youngmon/atlassian-qna huggingface dataset:
Automation for linked issue type
Asked by Lipika Singh:

Need an automation for below details:

* Condition: When a project Feature issue type Jira ticket (let's call this ticket A) is linked as Child of to another ticket (let's call this parent ticket as ticket B).
* Action: Ticket B id and summary (title) needs to be copied (appended) in field: *"Business Case"* of ticket A.

Is this possible.


Answers:
author: Thomas Gallagher
body: Hi [@Lipika Singh](/t5/user/viewprofilepage/user-id/5451469)

This should be possible using the automation components below:

1. Trigger: Field Value Changed
   * Fields to monitor for changes: Parent
2. Issue fields condition
   * Field: Issue Type
   * Condition: equals
   * Value: Feature
3. Edit issue fields
   * Choose fields to set: Business Case
   * Set: {{issue.Business Case}} - {{issue.parent.summary}} - {{issue.parent.key}}

Please let me know if you have any questions!

Thomas, ServiceRocket

comments: author: Lipika Singh
body: Hi [@Thomas Gallagher](/t5/user/viewprofilepage/user-id/5245946)

The above solution doesn't work as automation understands destination and source not parent and child.

I tried one more automation but opposite is working for me.

Trigger: when issue Linked :

* Link type: Program relation

1. Issue fields condition
   * Field: Issue Type
   * Condition: equals
   * Value: Feature
2. Edit issue fields
   * Choose fields to set: Business Case
   * Set: {{issue.customfield_id}} - {{destinationIssue.summary}} - {{destinationIssue.key}}

In this the parent ticket is being updated with child details.


Tags: automation

child

data-center

jira-data-center

linkedissue

parent
How to best manage cross functional projects/initiatives on Jira Standard
Asked by Chris Yeoh:

We are currently setting up Jira scrum projects for various go-to marketing teams, who will be managing their own projects. Can anyone give me guidance on the best way to group work that will impact multiple teams and projects?

I understand Jira Premium has top-level planning and cross-team planning, which sounds like what I'm looking for, but we are on Jira Standard, so we don't have access to these features.

I'm thinking of creating a master project with our "big rock" projects and linking those to the stories and tasks in the team projects.

Would I do this with Epics? Or labels? Is there a better way to do this with the features available in Jira Standard?

Thanks.


Answers:
author: Danut M _StonikByte_
body: Hi [@Chris Yeoh](/t5/user/viewprofilepage/user-id/5558861),

I also recommend using Epics. You could create epics in your main project and put under them all the necessary tasks or stories from the other projects (dev, marketing, etc).

Once you do this, you can then track the overall progress at the Epic level, while each individual team still work on their own tasks/projects that belong to the epics.

You can use Jira's native gadgets or reports to track epics. Or, you can use an app from Atlassian Marketplace that provides advanced capabilities for tracking your epics: epic burndown chart, Work Breakdown Structure (WBS), etc.

Danut.

comments: author: Chris Yeoh
body: Thanks [@Danut M _StonikByte_](/t5/user/viewprofilepage/user-id/502420) ,  

Do I need to create these Epics in a company-managed project to be usable in the sub-projects?

Thanks

Chris.


author: Valerie Knapp
body: Hi [@Chris Yeoh](/t5/user/viewprofilepage/user-id/5558861) , welcome to the Atlassian Community and thanks for your question.

As you've mentioned, the typical solution to achieve a cross-project hierarchy in Jira standard is with Epics.

I agree a good approach would be to have larger work packages as Epics in a project that then can be proliferated to other projects. I wouldn't recommend using labels but if you use automation for the creation of the other issues, I think you should be fine to copy labels from the Epics to their Stories and Sub-tasks. If you leave it to users to correctly choose and apply the labels, however, there is a lot of room for error.

I would encourage you to set up a sample project and test some automations and see how you go

If you have other questions, you can always post here again.

Cheers and good luck!

comments: author: Chris Yeoh
body: Thanks [@Valerie Knapp](/t5/user/viewprofilepage/user-id/4929946) ,

I'll try creating larger work packages as Epics in a project and see how that works.

Cheers

Chris.


Tags: cloud

jira-cloud
How can I export Forms to PDF that include photo attachments within the PDF?
Asked by Frederick Brien:

I can export forms submitted and attached to tickets via the ticket or the Forms settings, however images are not included in all forms of exports. I have tried using Better PDF Exporter however this only includes photos attached to the ticket itself and NOT the form, nor does it provide indication where the photo came from, i.e. a link back to any text such as a question the photo is in response to or a tag to know what the photo is.

Is there a way to export Forms (individually OR as a group) that include attachments, specifically images?

Thanks

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/346195i4E4BAE82C484B96B/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Vronik
body: Hi

Take a look at this post, it might help you or give you some clues

<https://community.atlassian.com/t5/Delete-if-empty-2/Convert-images-to-PDF-in-postfuction/td-p/2303959>

Regards


Tags: cloud

forms

jira-service-management

jira-service-management-cloud

pdf-export
Automate version release on the 1st day of month (Jira data center)
Asked by Vini Vincent:

Hello! I am looking for a way to automate version release on the 1st day of each month.

I have a rule set up to automatically create a new version with the name of the following month and year when I release the previous version. I would like to add a release date to this rule, ie, release on 1st of following month, so I don't have to manually release it each time.

For example, release version September 2024 on 1st Oct 2024.

Appreciate your assistance.

![Capture Automation rule.PNG](/t5/image/serverpage/image-id/346189i351B6BBA18B3D1BD/image-size/large?v=v2&px=999 "Capture Automation rule.PNG")


Answers:
author: Walter Buggenhout
body: Hi [@Vini Vincent](/t5/user/viewprofilepage/user-id/5263730) and welcome to the Community!

I would suspect the following to work, looking at your requirement description:

```
{{now.endOfMonth.plusDays(1)}}
```

Or, if you want to make sure your release date is on a working day:

```
{{now.endOfMonth.plusBusinessDays(1)}}
```

Hope this helps!

comments: author: Vini Vincent
body: Hi [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225)

Thank you! It worked!

Much appreciated.


Tags: data-center

jira-data-center
Regarding "Automation for Jira"
Asked by Aravindh P:

Hello All,

I just want to know, if there is any way to start a rule with trigger - Initiator is "Automation for Jira"

This could give us multiple solutions; any inputs could be appreciated. Thanks in Advance!

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/346190iFCB3F190EC9845A3/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Mohanraj Thangamuthu
body: Hello, to confirm, automation rule number 1 will make an action based on that, you need to trigger second automation rule ?

comments: author: Aravindh P
body: Yes, correct. If a field is updated by rule 1, i.e., by "Automation for Jira," then the second rule should be triggered.  

Thanks for the response [@Mohanraj Thangamuthu](/t5/user/viewprofilepage/user-id/4628433)


author: Mohanraj Thangamuthu
body: Thanks, on the second rule make sure to enable the option "Check to allow other rule actions to trigger this rule. Only enable this if you need this rule to execute in response to another rule."

![Screenshot 2024-09-09 at 11.00.00?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/346204i9B5C1DC0222C72B0/image-size/large?v=v2&px=999 "Screenshot 2024-09-09 at 11.00.00?AM.png")

This should help.


author: Aravindh P
body: Thanks [@Mohanraj Thangamuthu](/t5/user/viewprofilepage/user-id/4628433) ,

This check will help us a lot.


author: John Funk
body: Hi Aravindh - Welcome to the Atlassian Communty!

Correct, you can add a condition for the initiator being the Automation for Jira user.

Then in your second rule, make sure the box is checked on the Rule details page to allow the rule to be executed by another rule.

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/346210iCDC3950DA0BAA5DE/image-size/large?v=v2&px=999 "Screenshot.png")

![Automation Rule trigger box.png](https://community.atlassian.com/t5/image/serverpage/image-id/346212i05EB315E1DEFC492/image-dimensions/404x206?v=v2 "Automation Rule trigger box.png")

comments: author: Aravindh P
body: Thanks for the response [@John Funk](/t5/user/viewprofilepage/user-id/7148)

but when I try to choose "User Condition" and start typing "Automation..." it is not popping out - "Automation for Jira", it shows something as "deleted user?".

What do you think on this issue?


author: John Funk
body: Are you still needing help? You marked the other answer as accepted.


author: Aravindh P
body: Actually, it's a different issue, When I tried your suggested steps, in the "Initiator" field, Jira cannot identify "Automation for Jira", instead it was showing something like "deleted user?" (Attached screenshot in the question). It could be very helpful if we find out why it is happening.


author: John Funk
body: Does it say deleted user for an existing rule? Or when you add that step new?


Tags: addon-com.codebarrel.addons.automation

automation

cloud

jira-cloud
Help Wanted: Kanplan Workflow with two entry points - Backlog & TODO
Asked by Mick Pollard:

We desire to use a [Kanplan](https://www.atlassian.com/agile/kanban/kanplan) workflow.  
We have planned and unplanned work.

* Planned work to be created in the Jira backlog and scheduled accordingly.
* Unplanned work to be created in the TO DO column

![Screenshot from 2024-09-09 11-19-46.png](https://community.atlassian.com/t5/image/serverpage/image-id/346180iD7B015E4032A5453/image-size/large?v=v2&px=999 "Screenshot from 2024-09-09 11-19-46.png")

Is it possible to create another "Start" item in this workflow so that when a user clicks "Create new issue" in either the Kanban board or the backlog screen and choose Backlog or TO DO respectively ?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/346182iB595505E638C8448/image-size/large?v=v2&px=999 "image.png")

Thanks in advanced !


Answers:
author: Mick Pollard
body: I have worked it out. I was close.

In the workflow, I had add a rule to validate a field.  
If I removed it then things worked as desired.  

What i learnt is that you need to show a screen, then validate a field for it to work.

Now our users can create issues in either the backlog or the todo column.

![Screenshot from 2024-09-11 14-43-36.png](https://community.atlassian.com/t5/image/serverpage/image-id/346710i53E3EDA7485BC7C3/image-size/large?v=v2&px=999 "Screenshot from 2024-09-11 14-43-36.png")


author: Mohanraj Thangamuthu
body: Hello, You can add new status in workflow and user should be able to select the status while creating the issue. If the user miss to select the status then it will go to default status.

![Screenshot 2024-09-09 at 11.06.32?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/346205i25FBCAE6451BA575/image-size/large?v=v2&px=999 "Screenshot 2024-09-09 at 11.06.32?AM.png")


Tags: cloud

jira-cloud

workflow
Service Management - We had some technical trouble
Asked by Eoin Flynn:

Hi All,

Trying to trial Service Management but get an error each time I try to load it:

"We had some technical trouble

We experienced a technical problem while trying to load this page for you."

I've tried Incognito mode and both Chrome and Safari as some other guides have suggested but no look. Currently only on a free plan as trying to evaluate so can't contact Atlassian support direct. Any support would be appreciated.

![Screenshot 2024-09-09 at 11.21.14?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/346179i052F4E040C07225E/image-size/large?v=v2&px=999 "Screenshot 2024-09-09 at 11.21.14?AM.png")


Answers:
author: Andy Heinzer
body: Hi [@Eoin Flynn](/t5/user/viewprofilepage/user-id/5587069)

Sorry to hear about this problem. I created a support case on your behalf over in <https://getsupport.atlassian.com/servicedesk/customer/portal/23/JST-1040474>

I'd recommend following up there so that our JSM team can take a closer look at this cloud environment to see if we can help here.

Andy


author: Valerie Knapp
body: Hi [@Eoin Flynn](/t5/user/viewprofilepage/user-id/5587069) , welcome to the Atlassian Community and thanks for your question.

I have tagged Atlassian support into this issue for you to take a look.

Cheers

comments: author: Abiodun Anifowose
body: How can I solve this issue, I keep getting same erros when I tried to creat new Jira space for wok management


author: Valerie Knapp
body: Hi [@Abiodun Anifowose](/t5/user/viewprofilepage/user-id/5591441) , thanks for your question. I would recommend you open up a support ticket to Atlassian so they can take a look - <https://support.atlassian.com/contact/#/>

Thanks


Tags: cloud

jira-cloud

jira-service-management
Improving the counting of tasks in Jira.
Asked by Furkan Demirel:

I need help with counting monthly tasks. For example, within a single task, there are 5 instances of creating 'X' images, but in Jira, I can only mark it as 1 task completed. This leads to discrepancies in the count of tasks completed at the end of the month. What I actually want is to add a counter **(-1+)** to the marked area in the image and have it affect the desired count in the report. Is this possible? If so, how can it be done?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/285422i8FE47B9581461FE5/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Furkan Demirel
body: [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454)

In fact, we have a main task and sub-tasks under the main task in our current work. For example, there is a visual request for X Company, and we have prepared the visual. We marked it as 1 visual created.Later, another request came for the same task, and we prepared another visual. I want to mark this for the task to appear in the reporting later. Currently, for the main task, we want to see a counter added next to 'x' and 'y' as shown in the visual above, aiming to include revised work in the report at the end of the month and present it to the customer.


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

Are you talking about sub-tasks here?

These are not separate tasks to their parent issue, they are parts of the issue, so it would not make a lot of sense to be counting them as separate things.


Tags: cloud

jira-work-management-cloud
Jira linked issues automatization
Asked by Olena Romanenko:

Dear Community

I am a Progect Manager for big team in Ukrainian airline. We have a project in Jira Work Management with multiple tasks and subtasks. A lot subtasts are linked to each othe (blocket by) as one task need to be finished before another one will start. And each subtask has some duration (number of days to be implemented) which is reflected in my project as start and due dates.

What I need:

When start date and/or due date is changed by the assignee for one linked subtask, start and due date authomatically need to be changed for other later linked subtask, but duration of that task need to be the same.

For example:

Start date Due date

Subtask 1 Oct 15 Oct 20

Subtask 2 Oct 21 Oct 28

Changed

Start date Due date

Subtask 1 Oct 17 Oct 23 manually changed

Subtask 2 Oct 23 Oct 31 automatically cganged by the rule

How to create such a rule?

Thank you

BRGDS

Olena


Answers:
author: Valerie Knapp
body: Hi [@Olena Romanenko](/t5/user/viewprofilepage/user-id/5337258) , welcome to the Atlassian Community and thanks for your question!

I always recommend if you are new to automation to check out the Jira Automation Template Library - [Jira automation template library \| Atlassian](https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC). It has a lot of worked examples of rules to help get you started.

There is this rule for example, which is looking at a due date to update other due dates -<https://www.atlassian.com/software/jira/automation-template-library#/rule/1357113>

In this example, you would need to change the Related Issues Condition from Epic to Linked Issues and specify whether the issues to be updated are the blocking or blocked issues.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/285403iDBC98A1775BA8228/image-size/large?v=v2&px=999 "image.png")

Then, you would need to change also the Branch to make the changes in the Linked Issues

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/285404i175EA11A6DEBA303/image-size/large?v=v2&px=999 "image.png")

and then finally, you can specify in the action what you want to about with the Due dates, either copying the values from somewhere else or using a smart value to derive what the new value should be, as you will see in the grey to set the new due date.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/285405iB4C86594ACD9E39E/image-size/large?v=v2&px=999 "image.png")

Please copy this rule into your instance and test it and then if you get stuck or need more help, please write us here.

Cheers


Tags: cloud

jira-work-management-cloud
You can't create issues for this project
Asked by Dasari Sudheer Babu:

Hello There,

One of my team member is not able to create an issue for a specific project. It's showing, "You can't create issue for this project" and I created a new permission scheme and I have given all the required permissions but still it's showing the same thing.

Please let me know the solution for this..


Answers:
author: abelalia87
body: Hi [@Dasari Sudheer Babu](/t5/user/viewprofilepage/user-id/5337282)

Is your permission role based? You will have to add the user to the respective Roles. Go to Project Settings -\> People. Add your user to the appropriate role. Maybe your permissions is role based and your groups are mapped to a particular role, then you will have to add the user to that particular group.

comments: author: Dasari Sudheer Babu
body: Yes it's a role based permission and it's doesn't have groups. It's a single project and role based permission.


author: abelalia87
body: Check the project in question, Project settings -\> Permissions. Check the create issues permission, Check the Roles, then from your Project Settings -\> People, Add the user to that particular Role.


author: Nic Brough -Adaptavist-
body: You say you created a new permission scheme, but you do not say if you applied it to the project. Can you confirm you have associated a scheme with the project that allows your user "create" permissions?

comments: author: Dasari Sudheer Babu
body: Yes I have created a new permission scheme and I applied to the project and I allowed them to create issues but still its not allowing my user to create issue.


author: Nic Brough -Adaptavist-
body: Ok, that, combined with the error message you gave in your question, leads me to think that one of your admins has created a validator in the workflow on the "create issue" transition, and the validator is rejecting the attempt to create.

If it were permissions, your user would not be getting an error message - they would be unable to select the project to create issues on the start screen, and the "create" links in other places would fail. They would get the message if they were trying to create the issue via REST, which can't make the create options vanish.

There's another test based on that behaviour - get the user to click "create" in the top bar in the UI. On the screen that appears, do they get offered the project they are trying to create the issue in, in the drop-down list of projects? If they do, then it's a validator. If they do not, then there is still something wrong with the create issue permission for them.


author: Florian Bonniec
body: Hi [@Dasari Sudheer Babu](/t5/user/viewprofilepage/user-id/5337282)

Does you user have create and browse Issue permission ?

Regards

comments: author: Dasari Sudheer Babu
body: Hello [@Florian Bonniec](/t5/user/viewprofilepage/user-id/4587169)

Yes my user has those permissions.


Tags: cloud

jira-work-management-cloud
Can the Board be filtered by Epic/Parent Issues like Jira Software
Asked by Marion Richardson:

Hi All,

Can the Board be filtered by Epic/Parent Issues like Jira Software? I can't see that it can!

Thanks for any help anyone can offer as I have an upset user!!


Answers:
author: Trudy Claspill
body: Hello [@Marion Richardson](/t5/user/viewprofilepage/user-id/4381443)

There is not a comparable Epic filter in the JWM board.

There is a change request for that, to which you can add your vote/comments.

<https://jira.atlassian.com/browse/JWMCLOUD-340>

comments: author: Marion Richardson
body: Thanks Trudy, that's a helpful answer and much appreciated.
Jira Work management Board transition highlight
Asked by Michael Wheatstone:

Hi, all.

My team are asking if there is a way in Jira Work management boards to turn on the feature that highlights which statuses you can move an issue to when you pick it up, they have seen this in Jira software and would like it in their work management projects if possible.

I have tried doing an old fashioned google search but have found no answers, so hopefully someone here can say if this is possible or not.

Thanks in advance

Michael


Answers:
author: Trudy Claspill
body: Hello [@Michael Wheatstone](/t5/user/viewprofilepage/user-id/1276098)

I don't see a method to "highlight" the statuses to which the issue can transition in a board for a work management project.

I did notice that if the column has other issue in it, if you "pick up" a card that can't be dropped in that column then all the cards already in that column change such that all their text looks gray like a disable object.


Tags: cloud
JWM Fundamentals Course Not Loading
Asked by Marti Doke:

Hello! Is anyone else struggling to get the JWM university course to load? I checked my pop-ups and everything should be working correctly due to the settings. After clicking 'Launch', a new window opens saying the course is loading, but then the page goes blank. Any ideas on how to get these videos to open?


Answers:
author: Benjamin
body: Hi [@Marti Doke](/t5/user/viewprofilepage/user-id/5333019) ,

I haven't had any issues loading the courses on Chrome. May want to try incognito on your chrome browser. Also, look at any browser apps that maybe blocking the course.

-Ben


Tags: cloud

jira-work-management-cloud