youngmon/atlassian-qna huggingface dataset:
Best practice on request types fields
Asked by Lucas De Souza:

Hello everyone.

I am building the new JSM for the IT department and I have a question.

Which option is the way to go when creating a new request type in the portal?

1. Get all the information in the description field, using the default value to help the user fill up the information needed;
2. Create a specific field for each piece of information needed.

e.g. **Laptop is broken**, I can get all information on the description field, model, asset number, and what is broken, however, I could also add fields for each information.

hopefully, I could explain my question.

Thanks a lot.


Answers:
author: Patrice Champet
body: Hi Lucas,  

I guess you may have to consider at least 3 points:

- what information are you asking to users, what informations are stored in your Asset Management ? As you mention JSM, you should have Assets for Jira included, to track assets such as laptop. In a ideal world you, user should be able to say I have an issue with my laptop, and all relative information should be provided by your asset management system.

- what kind of reporting /dashboard do you need?   
Using description with all information inside, it will be hard to report on it.

- forms or custom field ? On JSM cloud, or if you have proforma on premise, you can create a Form to ask these information to your user. Forms are easier to create and you don't need specific Jira Field for each use case.

And always keep in mind that it should be easy for the users to fill the request.

I hope it helps !

comments: author: Lucas De Souza
body: Thanks a lot, [@Patrice Champet](/t5/user/viewprofilepage/user-id/3776526) I followed your idea and I started using forms instead of custom fields and so far seems to be very good.

Thank you.

Best Lucas.


Tags: cloud

jira-work-management-cloud
Automation to mark related trigger task as done when all related tasks are marked as done.
Asked by Dave W:

Hi brains trust,

We use work management and I have an automation scenario that does the following

1. When a task in project 1has it's status changed to "In progress" then,
2. Based on a certain field, create 1-3 related tasks in project 2 (based on the work required)

This part works perfectly, but...

The next part I'm trying to figure out is

1. When ++all++ related tasks in Project 2 are marked as done then,
2. Mark the original trigger issue as "Done".

Due to the nature of the process I can't use sub-tasks and they have to be related tasks.

Is anyone able to help? Thank you.


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can try the following automation rule.

![Screenshot 2023-09-12 at 11.31.09 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/280046i1E8318095C68835D/image-size/large?v=v2&px=999 "Screenshot 2023-09-12 at 11.31.09 AM.png")

comments: author: Dave W
body: Hi Mohanraj, in the example where you say condition 'Project'= "Company Scrum", is that = to my project 1 or 2 in my requirement?

i.e. in my requirement, the trigger issue transition would be in Project 2, but I need to close off the parent linked issue in Project 1.


author: Mohanraj Thangamuthu
body: Hello, This rule is for your second requirement.

The next part I'm trying to figure out is

1. When ++all++ related tasks in Project 2 are marked as done then,
2. Mark the original trigger issue as "Done".


Tags: automation

cloud

jira-work-management-cloud
How can I filter for issues in Project A that are linked to epics in Projects other than Project A?
Asked by Arushi Verma:

Hi -

I'm looking to filter for jira tickets in my project (let's say Project A) that are linked back to epics in other projects (not A).

How would I do that?


Answers:
author: Charlotte Santos -Appfire-
body: **Hi [@Arushi Verma](/t5/user/viewprofilepage/user-id/5312287)**

I'm Charlotte, a support engineer at Appfire and I'm here to help you.

Unfortunately, using vanilla JQL, you'll not be able to do it dynamically.

In the app where my team works, [JQL Search Extensions for Jira](https://marketplace.atlassian.com/apps/1214791/jql-search-extensions-for-jira-reports?hosting=cloud&tab=overview&utm_source=atlassiancommunity&utm_medium=listinglink&utm_campaign=mauricio), you can use this query to find tickets in project A that are linked to epics in other projects:

```
issue in linkedIssuesOfQuery("project != 'Project A' AND type=Epic") AND project = "Project A"
```

Please contact our [support](https://jqlsearchextensions.atlassian.net/servicedesk/customer/portal/2) if you have any other questions about this query.

We'll be happy to help you!

Best regards,

Charlotte


author: Mikael Sandberg
body: Hi [@Arushi Verma](/t5/user/viewprofilepage/user-id/5312287),

Welcome to Atlassian Community!

You need an app in order to do a nested search like that, it cannot be done with out-of-the-box JQL. There are multiple apps in the [Marketplace](https://marketplace.atlassian.com/search?query=JQL) that extends JQL, I have used [JQL Tricks](https://marketplace.atlassian.com/apps/31399/jql-tricks-plugin?hosting=cloud&tab=overview) and [Enhanced Search/Scriptrunner](https://marketplace.atlassian.com/apps/1214791/jql-search-extensions-for-jira?hosting=cloud&tab=overview) in the past to do similar searches.
What's wrong with my JSON
Asked by Jill Vieregge:

This is for a corporate-managed project in Work Management.

On creating an epic, I'm creating a child (which works).

I'm trying to copy a custom field from the "trigger" issue which is the epic. The Customer field is not visible in the Choose Field to Set drop down.

But my JSON is incorrect (I've tried a few things).

{ "fields":  
{  
"customfield_11964": {{triggerissue.customfield_11964}}  
}  
}

What's wrong with it?

thanks


Answers:
author: Kseniia Trushnikova
body: Hi [@Jill Vieregge](/t5/user/viewprofilepage/user-id/4540914),

Is it a single-user picker field? Try to use this:

```
{
    "fields": {
        "ccustomfield_11964": { "id": "{{triggerIssue.customfield_11964}}" }
    }
}
```

comments: author: Jill Vieregge
body: Its a date field.

{ "fields":  
{  
"customfield_11964": { "id": "{{triggerissue.customfield_11964}}" }  
}  
}

Error is now: The Target start must be a string (customfield_11964)


author: Kseniia Trushnikova
body: [@Jill Vieregge](/t5/user/viewprofilepage/user-id/4540914), this should work for date picker fields:

```
{
    "fields": {
        "ccustomfield_11964": "{{triggerIssue.customfield_11964}}"
    }
}
```

Let me know if it helps.


author: Jill Vieregge
body: Yep. Thanks


Tags: cloud

jira-work-management-cloud
Display ticket status on the ticket card in a Sprint Board
Asked by ckarydaki:

Hi there,

We currently have setup some columns in the Sprint board, To Do, In progress, Test and Done. Each column might have a few different statuses that apply to it for example for Test column we have Ready for Client Testing and In Test.

When you view the Sprint board, is it possible to display the ticket status (Ready for Client Testing, In Test) within the ticket card? Same way it does when you tag a ticket in an epic.


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Go to board settings \>\> Card layout and add the status to the list. You can add to both backlog and Active sprint


Tags: cloud

jira-work-management-cloud
Filtering tags
Asked by Tufan Topcu:

Hi,

I work with Jira Work Management and I can?t see all tags that I use in the Filter dropdown menu.

Thank you.

Best,

Tufan


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You are unable to find tags when you are trying to filter issues in JWM ? Could you help me with the field that is missing ?

![Screenshot 2023-09-07 at 10.28.24 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/279200iEB2397F3E2A03321/image-size/large?v=v2&px=999 "Screenshot 2023-09-07 at 10.28.24 AM.png")


Tags: cloud

jira-work-management-cloud
why I don't receive the link to reset the password of tempo support
Asked by khadija3:

When I try to access Tempo support, it asks me to enter my password, which I have forgotten. I click on 'forgot password,' but I do not receive the email containing the link to reset the password at [khadija.laaroussi@intelcia.com](mailto:khadija.laaroussi@intelcia.com)


Answers:
author: Teodora V
body: Hi [@khadija3](/t5/user/viewprofilepage/user-id/5310089)

Did you also check the Spam folder in case any filtering of automated emails is enabled?

If there is nothing there, I will alert Tempo's team and let them know about your issue.

comments: author: khadija3
body: I already checked the spam and I didn't receive no emails there


Tags: cloud

jira-work-management-cloud
Issues disappear from Khanban board and Time Line
Asked by Dojeon Lim:

Certain issues are not visible and searched on the Kanban board. It was like that all of a sudden about three months ago. And from a month ago, the same phenomenon appeared in the timeline. The status values of certain invisible issues vary. Not only the completed issue but also the ongoing issue has disappeared.

I was solving the issue that could not be searched on the Ganban board as a temporary method by searching the timeline again, but now even the timeline has the same phenomenon, so I can't use that method anymore.

Our Jira type is "Team-managed projects."


Answers:
author: Dave Mathijs
body: HI [@Dojeon Lim](/t5/user/viewprofilepage/user-id/5298133) welcome to the Atlassian Community!

Are all statuses mapped to the correct column in the Kanban Board?

Are these issues linked to an Epic?

![Issues linked to Epic.png](https://community.atlassian.com/t5/image/serverpage/image-id/279028i11EB2DC2B7951060/image-size/large?v=v2&px=999 "Issues linked to Epic.png")

Make sure that your issues are linked to an Epic in order to display them on the Timeline.

comments: author: Dojeon Lim
body: All Issues are Already Linked to each topic correctly. ?

How can I do another method?

It's also in the right column. Because before, it used to look right in every column. Suddenly, it became invisible, and there were more and more invisible topics regardless of the status value.
Auto Update Project based on Subtask
Asked by su.liang:

Dear Community, we are currently using a list with "Epic-Project-Subtask" issue type hierarchy, and we want a view to see the **projects with updates in last week.**

When I update a subtask, the *updated* field for it will automatically change, but the field for its parent project does not change accordingly. Is there a way to auto update it? Or any other method to achieve my goal? Many thanks in advance.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/279016iCFD273CE9BD2C112/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can create an automation rule to update (like adding a comment or update a field field) when sub-task is updated. This should help get the updated date for parent issue as well.

comments: author: su.liang
body: I was thinking about just updating the *Updated* field with no other changes, but I guess this will do, thank :)


Tags: cloud

jira-work-management-cloud
Create weekly tasks simultaneously?
Asked by Andreas Kalchschmid-Lehmann:

Dear Community,  
I know that you can use automation to automatically create tasks, e.g. each Monday.  
However, is there a possibility that I create 52 tasks at once (e.g. on each Monday), so that I can see them already immediately?


Answers:
author: Kian Stack Mumo Systems
body: [@Andreas Kalchschmid-Lehmann](/t5/user/viewprofilepage/user-id/5309139),

There is a limit to the number of components that you can have in an automation rule, I'm not quite sure what the limit is, but I was able to create a rule with 52 distinct create issue actions. If you want the issues to be available when you come into work on Monday, you just need to shift your scheduled execution time to earlier in the day!

Thanks,   

Kian

comments: author: Trudy Claspill
body: The maximum number of components in an Automation rule is 65, per

<https://support.atlassian.com/cloud-automation/docs/automation-service-limits/>


author: Kian Stack Mumo Systems
body: Thanks! I looked at that page and just somehow missed that!


Tags: cloud

jira-work-management-cloud
Create a weekly task for the whole year at once?
Asked by Andreas Kalchschmid-Lehmann:

Dear Community,  
I know that yoiu can use automation to automatically create tasks, e.g. each Monday.  
However, is there a possibility that I create 52 tasks at once (e.g. on each Monday), so that I can see them already immediately?  


Answers:
author: Dave Mathijs
body: HI [@Andreas Kalchschmid-Lehmann](/t5/user/viewprofilepage/user-id/5309139)

You can achieve this with **Automation**:

In you JWM project, create a new rule as follows:

* Trigger: When Scheduled
  * Every week on Mon at h:mm AM
* Then: Create Issue
  * Project: Same project
  * Issue type: Task
  * Summary: ...
  * Description: ...
  * Other fields to set

comments: author: Andreas Kalchschmid-Lehmann
body: Dear Dave,  
thanks for your answer! If I create that rule, will the tasks be created at once, or each week on Monday?


author: Joseph Chung Yin
body: [@Andreas Kalchschmid-Lehmann](/t5/user/viewprofilepage/user-id/5309139) -

Welcome to the community. I agreed with [@Dave Mathijs](/t5/user/viewprofilepage/user-id/2662590) suggested. You can also setup the scheduled to execute once every 12 months, however you will have to setup the 52 create issue actions for the same project. The drawback of do it is that all the issue creation date will be the same day when the rule executes.

Another way to create many tasks at once is by using an CSV import - (see reference - <https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/>) to create your 52 weeks tasks, where you can try to set each task's creation day to your specific date.

Hope this also helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

comments: author: Andreas Kalchschmid-Lehmann
body: Thank you Joseph!


Tags: jira-work-management-cloud
Importing Automation Rules - Server to Cloud
Asked by Michelle Gronwold:

Has anyone successfully imported Automation Rules from Server to Cloud?

I have followed the steps to export my automation rules from Server (Automation for Jira) as JSON files. I was then able to import all JSON files to my Cloud sandbox for testing our upcoming migration.

The end result is that there was about 30% where I was not able to enable the automation rule in Cloud, or if I was able to enable the rule and run it, it would error out with "No transitions found for user. Ensure that the rule actor has permission (including issue security levels) to see issue and perform transitions."

I have verified that the role of (atlassian-addons-project-access) does have access to all actions in the project.

I am curious if there is a trick that I am missing, or if it is best to simply recreate the automations in Cloud and not import them from Jira Server.


Answers:
author: Michelle Gronwold
body: For the 30% of issues that I was not able to "enable", I found that the original automation had "Transition issue" component set to use "Selecting a specific transition". If I changed the component to use "Selecting a destination status" I was able to enable the automation and run it successfully.

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/278875iEED9A7FCFF5C2D33/image-size/large?v=v2&px=999 "Capture.PNG")


Tags: cloud

jira-work-management-cloud
Overview of used exact automation rule in issue?
Asked by Jan ?imek:

Hi,

is there a way how to see what kind of automation rule was executed according to their names in order they were used?

I have a lot of automation rules and even though they should work all the same in different issues the result was different even though it should not.

Since in History TAB under issue you cannot see full names I wonder if there is any way how to find out what rule was executed and in which order.

I know you can find issues regarding automation rules under audit log, but as all automations were correctly executed, just in wrong order the result was different.

Do you know if there is any way how to see this?

Thank you


Answers:
author: Kseniia Trushnikova
body: Hi [@Jan ?imek](/t5/user/viewprofilepage/user-id/4837318),

On the right sidebar of an issue, there is the section **Automation** with information about previously run rules:

![Automation section.png](https://community.atlassian.com/t5/image/serverpage/image-id/278937i2D44E61FDC982AF5/image-dimensions/342x355?v=v2 "Automation section.png")

Maybe it will help?

comments: author: Jan ?imek
body: Hi [@Kseniia Trushnikova](/t5/user/viewprofilepage/user-id/4593830)

That is very good point thank you - I have tried that several times before, unfortunately it does not show all rules used for some reason.

Anyway, will keep trying :-)


Tags: automation

cloud

jira-work-management-cloud
Jira tickets do no display on the Sprint Board
Asked by ckarydaki:

Hi there,

I have an issue with tickets marked in Further Work Required status, do no appear in the Sprint Board.

I can see the tickets in our Release, they have been tagged in the correct sprint and the status is within the To Do column, so when moving a ticket to further work required it should display in the To Do list in the Sprint board.

Any help welcome :)

Thanks,

Chrysanthi


Answers:
author: Trudy Claspill
body: Hello [@ckarydaki](/t5/user/viewprofilepage/user-id/1141658)

Are you working with issues in a Team Managed project or a Company Managed project?

If it is a Company Managed project, can you share with us the filter for your board?

Can you show us the mapping of statuses to columns for the board?

Can you show us the details of the issue that is missing so that we can see its Status value and issue type? Other information can be obscured.


Tags: cloud

jira-work-management-cloud
Created multiselect checkbox, but cannot see it as an option when customizing card on board view
Asked by Eurice Echaves GoonLabs:

Hello! Any help would be appreciated please.  

I created a team managed project - basically a social media calendar.   

I created a custom field - Social Media platform (multiselect checkbox)  

Custom field shows up when I open the issue card, and I am able to select multiple platforms. But when I go to the board view and customize the card to show details, it doesnt show up as an option to select.   

I need to be able to show which platforms we need to work on and also be able filter by platform too.   

It also does not show up as an option on the list view when I try to add columns.   

we are on the free plan because there's still less than 10 of us using Jira at the moment.   

If this is not doable, what options do I have to be able to use multiselect (aside from Labels cos we are already using labels for another option)  

Thank you for the help.


Answers:
author: Trudy Claspill
body: Hello [@Eurice Echaves GoonLabs](/t5/user/viewprofilepage/user-id/5306965)

Welcome to the Atlassian community.

Not all field types are supported for adding to cards on the board. Refer to this document for more information.

<https://support.atlassian.com/jira-work-management/docs/filter-and-search-on-your-board/#Customize-the-cards-on-your-board>

<br />

The filtering options in JWM are limited. Refer to this document for what is supported by the Filter option.

<https://support.atlassian.com/jira-work-management/docs/find-the-information-you-need-with-filters/#Apply-other-filters>

Not all field types are supported to be added to columns in the List view. Refer to this document for more information:

<https://support.atlassian.com/jira-work-management/docs/customize-your-list-by-adding-or-removing-fields/>

For board cards and list view columns you could consider using a Select List (multi-select) instead. For the built in Filter feature there does not appear to be support for custom fields yet.


Tags: cloud

jira-work-management-cloud
Is there a way to configure which date fields show in the Work Management Calendar View?
Asked by Christian Santos:

For many of our tasks, the **due date** and **launch date** may be different. We'd like to view the launch date on the calendar view, not the due date. Is it possible to configure which date field shows on the Calendar view?

The "**launch date** " is a custom date field, whereas the "**due date**" is the built-in field by JIRA, which cannot be removed or renamed.


Answers:
author: Kian Stack Mumo Systems
body: [@Christian Santos](/t5/user/viewprofilepage/user-id/5307171),

No, those are always going to be the due date.

Thanks,   

Kian


author: kmurphy
body: Unless launch day and Due date are different, I've created an automation to populate the due date based on the launch date filled in (technically send date in my scenario), which allows said date to appear on the calendar since it is mapped into the due date [@Christian Santos](/t5/user/viewprofilepage/user-id/5307171)


Tags: cloud

jira-work-management-cloud
Is it possible to filter in Jira work management for multi select checkbox?
Asked by Jason Basckin:

When trying to filter records in Jira work management, list or timeline view, I cannot filter by the custom field that is multi select checkbox. It doesn't appear as a custom filter option. Single Select Dropdown works but not check box.

The documentation says it should be possible. <https://support.atlassian.com/jira-work-management/docs/find-the-information-you-need-with-filters/>


Answers:
author: Trudy Claspill
body: The document says that it support multi-select, but it does not say that it support checkboxes for filtering. I suspect that when it says "multi-select" it is talking about a Selection List, not a Checkbox, custom field.


author: Jason Basckin
body: hi [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) and [@Hannes Obweger - JXL for Jira](/t5/user/viewprofilepage/user-id/4289506)

Thanks for your help, I've managed to get it working now using the selection list rather than the check box however I had to get this sorted with my full Jira admin colleague since we weren't able to create a selection list within the Jira Work Management project directly (only custom option there is the checkbox option).

Would be good to get the documentation updated to mention multi selects via selection lists not checkboxes which most people would jump to first if purely in jira work management.

Thanks again!


author: Hannes Obweger - JXL for Jira
body: Hi [@Jason Basckin](/t5/user/viewprofilepage/user-id/5251298)

welcome to the community!

I just tried this on my Jira site and it indeed appears as if you can't currently filter by Checkbox custom fields. I'd expect this to be fixed as some point, but am not aware of any concrete plans.

comments: author: Hannes Obweger - JXL for Jira
body: ... and just to add to the above: If you're open to solutions from the Atlassian Marketplace, this would work as expected in 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=2467510):

![filter-by-checkbox.gif](https://community.atlassian.com/t5/image/serverpage/image-id/278767iFE29CE2E2C14C65B/image-size/large?v=v2&px=999 "filter-by-checkbox.gif")

For context, JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you'd do in e.g. Excel or Google Sheets. In a sense, it has a few things in common with JWM's list view, however it comes with a range of advanced features, and also works in (and across!) projects of any type, not just JWM projects. Plus, checkbox filtering works as expected!

(Unfortunately, it wouldn't currently help you with the timeline view, although a timeline feature is something we plan to add at some point in the future.)

Any questions just let me know!


Tags: cloud

jira-work-management-cloud