youngmon/atlassian-qna huggingface dataset:
How do you customize the fields shown as default when creating an idea?
Asked by Kevin:

When creating an idea, these fields are shown by default: Summary, Description, Goal, Effort, Roadmap, Documents  

I don't want to have the Effort and Roadmap shown at default because that will usually be left blank until further discussions. How do I remove them in the default view? I still want to keep them as fields but not in the create idea view. Also there are fields that I would like to add that are not there.  

I am looking something similar with Jira where you can customize the screen by choosing different fields.


Answers:
author: Doug Rhoten
body: To control the fields shown on the create idea form, I created a new view called "Idea Creation Form" and then under Project Settings \> Create ideas I selected this view to base the form on.

![Screenshot 2024-05-15 at 10.05.38?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/323873iC41456995F8FF1AB/image-dimensions/351x218?v=v2 "Screenshot 2024-05-15 at 10.05.38?AM.png")

comments: author: Michael Seguin
body: I second Doug - the only downside to this is that if you are in a table view of JPD ideas, and click to add a new row (create idea), the template won\[t be applied by default... only when you use the top level 'create idea' button does the template inherit by default.
How To automate Add Selected Field
Asked by BD08:

I have create a one field in my Team Call the OKR the OKR create in Ide type and then can i create automation ![Screenshot 2024-05-15 at 06.29.18.png](https://community.atlassian.com/t5/image/serverpage/image-id/323695iADCCB376A86F5082/image-size/large?v=v2&px=999 "Screenshot 2024-05-15 at 06.29.18.png")  
but i have issue after create automation data

![Screenshot 2024-05-15 at 06.33.20.png](https://community.atlassian.com/t5/image/serverpage/image-id/323699iEE023F7A8F47DB84/image-size/large?v=v2&px=999 "Screenshot 2024-05-15 at 06.33.20.png")
> {  
> "update": {  
> "customfield_10413": \[{  
> "add": { "value": "wakmen" }  
> }\]  
> }  
> }

And Then Have issue

![Screenshot 2024-05-15 at 06.34.00.png](https://community.atlassian.com/t5/image/serverpage/image-id/323698i8886A68E4C7BBF27/image-size/large?v=v2&px=999 "Screenshot 2024-05-15 at 06.34.00.png")

Because i think Product discovery not have child ide

in my maxxitani.atlassian.net


Answers:
author: Kalyan Sattaluri
body: Hello [@BD08](/t5/user/viewprofilepage/user-id/4677889)

Your current error is because you have OKR field selected in the dropdown and are also trying to update in the Advanced edit section.

To resolve this error, take out the OKR field checkbox from the dropdown "Choose fields to set".

Once thats resolved and rerun the rule and you can verify if your JSON is valid or not for the field.

If this is a single select drop down, you JSON should be of the format:

"customfield_11449" : { "value": "wakmen" }

comments: author: BD08
body: my need is add selected falue
How to link Atlas goals to JPD ideas?
Asked by Gergely Feh?r:

As I remember, earlier we had a field called Atlas Project/Atlas Goal. Now I simply can't find the way to link ideas to Atlas Goals/projects - it seems to be removed somehow. Is it due to the changes announced, that Atlas is disappearing, and will be included in Jira? Is there any solution to group the ideas now by the goal they support?


Answers:
author: Tanguy Crusson
body: [@Gergely Feh?r](/t5/user/viewprofilepage/user-id/3782392) maybe you've used it on another site (xyz.atlassian.net) because it wasn't turned on for the site you're using now. We've just turned it on there.

comments: author: Gergely Feh?r
body: Thank you very much - and yes it can happen that I saw it on other site.


author: Amanda Barber
body: Have you requested that here? It's still in beta. <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Upcoming-product-improvements-Atlas-integration-ready-for-early/ba-p/2195274>


author: Thorsten Kamann
body: There was an announcement that integration of Atlas into PD is in beta. But I didn't know more about this.


author: oliver.boban.alempijevic
body: This is a rather interesting idea. How did you group the ideas according to the supported goals you had, earlier?

I have added Business goals as a field that I attach each idea to. Then I just filter the ideas according to the goals I need to look at, but if there where an easier way on the eye, I am more than interested. I would be much easier for Stakeholders to straight away easy see different groups of ideas connected to each business goal for example.

comments: author: Doug Rhoten
body: I am interested in learning more about this beta feature, and do not have access to it yet.

How are the items in the dropdown list initially filtered?

Does it simply show all, and then you filter it? Asking from the perspective of a large org, where there are currently 20k goals and growing and I would only intially need to see the business and engineering goals for our product group.


author: Tanguy Crusson
body: Hi [@Doug Rhoten](/t5/user/viewprofilepage/user-id/5450965) and [@oliver.boban.alempijevic](/t5/user/viewprofilepage/user-id/5489519) you can see it in action in the second video in this post: <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Upcoming-product-improvements-Atlas-integration-ready-for-early/ba-p/2195274>

It took a while but we're now putting the final touches to be able to turn it on for everyone in production in the next few weeks.

Doug: initially you have none, and as you search and link a goal to an idea it then becomes available the next times you open the dropdown on other ideas.
Timeline view doesn't like side by side tickets
Asked by Mike Reading:

Timeline view keeps pushing all of my tickets to be on seperate lines.   
I'm trying to have a lot of my tickets side by side (horizontally) so I can better see in one view what's happening.   

However, sometimes when I add a new ticket, it throws off the whole page and every ticket then has it's own individual row. This results in all of the tickets being shifted down the page and it's really difficult to track what's happening.

![Untitled 2.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/323216i72F5341DE8EE8AF4/image-size/large?v=v2&px=999 "Untitled 2.jpg")


Answers:
author: Tanguy Crusson
body: Hi [@Mike Reading](/t5/user/viewprofilepage/user-id/5495434) we think we found out what's going on, can you help me confirm?

This happens if you are a user that does not have the "manage views" permission. Can you please ask your project admin if that's the case for you?

(in any case that part is a bug, we'll fix it)

comments: author: Mike Reading
body: I've got the manage view permission, and this still occurs for me if I move any cards around while there is a filter applied. The cards remain in their column but are at random heights still. This is no longer an issue for me though as I am utilising the use of the sort functions :)


author: Tanguy Crusson
body: [@Mike Reading](/t5/user/viewprofilepage/user-id/5495434) OK we've found what's up - we're going to release a fix. Thanks for raising this!


author: Simon Rimbert
body: Hi [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) I'm having [the same issue](https://community.atlassian.com/t5/Jira-Product-Discovery-questions/JPD-Timeline-view-cards-not-showing-next-to-each-other-empty/qaq-p/2761139#M5077), is there any way you can share the timeline for the fix? ?


Tags: bug

jira-product-discovery
We have key boards in Jira Product Discovery that we want to replicate per project.
Asked by Sandy Coleman:

We have developed key stage gates and boards that are best practices. We want to create these as a template that teams can import and start editing. Or provide a way to copy the list view or board view to a new project. We are unable to find a way to do this. This is essential to the scalability of Jira Product Discovery


Answers:
author: Dave Rosenlund _Trundl_
body: Welcome to the community, [@Sandy Coleman](/t5/user/viewprofilepage/user-id/5491331) ?

First, I moved your question here to the Jira Product Discovery Questions, so you'll get more of the right eyeballs.

Jira Product Discovery (JPD) is still quite new. So far, there is no "Clone" feature in JPD like in other Jira products.

Maybe the [Template feature](https://support.atlassian.com/jira-product-discovery/docs/create-a-jira-product-discovery-project/#Create-a-blank-project-template) can work for you (for now) as a workaround?

Hope this helps,

-dave


author: Tom Cunliffe
body: I've been using JPD for a couple of months now and I share the same sentiment.

This is a fantastic tool that we simply cannot scale across our company without the ability to clone existing projects. I am hoping that's right around the corner!


Tags: atlassian-platform
Jira Product Discovery not allowing Rating type fields in automation
Asked by Adam Kozak:

Hi,

I was working on some automation rules for my project (if value is set, and value2 is set then transition issue), however it seems that Rating type fields are not allowed in the automation. I don't know if this is a bug or not, but I still want to achieve beforementioned result.

To test for yourself:

1. Create a new rule for your Product Discovery project
2. Create a Rating type field
3. Try to create an IF statement with the Rating type field (you can't)

Simple solution: add this field to jira rule automation.

If someone could help me with another solution, that would be great!

With kind regards,

Adam


Answers:
author: Adam Kozak
body: Ninja-edit:

Workaround is creating an IF statement using the JQL format that checks if the Rating type field.

It's a bit pretentious but it works


Tags: cloud

jira

jira-cloud

jira-product-discovery
Need a sample ideas table and how people are using roadmaps
Asked by Rohan Bharadwaj:

I need help in creating and managing ideas board and roadmap within discovery projects. Can someone share their already setup discovery project idea or a sample screenshot will also work for reference.


Answers:
author: Nick H
body: Hi [@Rohan Bharadwaj](/t5/user/viewprofilepage/user-id/5489944) ,

This recording might be useful in how the JPD team manages its Roadmap!

*[From strategy to roadmapping](https://www.linkedin.com/events/7183120525722816515/comments/): Live with the Jira Product Discovery team*

There are a lot of other great articles and posts throughout our Community you can search for as well.

[How to uplevel your product discovery practice with Jira Product Discovery](https://www.youtube.com/watch?v=Yp0q7YVYM4c)

[Frequently asked questions - about the product (how do I...?)](https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Frequently-asked-questions-about-the-product-how-do-I/ba-p/2002378)


Tags: cloud

jira-product-discovery
Automation Cap
Asked by Jeanette Bonifaz:

Hi,

Apparently we have reached an automation cap in JPD (I was not aware this existed). There is no other plan besides the Standard Plan. What should we do?

Thanks!


Answers:
author: Nick H
body: Hi [@Jeanette Bonifaz](/t5/user/viewprofilepage/user-id/5434142) ,

If you reach out to [JPD support](https://support.atlassian.com/contact/), we should be able to work with our internal team to get the JPD automations reset!

comments: author: Nick H
body: Side note as well - engineering is working on releasing a Premium plan / offering for JPD. No firm ETA on when this will be released, but it *should* be within the next quarter or so if I had to guess.


author: Jeanette Bonifaz
body: Thank you [@Nick H](/t5/user/viewprofilepage/user-id/2540930) !


author: Jeanette Bonifaz
body: [@Nick H](/t5/user/viewprofilepage/user-id/2540930) When I try to reach out to JPD Support it just gives me the options to ask my admin, ask the Atlassian community, and read how to guides.


author: Tanguy Crusson
body: [@Jeanette Bonifaz](/t5/user/viewprofilepage/user-id/5434142) in the left sidebar of Jira Product Discovery: Give feedback \> Ask for help from the support team. That should do it.


author: Onur Asci
body: [@Jeanette Bonifaz](/t5/user/viewprofilepage/user-id/5434142) that's enough automation for you then :)


author: oliver.boban.alempijevic
body: May I ask how large the cap might be? I am about to start building automation for our projects.

comments: author: Nick H
body: Hi [@oliver.boban.alempijevic](/t5/user/viewprofilepage/user-id/5489519) ,

The JPD Standard plan offers 500 (successful) automations per month. If the limit is met, and because JPD does not offer a Premium plan yet, Atlassian support can reset the JPD limit if it does exceed 500.


author: Bill Sheboy
body: Hi [@oliver.boban.alempijevic](/t5/user/viewprofilepage/user-id/5489519) -- Welcome to the Atlassian Community!

Yes, and...to Nick's suggestions:

I strongly encourage reading the packaging guidelines and automation limits documentation. Some actions count (while others do not) for usage, and so rules may be structured with that in mind to help manage usage better.

* <https://www.atlassian.com/blog/announcements/cloud-automation-packaging-update>
* <https://support.atlassian.com/cloud-automation/docs/automation-service-limits/>

Kind regards,  
Bill


Tags: automation

jira-product-discovery
JIRA Discovery project - order of ideas in idea list changes
Asked by Steven Rohles:

Hi all,

I started setting up an idea backlog in my JIRA discovery project, and in order to prioritize the idea, I started to drag and drop them. However, each time I exit and enter the idea view, the order changes and does not stay as it was before. Does anyone know why this is happening? Does it have to do with a field or column that is not filled in?

Many thanks for your help!  
Steven


Answers:
author: Tanguy Crusson
body: Hi, this toggle (autosave view configuration) should not change anything - it just applies to the configuration of the view, not the rank of ideas in that view.

I just checked and it looks like it's working fine. Maybe it can be linked to the specific combination of permissions you have? We'd need to look a the details.

Can you please raise a support ticket so we can have a look at your site and feature out what's going on? In the left sidebar: Give feedback \> Get help from the support team


author: Steven Rohles
body: Hi [@Nick H](/t5/user/viewprofilepage/user-id/2540930) !

Thank you so much for the prompt answer.

I double checked and the Autosave function is enabled, but the order still changes in case I am closing the JIRA window. Do you have any other idea why this is happening?

Best regards

Steven


author: Nick H
body: Hi [@Steven Rohles](/t5/user/viewprofilepage/user-id/5489625) ,

I believe the view *should* stay / save when ideas are rearranged manually (when no Sorting is configured).

Having said that, if your view has the Autosave disabled then any changes made to the view would default back to the saves completed **before** the Autosave was disabled:

![autosave1.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/321909iD00E5449512B4C5A/image-size/large?v=v2&px=999 "autosave1.jpeg")

Can you check if your view has this feature / toggle disabled?


Tags: cloud

jira

jira-cloud
Adding a document to Jira Product Discovery as a shortcut
Asked by Matt Chamberlain:

In a software project I can easily add a relevant document to a board by clicking on "add shortcut" and inserting the link.

Does this functionality exist for Product discovery projects? or is there a work around to link to relevant documents? Any help would be appreciated.


Answers:
author: Tanguy Crusson
body: Hi, this isn't supported in Jira Product Discovery projects yet. You could try adding this link in the "About this view" section for each view?

comments: author: Matt Chamberlain
body: Thanks [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) That'll do as a work around but would be great to have important links fully visible on the board.


Tags: cloud

jira

jira-product-discovery
Jira Product discovery role based demo
Asked by Armitha Reddy Toorpu Ceema:

Hi Team,

"I do have concerns regarding Jira product discovery. How can we explain JPD in a role-based manner? For example, what will the Product Manager do, and what will the sales team do?"

Thanks,

Armitha.


Answers:
author: Tanguy Crusson
body: Hi [@Armitha Reddy Toorpu Ceema](/t5/user/viewprofilepage/user-id/4870458) , you can find a few answers in this FAW for how to think about it: <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Frequently-asked-questions-about-the-product-how-do-I/ba-p/2002378>


Tags: cloud

jira

jira-cloud
Convert comment to insight
Asked by Andy Nortrup:

Is there a way to convert a comment to an insight? I get a lot of members of my field organization that will add comments to the effect of "Customer X would like this too". Which is fine, thank you for the feedback, but I'd like to easily redirect that into an insight and clean up the comment queue.

If this doesn't exist consider it a feature request.


Answers:
author: Rohan Swami
body: Hi [@Andy Nortrup](/t5/user/viewprofilepage/user-id/5387579) we don't have a comment -\> insight conversion feature at the moment. Going forward if you train your field org to create insights instead of comments will this solve the problem?

comments: author: Andy Nortrup
body: Retraining a field org that is very used to just creating comments is a slow and never ending process. I'm considering adding an automation to auto-reply to comments that say something like "Customer X wants this".

We love JPD, but it looks a lot like the rest of JIRA that doesn't have insights and we have folks with years and years of trying to be helpful with comments and don't know what insights are.


Tags: feature-request
How to add page url of a created confluence page via automation?
Asked by Thorsten Kamann:

I have created an automation that creates a new confluence page. That works fine. But I cannot get it done that the pageURL is set to a custom field. What is wrong with my automation?

The url will be printed fine in the comment (2nd action). And it makes no difference if I use an hypelink field or a simple text field.

Does anyone have an idea to solve this

Thanks

Thorsten  

![automation_fail.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/320635iD26AA6A445F9DE62/image-size/large?v=v2&px=999 "automation_fail.jpg")


Answers:
author: Thorsten Kamann
body: No, that doesn't work at all for me. I am using the standard Documents field what is a hyperlink type. Everytime I get an error:  

Unknown fields set during edit, they may be unavailable for the project/type. Check your custom field configuration. Fields ignored -  
Dokumente (customfield_10061)  
No fields or field values to edit for issues (could be due to some field values not existing in a given project):  
SMI-12

I have no idea how to fix this.


author: Amina Bouabdallah
body: hi [@Thorsten Kamann](/t5/user/viewprofilepage/user-id/979719) - what is the use case you are trying to light up? Any chance you might try the suggestion below and tell us if it solved your problem?

Thanks!

comments: author: Amina Bouabdallah
body: [@Thorsten Kamann](/t5/user/viewprofilepage/user-id/979719) - it turns out we have an automation template to auto-create a confluence page linked to an idea when an idea is created!   

<br />

Go to project settings \> automation \> look up the template called

"When an idea is created ? create a corresponding confluence page"

Hope this helps! if not, please let us know!

Amina, JPD PM


author: Pieter Helsen
body: Hi,

The field you're editing might be the wrong type.

I use the default 'Documents' field from the JPD template project and it works fine.

![Screenshot 2024-04-25 201141.png](https://community.atlassian.com/t5/image/serverpage/image-id/320647iB016D1A2EEF01DC0/image-size/large?v=v2&px=999 "Screenshot 2024-04-25 201141.png")

The field has a field type of 'Hyperlink':

![Screenshot 2024-04-25 201304.png](https://community.atlassian.com/t5/image/serverpage/image-id/320648iF83FD89AFF08548C/image-size/large?v=v2&px=999 "Screenshot 2024-04-25 201304.png")


Tags: automation

confluence

jira-product-discovery
Is there a way to filter insights by label?
Asked by Samie Kaufman - Your Gal at Gliffy:

Hi everyone!  

At some point, I decided that when I logged feedback as an insight, I would flag the source of the feedback using the "label" associated with the insight.

![Screenshot 2024-04-25 at 10.19.44 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/320631i8D37F90D6104F13D/image-size/large?v=v2&px=999 "Screenshot 2024-04-25 at 10.19.44 AM.png")

So, I have "internal" for conversations/ideas I'm receiving within my company, "NPS" for responses or comings coming from the NPS survey, tags for other surveys we run, "analyst" for relevant comments from industry experts, etc...

I have a "New Insights this Week" view that elevates insights created in the last 7 business days (a recommendation from the JPD team). I kind of assumed I would be able to do something like "Insights from \[insight label\]" but I can't figure it out.

I want to be able to create a view that shows all insights captured from a particular activity, such as X survey initiative or our NPS survey. This would help me justify the level of effort required to maintain or activate these activities. But, I don't want to log all these insights as individual "Ideas" because they're not truly unique.

If I can't accomplish this the way I expected (with insights labels), any recommendations?

Thanks for your help!


Answers:
author: Stephen_Lugton
body: A comment from an Atlassian team member on [How to use the Insight Labels field?](https://community.atlassian.com/t5/Jira-Product-Discovery-questions/How-to-use-the-Insight-Labels-field/qaq-p/2674062) stated:

"that feature (insights label) is not great today, you can't use these labels to filter ideas in views, etc. "

*** ** * ** ***

A possible work around would be to add labels to the idea related to the insight, those labels can be used in a filter, although that would work best if all the insights on an idea came from the same source then you could sum up the number of insight picked up by the filter.


author: Amina Bouabdallah
body: [@Samie Kaufman - Your Gal at Gliffy](/t5/user/viewprofilepage/user-id/3569976) I go through how to get this done in the following Loom: <https://www.loom.com/share/a266d50ecc86478191325a1590a218c2?sid=81e845b2-d181-493a-9d34-218b19b1f30e>

Hope this helps!

Amina
account got deactivated
Asked by Muthiah Palaniappan:

last 2 days i am unable to login into my opsgenie account and same for my team too. It looks like my account got deactivated. How do i update the payment and reactivate my account


Answers:
author: Ste Wright
body: Hi [@Muthiah Palaniappan](/t5/user/viewprofilepage/user-id/2162968)

Could it be related to JSM? See this article: <https://confluence.atlassian.com/jirakb/understanding-opsgenie-account-deactivation-notifications-1283687839.html>

If not, I would try either...

* Go to <https://admin.atlassian.com/>, and reactivate Opsgenie if this is an option, or...
* Contact Atlassian via <https://support.atlassian.com/contact/#/>

Ste


Tags: cloud