youngmon/atlassian-qna huggingface dataset:
Personal task planner - only show your tasks
Asked by John Sellers:

You would think by default only end user can see their own tasks... So how do I make it do that?

I know you can do the schema under browse, but when doing that if you create in kanban it will automatically disappear since it does not add an assignee. Help!


Answers:
author: Curt Holley
body: HI [@John Sellers](/t5/user/viewprofilepage/user-id/4527464)

Welcome to the Atlassian community.

My advise would be; Don't use a Jira Work Management project as your personal planner. That is not what these projects are designed for. The hint is in the name "Business projects", they are designed for groups/departments to use collaboratively

I would use either a Team managed Kanban project (which you can easily lock down to just you having access to and customise to your choosing with ease) or a Trello board.

You could achieve a private JWM project, but it would mean configuring a special permission scheme....which could be more trouble than it's worth. Especially if all you want is a Kanban board.


Tags: cloud

plan

task
How to see Sub-Tasks on Business Project board
Asked by Bengt Ove Sannes:

Even with sub-tasks enabled, they are not visible on a "Business project" board. Sub-tasks are however visible in List, Calendar and Timeline. Is there anywhere we can visualize sub-tasks as a Kanban board?


Answers:
author: Ang?lica Luz
body: Hello [@Bengt Ove Sannes](/t5/user/viewprofilepage/user-id/2256434),

Thank you for reaching out to the Atlassian Community!

When it comes to business projects boards, currently, it's not possible to configure them to show sub-tasks.

There are feature requests suggesting improvements for that:

* [Coreboards should have the option to show subtasks](https://jira.atlassian.com/browse/JWMCLOUD-18)
* [Business boards show sub-tasks.](https://jira.atlassian.com/browse/JWMCLOUD-17)

Please, click on vote and also watch the tickets above to receive future updates.

Kind regards,  
Ang?lica
Is it possible to increase service limits on automation for cloud
Asked by Matt Steadman:

I have found documentation on how to increase the service limits on automation for the server edition. Is it also possible to increase these limits of needed on the cloud version?


Answers:
author: Nic Brough -Adaptavist-
body: No, the Cloud service limits are <https://support.atlassian.com/jira-software-cloud/docs/what-are-service-limits/> as I'd guess you've already found.

Atlassian won't change these, as they're there to prevent problems (that they'd then have to get involved in fixing)


author: Simmo
body: Hi [@Matt Steadman](/t5/user/viewprofilepage/user-id/752843)

I'm afraid that [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) is correct, these limits don't get raised. However, if you'd like to raise a support ticket then we might be able to help you rework a rule in order to not hit these limits.

Cheers,

Simeon.


Tags: automation

cloud
Share with Not Working
Asked by Sara Chiodo:

Hi!  
We have a problem to insert new partecipants to a ticket. If we try to insert new partecipants into the Share with form, it returns No option.  

Can you please suggest a solution?  

Thanks!


Answers:
author: Earl McCutcheon
body: Hello [@Sara Chiodo](/t5/user/viewprofilepage/user-id/4519095) ,

Thanks for reaching out and welcome to the community!

If I understand the issue correctly, your agents are trying to add request participants to issues in a Service management project as defined [here](https://support.atlassian.com/jira-service-management-cloud/docs/jira-service-management-issue-shared-with-jira-team-members/), and [here](https://support.atlassian.com/jira-service-management-cloud/docs/edit-and-share-issues/). However, when selecting the dropdown there are no usernames shown in the field.

If this is the case it sounds like your users do not have the "**Browse users and groups** " global permission, detailed in ["Manage global permissions"](https://support.atlassian.com/jira-cloud-administration/docs/manage-global-permissions/) . If a user does not have this permission they will need to fully type out a user name into the field, as the permission enables the user searching functionality in user picker fields.

Alternatively, if you are describing the customer attempting to share the request from the portal as described in ["Jira Service Management issue sharing"](https://confluence.atlassian.com/jirakb/jira-service-management-issue-sharing-962968441.html) then you will want to look at the "**Customer Sharing** " options under the "**Project Setting** " \>\> "**Customer permissions**" section, where you can define the customer sharing options in 3 ways:

1. Customers can search for other customers within their organizations
2. Customers can search for other customers within their organizations, or manually enter the email address of other customers within their project
3. Customers can search for other customers within their project or organizations

With some additional details on configuring the settings in the Documents ["What users and roles are there in Jira Service Management?"](https://support.atlassian.com/jira-service-management-cloud/docs/what-are-user-types-and-roles/) and ["How global customer permissions impact project permissions"](https://support.atlassian.com/jira-service-management-cloud/docs/how-global-permissions-affect-project-permissions/)

Regards,  
Earl


Tags: cloud
How do approvals work/configure in JWM?
Asked by Allen Sellars:

I see approvals listed as a feature in the JWM product page, but they clearly do not work with the same workflow based design that JSM does.

How do you configure approval layers and users for things like the procurement project template in JWM?


Answers:
author: Ron Levy
body: Hi [@Allen Sellars](/t5/user/viewprofilepage/user-id/4082467) . Approvals are still in the works - I am hoping they would be live in early 2022.

Ron

comments: author: Emily Rodgman
body: Hi,

Do you have an update on this? I used your jira work template for managing policy documents but frustrated to find that approvals aren't available like they are in Jira Service Management.

Emily


author: Constantine Kuks[CSOC]
body: [@Ron Levy](/t5/user/viewprofilepage/user-id/3299200)

It is early 2022, is there an update?

this feature appears for quite some time now on the video and yet still does not exist in the system itself.


Tags: cloud
Custom fields not available in "Copy Value From Other Field" post function
Asked by Juan Raven:

Hello!

Am I going crazy?

Using a post function on transition, I want to copy the value of my custom field, Resolver, to the Assignee field.

I thought I used to be able to copy values from custom fields to other custom fields with a post function on a workflow transition. I'm not able to do that now. Only a few system fields are available.

Please help.

Thanks!


Answers:
author: Fabian Lim
body: Hi [@Juan Raven](/t5/user/viewprofilepage/user-id/2475380)

You are not. You may have to purchase a plugin actually to do this for post functions. Example jsu or jmwe.

The other option is jira automation to copy the fields when a transtion is triggered.

Cheers


author: John Funk
body: Hey Juan,

You should have an option under Post Functions for Copy Value From Other Field. Do you not see that one?

![screenshot1.png](https://community.atlassian.com/t5/image/serverpage/image-id/156942i6E43EE352ED25ED2/image-dimensions/211x144?v=v2 "screenshot1.png")


author: Jeremy D
body: Jira Automation would work using smart values.

Trigger - On Transition

(Conditions if needed)

Action - Update Assignee field with custom field Resolver - *{{issue.\[resolver\]}}*

<https://support.atlassian.com/jira-software-cloud/docs/smart-values-general/>


Tags: cloud

post-function
Workflow Approval Manager
Asked by Diane Kelley:

Hi, I am trying to add "add approval" workflow, but I don't see the option on my screen.

Also, can I set a dynamic approval.

For example, if I have a purchase request for :

Type A

Type B

Type c

I want all Type A's to go to one individual, B to go to antoher etc.![8-13-2021 1-25-03 PM.jpg](/t5/image/serverpage/image-id/155948iCB1BDA6D9EA23D9D/image-size/large?v=v2&px=999 "8-13-2021 1-25-03 PM.jpg")


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Diane Kelley](/t5/user/viewprofilepage/user-id/4515361) and welcome,

Approvals works only if from a status you have (at least) TWO outgoing transitions. One for approve and one for reject. Once you associate this workflow with an issue type, set it as active that is, only then the approval checkbox will appear and then you can configure it.

Concerning the dynamic approval you can achieve that by auto assign the approval to individuals based on what the user will have selected (type a, b ,c).

Hope that helps.

Alex

comments: author: Diane Kelley
body: Alex,

Thanks for the quick reply. My current flow has the two outgoing. Here is screenshot of my current. I must be missing something else?![8-13-2021 1-54-46 PM.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/155954i3A80736C65E51331/image-size/large?v=v2&px=999 "8-13-2021 1-54-46 PM.jpg")


author: Alex Koxaras _Relational_
body: Did you activate your workflow?

Your project is a JSM project, right?


author: Diane Kelley
body: Looks like IT set me up with JWM and the workflow is in Draft Mode.


author: Alex Koxaras _Relational_
body: Approvals exist only on jira service management projects. You will not find them on software or work management.

<https://support.atlassian.com/jira-service-management-cloud/docs/set-up-an-approval-stage-for-a-request/>


author: Diane Kelley
body: Well, that ought to do it. Wouldn't it. Make sense, Thank you. I'll post again if I'm at a blocking point. Thank you! I was scouring and couldn't find it for the life of me, so I'm glad I post. Hallelujah! Thank you.


author: Alex Koxaras _Relational_
body: No worries! I'm glad I could help. Feel free to mark my answer as accepted in order to help others in this community. Thanx!


author: Diane Kelley
body: Last question. Is there a way to transfer it over seamlessly? I don't have an data record to it right now.


author: Alex Koxaras _Relational_
body: No need to transfer them. You will find them all under workflows and these can be shared or even copied.


author: Diane Kelley
body: Thanks for resolving my issue.


Tags: approver

cloud
How can I add a filter by Assignee in Jira Structure ?
Asked by C?line AUDARD:

I have already set some filters : ![Capture.JPG](/t5/image/serverpage/image-id/154920iCC97887B72657C1A/image-size/large?v=v2&px=999 "Capture.JPG")

As I try to add a fiilter by assigne (assignee = currentuser()) or Assignee = firstname.lastname), the structure shown is empty.

Could you pplease help me to set that filter properly?

Thanks


Answers:
author: Dionathan Lopes {ALM Works}
body: Hello [@C?line AUDARD](/t5/user/viewprofilepage/user-id/4370351)

Thank you for sharing your Structure question here on the Atlassian Community.

The *currentuser()* function doesn't work in generators as expected due to the Structure's architecture. In any structure, all generators run on behalf of the same user - the structure's owner(you can find this user in any generator's configuration as the Runs As user). The owner can't be a dynamic user so the *currentuser()* function can't work here because, from the generator's perspective, the structure's owner is the current user at all times.

For the *Assignee = firstname.lastname,* filtering by a specific user should work, so it's unclear why it doesn't in your case. To help us better understand your set-up, do you mind providing some screenshots with the results when you add this filter? Please reach out to us directly at [support.almworks.com](http://support.almworks.com/) , in order to avoid public sharing your set-up.

In the future, it will be possible to filter by the current user, so if you are interested, we can send an update to the ticket once it's released.

Looking forward to hearing from you.

Best Regards,  
Dionathan Lopes  
\[ALM Works\]


author: C?line AUDARD
body: Thanks a lot for your return.

Here is the structure we are working with. We've got some Initiatives with Epics, Tasks (story, bug) and sub task linked. Lots of issues....

I would need to filter by Assignee, to know my to do list.


author: Fabian Lim
body: Hi [@C?line AUDARD](/t5/user/viewprofilepage/user-id/4370351)

Would you be able to share what you are trying to accomplish with the report? Your structure values have a lot of insert and add lines that may be simplified.


Tags: atl-gruland

cloud
1. Not Able to login with 2FA Code. Saying Authentication fails. How to reset ?
Asked by pradeep p:

Hi Team

Iam not able to login with crowd 2FA code. If enters which is shown by Mobile APP . Its keep on Authentication fails. Kindly help on this how to login .


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

Did you get a solution to this?

Was this specifically for Jira Work Management? Or Jira in general?
How can I add users to Jira Work Management?
Asked by Marianne Dalland:

We just signed up for the Jira Work Management trial. This is listed under 'active subscriptions', but with 0 users. (In the rest of our Atlassian products we have \~150 users.

Furthermore, and maybe this is related to the above issue with 0 users, I am able to create a Business Project, but not access if after creation. I just get an error message 'you don't have the rights to this project'. Also the business project doesn't appear in the list of suggested projects when I try to create a new issue.

Any pointers are appreciated.

Thanks,

Marianne


Answers:
author: Marianne Dalland
body: Hi [@Jeremy D](/t5/user/viewprofilepage/user-id/4468674),

Thanks for your input.

Yes, I'm the Jira admin, which was why it was so strange that I couldn't access the board.

But got assistance from one of the other admins, apparently there was some group permissions I had gotten wrong.

Cheers,

Marianne


author: Jeremy D
body: Are you the Jira Admin?

Have you tried following the guide linked below?

<https://support.atlassian.com/jira-work-management/docs/add-new-users/>


Tags: cloud
Dashboard Due Date Display incorrect
Asked by Michael Gort:

Example: Due Date 8/8/21. Display in Dashboard list of Issues for Due Date: 21/00/08. I cannot locate any option regarding due date display.


Answers:
author: Kamil Radzik
body: I have the same problem, have you solved it somehow?

comments: author: Kamil Radzik
body: [@Pooja Sharad Wagh](/t5/user/viewprofilepage/user-id/4503351)


author: Pooja Sharad Wagh
body: Have you chosen the default due date format that is available in JIRA ?


author: Pooja Sharad Wagh
body: [@Michael Gort](/t5/user/viewprofilepage/user-id/4420724) Hello, can you please provide a screenshot to understand it better ?

comments: author: Michael Gort
body: Sorry for the delay, Pooja. Things have been a bit crazy. The dates in the left side are all month 00, but are correct in the Issue.![Clipboard Image.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/157750i74EF3A5B92A582D0/image-size/large?v=v2&px=999 "Clipboard Image.jpg")
Jira Portfolio - API to create/update Releases
Asked by Yury Lentsevich:

Is there any way to create Releases in Portfolio automatically ? (by using API or something..._


Answers:
author: Yury Lentsevich
body: I found it )

api method:

**{jira url}/rest/jpo/1.0/versions/add**

body (example):

**{**

**"planId":18,**

**"scenarioId":18,**

**"projectId":10301,**

**"description":{**

**"name":{"value":"release_8"},**

**"description":{},**

**"delta":{},**

**"start":{},**

**"end":{},**

**"crossProjectVersion":{}**

**}**

**}**


Tags: advanced-roadmaps
Jira Portfolio and Jira7.10
Asked by Giulio Orombelli:

Hi, do you have any idea when the Portfolio plugin for Jira will be released in a version compatible with Jira server 7.10?


Answers:
author: Kevin Quilter
body: Apparently it's not compatible. This was the response we got from Atlassian support:  

Thank you for reaching out to Atlassian Support, and your research into the compatibility is correct.

Portfolio is not compatible with Jira 7.10.X at this point, there are a few conflict points with the newly introduced [project archive features](https://confluence.atlassian.com/jirasoftware/jira-software-7-10-x-release-notes-949226697.html#JiraSoftware7.10.xreleasenotes-archiving)and the [Performance improvements](https://confluence.atlassian.com/jirasoftware/jira-software-7-10-x-release-notes-949226697.html#JiraSoftware7.10.xreleasenotes-performance)in 7.10 that change the ranking values that portfolio rely on for the calculations and scheduling algorithms. We are on schedule for an updated version of Portfolio compatible with these changes.

This is entirely contingent on our testing and QA but this should be ready to go by the end of next week, but at the moment 7.9.2 is the lates version of jira compatible with Portfolio, and the portfolio application will fail to load if you upgrade to 7.10 at this time.

comments: author: Andy Heinzer
body: I created a ticket for compatibility in this latest version of Jira Server: <https://jira.atlassian.com/browse/JPOSERVER-2355>


Tags: advanced-roadmaps

atlassian-support

jira
Stop Jira Portfolio from creating sprints
Asked by Kimball Johnson:

I need to turn off Portfolio's automatic sprint generation until I can find sufficient documentation to be able to control it.

I'm getting projects and teams that show between 20 and 50 sprints and then having to deal with sprint conflicts. All of this is stuff i do not want to deal with.

There must be a way to turn it off and on... yes?

Thanks,

Kimball


Answers:
author: Jovanna Pugh
body: I am having problems with this as well. In the screenshot I attached, Sprint 69 is the last actual sprint that exists in Jira. Portfolio has auto-generated Sprint 8 and beyond. In addition, they're all empty. How can I stop Portfolio from automatically creating these empty sprints??

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/47166i6519647AC6C1AF2F/image-size/large?v=v2&px=999 "image.png")

comments: author: Jovanna Pugh
body: I figured this out! We were incorrectly including a release from another project that has a release date of December 2019. The project this plan is related to doesn't have cards planned out that far. I assume that Portfolio looks the release dates for all included versions and creates sprints in the future to match. As soon as I removed the release that didn't belong, the empty sprints went away.


Tags: advanced-roadmaps
Unable to get excluded issues back
Asked by Rosanna Stephens:

I excluded a few issues from my JIRA portfolio plan, and now I'm realizing that I want to pull a couple of them back in. I searched online and found that some people have had success with using the Configure option to reimport issues. I've tried this, and on the import screen, it appears as if the issues I want are checked, but they don't show up on my plan after the import. Am I doing something wrong or is this a new bug?


Answers:
author: Earl McCutcheon
body: Hi Rosanna,

If an issue been explicitly excluded from the plan before, then you were on the right track by editing the sources and re-importing the issues.

In this case, go to the plan configuration \> Issue Sources \> Edit sources, and check if the issue shows up as you go through the setup wizard again. if it was excluded, it will show up as unchecked in the table

BUT since the box is checked next to the issue and it is flagged then you are good to go for the correction on the manual reload, so lets check the other requirements.

What is most likely occuring at this point is that one of the pointes noted in this Document are not being met:

- [Using the Timeline](https://confluence.atlassian.com/jiraportfolioserver/using-the-timeline-802170554.html)
> Issues must meet the following conditions to be included and aggregated in Portfolio for Jira:
>
> * The status filter is set to open and completed.
> * Completed since filter is set to the desired timeframe.
> * The issue has a resolution date that's set.
> * Issue status is green. It is technically possible to have an issue status that is called "done", but is not in the green category.
> * Filter used as issue source includes completed issues. Filters behind boards usually contain completed issues, but if you're using a custom filter as a source for a plan, you'll have to verify that the completed issue shows up when you run the same query in Jira issue search.
> * Issue has a fixVersion set and it's part of a plan in Portfolio for Jira.

Regards,

Earl


Tags: advanced-roadmaps
Where are "Update from date" and "Synchronization" in Portfolio
Asked by Roy Levien:

The documentation refers to the ability to update a Plan from Jira by using "Update from date" and to configure synchronization. Neither of these are anywhere in my Plan that I can see. Where should I be looking?


Answers:
author: ofirgu@bezeqint.co.il
body: Hi,

The closest option is this:

Configure -\> Edit Issue sources -\> (dont change anything, just click next next next next next) -\> submit


Tags: advanced-roadmaps
Filter as Portfolio Plan Source not showing some issues
Asked by Ruben C:

My results from the JQL filter is correct but after creating the plan, setting the More \> Statuses to show all available, some issues are not showing in the Scope grid. No other plan filter are set and all issues are tagged with the correct Release. I'm also calculating with Target Schedule, since a lot of our forcasting is planned from a Target Date which we're attempting to use as a Baseline.

Any ideas?

Thanks

RC


Answers:
author: Juan Jose Sanchez
body: I'm having the same issue, did you find the solution ?


Tags: advanced-roadmaps

filter

source
No Theme assigned
Asked by Rob Jansen:

I am using JIRA portfolio and I am using Themes. When I look at the theme report is says that a certain percentage in the estimate pie chart and actual pie chart has no theme assigned. Any what causes this and how to fix it?

BTW. Is it possible to edit a theme on an issue anywhere? Is there a field for it?

Thanks.


Answers:
author: Jo?o Nunes
body: *Hi, Rob. How are you today?*

Regarding your question: ***"When I look at the theme report is says that a certain percentage in the estimate pie chart and actual pie chart has no theme assigned. Any what causes this and how to fix it?"***

This might be happening because there are no issues related to those themes. We can add themes to issues by accessing the **Scope** page \> click on the cog icon then select **Themes**. That column will be added and you will be able to relate issues to themes.

After changing that information, click on calculate to update it on the **Themes** report.

Access this page for more information: [Using the themes report](https://confluence.atlassian.com/jiraportfoliocloud/using-the-themes-report-828785348.html)

Let me know if that helped you.

Kind regards,  
JO?O NUNES  
Jira Support Team

comments: author: Rob Jansen
body: Hello JOAO,

Thanks for your reply but I already checked this. All Epics are linked to a Theme and I do not have issues without a parent Epic.

In the Themes report there are no unassigned themes in the target column, only in the estimate column and the actual column.

Kind regards,

Rob


Tags: advanced-roadmaps