:

Wenn ich in einer Karte das Datum auf einen Samstag setzten m?chte, konkret Samstag um 08:30 Uhr, springt das Datum nach einigen Sekunden wieder auf den Tag davor 01:00 Uhr zur?ck. Wir haben zwei Boards in einem funktioniert es in dem anderen nicht. Was komisch ist, in den backup Boards funktioniert es. Es betrifft das Fristdatum. Hat hier jemand eine Idee wo das Problem liegen k?nnte?


Answers:
author: Alina Kurishko
body: Hi Sandra,

Welcome to the Atlassian Community! I hope it's okay if I respond in English ?

Do you happen to have any automation rules running on your board?

This issue usually happens if your device's time zone differs from the one for your Atlassian account. Thus, when Automation runs its rules, it messes up a bit with time.

I suggest checking this article for more information about it: <https://support.atlassian.com/trello/docs/butler-time-zone/>

Hope this helps resolve the problem!

Alina \| The Trello Team
Karte schlie?t automatisch bei Ber?hrung
Asked by Kerstin Haller:

Da ich trello ?ber die App auf dem Tablet verwende, m?chte ich gerne in den Karten die M?glichkeit haben, dass ich mit dem Tablet Stift schreiben kann. Die Funktion ist auch verf?gbar aber sobald ich die Hand auf das Tablet lege, wird die Karte automatisch geschlossen. Das ist etwas nervig, weil ich die Hand dann immer anheben muss. Das entspricht nicht einem nat?rlichen Schreibverhalten.

Deshalb h?tte ich gerne gewusst, ob man das "automatische schlie?en bei Ber?hrung" irgendwo deaktivieren kann.

Vielen Dank


Answers:
author: Alina Kurishko
body: Hi Kerstin,

Welcome to the Atlassian Community! Hope you don't mind me answering in English ?

I don't use a tablet pen, but I still don't seem to be able to reproduce this behavior. When I open a card and tap the card description field to start typing, the editor mode doesn't get closed no matter what I touch on the screen around the card itself.

However, the behavior isn't the same for card comments. Is the comment section something you're having trouble with?

There's currently no option to lock the "writing mode" in the Trello app, but I'd be glad to pass your feedback to our team for consideration.

Alina \| The Trello Team
Trello app on PC - cannot return to boards after changing Email and Privacy Preferences
Asked by Amelia Kennedy:

I have downloaded the Trello app for Windows and have gone into the screen to change my Email and Privacy preferences but cannot figure out how to get back to view my Workspace(s) and Board(s)!


Answers:
author: Alina Kurishko
body: Hi Amelia,

Welcome to the Atlassian Community! ?

No worries, we can resolve this problem together! Have you tried quitting the app completely? When you reopen the app, you should see the header of the app with links to your Workspaces, recent and starred boards.

If this doesn't help, we have a few other troubleshooting steps in this article: <https://support.atlassian.com/trello/docs/troubleshooting-for-the-desktop-app-windows-and-macos/>

Hope this helps!

Alina \| The Trello Team
create Automation
Asked by Ramiz Makouei:

hi,

i am creating a rule. i have the rule as, when the custom field set to something in the list, then send an email.

my problem is, the the rule works when we set the custom field in the card that is already in the list, but if a card already have the custom field set and then move to the list does not work.

can you please advise


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Ramiz Makouei](/t5/user/viewprofilepage/user-id/5409268) ! Welcome to the community :) Do you want the email to trigger when the custom field is set in that list or when a card with the custom field set is moved to this specific list? Or both? If you want to trigger when the card is moved to the list, your trigger should be *"when a card with the custom field set is moved to the list..."*. So perhaps you need a secondary rule for this?
How can i change the password
Asked by Christian Huth:

I had an older employee use a general email address when they were employed with our company. We have hired a new employee and are using the same email address as the terminated employee. When i attempt inviting the new employee to Trello, Trello says we need the password of the old employee. Is there a way for the administration to change the password or reset the password of the terminated employee?


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

Trello uses Atlassian Accounts to let people in, and there are two ways to manage these. Either the account is personal, or it is managed. I mainly use two - the personal one I use here, and my employer manages my other one (when I leave, they are required to delete it)

In a managed account, the organisation that owns it can force me to reset my password. In a personal account, the owner can use "forgot password" to reset it.

In both cases, you will need to be able to read the emails that get sent to the owner of the account to confirm that they need to reset.

If you don't have access to that email address, you can't do this.

By the way, you should never use general or shared emails for access to anything, nor should you reuse email accounts for humans. It's insecure and destroys your ability to audit things.
Tenho o trello premium. Posso incluir um membro em um quadro para editar, gratuitamente?
Asked by Jaqueline Cavalari:

Boa tarde. Possuo assinatura de um plano premium, por?m um colaborador da empresa, possui apenas o plano free.

Se eu adicionar esse colaborador como membro, para editar apenas um quadro, serei cobrado de usu?rio adicional?

Ele editaria normalmente, por?m, somente um quadro.


Answers:
author: Vishaal S
body: Hi Jacqueline,

Vishaal here with the Trello Team---thanks for reaching out

It sounds like you want to add a certain person as a Collaborator which is a guest on your board. Please note that a guest is not a specific option you can select, but rather the terminology we use. A guest is simply a person who is a member of a board in your Trello Workspace (Who can be added as an observer or a member) but is not a member of the Workspace itself. That lack of Workspace membership means they aren't able to see all Workspace-visible boards and they have no paid features available. Instead, they are considered a free user who only has very specific access to the board they are a member of.

As long as they are a guest on only one board, there is no additional cost to your Premium subscription. However, if you add them to an additional board, they become known as a multi-board guest and cost the same as a Workspace member: <https://support.atlassian.com/trello/docs/multi-board-guests/>

So in this case, all you would need to do is add them to the board as you would with any other person:<https://support.atlassian.com/trello/docs/adding-people-to-a-board/>

Do let me know if you've more questions. I'd be happy to help.

*** ** * ** ***

Ol? Jaqueline,

Vishaal aqui com a equipe do Trello -- obrigado por entrar em contato

Parece que voc? deseja adicionar uma determinada pessoa como colaborador que ? convidado em seu quadro. Observe que convidado n?o ? uma op??o espec?fica que voc? pode selecionar, mas sim a terminologia que usamos. Um convidado ? simplesmente uma pessoa que ? membro de um conselho em seu espa?o de trabalho do Trello (que pode ser adicionado como observador ou membro), mas n?o ? membro do espa?o de trabalho em si. A falta de associa??o ao Workspace significa que eles n?o conseguem ver todos os quadros vis?veis no Workspace e n?o t?m recursos pagos dispon?veis. Em vez disso, eles s?o considerados usu?rios gratuitos que s? t?m acesso muito espec?fico ao conselho do qual s?o membros.

Desde que sejam convidados em apenas um tabuleiro, n?o h? custo adicional para sua assinatura Premium. No entanto, se voc? adicion?-los a um quadro adicional, eles se tornar?o conhecidos como convidados de v?rios quadros e custar?o o mesmo que um membro do Workspace: <https://support.atlassian.com/trello/docs/multi-board-guests/>

Portanto, neste caso, tudo o que voc? precisa fazer ? adicion?-los ao quadro como faria com qualquer outra pessoa: <https://support.atlassian.com/trello/docs/adding-people-to-a-board/>

Deixe-me saber se voc? tiver mais perguntas. Ficarei feliz em ajudar.
Como movo um quadro para outra area de trabalha sem perder dados?
Asked by Marcelo Fiuza:

N?o estou conseguindo mudar meu quadro para outr area


Answers:
author: Sal
body: Oi [@Marcelo Fiuza](/t5/user/viewprofilepage/user-id/5409012)! Voc? pode seguir os passos no noss artigo do suporte neste link <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/> para poder mover os teus quadros para uma ?rea de trabalho diferente. S? tenha em mente de que voc? *precisa ser um administrador* do quadro em quest?o, e *um membro* da ?rea de trabalho da qual voc? quer mover o seu quadro. Do contr?rio, voc? n?o vai conseguir mov?-lo. Espero ter ajudado!

comments: author: Roch?lle Alves
body: Muito obrigada pela resposta, me ajudou muito.
where do i find my account status?
Asked by Michael Maier:

I am sure I signed up for a premium membership, but I keep getting "8 days remening on your free trail....)

I can not find a page where it shows my account status


Answers:
author: Dreamsuite Mike
body: Are you using the Trello app? If so, it doesn't include the billing options. You would have to use Trello on the web.

This is a great tool to show you how to find it...  
<https://www.iorad.com/player/2117600/Trello---How-to-view-billing-history-#_>
Moving a list from one board to another - can i keep the cardmembers on the cards?
Asked by Lutz Wilde:

Hello everybody, i would like to move a list from one board to another. It works, but the cardmembers vanish in this process. This causes a lot of worries and communication (trello send notfication to all members who have been taken from the card and later another notification when i add them to the again).

Is there ar way to "stuck" people on the card even in case of moving the list?

Greeting to all of you from Berlin!

Lutz


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Lutz Wilde](/t5/user/viewprofilepage/user-id/5079258) ! Just make sure all the users are members of the destination board and it should work ?


Tags: member

move

tasklist
Estorno
Asked by lucas leal:

Preciso da ajuda de algu?m pra fazer o estono do valor de 278$ que foi cobrado do meu cart?o de cr?dito... eu achei que o valor fosse 25$ por m?s mas n?o tenho condi??es de pagar 278


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

You will need to contact Atlassian billing under <https://support.atlassian.com/contact> (make sure you select "billing"), or Atlassian Trello support, using the last option on <https://trello.com/contact> (the higher options take you to documentation or to us here in the Community)

Bem-vindo ? comunidade Atlassian!

Voc? precisar? entrar em contato com o faturamento da Atlassian em <https://support.atlassian.com/contact> (certifique-se de selecionar "faturamento") ou com o suporte do Atlassian Trello, usando a ?ltima op??o em <https://trello.com/contact> (o op??es mais altas levam voc? ? documenta??o ou a n?s aqui na Comunidade)