youngmon/atlassian-qna huggingface dataset:
Requesting info from client Integrations
Asked by andrea scott:

When i take on a new client, we require quite a bit of information, which is not usually sent at the same time. This means that we need to contact the contact regularly to get missing info.

Is there a way, that i can use custom fields, to create a form, which is then emailed out to the client,

I would like them to reply in a way that the info is added straight to the custom field automatically.

Then for the trello card to read the gaps (eg missing info) again and then after a short time send another email with the (still) missing info.

By the end of the task, all applicable custom fields will be populated with the required info.


Answers:
author: Iain Dooley
body: [@andrea scott](/t5/user/viewprofilepage/user-id/3848608) parsing content sent by the user out of an email reply will be quite finicky, why not just send them a Google Form then create your Trello card using something like Zapier when they fill it out?

comments: author: andrea scott
body: Thanks il; have a think about it. I think it could work.


author: andrea scott
body: Hi Iain,

Ive taken a look, my quote sheet (niftyquoter) will allow an export of the quote as a csv file, however all of the quote parts are on different lines and the name and a couple of other info parts are at the top so its hard to export this and then create it into a form (for me anyway due to my lack of experience)

Im trying to automate the processs when i have exported to CSV to google sheets! i cants see a quick way of doing this via the form!

Do you have any other thoughts?


author: Iain Dooley
body: [@andrea scott](/t5/user/viewprofilepage/user-id/3848608) okay so you're sending a quote, created using niftyquoter, and then the quote gets approved, but is all the information about the client you require on the quote? If so, how did it get there in the first place?

What I mean is, in order to gather the information you require from the client, why not send a Google Form, then have that information they type in written to a Google Sheet, and automate creating a card in Trello from it (for example by using Zapier).


Tags: custom-field

forms
Help with my boards disappearing
Asked by CM:

I changed my email address within Profile and Visibility, I then lost access to my current boards. It seems like by doing this I got a whole new account and lost my old account. How can I restore my boards and previous access?


Answers:
author: Iain Dooley
body: [@CM](/t5/user/viewprofilepage/user-id/3871283) Are you using Google to login or a Trello username/password?

comments: author: CM
body: Hi. I'm using my Trello credentials to login.

Thanks.


author: Iain Dooley
body: [@CM](/t5/user/viewprofilepage/user-id/3871283) okay so when you change your email address, it asks you to sign in again with your old address to confirm. The way you would have inadvertently created a new account is most likely by creating a new \*Atlassian\* account with your new email address, which means your old email address probably still exists as a Trello account.

Have you tried logging into Trello with your old email address?


author: CM
body: Just as you thought, it was an issue with my new and old email address and how it was configured within the accounts ( a new account was inadvertently created). it eventually got resolved! thanks for your follow up.
I've invited a user to my team (same domain); they can't join my team
Asked by QMIC:

I've invited a new user (same domain as me) to join my Trello board. They keep getting sent in circles after creating an account and cannot log in to trello.


Answers:
author: Garrett
body: Sorry to hear about that trouble your team member is having.

It's a bit difficult to take a closer look at account data from the community side, so would you mind asking your team member to send us an email over at <https://trello.com/contact> please?

We'll be happy to help get them back on track!
changing my initials used in cards
Asked by Leonard Hannasch:

When I first used Trello I defined three initials to my username which appear on my assigned card. Now there are only two initials that display, how can I change my initials to show all three characters?


Answers:
author: Leonard Hannasch
body: I figured out a temporary work around. Took a screen shot of my initials and used that for my profile picture. I just can use my own profile picture.

comments: author: Leonard Hannasch
body: Another workaround is to include the users "three letter initials" with their username. This why when you click the users icon, the users Name, Account Name and Initials display.


author: Fabrice_G
body: Same for me, since the account migrated to Atlassian.

Before, there was a setting to set initials.

2 letters are not enough, I hope we can do it in the future.
When trying to attach a photo to a Trello card the save button does not work Please Help!
Asked by Jordan Cain:

**When I open a trello card then choose attach photo The photo loads in the Trello card but the option to save it at the top right does not work the only option I have is a top left which is the cancel button. It looks like I'm doing everything right but I obviously somethings wrong please advise.**


Answers:
author: Iain Dooley
body: [@Jordan Cain](/t5/user/viewprofilepage/user-id/3870952) what platform are you using this on?

comments: author: Jordan Cain
body: IOS free version. Sorry I answered Shortly after your email arrived but it obviously didn't post.


author: Des Rush
body: I have the same problem. Did you find an answer? Thanks
why Reorder fields for custom field is not working ?
Asked by Ben_Tey:

According to <https://blog.trello.com/trello-custom-fields-with-mobile-more-fields-api>

**Reorder fields** **:** Drag and drop fields in the settings menu to reorder them on the card back, allowing you to surface the most important information in the order you see best.

I've tried to reorder fields with Edge, Chrome browser and mobile apps but it not working for me.

Anyone can help ?


Answers:
author: Ben_Tey
body: Found the answer. In order to reorder, you have to click on the icon instead of the text.


author: Iain Dooley
body: [@Ben_Tey](/t5/user/viewprofilepage/user-id/3870810) can you record a screencast of you doing this with something like useloom.com and post it here?

comments: author: Ben_Tey
body: <https://www.loom.com/share/f7fe2d446087494398ad5f1aa30f9f30>

Thank you for helping. Am i doing right ?


Tags: custom-field
Como fa?o para regustrar o tempo (hora e minutos), que o cart?o passa em cada lista.
Asked by Robson:

E como f?o para exportar para excel essa informa?ao do tempo do cart?o em cada lista


Answers:
author: Vini
body: Oi Robson,

No momento, esse recurso n?o est? dispon?vel no Trello. Eu repassarei seu interesse nisso para considera??o do nosso time - avise-me se houver alguma informa??o adicional que voc? queira que eu lhes envie.   

Se voc? est? curioso sobre como nosso time decide em quais solicita??es trabalhamos, este artigo fornece algumas informa??es sobre esse processo: <http://help.trello.com/article/724-submitting-feature-requests-for-trello>. Tamb?m publicamos uma postagem no blog com informa??es mais detalhadas e visuais aqui: <https://blog.trello.com/feature-requests-unite-support-and-product>  

Se voc? gostaria de ver nossos ?ltimos recursos e lan?amentos, d? uma olhada no nosso quadro de desenvolvimento em <http://www.trello.com/dev>. Nossos quadros m?veis est?o dispon?veis em <https://trello.com/b/5tj4qAvo/trello-ios-app> e <https://trello.com/b/ud59t1fL/trello-android-app>.
Finding archived card using uniqie card ID number
Asked by Arek:

Is it possible to find archieved card using only it's unique ID number?

Thank you for any help :)


Answers:
author: Iain Dooley
body: [@Arek](/t5/user/viewprofilepage/user-id/3870732) cards have 2 ids: a long id and a short id. The short id is in the card's URL, and if you put that into the search field then you'll get a result for the card that matches, whether archived or not. The long id can't be used directly in search, but you can use the long id get the short id via the API.
Trello integration & SSO
Asked by Hammaad Choudhary:

Hi,

I work in the IT department of my company and a few of my users use Trello (free version) and they've asked the question whether their team can sign up for SSO for it, but I'm not sure how it works with Trello now being part of Atlassian, whereas on Trello we couldn't use SSO as we needed the enterprise package to configure SSO with our AAD or ADFS. we're based in the UK, would we able to use SSO integration for Trello via Atlassian. Any help or guidance will be appreciated. Thank you.

Kind Regards

HC


Answers:
author: Iain Dooley
body: [@Hammaad Choudhary](/t5/user/viewprofilepage/user-id/3870739) You can get SSO by upgrading to Trello Enterprise, however you need at least 20 users in your team for that. Otherwise, you can use the new Atlassian Access account to get SSO for just $3/month/user which means you don't have to pay for all the enterprise Trello features just to get SSO.

comments: author: Hammaad Choudhary
body: Awesome! thanks man! appreciate it :)


author: Jessica Venditti
body: [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112)

I did want to follow up with you on this as we have SSO on for our Atlassian users and to make it easier for our Trello users we were looking at the Trello SSO. Is okay to have both? If we do essentially the Trello users would have three access flows: Atlassian SSO, direct to trello and Trello SSO. Is this correct?

To have the Trello SSO, we would need to be on Enterprise, correct? I just did not want any conflicting information.

Thanks


author: Iain Dooley
body: [@Jessica Venditti](/t5/user/viewprofilepage/user-id/1351098) I'm waiting for all my users to have updated to Atlassian accounts before I do this, but my understanding is that if you get the Atlassian Access SSO for $3/month/account, then the SSO will just automatically apply to Trello and you don't need to upgrade to Enterprise to get it. It was [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556) who told me this in his AMA last year so perhaps he can clarify your question :)


author: Jessica Venditti
body: Thanks [@Iain Dooley](/t5/user/viewprofilepage/user-id/1416112) We are in the midst of this transition. We have several staff that are Trello only and the use of the current atlassian tile through SSO, while they can use it, is confusing if they don't use the other Atlassian products as the tile label is not clear for Trello only so we were looking at how we can add the Trello tile for the SSO however it will come with enterprise account. We don't yet use many of the Trello functions so trying to evaluate if we want to pay for just the tile for access. I do appreciate your reply and look forward to thoughts from [@Michael Pryor](/t5/user/viewprofilepage/user-id/1131556)
How do I sort Items in the calendar PowerUp view by time from different lists
Asked by Deleted:

I inserted several cards with deadlines in my calendar view at Trello. For example, in one day I have 3 cards with deadlines from two different lists. Now the calendar sorts not according to the time of the deadline but according to the order from which lists it comes. How can I sort by time in the calendar view.

Thanks for help

Guido


Answers:
author: Iain Dooley
body: [@Deleted](/t5/user/viewprofilepage/user-id/3870668) you can't, but if you want more control over scheduling then I suggest trying out Placker which enables sophisticated project management on top of Trello.

comments: author: Deleted
body: Thanks, for the quick answer. I will have a look at Placker.
Show additional information in lists
Asked by Silvio Gl?ckner:

Hi, is there a way to show additional information of cards in the dashboard view on the lists. For example I want to view the date on which a card was moved to a list.


Answers:
author: Vini
body: Hey Silvio!

You can click the Show Details button in a card:

![Screen Shot 2020-04-21 at 17.44.35.png](https://community.atlassian.com/t5/image/serverpage/image-id/91562iE57950556F2F3712/image-size/large?v=v2&px=999 "Screen Shot 2020-04-21 at 17.44.35.png")

That will show the Activity you are looking for:

![Screen Shot 2020-04-21 at 17.45.19.png](https://community.atlassian.com/t5/image/serverpage/image-id/91563i0267C03FEEBA7300/image-size/large?v=v2&px=999 "Screen Shot 2020-04-21 at 17.45.19.png")
How do I create a Butler Command Library? Current instructions do not reflect layout?
Asked by DPI:

I have a large number of rules I would love to put into a command library to organize, but the instructions on the Trello site to set up the library do not reflect the layout I have for Butler, I cannot find a way to create a library within the rule. Would someone let me know how to do this with the current interface?


Answers:
author: DPI
body: Hi [@Esme Crutchley](/t5/user/viewprofilepage/user-id/3555478) I'm not trying to recreate any rules, i just want them organized with tags because there are so many of them for so many boards that it takes some time to find the right rule to adjust when needed.

<https://help.trello.com/article/1139-command-libraries>

This is the article that comes up to create command libraries

comments: author: Esme Crutchley
body: Hi [@DPI](/t5/user/viewprofilepage/user-id/3731704)

Thank you for getting back to me!

If you open your list of Butler rules, from any board, you'll get a great big long list (as you probably already know).

If you click on the little tag:

![Screenshot 2020-04-17 at 16.23.33.png](https://community.atlassian.com/t5/image/serverpage/image-id/90954i3EAAB10F026836FD/image-size/large?v=v2&px=999 "Screenshot 2020-04-17 at 16.23.33.png")

Then you can type in whatever you want:

![Screenshot 2020-04-17 at 16.24.46.png](https://community.atlassian.com/t5/image/serverpage/image-id/90956i08783CDCF215191E/image-size/large?v=v2&px=999 "Screenshot 2020-04-17 at 16.24.46.png")

And press enter!

Hope this helps! If not, please get back to me!


author: DPI
body: [@Esme Crutchley](/t5/user/viewprofilepage/user-id/3555478) yes that is super helpful, thank you!


author: Esme Crutchley
body: Woohoo!

No worries! I've just realised that I have a load of rules that aren't labelled, so, thanks to you, I'm going through them and tagging them now!

![you can do it good job GIF](https://media2.giphy.com/media/5C0b4tU550kNGRmJrU/giphy.gif?cid=ecf05e47c2a85133ba97b8935c82577977f8673be2d77765&rid=giphy.gif)

Esme :)


author: Esme Crutchley
body: Hi [@DPI](/t5/user/viewprofilepage/user-id/3731704)

Could you share some screenshots of the rules you're trying to recreate? We should be able to help if we know what you're trying to do.

Could you also link the website that you're using for the instructions and we can see if there is a new version?


Tags: butler
Find cards moved to a list in the last week?
Asked by sundararamans@vmware.com:

What search / filtering do I use to find all cards moved to a search in the last week? Or, alternately, what search do I use to find all cards that had due date marked as complete in the last week.


Answers:
author: Esme Crutchley
body: Hi [sundararamans@vmware.com](/t5/user/viewprofilepage/user-id/3869329)

It might be worth having a look at the Trello Help page on [Searching for cards all boards](https://help.trello.com/article/808-searching-for-cards-all-boards) and seeing if there's something in there that will help you see your cards.

As you're looking for a due date complete in the last week, that's a card change, so you might be able to use the **edited:week** command in the search box.

Let us know if that helps!

Esme :)


Tags: filter

search

time-tracking
Collaborating in Slack and seen in Trello
Asked by J. Dallo:

I have decided to link Slack with my law firm's Trello account. We have a lot of experience with Trello, but no experience with Slack. Is it possible for conversations we have in Slack about a file/card in Trello to appear in Trello as part of an ongoing Trello correspondence between staff?

I guess we want to use Slack to collaborate remotely and chat about cases we're working on, but I'd like us to be able to look at Trello for conversation history. Is that possible? Do you recommend something different/better? Please advise. Thank you!

J. Dallo


Answers:
author: Michael Pryor
body: You can drag the timestamp from a conversation in slack onto a Trello card as an attachment. If you turn on the Slack Power-Up then when you view the back of the card it should show you that snippet of conversation and allow you to navigate back to it. You should also add the Trello app to Slack.


Tags: slack
edited:day search returning cards edited earlier than a day
Asked by sundararamans@vmware.com:

I am trying to look for cards in a specific list that were edited in the last day. I am using the below search.
> list:completed edited:day

In the results I see cards that were edited over a day before. I am seeing cards edited several months ago. I can check this by opening the card from the search result and looking at the activity. The last activity in several of the cards are over a month ago.

What I am actually trying to do is find out all cards that were moved to this list in the last day. Whenever I move a card to this list I mark the due date as complete. This change in due data, I am hoping will be considered as an edit and hence I am hoping the above search will pickup cards moved to this list in the last day.


Answers:
author: Michael Pryor
body: Hmm. Only if you've set up automation (maybe a Butler rule)?

comments: author: sundararamans@vmware.com
body: Ah, I do have a butler rule that automatically marks the due date on a card as completed and moves it to the list named "Completed" and this is triggered via a button that I click - it's not automatic though.

Is it still likely that the butler rule maybe causing the issue, despite it being triggered manually?

Also, is there an easier way to search for one of the below

1. All cards moved to a particular list in the last day/week/month.

2. All cards whose due date were marked as completed in the last day/week/month

Much appreciate your help in figuring this out.


author: Michael Pryor
body: Marking the due date as complete should count as an edit. There are probably a few other things that count as an edit (beyond what you might see if you look at the comment activity on the back of the card for example). I'm wondering if those cards were changed but the type of edit isn't "big enough" to show on the back of the card.

comments: author: sundararamans@vmware.com
body: Thanks Michael.

There are several cards that were moved to the list titled "Completed" and since they were moved I have not done anything with them - not even open them to view the info in the cards.

Are there changes that happen automatically behind the scenes without the user triggering them, which will count as edit?


Tags: filter

search

time-tracking
Access restriction
Asked by Tom Lierman:

How can I prevent from users getting into our tenant/space?

We use a standard license, but when a new (uninvited) user joins, they are immediately placed on the active users which is licensed ...

I would want to configure the access rights so that only invited users can join.

Is this possible?

Thanks in advance

Tom


Answers:
author: Bill Bailey
body: You may have the option **New users have access to this product**turned on. If that is the case, turn off that option to restrict new users to invitiation only.

Docs are here: <https://support.atlassian.com/user-management/docs/update-product-access-settings/>

comments: author: Tom Lierman
body: Hello

Yes I unmarked this option, it was still on! Thanks!!


author: Nic Brough -Adaptavist-
body: Welcome to the Community!

The way people are added to spaces all depends on how your user directories have been set up.

I am a bit confused by what you mean by "join". I am probably misreading it, but it feels like you think there is a difference between "joining" and "getting access to Confluence"?

But that probably doesn't change my initial answer!

If the need is "people invited or added to Confluence as an active user get access to Confluence in general, but we do not want them to be able to see or use spaces X, Y or Z until specifically added to them", then the answer is to look at the space permissions.

You will probably find that they have a rule that says something like "Group: Confluence-users can view/edit/comment in this space".

Confluence-users is the group I use to say "people in this group can use confluence (effectively, they are licenced users)". If you use the "can use confluence" group in your space permissions, then anyone who can use confluence will get the right to use the space.

So the short answer is "remove the can-use-confluence group from your space permissions"


Tags: cloud

confluence-cloud
User is unable to add others to restricted pages
Asked by Micha? Sroka:

Hello,

I can't figure out, why user can't grant access to the restricted pages from restriction settings. It says "We couldn't find any results because you don't have permission to search the user directory". User has all permission in this space, also has edit permission in restricted page. From this account, I'm able to remove restrictions, but it's impossible to add new users.

Anyway, from edit page screen there is a possibility to sens an invitation to edit, and there user directory is working.

![Untitled.png](https://community.atlassian.com/t5/image/serverpage/image-id/170144i79FE972DDADCA166/image-size/large?v=v2&px=999 "Untitled.png")


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Community!

This is not a page permission. The right to see the list of users (user directory) is a global Confluence setting. Check the global permissions to see who can list out users.

Without the "browse users" permission, you have to know the full name or id of the target person to type in, but you can still add them if you know it.

comments: author: Micha? Sroka
body: I check this out and all seems to be fine. User is in the group, which has access to browse user and groups (gear icon - system - global permissions) and in the global confluence settings: gear icon in confluence - global permissions - there are two ticks - "personal space" and "create space" in the group where the user is.

And it's not possible to add user, even when the full name is typed.

I think that user has access to browser user and groups, because, from edit page when I click plus on this account to add user, then it's possible to add another users.

![Untitled.png](https://community.atlassian.com/t5/image/serverpage/image-id/170182i10585AA94BD87489/image-size/large?v=v2&px=999 "Untitled.png")


Tags: cloud

confluence-cloud
Cannot change indexing language
Asked by Admin IT:

Cannot change indexing language in confluence cloud free plan. We need to set it as German
> Temporarily, currently only sysadmin can change indexing language and reindex all documents. Contact Atlassian Support if you need help.

Can you open a ticket for me? Thank you !


Answers:
author: Nic Brough -Adaptavist-
body: The free (and $10) plans do not get support, otherwise we'd ask you to raise it at <https://support.atlassian.com/contact>

I'm afraid you are probably stuck here, you'll have to wait until Atlassian re-enable the function for confluence admins.


Tags: cloud

confluence-cloud