youngmon/atlassian-qna huggingface dataset:
How to fill in a request type when transit a ticket between project
Asked by Dor Ben Yehuda:

Hi,

Once we move a ticket from a project to mine, there is no possibility to choose a request type.

It's not possible later as well to update the request type


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

Jira does not expect you to be moving issues, it's an exception to normal working practice, and the request type has nowhere to go if you move an issue from an ITSM project to a non-ITSM project.

Why are you moving issues?

comments: author: Dor Ben Yehuda
body: We have different projects for different teams.

Let's say that someone opened a ticket for Engineering but then Engineering moved it to Analytics


author: Nic Brough -Adaptavist-
body: Mistakes happen, but the question remains as to why you have set it up so that people create things in the wrong place.


author: Dor Ben Yehuda
body: *** ** * ** ***

It wasn't a mistake, it starts as an Eng issue got solve and now it's an analytical issue

But sounds like it's not possible (which is weird cause you can change the issue type)


author: Nic Brough -Adaptavist-
body: Moving issues should never be part of a standard process, it's for housekeeping and mistakes only. Moving an issue from a support (ITSM) project to a non-itsm project is always going to lose the request, non-ITSM projects don't have them.

Moving between projects is also minimal because it should not happen often. If you move from one ITSM project to another, you can retain the request, but Jira will not ask you for a new type of request if the target project has the current request type.


author: Dor Ben Yehuda
body: Thx


author: Dor Ben Yehuda
body: The request type is None, and when trying to choose another one (after the ticket moved to my project, it says no match was found
Could we create action item in Jira tasks or sub-task?
Asked by Roman Lemak:

I want to create a task and sub-task with an action items list in the "Description" field. Please, help me to understand if it is impossible or not.


Answers:
author: Kian Stack Mumo Systems
body: [@Roman Lemak](/t5/user/viewprofilepage/user-id/5280982),

Jira does not have action list items out of the box. You can put in bullet points, or if you want something more traceable you could check out some of the [3rd party solutions](https://marketplace.atlassian.com/search?hosting=cloud&query=checklist).

comments: author: Roman Lemak
body: [@Kian Stack Mumo Systems](/t5/user/viewprofilepage/user-id/853673) thanks,

But the check-list out of the description box it\`s not what I want.


author: Kian Stack Mumo Systems
body: [@Roman Lemak](/t5/user/viewprofilepage/user-id/5280982),

What do you want to accomplish exactly? In your original question, you said "I want to create a task and sub-task with an action items list in the "Description" field.".

Can you clarify any more?   

Thanks,   

Kian


author: Roman Lemak
body: Here is my example, of what I want.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/275757iE3E594F486A7A438/image-dimensions/114x71?v=v2 "image.png")


author: Kian Stack Mumo Systems
body: And you want this in the Description field?   

Thanks,   

Kian


author: Roman Lemak
body: [@Kian Stack Mumo Systems](/t5/user/viewprofilepage/user-id/853673)yes


author: Kian Stack Mumo Systems
body: [@Roman Lemak](/t5/user/viewprofilepage/user-id/5280982),

None of the apps in the Cloud environment that I am aware of allow you to insert checklists directly into the description field. As far as I am aware, all checkbox apps provide a custom checkbox section where you can manage your lists.

In addition this ticket - <https://jira.atlassian.com/browse/JRACLOUD-47605> - shows that this functionality is not natively available in Jira Cloud.


author: Roman Lemak
body: Okay, thanks


Tags: cloud

jira-work-management-cloud
Automation to Create a project monthly
Asked by Elif Alverson:

Hello,

Is it possible to create a project from a JWM project template monthly. If so, could you provide some details.

JWM project template is company managed.

Thank you.


Answers:
author: Tansu Akdeniz
body: Hi [@Elif Alverson](/t5/user/viewprofilepage/user-id/4707500)

This article may help you: [Let's automate project creation using Jira Automation!](https://community.atlassian.com/t5/Automation-articles/Let-s-automate-project-creation-using-Jira-Automation/ba-p/2075145)


Tags: automation

cloud

jira-work-management-cloud

template
Unable to tag colleagues inside of Jira Work Management
Asked by Lina Martinez:

For some odd reason I cannot tag my colleague with the @ on a workbook. They can see me, but I can't see any of them. What could the issue be?

![Jira Issue 1.png](https://community.atlassian.com/t5/image/serverpage/image-id/275308iD51B80B83BC2C346/image-size/large?v=v2&px=999 "Jira Issue 1.png")


Answers:
author: Trudy Claspill
body: Hello [@Lina Martinez](/t5/user/viewprofilepage/user-id/5293141)

Welcome to the Atlassian community.

To be able to use the "mention" functionality you must be allocated the "Browse users and groups" Global Permission.

You will need to contact the Jira Administrators for your instance to find out if you have been granted that permission.


Tags: cloud

jira-work-management-cloud
I can not filter "Kategorie" in Board (JWM)
Asked by Leena Pratheepan:

Hello,

I can't filter the categories in my project board. When I click on "Filters", nothing fits.

In the list view, however, I can filter categories.

Do you have any idea what the problem is?

**In Board**

![0_JWM.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/275174i8E5C8D30F38BEB6F/image-size/large?v=v2&px=999 "0_JWM.PNG")

**In List View**

![1_JWM.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/275173iFB0FFC4E235A5D6C/image-size/large?v=v2&px=999 "1_JWM.PNG")

Thank you in advance.

Leena


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Kindly check if your query is related to the FR ticket : <https://jira.atlassian.com/browse/JWMCLOUD-509>
Eu quero achar uma forma de calcular um campo personalizado
Asked by Paulo H. M. Ghizi:

Preciso de uma forma que um campo personalizado que tem o tipo "Number Field" apare?a nos Gadget, mais especialmente no "Estat?sticas de Itens" para somar todos mas por algum motivo ele n?o aparece![Screenshot_6.png](https://community.atlassian.com/t5/image/serverpage/image-id/275018iEFF552B3EB61937A/image-size/large?v=v2&px=999 "Screenshot_6.png") ![Screenshot_1.png](https://community.atlassian.com/t5/image/serverpage/image-id/275015i31D71DA77C54DB2D/image-size/large?v=v2&px=999 "Screenshot_1.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. I would like to know whether your query is related to this FR : <https://jira.atlassian.com/browse/JRACLOUD-38111>


Tags: cloud

jira-work-management-cloud
How to auto assign a task to a user entered into a people field in the context section of the form?
Asked by Chris Baldwin:

I'd like to set up automation so that an issue will assign a task to a user who was entered into a people field in the context section of the form. Please let me know how best to do this. Thanks!


Answers:
author: David Blank
body: Hi [@Chris Baldwin](/t5/user/viewprofilepage/user-id/5292324) and welcome to the Atlassian Community!

This can be accomplished! What we want to do is start by finding something to trigger your automation. I think in this case we will want to use the "Field Value Changed" trigger and use your custom field (In my example I used "Assignee").

Next you can use the "Assign Issue" Action to update the assignee with the User from your custom field.

![Screenshot 2023-08-14 at 5.04.00 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/275104i2112F06BE4A0882B/image-size/large?v=v2&px=999 "Screenshot 2023-08-14 at 5.04.00 PM.png")

Above is my example using assignee. You'll want to change the Smart Value to reflect your custom field. It could look something like: {{issue.**\[custom field name\]** .accountId}}

Please let me know if this helps or if you have additional questions.
JWM free plan but show 0 free user
Asked by Leo Cheung:

Dear Atlassian experts,

I am using Jira and Jwm at same time, both of them is free plan.

I had use 5 user quota in Jira, and last week I activate Jwm, however it's show 0 free users avaliable.

Because of [Jira web site](https://www.atlassian.com/software/jira/work-management/free) show Jwm offer 10 users for free.

FYR, this is the screenshot shown when I click on Administration page.

![2023-08-14 15 53 03.png](/t5/image/serverpage/image-id/274915i72C175D2DBCBF3EF/image-size/large?v=v2&px=999 "2023-08-14 15 53 03.png")

So may I please to know is it anyway to claim free user for Jwm?

Thanks you very much and offering great products!


Answers:
author: Trudy Claspill
body: Hello [@Leo Cheung](/t5/user/viewprofilepage/user-id/5291692)

Welcome to the Atlassian community.

That screen is showing you how many of the Free licenses have been used.

You have granted 5 people access to Jira Software, so you have 5 more free licenses available for Jira Software.

You have not granted any users access to Jira Work Management, so you it is showing 0 licenses used. You still have your 10 free licenses available for that product.


Tags: cloud

jira-work-management-cloud
Exporta??o de dados
Asked by Alessandra Cristina da Silva Moraes:

Preciso exportar todos os dados dos itens criados para o Google planilhas. Como fa?o essa exporta??o?


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Please refer this article to export issues from Jira cloud to Gsheet. <https://support.atlassian.com/jira-work-management/docs/use-jira-cloud-for-sheets/>
For a story, once QA Sub-task is completed, usually who (Dev or QA) should move the story to done?
Asked by Shiva Tripathi:

-Story is ready for QA

-QA complete QA Sub-task and mark it done

-Story should be moved to done


Answers:
author: Calvin
body: It depends, if your issue is just putting it to "Done" once the Sub-tasks are completed, you could actually automate this with Automation:

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

But some don't as they like having a user accept/sign off/review before they mark the final story as Done.

This could be a Dev or I've even seen teams ask the designers. Typically I usually see the QA, Project Manager or Business Analyst do it though so that they're aware or happy the item can be closed off, especially if they have customers they ask to check or if they take the story past development (such as into production or customer review etc).

I normally see the dev do it in teams where the dev "owns" the story and is the main "go-to".

comments: author: Shiva Tripathi
body: Thanks! [@Calvin](/t5/user/viewprofilepage/user-id/4851947).Appreciate it.


author: Sriram Kancharla
body: Sub-tasks should be closed by the person who delivered/worked on it.

Usually subtasks doesnt require any review or approval.

Note that the efforts/time recorded on the task will be rolled-up to the parent.


Tags: cloud

jira-work-management-cloud
Export with Selected Fields options is not showing up
Asked by Sandeep Kumar:

Hello

Here are the steps I tried.

* Search the issues using filters.
* Tried exporting the searched issue.

I only see following options, but I don't see option to export with selected fields. How can I export with selected fields only.

![Screenshot 2023-08-12 at 4.14.00 PM.png](/t5/image/serverpage/image-id/274793iCC24D6E6E230BE7C/image-size/large?v=v2&px=999 "Screenshot 2023-08-12 at 4.14.00 PM.png")


Answers:
author: Vikrant Yadav
body: Hi [@Sandeep Kumar](/t5/user/viewprofilepage/user-id/5291016) I think you are using Free version or Standard version that's why it's not available. On Premium and Enterprise version this option is available.

comments: author: Trudy Claspill
body: Good find, [@Vikrant Yadav](/t5/user/viewprofilepage/user-id/1801711) !

I had not noticed this limitation with the Free version.


author: Vikrant Yadav
body: Thanks, [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) :)


author: Sandeep Kumar
body: Thanks Vikrant and Trudy.


author: Emanuel Y
body: This issue is also happening in premium version as well!


author: Trudy Claspill
body: Hello [@Sandeep Kumar](/t5/user/viewprofilepage/user-id/5291016)

Welcome to the Atlassian community.

It appears that you got to that search screen by selecting the Issues option among the navigation options for a Project.

To get the full scope of export options you need to go to the search screen available as "View all issues" under the Filters menu.

![Screen Shot 2023-08-12 at 1.04.27 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/274814i6CEC4855638626F5/image-size/large?v=v2&px=999 "Screen Shot 2023-08-12 at 1.04.27 PM.png")

comments: author: Sandeep Kumar
body: Hi Trudy,

I tried your suggestions **Filter --\> View All Issues --\> Filter by Project** . I still see option to "**Export Excel CSV** and **Export CSV with all fields** ". I want to export only selected fields only. I don't see that option under**"Export Issues"** dropdown.

![Screenshot 2023-08-14 at 2.11.05 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/274923iC4B650ADBFF77409/image-size/large?v=v2&px=999 "Screenshot 2023-08-14 at 2.11.05 PM.png")


author: Trudy Claspill
body: [@Sandeep Kumar](/t5/user/viewprofilepage/user-id/5291016)

Vikrant provided the correct answer.


Tags: cloud
Customizar relat?rios
Asked by Alessandra Cristina da Silva Moraes:

Preciso fazer um relat?rio em que a s?rie dele seja um item (tipo data) que criei. E n?o as series j? predefinidas que o Jira pr?-estabelece.

? poss?vel?

![Captura de tela 2023-08-11 105906.png](/t5/image/serverpage/image-id/274666i1B1727F8E2D717C6/image-size/large?v=v2&px=999 "Captura de tela 2023-08-11 105906.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can JQL to search the custom date field and then use the filter in dashboard or board. Please refer to <https://support.atlassian.com/jira-software-cloud/docs/what-is-advanced-search-in-jira-cloud/> to search using custom date field.


Tags: cloud
Group by not present on company managed board
Asked by Steve Gibbons:

I have a company-managed work management project. In my sandbox I see the "group-by" option on the board, but not on my production project.

As a result, my board is not populating with issues created by my forms. Anyone know why this might be happening?

![Screenshot 2023-08-10 at 10.06.16 PM.png](/t5/image/serverpage/image-id/274557iB8771C697FF50F5D/image-size/large?v=v2&px=999 "Screenshot 2023-08-10 at 10.06.16 PM.png")![Screenshot 2023-08-10 at 10.05.50 PM.png](/t5/image/serverpage/image-id/274556i06BD17CA78D7EB31/image-size/large?v=v2&px=999 "Screenshot 2023-08-10 at 10.05.50 PM.png")


Answers:
author: Steve Gibbons
body: Found the answer to my own question [HERE](https://community.atlassian.com/t5/Jira-questions/Business-project-Board-is-blank-but-issues-exist/qaq-p/149051). The answer by [Ignacio Pulgar](https://community.atlassian.com/t5/user/viewprofilepage/user-id/781574) regarding workflows:

*Board troubleshooting* {#toc-hId--439171663}
---------------------------------------------

### *Why can't I see issues on the board?* {#toc-hId-251389811}

*If your project contains customized workflows, you might not be able to see your issues on the board. Here are the two main cases where this can happen.*

*1: Your project contains issues that have different workflows*

Hope this helps someone else struggling with the same issue I was.


Tags: cloud

jira-work-management-cloud
automation for summary of over due tasks sent over email
Asked by Alkanz Ali:

I want to create an automation for summary of over due tasks sent over email to my manger on weekly basis


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. You can create a scheduled automation rule to run every week. JQL could be as following

project = projectname and duedate \> StartofDay()

![Screenshot 2023-08-10 at 1.16.47 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/274341iBC4D3A64D6F53390/image-size/large?v=v2&px=999 "Screenshot 2023-08-10 at 1.16.47 PM.png")![Screenshot 2023-08-10 at 1.17.41 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/274340i4DC58B7193E295EC/image-size/large?v=v2&px=999 "Screenshot 2023-08-10 at 1.17.41 PM.png")

comments: author: Rilwan Ahmed
body: Hi [@Mohanraj Thangamuthu](/t5/user/viewprofilepage/user-id/4628433) ,

This will not work as expected. Jira will send email for each tickets.

i.e. if the JQL has 100 tickets, user will receive 100 emails.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/274349i629DA26978D9AF5A/image-dimensions/276x135?v=v2 "image.png")


author: Alkanz Ali
body: yes i just want one email with all the tickets and the total no. summarised in a report/graph manner for my manager  
100n emails will obviously piss him off


author: Rilwan Ahmed
body: Hi [@Alkanz Ali](/t5/user/viewprofilepage/user-id/5241398) ,

Go to Main Menu --\> Filters --\> View all Issues

Search for tickets with passed due dates.   
**Example** :*duedate \<= startOfDay() and resolution = unresolved*

Click "Save As" and give it a name.

Share the url with your manager (example: <https://XXXXXX.atlassian.net/issues/?filter=10012>))  
Ask him to Click **Details** --\>**New subscription**. He can select the day and time when he needs the email.

If he is not ready to do that, add personal subscription and forward the emails when you receive them

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/274336i65A7B9850CB2CF38/image-dimensions/325x141?v=v2 "image.png")

comments: author: Alkanz Ali
body: this sounds like doable, let me have a look. Thanks
How can I find the same issue in Confluence in Jira Align?
Asked by Ariana Nunez:

Hey everyone,

I work in an organization that uses both Confluence AND JiraAlgin.

<br />

We mostly work out of Confluence as a team, but our SCRUM Masters work straight out of Align.

The Issue numbers are not the same in both. Is there an easy way to find the Confluence issue in Jira Align quicker? Thanks!


Answers:
author: Tim Keyes
body: Hi Ariana,

<br />

Thank you for the submission and welcome to the Jira Align Community.

You are correct that Jira Align and Confluence will have separate issue numbers. There are a couple of techniques you and your team could utilize in Jira Align to access work in confluence. Please see below:

1. Jira Align work items link to issues in Jira including Sub-Tasks, Stories, and Jira Epics. You could click the view in Jira button on a Jira Align work item to access the corresponding Jira issue and access Confluence via an issue link directly on the Jira Issue. Jira Align also has the ability to send Jira Web Links which can create the click from Jira to Jira Align on the Jira Isssue screen.

2. The Jira Align Global Search (Magnifying Glass in the top right corner of the product) allows users to search for work items throughout the application. If a user knew the name of the work item they were looking for they could search for the work item using by title in the global search for direct access in Jira Align.

3. An alternative method of associating a Jira Align work item and confluence would be creating a custom field in both applications. Users could input the URL to the corresponding Confluence Page in Jira Align and list the Jira Align URL in Confluence (It should be noted each work item in Jira Align is limited to 8 custom fields that can only be configured by a Super Admin).

4. Finally you could just add a link to Confluence or Jira Align in the general description of a Jira Align Work item or a Confluence page.

<br />

This blog will also provide additional information on the topic of linking Jira with Confluence:

<https://www.atlassian.com/blog/confluence/link-jira-issues-to-confluence-pages-automatically>

\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*\*

Please let us know if you have any additional questions.

<br />

Thank you!

-Tim

comments: author: Ariana Nunez
body: Tim,

This was very helpful. It just made working out of Jira Align less scary. I didn't know you can search the Confluence # in Jira Align and it will still populate the Story or Issue (I tested it out.)

Thank you so much for the clarification!


Tags: confluence

jira
New Saved Filter Functionality
Asked by Eric_Faris:

With this new functionality of saved filters in grids in 10.57, does the grid load the last selected filter?

This is the most requested feature from my users. They hate having to select things to get back to where they were.


Answers:
author: Kyle Foreman
body: Hi Eric,

Yes, upon returning to a grid, the previously applied filter will still be applied.

I'm right there with your users, and loving the new feature! Excited for it to ship!

-Kyle


Tags: filter
Can you bring back cross-vendor team tool sync so that portfolios can cover TFS/AZD and Jira?
Asked by Phil Gardiner:

I've seen first hand how AgileCraft was an amazing accelerant for companies that implemented LPM as it provided full transparency while minimizing the impact on agile teams. AgileCraft had the ability to integrate and synchronize with multiple team tools at once (Jira, TFS, Rally, etc.) so those teams did not need to look at changing their agile tool while also adopting SAFe. Now that AgileCraft is JiraAlign, I understand that it is focused on connecting to Jira only. Can you share if there are there any plans to bring that vendor-agnostic team sync functionality back so that portfolios that include .net teams on TFS/AZD, as well as teams in Jira, can benefit?

On a related note, how can a Government agency/program or corporation that has a significant investment in .net, with teams successfully using Azure DevOps as well as a significant investment in Java, with teams successfully using Jira, select JiraAlign over a competitor that supports synchronizing with both team tools?


Answers:
author: RJ Gazarek
body: Hi Phil! So glad you were able to make the webinar today, we saw this question come across and didn't have a chance to answer it. We'll be providing answers directly from Steve and Dean in a follow up community post, so stay tuned. I'll post a reply to this when it's live so you don't miss it! :)

comments: author: Phil Gardiner
body: Thanks, RJ. I understand that I am but a single voice in the community and that Atlassian has a specific marketing strategy for JiraAlign. I have previously asked this question to Steve, Rick, Scott, Dan, etc. and I want to continue to keep this use case on the radar in hopes that Atlassian leadership will reconsider investing in T-Rex.


author: RJ Gazarek
body: A single voice is an important voice :) Never stop speaking up, your feedback is always valuable and wanted!
When might we see Align available for on premise data center hosting or a more secure cloud offering
Asked by brian moore:

Jira Align looks to be a great solution for large companies implementing SAFe, but in many industries they will need a more secure cloud offering or enable a data center hosted option. When will this be available? Why is it not already an option?


Answers:
author: Shana
body: Hi [@brian moore](/t5/user/viewprofilepage/user-id/3607647) thanks for your question and welcome to the Atlassian Community!

Jira Align is a cloud-first solution, and we will always work with our customers to help them adopt a hosted version of Jira Align if possible. However, we work closely with potential customers to understand their deployment needs as part of their evaluation of the product. We'll be able to share more on this topic in the future - can we connect you with our team to learn more?

comments: author: brian moore
body: Yes please