youngmon/atlassian-qna huggingface dataset:
Has any one used Jira for project management or for tender proposal preparation
Asked by Fadhel Rida:

I have a TOR and I would like Jira to USE AI capabilities to read the document , come up with a main required tasks summary , and suggest list of activities to meet the tender requirement and possible time schedule for activities


Answers:
author: Lisa Forstberg
body: Hi [@Fadhel Rida](/t5/user/viewprofilepage/user-id/5575909) ,

Interesting use case!

Firstly you need to be on Jira Cloud Premium to get the AI features.

Then when you say "read a document" I think you mean an attachment. This is not (yet) supported. see [answer from atlassian here.](https://community.atlassian.com/t5/Atlassian-Intelligence/Atlassian-AI-does-not-seem-to-use-information-in-PDF-attachments/td-p/2688279)

If you copy the text in the description field in a Jira ticket you can have the AI to summarize it, come up with actions and even suggest a time plan for the actions. I just tested with a short tender I have handled recently.

But these kind of texts can be really long, so it may not be the best fit to have it in a jira issue description field. Maybe managing your tender proposal in confluence instead - see [this documentation](https://www.atlassian.com/software/confluence/resources/guides/best-practices/atlassian-ai#atlassian-intelligence-features-in-confluence) for ideas.

best of luck

Lisa


Tags: cloud

jira-service-management

jira-service-management-cloud
Schedule Issues & Assets
Asked by kara.decker@jackson.com:

I know in Automations you can schedule issues. Then setup a custom field and use an AQL to add assets to an issue within the automation.

However my team is using JSM for Facilities and not IT service tickets. The view, exports, and tracking using in scheduled issues will work better for us than automations.

Is there a way for the custom field that is tied to our assets to be used in scheduled issues?

![Scheduled Issues.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/343658i3652058856200E2B/image-size/large?v=v2&px=999 "Scheduled Issues.PNG")


Answers:
author: Ciara TN
body: Hi Kara,

I think this is an marketplace app? The Scheduler  

Here is the documentation from the app vendor: <https://psc-software.atlassian.net/wiki/spaces/SCHED/pages/1645412369/Get+Started>

I would recommend reaching out to the vendor for assistance.

-Ciara


Tags: cloud

jira-service-management

jira-service-management-cloud
Removal of project project from customer portal for all agents and customers.
Asked by srinivas vadlamudi:

A project Should be removed from the customer portal for all agents and customers. The project should exist in JIRA but not in the customer portal for anyone..!!  

**Objective** :  
The goal is to ensure that a specific Jira Service Management project is no longer visible or accessible in the customer portal by both agents and customers. The project should still exist in Jira, meaning it should be accessible internally for users with appropriate permissions, but it should not be listed or available in the customer-facing portal.  

**Example Scenario:**Imagine you have a project named "Internal Support" that is currently visible in the customer portal, allowing customers and agents to raise tickets. The requirement is to remove "Internal Support" from the customer portal, so it doesn't appear in the list of available projects, but still keeps it active for internal use, like tracking internal tasks or incidents that do not require customer interaction.


Answers:
author: Lisa Forstberg
body: Hi [@srinivas vadlamudi](/t5/user/viewprofilepage/user-id/4157166)

I would have tested either of these options:

1. Remove the Browse Permission for the role "Service Project Customer - Portal Access.
2. Remove users from the Service Desk Customer role on project settings \> People
3. Add restrictions on group level per request type. This will ensure that new requests can't be created but the customers can still see their previously created requests.

best regards

Lisa


Tags: cloud

jira-service-management

jira-service-management-cloud
Hippa Compliant plugin for for 2 Jira cloud instance
Asked by Muhammad Adeel Rehman:

1. Any Hippa Compliant plugin for for 2 Jira cloud instance synch so that PIH information could not be compromised.

We plan to synch to 2 Jira cloud instances and wanted to make sure that this solution is hippa Compliant


Answers:
author: Valerie Knapp
body: Hi [@Muhammad Adeel Rehman](/t5/user/viewprofilepage/user-id/4667218) , thanks for your question.

I think you'll need to check with the different vendors for this.

Two typical ones are

Exalate <https://marketplace.atlassian.com/apps/1213645/exalate-jira-issue-sync-automation-more>

<https://docs.exalate.com/docs>

Backbone <https://marketplace.atlassian.com/apps/1215199/backbone-issue-sync-for-jira>

<https://help.k15t.com/backbone-issue-sync/5.11/cloud/>

Please check out their documentation or reach out to the vendors who should be able to help you.

Cheers


Tags: backbone

cloud

exalate

jira-service-management

jira-service-management-cloud

k15t
Caluculated sum of total count based on selected values
Asked by Nagaraju Reddy:

I have a field called "items" multiselect and values like (mouse, keyboard, monitor, phone)  

when I selected Mouse the mapped amount is 2000 and keyboard=5000 and monitor-8000.  

While creating a ticket it I selected items based on mapping "total purchase amout" field updated all items +  

Mouse = 2000  
Keyboard = 5000  

Total Purchase amount = 7000.  

I written a automation rule but getting error

<br />

![Screenshot 2024-08-24 at 6.33.44?PM.png](/t5/image/serverpage/image-id/343632iC99725B8EAF8D100/image-size/large?v=v2&px=999 "Screenshot 2024-08-24 at 6.33.44?PM.png")

{{#=}} {{#if(issue.fields.customfield_10090.match(Monitor))}}3000{{else}}0{{/}} + {{#if(issue.fields.customfield_10090.match(Notebook))}}2000{{else}}0{{/}} + {{#if(issue.fields.customfield_10090.match(UPS))}}6000{{else}}0{{/}} + {{#if(issue.fields.customfield_10090.match(License))}}13000{{else}}0{{/}} + {{#if(issue.fields.customfield_10090.match(Add-on))}}15000{{else}}0{{/}} {{/}}


Answers:
author: Ciara TN
body: Hi Nagaraju,

Can you paste in a screenshot of your automation please?

And to ask also does this work if all options are checked, 1 option or 0 option?

<br />

Thank you

-Ciara

comments: author: Ciara TN
body: Also perhaps the LookUp Table function might be a better way to do this:   

Check out: <https://support.atlassian.com/cloud-automation/docs/jira-automation-actions/#Create-lookup-table/>

Add you can add the default also by covered using: **{{lookup_table.get(issue.customfield_10090)\|0}}**


Tags: cloud

jira-service-management

jira-service-management-cloud
Is it possible to add an avatar to multiple Jira assets, i.e. bulk tool/actions.
Asked by Erik Estep:

I am trying to create multiple "assets" (over

I am trying to create multiple "assets" (over 650). I will have 10 different asset types and I'm having a hard time with the avatar. I was going to create the devises in excel and then import them. However, after I add them, I don't see anything to bulk edit for the avatar, only attributes. I know I can clone but one of the asset types has over 240 (that's a lot of cloning)

also is it possible to add a generic comment after I clone or use the bulk tool?


Answers:
author: abuislam
body: In Jira, bulk updating avatars for multiple assets isn't directly supported. You might need to use the Jira API to automate this process. For comments, you can use the bulk change tool to add comments after cloning, but this requires custom scripts or plugins for efficiency.


Tags: assets

avatar

bulk-edit

comment

jira-service-desk-cloud

jira-service-management

jira-service-management-cloud
How to add a warning message based on a field value?
Asked by Ashley Honeycutt:

I'm looking to display a warning message to a customer if they select a certain value for a custom field.

An example use case would be: User selects "urgent" which will page an on-call engineer. We don't want to prevent the submission of the request, but we do want them to know the impact of that selection and verify if they're sure that's what they want to do.

Using a Scriptrunner behaviour, I was able to create a error message that displays for a field if a certain value is selected, however that blocks the submission of the ticket. The display for that is exactly what I'm looking to do though.  
Any thoughts are greatly appreciated.  
Thank you!


Answers:
author: Ashley Honeycutt
body: **Update:** I combined my original idea of a Scriptrunner behavior and Joseph's idea of custom help text for the field and it worked!

```
def cf = getFieldByName("Custom Field Name")
def cfValue = cf.getValue() as String

if(cfValue == "Yes"){
cf.setDescription("<p style=color:red><b>Desired Message</b>")
}
if(cfValue=="No"){
cf.setDescription("")
}
```


author: Joseph Chung Yin
body: [@Ashley Honeycutt](/t5/user/viewprofilepage/user-id/5065838) -

One possible solution is to create customized help text using wikimarkdown syntax on your request type form's field setup to instruct the users on your options associated to a field.

Here is an example -

We used the markdown syntax to create the help text to draw user's attention on the field entry.

![2024-08-23_16-03-06.png](https://community.atlassian.com/t5/image/serverpage/image-id/343608i016C92534F133680/image-size/large?v=v2&px=999 "2024-08-23_16-03-06.png")

In the Request Type form setup, here is the code -

```
Enter your project key in {color:red} *All CAPS* {color} in this field. {quote} *Example: Project is Incident Management, the project key will be "IM". You can identify your project key by looking at any issue key - "XXXXX-12
```

where {color:xxx}, \* character is for BOLD font display, and {quote} is to create the coded block layout in the Request Type form in the portal.

Here is the link on Text formatting using wikimarkdown syntax - <https://jira.atlassian.com/secure/WikiRendererHelpAction.jspa?section=texteffects>

This should allow you to flag out the "Urgent" choice means to your customers.

Hope this helps.

Best, Joseph Chung Yin

comments: author: Ashley Honeycutt
body: Thanks for the suggestion, [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739) !

We're hoping for something to visually change when a certain selection is made. This is due to users' tendency not read the field descriptions if they've read them before.

This did make me wonder if there's a way to use a Scriptrunner behavior to conditionally set the field description, so I'm going to play with that.


Tags: jira-service-desk-data-center

jira-service-management

jira-service-management-data-center

jira-service-management-server

server
How do I got from free trial back to the free version?
Asked by Salwanida Budiman:

I am on the free trial for the Jira Service Management subscription by accident and want to cancel back to the free level. How do I manage the billing if it doesn't allow me to change plans?


Answers:
author: Dave Rosenlund _Trundl_
body: Hi, [@Salwanida Budiman](/t5/user/viewprofilepage/user-id/5575408) ?

The billing administrator for you site will have to do this:

* Go to admin.atlassian.com/billing. Go to Subscriptions from the side navigation.
* From the subscriptions list, find the product you want to change the plan for and select Manage.
* On the Subscription details page, select Change plan.
* Select the plan you want.

Best,

-dave

comments: author: Salwanida Budiman
body: [@Dave Rosenlund _Trundl_](/t5/user/viewprofilepage/user-id/1164057) I keep getting this... It doesn't allow me to change the plan.

![Screenshot 2024-08-23 at 4.53.16?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/343585i775A38CA71C6C1CB/image-size/large?v=v2&px=999 "Screenshot 2024-08-23 at 4.53.16?PM.png")


author: Dave Rosenlund _Trundl_
body: did you get the request confirmation that's mentioned at the bottom of the page? I think you'll just have to wait now.


Tags: cloud

jira-service-management

jira-service-management-cloud

not-applicable

subscriptions-and-billing
Report on user's timezones
Asked by Edward Moxley:

We are running into issues where users have not updated their timezones in their profiles and since the default (for us) is America/New York, people in other timezones see the incorrect time (not relative to their location).

Is there a report (or export)available that will list user's timezones so we can do pointed follow up with the users?

Thanks


Answers:
author: Mikael Sandberg
body: Currently the only way you could get a report on this would be to use the [Find users](https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-user-search/#api-rest-api-3-user-search-get) endpoint to get all your users and then check the time zone they have on their profile.


Tags: cloud

jira-service-management

jira-service-management-cloud
Why can't a project admin see the Search bar when editing a request form?
Asked by Lori Milam:

Do Project Admins not see the Search fields field on the right hand side of editing a request form, but an instance admin can see it? Screenshots attached.  

![image-20240823-151441.png](https://community.atlassian.com/t5/image/serverpage/image-id/343550i76992DC670522515/image-size/large?v=v2&px=999 "image-20240823-151441.png")![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/343551iA37BD9D9127EAE1C/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Jack Brickey
body: Hi [@Lori Milam](/t5/user/viewprofilepage/user-id/3998050) , so you are speaking about the search bar at the to of the list of available fields in the right sidebar , correct? Your first image seem to illustrate that you are not scrolled to the top but maybe I am not understanding your scenario/question. Project admins should be able to build out the request form including accessing all available fields.

comments: author: Lori Milam
body: [@Jack Brickey](/t5/user/viewprofilepage/user-id/853369) Yes that's what I'm talking about. The first image is from the project admin not showing the search bar under the "Search All Fields" text like it does on the site admin screenshot (2nd). The search field you see at the top of this image is from her doing a Ctrl + F on the page.

So I'm trying to figure out why she doesn't see the that search bar and wondering if it is because the only fields she can see are the ones that she is project admin on.


author: Jack Brickey
body: Hi [@Lori Milam](/t5/user/viewprofilepage/user-id/3998050) , she certainly will only have access to the specific project fields as a project admin. I would expect that the search bar would be there but I wonder if it does not appear based on the number of fields available in the project. That is, maybe the search bar only appears when there are too many to scroll through. TBH I have not seen where it was not available but I will look at some projects where I am only a project admin.


author: Lori Milam
body: Hi [@Jack Brickey](/t5/user/viewprofilepage/user-id/853369) Thanks for the response. That kind of confirms my thinking on it as well, but I just wasn't sure and couldn't find any documentation on it. Honestly, this is the first time it's been brought to my attention and it makes sense.


Tags: cloud

jira-service-management

jira-service-management-cloud
Attempting to enable Knowledge Base on our Service Management customer portal
Asked by Ron Moses:

We are attempting to publish Knowledge Base articles on our customer portal we have published with Jira Service Management. It appears we need to update the permissions for "All logged-in users" in Confluence, but our Confluence Admin has the button disabled where we cannot update the permissions.

What steps need to be performed in order to post Knowledge Base articles where our customers can see them on our Jira Service Management portal?

Thanks!


Answers:
author: Seon Shakespeare
body: Hi Ron,

It sounds like you'll need to work with your Confluence Admin to adjust those permissions, as they're likely managed at a higher level. They should be able to help you get the knowledge base accessible from your service desk portal.

Hope this helps

comments: author: Ron Moses
body: Thanks for the reply Seon, but it was our Confluence Admin that requested for me to post the question to the community. The Confluence Admin has the permission button disabled where they cannot enable it.


author: Seon Shakespeare
body: Hi Ron,

Thanks for clarifying!

To help troubleshoot this, could you ask your Confluence Admin to share:

* **Whether they are a Site Admin or a Space Admin.** (Site Admins have more control over permissions across the entire Confluence site.)
* **A screenshot of the disabled permission setting.** (Let us know where they are seeing this - global permissions, space permissions, or somewhere else?)

**It's also worth checking if they experience the same issue in a different browser.** There have been some cases where browser-specific glitches caused similar problems: <https://community.atlassian.com/t5/Confluence-questions/Can-t-edit-permissions-on-space-as-confluence-admin/qaq-p/2353243>

Thanks


author: Ron Moses
body: Sorry for the delay, but as it turns out we are Site Admins in Confluence. We attempted a different browser, but same results. We believe we have found that the issue is related to global permissions that we can't change right now as we are using the free version while we are testing things out and are a small group. We are currently of the belief that if we switch to a paid version of Confluence, that we could then change the global permissions and get the Knowledge Base working with Jira Service Management. We are going to hold off on that for now while we finish testing things out confirming this is our go-forward solution, and then will come back to get the Knowledge Base working when we are under a paid Confluence plan. Thanks for your help on this!


author: Seon Shakespeare
body: Hi Ron,

Thanks for the update - sounds like a good plan!

For anyone else who comes across this thread with a similar question, here's a helpful doc that goes into some of the limitations of the Confluence Free plan, especially around anonymous access: <https://support.atlassian.com/confluence-cloud/docs/manage-permissions-in-the-free-edition-of-confluence-cloud/>

Glad I could at least point you in the right direction!


Tags: cloud

jira-service-management

jira-service-management-cloud
Is there a streamlined way to manipulate the email "to" field based on issue criteria?
Asked by Tyler Giles:

Good morning! This is what I am wanting:  

1 Rule and 1 email component.  

I then want the "to" filed to be dynamic based on issue criteria. For example:  

**If priority = low, send email to John Doe**   
**If priority = medium, send email to John Doe AND Jane Doe**   
**If priority = high, send email to John Doe AND Jane Doe AND CEO...**

Now I know I can do this in a convoluted way with either MULTIPLE automation rules, or MULTIPLE email components, but these would both require having the email written out in 3 different places. If I wanted to then edit the email, I would have to edit it 3 times, etc. What would be the best practice to accomplish the above logic in a single rule using a single email component? Thank you!!![2024-08-23_11-27-40.jpg](/t5/image/serverpage/image-id/343520i2059C6E2E36B6573/image-size/large?v=v2&px=999 "2024-08-23_11-27-40.jpg")


Answers:
author: Marc - Devoteam
body: HI [@Tyler Giles](/t5/user/viewprofilepage/user-id/5525501)

You can't.

You are specifying conditions in your request. These have to be set in the automation rule based on the condition is true or false you can action.

Alone based on these requirements you can't have a single mail component, and otherwise its also not possible.


Tags: cloud

jira-service-management

jira-service-management-cloud
Help with Custom Fields
Asked by Ayden Hanson:

Hello all! I am trying to create a Jira Automation where once a request is completed on one project, it instantly creates a new issue on another project. I am trying to transfer over the information from both projects but am running into issues with the custom fields. For some reason, I can never get the fields to transfer over to the new project correctly. Can someone help me with this?


Answers:
author: Oguzhan Esen
body: Hi Ayden - Welcome!

A Screenshot of your rule would help. Do you want to synchronize the issues or do you only want the data to be transferred to the other one?


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

Can you post your rule here? Show the details of the create issue please.

Oftentimes it's because your are not copying the value for the custom field from the Trigger Issue.


Tags: cloud

jira-service-management

jira-service-management-cloud

not-applicable

organization-administration
Exclude approver possible in Data Center?
Asked by Tim H_:

I want to make sure that the creator of an issue can not approve it himself. I saw screenshots with a field "Exclude approvers from:" (e.g. reporters). That is exactly what I'm looking for. However, I can't find this field in my instance.

Is it possible that this field is only available in JSM Cloud? I'm using Data Center. Is there an alternative way to achieve this?

Any help is greatly appreciated!

Best regards,

Tim


Answers:
author: Dave Rosenlund _Trundl_
body: Hi, [@Tim H_](/t5/user/viewprofilepage/user-id/519831) ?

I hate being the bearer of bad news... Unfortunately, this is *not* possible today in the Jira or Jira Service Management Data Center platform.

You may wish to add your vote and your voice to this outstanding suggestion for this feature: [JSDSERVER-5441](https://jira.atlassian.com/browse/JSDSERVER-5441)

I know of no workaround, nor is one mentioned in the JSM/JSD or the related Jira ticket, and Atlassian is pretty good about listing known workarounds in these tickets.

Sorry,

-dave

comments: author: Tim H_
body: Hi [@Dave Rosenlund _Trundl_](/t5/user/viewprofilepage/user-id/1164057)

thank you for your response. In the end, I used the [JMWE add-on](https://marketplace.atlassian.com/apps/292/jira-misc-workflow-extensions-jmwe?tab=overview&hosting=datacenter) to realize it slightly different. I added a condition to the transition itself. Only members of group A can trigger it. The transition leads to the actual approval step, where a member of group B has to be selected as an approver. That works for me.

Best regards,

Tim


author: Dave Rosenlund _Trundl_
body: Thanks very much for coming back to share your solution, [@Tim H_](/t5/user/viewprofilepage/user-id/519831) ?


Tags: approver

jira-service-desk-data-center

jira-service-management

jira-service-management-data-center

jira-service-management-server

server