youngmon/atlassian-qna huggingface dataset:
How do I view workflow
Asked by Hui Zhang:

I am a member, not administrator. Where do I view workflows?

I thought at one time I saw this option within the window of an epic but can't find it now.


Answers:
author: Marco Brundel
body: Hi [@Hui Zhang](/t5/user/viewprofilepage/user-id/4553176) , If you click on the Status in an issue. Do you then get the choice 'View Workflow'?  

regards, Marco![Screenshot 2023-03-24 at 16.23.07.png](https://community.atlassian.com/t5/image/serverpage/image-id/247613i337FB09769995D1F/image-size/large?v=v2&px=999 "Screenshot 2023-03-24 at 16.23.07.png")

comments: author: Hui Zhang
body: Yes, now I remember! Thanks for the speedy reply!


author: Mikael Sandberg
body: If your Jira admin has configured the permission View read-only workflow in the permission scheme in the project then you just have to click on the status and you can view it from there.

![Screenshot 2023-03-24 at 8.25.08 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/247619iFC82452FF8D0A396/image-size/large?v=v2&px=999 "Screenshot 2023-03-24 at 8.25.08 AM.png")

comments: author: Santiago Estel
body: I have a group of my users with ++Browse Project++ and ++View Read-Only Workflow++ permissions, then, they can see the tickets in read-only mode, but they cannot see the Workflow.

The message "*You don't have permission to transition this issue and view the associated workflow*" is displayed.

Is there any another permission or configuration that I should set to allow my users to see the ticket's workflow but not to transition the ticket?


author: Mikael Sandberg
body: [@Santiago Estel](/t5/user/viewprofilepage/user-id/941072) In order for a user to be able to view the read-only version of the workflow they have to have transition issue permission, there is no other way of giving them access to the workflow.


author: Santiago Estel
body: That's sound a little weird, I have a customer that needs to see the ticket's workflow but not have permission to transition the ticket.

In a sense, the View Read-Only Workflow permission is useless.

Any ideas of why Atlassian set this configuration?


author: Mikael Sandberg
body: I am just guessing but since transitions and workflow are related, that is why those two permissions are related.


Tags: cloud

jira-work-management-cloud
How to trigger issue transition from issue transition in project board?
Asked by Sabrina Agnes:

I have 2 boards: The service management board and the project board. I already created automation if the issue from service management is approved, then an issue will be created in the project board. Now, I want to create automation if the issue transitioned in the project board, I want the related ticket.


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

Have you linked the issues?

comments: author: Sabrina Agnes
body: If I linked the issue, is it possible?


author: John Funk
body: Yes, it is. You would create an automation rule based on an Issue Transitioned trigger. Add any Conditions to make sure you narrow down which issues this should affect.

Then add a Branch for Linked Issues.

Choose the Link types if there is a specific one you have used for linking the two issues.

Add a new action for Transition issue.

Choose the Status you want the linked issue to Transition to.


author: Sabrina Agnes
body: Okay, I will try this approach. Thank you for the advice, John!


author: sekhar reddy
body: Hi [@Sabrina Agnes](/t5/user/viewprofilepage/user-id/5178399)

If you are using JMWE plugin then it is possible to transition the other project ticket or you can transition the linked Issues using the existing ticket by using "**Transition issue(s) (JMWE app) Function for this transition**." post-function.

Thanks,  
Sekhar.
Automation-create new subtask and send email with new subtask url
Asked by Cristina Pierce:

I have an automation rule set up to create a subtask when a certain field is changed to a specific value and then send an email to the new subtask assignee. Right now it's working as expected, but I want to include a URL in the email of the new subtask that has been created. Right now I have only found a way to put URL of parent issue using {{issue.url}}  

<br />

Note---we have created an issue called "sub-task"

I have tried {issue.subtask.url}}, {{subtask.url}}, {{sub-task.url}} with no luck.


Answers:
author: Mark Segall
body: Hi [@Cristina Pierce](/t5/user/viewprofilepage/user-id/5178169) and welcome to the community!

To confirm my understanding, you're creating a sub-task and in the same rule want to provide that sub-task URL? In this case, you would use

```
{{createdIssue.url}}
```

comments: author: Cristina Pierce
body: Yes!!! That's exactly what I was looking for. Thanks so much!!


Tags: cloud
I am not able to give access to a project
Asked by Tatiana Daaboul:

I usually give access to my colleagues on the specific project they are related in. it's been days, I am trying to give someone access and it;s giving her "looks like you don't have access to jira. contact your admin to get access. but I already have her. what should I do?


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

How did you give your colleague access? Your colleague should have received an email to complete the signup process. If that has not happened, it might be that the email address for your colleague was blacklisted by Atlassian for some reason.

You would need to open a support ticket with Atlassian to investigate if the welcome email has not been received by your colleague.

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

If your colleague received the email and signed up, completing the process, then that's another issue.

comments: author: Tatiana Daaboul
body: Hi John, thanks for your reply. My colleague received the email and entered the link. but when she did so, an icon opened where it has written"we couldn't find a site. looks like you don't have access to Jira. contact your admin to get access."

But I am the admin, and I already gave her access.

let me know.

Thank you


author: John Funk
body: I would still contact Atlassian Support.


author: Tatiana Daaboul
body: Thank you


Tags: access
Export from existing to new
Asked by Madonna, Jana:

I have to move my existing cards from one JWM board to a new one, but I can't find any information on how to make that happen. I \*thought\* I once saw an Export option, but I surely cannot find it now (if it ever existed! LOL!).

A little help?


Answers:
author: Trudy Claspill
body: Hello [@Madonna, Jana](/t5/user/viewprofilepage/user-id/5175841)

Welcome to the Atlassian community!

Are the JWM projects on the same Jira instance? If so, and if you have sufficient permissions, then you can use the Move Issue feature. You can move issues one at a time from one project to another or, if you have sufficient permissions, you can use the Bulk Change option from the Issue Search screen to move multiple issues at one time.

comments: author: Madonna, Jana
body: Thank you Trudy!

I have two projects: one is a Team-managed Business project; the other a team-managed software project. I DID locate an option to "Move" however not in bulk - which was saddening. Additionally, the new project isn't onboarding all of the necessary fields because I cannot customize the cards to the necessary extent, so I'm losing information aligned with each task and the links are breaking like mad.

It might actually be easier to just recreate each Task and sub-Task at this point. Thank you again for getting me this far!
In automotion. How I can set a delay of 2 days to create a task afther start an trigger is started.
Asked by timofei0536:

I am trying to create a rule in jira automation. I need to implement the following:

1. The trigger started;  
2. Then 2 days pass;  
3. A task is created;


Answers:
author: Trudy Claspill
body: Hello [@timofei0536](/t5/user/viewprofilepage/user-id/5161927)

Can you please explain your complete use case?

What is the event that starts your use case?

Why do you need to wait 2 days and then automatically create an issue?

What is the problem you are trying to solve with this automation?


author: Jack Brickey
body: Hi [@timofei0536](/t5/user/viewprofilepage/user-id/5161927) ,

So there isn't a delay feature insert automation. However, I suspect there is a way to achieve your goal. Maybe if we look at your use case a bit more we can come up with an alternative solution. Could you explain in more detail what you are trying to achieve and why? At a bare minimum, you could create a custom date and record the date in your first rule, that triggers, and then have a second rule, running daily to check if it's been two days later. However, that may not meet your use case in might be a bit crude.

comments: author: timofei0536
body: **I'm trying to implement it the way you suggested, but I'm having difficulty:**

1. In first rule, I create a variable when the trigger started.  
2. Through the second rule, I will check whether 2 days have passed since the creation of the variable.

In the second paragraph, I have difficulties. Because JIRA writes that the variable will be visible only in the current rule. How can I create a global variable?

<https://prnt.sc/fcrsDMBido9T>


author: timofei0536
body: **I'm trying to implement it the way you suggested, but I'm having difficulty:**

1. In first rule, I create a variable when the trigger started.  
2. Through the second rule, I will check whether 2 days have passed since the creation of the variable.

In the second paragraph, I have difficulties. Because JIRA writes that the variable will be visible only in the current rule. How can I create a global variable?

<https://prnt.sc/fcrsDMBido9T>


author: Trudy Claspill
body: Hello [@timofei0536](/t5/user/viewprofilepage/user-id/5161927)

[@Jack Brickey](/t5/user/viewprofilepage/user-id/853369) was making an assumption that the trigger that starts the 2-day wait is an event related to some issue. He is suggesting that you could have a custom date field in your issue, and use the first rule to fill in that custom date field when the original event trigger occurs. Then you would use a second rule to find the issues where that custom date field is 2 days in the past, and execute the steps to create the new issue that you need.


author: Jack Brickey
body: Indeed that was my thought process.

[@timofei0536](/t5/user/viewprofilepage/user-id/5161927) , can you describe your use case?


Tags: automation

cloud

jira-work-management-cloud
"Everything" View
Asked by Malcolm:

I have a filter that allows me to view all task tracking projects in one calendar on the dashboard.,

However I need the calendar to display the start and end date of listed tasks, at the minute it will only allow either the start or the end and not both.

Basically I want to be able to view all tasks in one calendar, to track staff availability.


Answers:
author: Nataliya Vasyliv_Reliex_
body: Hi [@Malcolm](/t5/user/viewprofilepage/user-id/5174847)

If you considering using add-ons you can try [ActivityTimeline](https://marketplace.atlassian.com/apps/1220860/activity-timeline-resource-planning-time-tracking?hosting=cloud&tab=overview) plugin - it's a resource planning tool. There is a possibility to track users' tasks from different projects and teams![ActivityTimeline-in-Product-Management-Jira.png](https://community.atlassian.com/t5/image/serverpage/image-id/250355i14FCEA606FEC79D8/image-size/large?v=v2&px=999 "ActivityTimeline-in-Product-Management-Jira.png") and see workload and users' availability.  
Please, let me know if you have any questions.  
Nataliya, [ActivityTimeline](https://marketplace.atlassian.com/apps/1220860/activity-timeline-resource-planning-time-tracking?hosting=cloud&tab=overview) Team

comments: author: Malcolm
body: Hi [@Nataliya Vasyliv_Reliex_](/t5/user/viewprofilepage/user-id/1008315)

I had a trial of that, but it expired before I got a chance to test it.

So now I have the following message: Your ActivityTimeline app license is invalid.

Can you assist?


author: Nataliya Vasyliv_Reliex_
body: [@Malcolm](/t5/user/viewprofilepage/user-id/5174847)   
Yes, of course. Please contact us at [Support](https://reliex.com/support/index.html) and provide the details of your trial expiration date so that we can help you resolve this issue quickly.


author: Benjamin
body: HI [@Malcolm](/t5/user/viewprofilepage/user-id/5174847) ,

Do you have screen shot of the dashboard you are referring to?  

On calendars, I can see the start and end date of task/issue.

-Ben

comments: author: Malcolm
body: ![a-jira.png](https://community.atlassian.com/t5/image/serverpage/image-id/247631i59D413A12A17CE6C/image-size/large?v=v2&px=999 "a-jira.png")![a-jira1.png](https://community.atlassian.com/t5/image/serverpage/image-id/247632i86EE0738D61C0F4A/image-size/large?v=v2&px=999 "a-jira1.png")


author: Malcolm
body: Hi [@Benjamin](/t5/user/viewprofilepage/user-id/3275402) please see screenshots above.

I can see start and end date for individual project calendars, but when I want to see everything in one, I dont have that ability it seems


Tags: cloud

jira-work-management-cloud
Customize the features of the project
Asked by Sebastian Somi:

![image.png](/t5/image/serverpage/image-id/246509i85C3FF321579131E/image-size/large?v=v2&px=999 "image.png")Hi,

is it possible to not display a feature or two in such project. For example hide the Timeline and Calendar to users?

Thanks,


Answers:
author: John Funk
body: Hi Sebastian,

No, that is not possible.

But I am curious why you want want to hide those beneficial tools in the product.

comments: author: Sebastian Somi
body: I am making a project which will be a simple ticket project, there is no need for timeline. I feel like those items will be just confusing/distracting to the end users. Thanks for info.


Tags: cloud

jira-work-management-cloud
Open issue with email
Asked by gokhan_unal:

Hello everyone,

I need help about create issue from email. we can create issue from email. But some mails jira do not create new issue. Also delete from mail box. What should i do ? Or could i check logs ?


Answers:
author: Brant Schroeder
body: [@gokhan_unal](/t5/user/viewprofilepage/user-id/5174228) Welcome to the Atlassian community

Are you accessing the email account that the emails are being sent to? Do you have any email rules setup?


Tags: cloud

jira-work-management-cloud
Can I add a custom field to the list view?
Asked by samantha_sharkov:

My team would like to have a custom field named "Status details" with a short description of where things are in the task. I.e. Status "In progress", Status Details "preparing labels". I added the custom field to the tasks. However, the list view doesn't allow me to add it to the view columns. Is there a way to make it work?

![jira 1.jpg](/t5/image/serverpage/image-id/246389i408369E336095738/image-size/large?v=v2&px=999 "jira 1.jpg")![jira 2.jpg](/t5/image/serverpage/image-id/246390i8F27EEE5FDE74F7D/image-size/large?v=v2&px=999 "jira 2.jpg")


Answers:
author: John Funk
body: Hi Samantha,

What type of field is the custom field? It sounds like it might be a Paragraph (multi-line text) field, which currently cannot be added to the List view.

comments: author: samantha_sharkov
body: Hi John! Thank you for looking into it. I tried paragraph and I tried short text. No luck.


author: John Funk
body: Right. You should vote for an follow this feature request:

<https://jira.atlassian.com/browse/JWMCLOUD-192>


author: samantha_sharkov
body: thank you, John!


author: John Funk
body: You are welcome!


author: Hannes Obweger - JXL for Jira
body: Hi [@samantha_sharkov](/t5/user/viewprofilepage/user-id/5135528)

I agree with John that the particular custom field type is likely not (yet) supported in the list view; see [this page](https://support.atlassian.com/jira-work-management/docs/customize-your-list-by-adding-or-removing-fields/) for reference.

For an immediate solution, you could create a [filter](https://support.atlassian.com/jira-cloud-administration/docs/manage-shared-filters/) that covers the issues of your project. In this filter, you should be able to add your fields as columns.

Alternatively, if you're open to solutions from the Atlassian Marketplace, you may want to check out the app that my team and I are working on, [JXL for Jira](https://marketplace.atlassian.com/apps/1224710?hosting=cloud&tab=overview&utm_source=atlassian-community&utm_medium=referral&utm_content=2303635).

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields - including any custom fields - much like you'd do in e.g. Excel or Google Sheets. In a sense, JXL has a few things in common with the list view; however, JXL comes with heaps of advanced features (such as support for configurable issue hierarchies, sum ups, or conditional formatting), plus it works in - and across! - projects of all types (not just Jira Work Management). This is how it looks in action:

![jxl-basics.gif](https://community.atlassian.com/t5/image/serverpage/image-id/246506i73DA85650F4C921B/image-size/large?v=v2&px=999 "jxl-basics.gif")

JXL integrates into the project sidebar (or top-bar, in Jira Work Management) - making it easily discoverable to all team members - and many of our customers successfully use it as an extension to Jira's built-in list and table views.

Any questions just let me know,

Best,

Hannes


Tags: cloud

jira-work-management-cloud
Is there an incompatible version of Scriptunner that causes issues with Advanced Roadmaps 3.29?
Asked by NAYANA:

We have recently upgraded Portfolio to 3.29 and have Scriptrunner 5.x version. is there a compatibility issue between these two plug-ins?

Facing issues when using groovy scripts for 'Team' field,


Answers:
author: Nic Brough -Adaptavist-
body: Not that we have logged, yet (that I can find, but please bear in mind I'm not in support or product, so there's a **lot** of stuff I miss).

I'd ask for more information on "facing issues... with the Team field" - what is going wrong for you? Could you describe a failing in detail? Not all of them, just one for a starter

I'd also ask you to visit <https://productsupport.adaptavist.com/servicedesk/customer/portal/2> - they could be a lot quicker than the community as they work with it all the time and may have seen the problem before.


Tags: advanced-roadmaps

scriptrunner
Jira Portfolio: Ranking at highest level instead of lowest?
Asked by Ruth Powers:

My teams use JIRA to plan their projects. I want to be able to get the story point roll up but have the auto scheduler use the ranking done at a Milestone level (which is what I am using to track projects). Currently my #1 milestone gets pushed out and it appears to be b/c of the ranking of the stories beneath.


Answers:
author: chris.reyes
body: That is correct. Stories take precedence over Epics over Parents. Here's a good article on it that I just reviewed today. I'm deathly afraid of auto-scheduler until I fully get results that I'm expecting.

[https://confluence.atlassian.com/advancedroadmapsserver/auto-scheduling-issues-967895245.html#:\~:text=Auto%2Dscheduling%20a%20plan\&text=Above%20the%20timeline%20section%20of,is%20suggesting%20for%20your%20plan.](https://confluence.atlassian.com/advancedroadmapsserver/auto-scheduling-issues-967895245.html#:~:text=Auto%2Dscheduling%20a%20plan&text=Above%20the%20timeline%20section%20of,is%20suggesting%20for%20your%20plan.)

comments: author: Ruth Powers
body: Thanks Chris, We are wanting to do this for high level multiple system Portfolio planning I think I might just need to do the work of adding the Story Points in manually :(.


author: chris.reyes
body: You can always select all of the children of the milestone and then change the rank to the top in bulk. Then do the same for the next milestone and move them to "below issue 'Milestone#1'). That way your stories will all be assigned in priority based on milestone. And the auto-scheduler should assign them first. But, I haven't tried it out yet.


Tags: advanced-roadmaps

server
Some epics are not showing in portfolio/advance roadmaps plan when selected in sources
Asked by Rabbit:

Going through sources, I've added projects (not boards or fllters) to the plan, and selected the two issues seen below.

![Screen Shot 2020-07-22 at 12.52.51 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/103984iAE9E1BB9FE42A698/image-size/large?v=v2&px=999 "Screen Shot 2020-07-22 at 12.52.51 PM.png")

However, when I go to the plan, the initiative (parent) shows up, but the epic nested under it doesn't appear (see below). I'm having this happen for multiple issues, while others appear fine. I'm not seeing a clear difference... is anyone else having similar problems?

![Screen Shot 2020-07-22 at 12.51.32 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/103983i0F391C85F3808FF3/image-size/large?v=v2&px=999 "Screen Shot 2020-07-22 at 12.51.32 PM.png")


Answers:
author: Rabbit
body: So, I solved at least part of this issue, putting it here for anyone else that is having this issue. Basically, someone has probably excluded the missing issues from the plan, and not committed the changes. There seems to be a bug which is making it look like there's no pending changes in the new interface, while still hiding excluded issues.

1. If you are not seeing any pending changes, disable your new interface.
2. in the old interface, see if there are pending changes. We had a bunch.
3. Revert any changes which exclude the issues you want to include

The issues should show in the plan again You can go back to the new interface, but have a conversation with your team to limit who is removing items. That said, when I tried to remove an item again, I was not able to commit the change from the new interface, but had to go back to the old interface to do it.

I still have another item which is not appearing in spite of still being correctly in the source project, so trying to figure out what goes on with that.

comments: author: Tom Campisi
body: thanks for sharing - I had similar issue that I'm trying to troubleshoot. This thread has more things to try too- <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Missing-Epics-in-Advanced-Roadmaps/qaq-p/1389610>


author: Rabbit
body: Turns out that part of the issue was an issue limit set on the plans by Atlassian. Hopefully, this will be fixed for everyone at some time in the future, but support was able to resolve the issue for me when I contacted them. So the main advice I'd give folks-- submit an Atlassian support ticket!


Tags: advanced-roadmaps

cloud
With Advanced Roadmaps, do you have to point stories or use time tracking?
Asked by Taylor Pratt:

We're interested in using Advanced Roadmaps, but are trying to investigate what is required in order to get the value out of it that we're looking for (creating visibility into and estimating roadmaps, dependency mapping, tracking if things will be delivered on time). Some of our times are using Agile boards, and are pointing their stories. For teams on Kanban boards, do they have to point or use time tracking in order to provide the insight we're looking for? Or can Jira look at average cycle time for estimates?


Answers:
author: chris.reyes
body: We've been using a combination of both straight "waterfall" estimates (days, weeks, deliverables) and agile (points). We haven't gone so far as to use the autoschedule feature just because it doesn't seem to give us the results we want and I haven't had time to play with it. But with the ability to simply add a Gantt that is days long we use that for the waterfall stuff.

For the agile stuff, we have split the epics into placeholder stories that represent the total number of points of the epic. So, for example, an epic that is 20 points we might divide into 4 5 point stories. And then each story is represented by a sprint-long Gantt. That allows us to group by Teams and see from advanced roadmaps when stuff will get done without going over capacity.


Tags: advanced-roadmaps

cloud