youngmon/atlassian-qna huggingface dataset:
Automation on issue view
Asked by Pragash:

I'm trying to set up an automation in Jira that automatically assigns a task to the person who opens (views) it and simultaneously transitions the task to "In Progress." However, I've encountered an issue where the Jira automation isn't triggering when someone opens (views) the task.

Is there a way to achieve this functionality, or could you suggest an alternative approach?  

I tried the same approch in script runner too still I have the same problem that when issue viewed it not able to trigger the issue


Answers:
author: Mikael Sandberg
body: Viewing an issue is not an event in Jira, and that is why you cannot trigger on it. Automation can only trigger on events like transition, field changes etc.

comments: author: Pragash
body: Thanks Mikael for the reply I confimred the same with support team too.


author: Trudy Claspill
body: Hello [@Pragash](/t5/user/viewprofilepage/user-id/5474346)

I'm chiming in to agree with [@Mikael Sandberg](/t5/user/viewprofilepage/user-id/853579)

What do you consider "viewing" an issue? If a user clicks on an issue card in a board a view of the issue will be shown to them. If a user clicks on a child issue under an Epic or a sub-task under a story, then that user will have "viewed" the issue. If a user clicks on a linked issue that also opens a view of an issue. Any time a user clicks on a link for an issue anywhere in Jira they are going to be viewing the issue.

**Anybody** could view an issue. Do you really want to automatically assign the issues to anybody who views it? Do you really want to assume work is "in progress" on that issue just because a person viewed it?

I suggest that we back up a step and ask "what problem are you trying to solve"? You've told us about something you want to implement, but why do you want to implement that? Is this a business process or a user training issue that needs to be solved in a different way?


author: Aron Gombas _Midori_
body: [@Pragash](/t5/user/viewprofilepage/user-id/5474346) You can use the [manual trigger](https://support.atlassian.com/cloud-automation/docs/jira-automation-triggers/#Manual-trigger-from-issue) in the rule, and it will add an explicit button to the Issue View which the user should click to start the automation rule.

I think requiring an *explicit* action (an intuitively named button like "I will pick this up") is better than relying on a non-explicit action (even if that was possible).


Tags: cloud

jira-work-management-cloud

scriptrunner
Greenhouses built
Asked by Andriy Kolesnikov:

Hello everyone!

My company build greenhouses and I'm going to figure out how to do that with Jira.

The greenhouse consist of various parts, and certain materials need to be prepared for the manufacture of these parts. How do I build a project in Jira to control the manufacture of each greenhouse, part and material?Thank you for any help


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

Jira doesn't really handle inventory natively. You could get a Premium subscription with Jira Service Management and implement Assets for that functionality.

However, if you are just needing help with tracking what is being build, you could create a workflow that shows the various steps in the process. Order received, Materials acquired, Base frame constructed, Windows installed, etc.

And you can create custom fields that show the values of the materials needed. Again, that would be better down with Assets, but you could maybe create a custom field for the material - Windows and a number field for Count (Windows needed).
data analytics project
Asked by Nishu Gupta:

I am a beginner to Jira. I want to understand which Model approach will work best for handling Data Analytics project.

The work involves few resources generally 3 to 4. Continuous deliverables, regular reviews with clients. Dependency in entire flow of project from first step to another.

Can anyone help with the same.


Answers:
author: Bibek Behera
body: [@Nishu Gupta](/t5/user/viewprofilepage/user-id/5563972) ,

Welcome to the community. I would suggest the below:

1. Signup for a jira cloud insatcne trial.  
   <https://www.atlassian.com/software/jira>
2. Go through the learning path   
   <https://university.atlassian.com/student/path/815443-jira-fundamentals>

Use a Jira software project and leverage the out-of-the-box project templates. As you get used to the functionalities, you will start improvising based on the requirements. If not we are here to help :)

Please accept the answer if this is useful for you.

-Bibek


Tags: cloud
I want to use data from JIRA dashboards to create reports
Asked by Mark Nesbit:

We have clients that do not have access to our project on Jira (something I am trying to address). I want to use some of the dashboard data and reports to export and use in a PP presentation in the mean time.

I know I can take screen grabs etc but would rather find a way I can export data to use elsewhere?

Can anyone help me please?


Answers:
author: Anandhi Arumugam
body: Hi [@Mark Nesbit](/t5/user/viewprofilepage/user-id/5562917)

There is no native way to export a Dashboard to any file format. You can use the following:

1. If you need the issue details, please create a filter and export the filter to a CSV or xlsx format with desired columns
2. For Dashboards, you need to use apps like [Better PDF Exporter](https://marketplace.atlassian.com/apps/5167/better-pdf-exporter-for-jira?hosting=cloud&tab=overview)

Hope this helps!


Tags: cloud

jira-work-management-cloud
React code into custom plugin's GUI
Asked by Atlassian Admin:

Hi,

is it possible to use React code into the custom plugin's GUI?

If possible, what is the best way to do this?

Thanks


Answers:
author: Aron Gombas _Midori_
body: Actually, [Forge with UI Kit](https://developer.atlassian.com/platform/forge/ui-kit/#react-runtime) natively supports React!

If you have React experience and you want to build apps for the Atlassian Cloud, then I think it would be the best option for you.


author: Florian Bonniec
body: Hi [@Atlassian Admin](/t5/user/viewprofilepage/user-id/3702590)

You can do it using custom UI. You will be able to build your UI then built your app using Forge.

[Custom UI (atlassian.com)](https://developer.atlassian.com/platform/forge/custom-ui/)

There is couple interesting video on their youtube channel such as <https://www.youtube.com/watch?v=A0acnXv4TfA> but also the developer community forum.

[The Atlassian Developer Community](https://community.developer.atlassian.com/)

Regards


Tags: cloud

jira-work-management-cloud
Dashboard formatting issues
Asked by Mark Nesbit:

I am fairly new to Jira and trying to build a dashboard and a pie chart where the team can see (from the work in the current sprint) what is assigned to them. For some reason the search filter I have built and saved (working) and added to the config, it always refers to the issues on the whole project which is not much help at all?


Answers:
author: Jack Brickey
body: Hi [@Mark Nesbit](/t5/user/viewprofilepage/user-id/5562917) , welcome to the community.

Please provide your filter so that I can inspect it. Also, a screen capture of the gadget where you use. The filter in the configuration view would be helpful. Basically, if you don't wanna see the entire project, then your filter needs to be defined such that that is not the case.

comments: author: Jack Brickey
body: It is likely that you simply need to add " ... and sprint in opensprints()" to your filter if your goal is to only see the issues in the active sprint.


author: Mark Nesbit
body: Thanks Jack, I managed to get it to work. it was a case of refreshing the tab so that the filter came through.


Tags: cloud

jira-work-management-cloud
Billing how to change monthly to anual payments
Asked by Babu Siddalinga:

HI Team,

We need to change billing method from Monthly to Annual, kindly help us to change Payment method.

Regards

Babu


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

Go to Settings \> Billing then click Billing in the top nav menu

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/340480i8981EEB1D5A87A4D/image-dimensions/277x216?v=v2 "Screenshot.png")


Tags: cloud

not-applicable

subscriptions-and-billing
conditional display of field
Asked by sreenivasulu gundagula:

**If "3rd Party Vendor Hosted" equals "Yes"** Then **Vendor Contact** Info should be visible  

<br />

<br />

**If "3rd Party Vendor Hosted" equals "NO or NA"**

Then **Vendor Contact** Info should not be visible  

<br />

![example.png](https://community.atlassian.com/t5/image/serverpage/image-id/340432i85BB9B8293488D61/image-size/large?v=v2&px=999 "example.png")


Answers:
author: John Funk
body: Hi [@sreenivasulu gundagula](/t5/user/viewprofilepage/user-id/5562680) - Welcome to the Atlassian Community!

You will not be able to do that with the normal out of the box forms in Business projects. You will need to have Advanced Forms turned on to be able to create a form with conditional logic.

Go to Project Settings on the project.

If you do not have an option on the left menu for Advanced Forms, then it is probably not turned on for your instance and you will need to request that from Atlassian Support.

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

comments: author: sreenivasulu gundagula
body: [@John Funk](/t5/user/viewprofilepage/user-id/7148) - thanks for the info .


author: John Funk
body: You are welcome.


Tags: cloud
Automation: Child tickets inherit Epic's assignee
Asked by Elif Alverson:

Hello,

I am working on an automation, which will make all the task, subtasks to be inherit epic's assignee.

We use issue template app to create multiple tasks and subtasks associated with an epic. When the user picks a specific value on one of the custom fields during the issue creation, we would like the default assignee to be changed.

Any suggestions, samples? Thank you.


Answers:
author: Klaudia Sch?n_Deviniti_
body: Hi [@Elif Alverson](/t5/user/viewprofilepage/user-id/4707500)

I believe the answer depends on the app for templating. Do you use **[Issue Templates for Jira](https://marketplace.atlassian.com/apps/1211044/issue-templates-for-jira?hosting=cloud&tab=overview)** provided by Deviniti? If so I believe I'd be able to advise :)

Kind regards,  
Klaudia

comments: author: Elif Alverson
body: Hello [@Klaudia Sch?n_Deviniti_](/t5/user/viewprofilepage/user-id/1229950) ,

Yes, we do use **[Issue Templates for Jira](https://marketplace.atlassian.com/apps/1211044/issue-templates-for-jira?hosting=cloud&tab=overview)** provided by Deviniti.

Thank you.


author: Klaudia Sch?n_Deviniti_
body: Hi [@Elif Alverson](/t5/user/viewprofilepage/user-id/4707500)

thank you for confirmation ;) Please be asurred we will get back to you after we analyze it.

Klaudia


Tags: assign

assignee

automation

cloud

epic

jira-work-management-cloud

sub

task
Dependencies: 'earliest end is start of' does this do anything?
Asked by Joe Chapman:

I have an Epic with 5 Tasks. Each task must be completed in sequence. Task 1 has a dependency link 'earliest end is start of' to Task 2, and so on from 2 to 3, 3 to 4 and 4 to 5.

However, when looking at the timeline or the start dates of the successive tasks, nothing updates when a task is completed. E.g., if I set the status of Task 1 to done, nothing happens with Task 2: the start date doesn't change, nothing changes in the Timeline other than Task 1 turning green.

Do these types of dependencies actually do anything, or is managing all of the dates manual? Is additional automation required to actually shift things around automatically?


Answers:
author: John Funk
body: Hi Joe,

Can you provide some screenshots? That would help give us context. But in general, the completion of a task will not cause something to automatically happen without some additional automation rules. The system is not going to assume you want something in particular to happen just because you complete a task.


Tags: cloud

jira-work-management-cloud
Removing Subtasks Based on a Custom field selected in the Epic
Asked by Elif Alverson:

Hello,

We have configured an epic wihich created multiple tasks and subtasks by using the Issue template App.

I am asked to remove multiple subtasks belong to one specific task when tone of the custom field selected as a specific value during the issue creation.

Is that possible? If so, does anyone has a sample automations that I can work with.

Thank you.


Answers:
author: Bill Sheboy
body: Hi [@Elif Alverson](/t5/user/viewprofilepage/user-id/4707500)

For support for that marketplace app, please contact the vendor through their marketplace information:

[https://marketplace.atlassian.com/apps/1211044/issue-templates-for-jira?hosting=cloud\&tab=support](https://marketplace.atlassian.com/apps/1211044/issue-templates-for-jira?hosting=cloud&tab=support)

Kind regards,  
Bill

comments: author: Elif Alverson
body: Hello [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313) ,

I already created a support ticket with them. I just want to make sure this cannot be resolved with a simple Jira Automation. Thank you.


author: Bill Sheboy
body: That may be the case, and I would still start with the vendor's suggestions.

The reason I suggest that is some marketplace apps do not store their data in ways accessible to automation rules. The vendor will know what is possible.


author: Elif Alverson
body: I appreciated your input. Thanks again.


author: Elif Alverson
body: [@Klaudia Sch?n_Deviniti_](/t5/user/viewprofilepage/user-id/1229950) , this one is related to the Issue Templates for Jira Cloud provided by Deviniti. Please advise. Thank you.

comments: author: Klaudia Sch?n_Deviniti_
body: Hi Elif,

I can see you have already raise a support ticket - we will update you shortly ;)

Klaudia


Tags: automation

child

cloud

epic

issue-create

jira-work-management-cloud

remove

sub-task

task
Workload Management in JIRA vs. JIRA Work Management
Asked by Nick Chhabra:

Hello,

We are a small team in a Finance org (non-engineering). We are a shared services team and we work on multiple initiatives across the company. This makes it bit challenging for us to know who is doing what on the team; who is overloaded; who is underutilized.

We need a Workload Management System (NOT a time management system). In other words, we want to **manage indivdual/ team capacity** but not micro-manage time. Some of our tasks are operational in nature; some tasks take less time vs some that can stay open for several months. We don't follow any Sprint methodolgy for that reason.

Could someone confirm and recommend if there is an Atlassian product that can meet this requirement. Could it be JIRA Planner? Could it be JIRA Work Management? Other product?

Thanks.

Nick.


Answers:
author: Mikael Sandberg
body: Hi [@Nick Chhabra](/t5/user/viewprofilepage/user-id/521992),

Welcome to Atlassian Community!

In you case I would recommend either Jira (which is the new name for Jira Software and Jira Work Management) or Trello. Jira has Work Management project templates that would work for you and I am pretty sure you can find a template in Trello that can do this as well.

comments: author: Nick Chhabra
body: Hi [@Mikael Sandberg](/t5/user/viewprofilepage/user-id/853579) - thanks for the prompt response. At a high level, I can see these tools - Jira, Jira Work Management, Trello - work. Where can I find the granular details on HOW. I am familiar with Jira and I used it in my prior role. Internally, I was told that Jira may not be a good option if we don't add Hours or Story Points to each story. But, then how would we use Jira to manage team capacity, not just the tasks assigned to each asignee.

Any pointers you can provide would be appreciated.


author: Mikael Sandberg
body: However told you that you need to add hours or story points is wrong. Yes, story points or hours can be used to determine how much effort it take to do that particular issue, but it is not a requirement.

Here is a [blog post](https://idalko.com/jira-non-software-projects/) from one of Atlassian's partners that goes over the how.

Work management have a board that allows you to group issues based on the assignee for example, and you can use that to manage the workload. If you use a software project and the Kanban board you can use the backlog and set limits on the columns and manage the workload that way. With the limits you can control how many issues the team is working on, and once an issue is done then you can move a new issue in from the backlog.


author: Nick Chhabra
body: Thanks Mickael for additional context. I appreciate it.


Tags: cloud

jira
The new Calendar View in Jira
Asked by Ray Gibson:

We run month-long sprints, select work for each month, and have the team will pick up what they want and work on it.

I'd like the work to show up on the sprint calendar view. Is there a way for the tickets to be added to the calendar when the developer starts the work? I know I can add them by setting the due date, but that's of little value as the due date for all tickets will be the end of the month.


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. I would like to know if you have already enabled the view settings as given in the link : <https://support.atlassian.com/jira-software-cloud/docs/manage-sprints-in-your-calendar/> ?

comments: author: Ray Gibson
body: Hello! Thanks for the help. Yes, the view settings are configured for my team and I can see the calendar.


author: Mohanraj Thangamuthu
body: Calendar view uses due date primarily. I understand that you want to show the active sprint issues on calender view. For now you can use the "Active sprint" tab.


author: Ray Gibson
body: Thank you... I guess it would be a good feature request then!

Is there an easy way to add the active sprint to the calendar? Or have it be useful in other ways? i love the idea of a calendar... just trying to make it work for my team!


author: Mohanraj Thangamuthu
body: Hello, Once the sprint is started it will show the bar on calender view. Attaching screenshot for reference.

![Screenshot 2024-08-06 at 10.56.22?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/340160iD8CD7251F0E3B517/image-size/large?v=v2&px=999 "Screenshot 2024-08-06 at 10.56.22?AM.png")


Tags: cloud

jira-work-management-cloud
Tagging Teams to a capability
Asked by Shaurya Jain:

Hi,

We have a setup where a single capability can be delivered by multiple ARTs. At the pre-PI Planning event we would like to identify the specific Teams in each of the ARTs that will help deliver the capability. Is there a way in Jira Align to make this mapping ?


Answers:
author: Steve Sauser
body: [@Shaurya Jain](/t5/user/viewprofilepage/user-id/2575944) Thank you for submitting your question.

You would not be able to directly link a Team to a Capability, however if one to many features define the Capability then each team who needs to do work on the Features can write one Story (even if it is a placeholder) and then you can see the teams engaged on those Features from the Program Room.   

If you have purchased Enterprise Insights you could also create a view using the data in EI that could present this data.
Can we delete dependency issue types in Jira Align ?
Asked by Nicolae Victor Rusu:

Is there a way to delete dependency issue types in Jira Align ? I can only see the option of "reject", "duplicate" and uncommit depending what status the Jira Align Dependency issue type has


Answers:
author: Jamie Giantonio
body: [@Nicolae Victor Rusu](/t5/user/viewprofilepage/user-id/5397058) Yes, you can delete Dependencies. The ability to do this is behind a [system role based toggle](https://help.jiraalign.com/hc/en-us/articles/115006174368-Jira-Align-system-roles). You will need to work with your admin team and ask them to enable this. It can be found: Admin =\> Roles =\> Select the Role =\> Program, Manage you will see:

![dep.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/319541i3A1C18C6A2D419B2/image-size/large?v=v2&px=999 "dep.jpg")

Once enabled, you will see Delete under the "More actions" menu


author: Tom O'Connor
body: No, there is no Delete option in the dependency flow.

"Delete" is found under more actions and is controlled by role.

![Screenshot 2024-04-19 at 6.51.23?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/319540iEE640B82F3248ACD/image-size/large?v=v2&px=999 "Screenshot 2024-04-19 at 6.51.23?AM.png")![Screenshot 2024-04-19 at 6.52.32?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/319539i5553BC963B468E2E/image-size/large?v=v2&px=999 "Screenshot 2024-04-19 at 6.52.32?AM.png")


Tags: cloud

dependency
Impediments on the ART/Train Board
Asked by Mark van Doorn:

Hoi,

Would it be possible to show Impediments on the ART/Train board?

When on story level it would be nice to have an explicit view on the feature that the impediment is on (like a flag or alike) it does get red, but there are too many other reason why a feature can get a red bar.

On team level it would be nice to get an additional block with a specific logo (like a dependency has)

Is there something like this?

Thanks in advance for anyone who answers :)


Answers:
author: Edvaldo Lima
body: Hello [@Mark van Doorn](/t5/user/viewprofilepage/user-id/4502248)  

The ability to visualize impediments from the ART/Train is currently not available in Jira Align however, if you feel it's a must-have, you can raise a suggestion request for JA using the steps below.

1. Go to [https://support.atlassian.com/contact/](https://support.atlassian.com/contact/?postauth=true#/)
2. Select What can we help you with? = Product Suggestions
3. Click on the "Go to Product Suggestions" button
4. Click Create and fill out the form with your enhancement request.

If you prefer, you can raise a JA support ticket, and we'll open the suggestion request on your behalf!

Best!


author: Allan Maxwell
body: Two potential ways to (sorta) accomplish this:

1. Treat Impediments as Dependencies on the role of RTE, SM (or whatever role/name you like)
   1. create an "External Entity" from the Dependencies Grid
   2. the ART or Teams create Dependencies against the External Entity
   3. The External Entity will appear as their own row on the bottom of the Program Board
   4. Hovering over the dependency will highlight the blocked work
   5. Has the advantage of also being able to track how much capacity is expended by the External Entity in support of Impediments
2. Create an ART PI Objective to accomplish something similar to the above
   1. One option is to create one for every Impediment
   2. I prefer to create a single PI Objective called something like "Resolve all Impediments in 3 working days" and then active set that as a track goal for the PI. Try to get better each PI.


Tags: impediment