youngmon/atlassian-qna huggingface dataset:
I am a Jira Administrator for my project - I don't see Add Custom Field. Any thoughts?
Asked by Kenneth Hazelbaker:

We are trying to add a couple of fields to our configuration so that we can enter the Requirement ID along with the Test Case ID to link requirements and testing. I am following the Atlassian documentation but I don't see Add Custom Field.


Answers:
author: Alexey Matveev
body: Hello,

Are you on Jira Server or Jira Cloud?

comments: author: Kenneth Hazelbaker
body: I am going to assume it's a Jira Server. We access Jira through our corporate application menu which hosts a multitude of applications - one of which is Jira.


author: Alexey Matveev
body: Can you open cog wheel -\> Issues?


author: Kenneth Hazelbaker
body: Yes - I can see the setting wheel but when I click on Issues \> Fields - I don't see the option to add custom fields.


author: Alexey Matveev
body: Could attach a screenshot?


author: Kenneth Hazelbaker
body: Sorry - I have moved off of this project but we are using Jira for our next journey. I'll check to see which version they're using and hopefully we won't experience the same problems. Thanks for you help though - appreciate the involvement for sure!


Tags: advanced-roadmaps
How to hide completed issues and bugs from portfolio when using a board filter as a source?
Asked by Sam Martin:

Hi there,

I have an issue with Portfolio where I want to remove bugs from the portfolio plan. Obviously they're in the board's filter as they're needed to be shown on the backlog, but don't want them to show in the scope in the plan (issues without parents).

If I use a derived filtered, ommitting these issues, then Portfolio doesn't know about the sprints.

Is there any solution for this?

Thanks


Answers:
author: Sam Martin
body: Yes, they are


author: Tyler Brown
body: Hey Sam,

Can you ensure that the completed issues have a resolution set?

Also if you are using Sprints then the completed issues will stay in view until that Sprint has been closed.

Hope this helps,

Tyler

comments: author: Sam Martin
body: Thanks!

Does that mean if I include only unresolved issues, resolved issues will still appear in the sprint once complete?

Thanks


author: Tyler Brown
body: Hey Sam,

Setting a resolution just lets jira and Portfolio know that the issue has been completed properly.

If you included only unresolved issues in your portfolio filter they would still show up in the Sprints, however they will fall off of your plan once the Sprint has been closed, so as long as you regularly open/close Sprints they should resolve naturally over time.

Does that answer your question?


author: Sam Martin
body: Not really. Sorry

Completed bugs are being brought in to portfolio because the board filter includes resolved issues. By adding that clause means the done items drop out of the current sprint when completed.

That leaves me with the same problem, how do i exclude bugs (which are issues without epics) from PF whilst using the sprints from the board source?

Does that make sense?

Thanks

Sam


author: Tyler Brown
body: Think I've got it.

Can you double check that those Completed bugs currently showing up in Portfolio have a resolution?


author: Sam Martin
body: Yes they do.

If I omit those with resolution (resolution is EMPTY) i lose completed issues from the agile board.


author: Tyler Brown
body: Are they in an active Sprint?


author: Sam Martin
body: Sorry, [@Tyler Brown](/t5/user/viewprofilepage/user-id/478549) replied as answer.

Yes, they are in active sprint. But not included is resolution is not EMPTY is included in the board's filter.

Any other ideas?

Thanks

Sam


author: Tyler Brown
body: The problem is that they're in an active Sprint.

Portfolio keeps things visible in the plan until a Sprint closes, even if it's been completed.

You'll either need to close out your Sprint and start a new one (which you should do regularly anyways) or move the bugs out of the Sprint.


Tags: advanced-roadmaps
On demand training for portfolio
Asked by Jane Linder:

Greetings, I'm evaluating Jira Portfolio for my department and like what I've been able to do so far. It has become clear to me that my team will need training to ensure we are all using best practices as we create our combined roadmap and maintain our project boards. I'd like to get a ballpark cost for the on-demand training courses but I haven't found this info on the Atlassian University website (website seems a bit messed up right now). Does anyone know approximately how much an on-demand course costs per user?


Answers:
author: Mikael Sandberg
body: Hi Jane,

Welcome to the Atlassian Community.

The prices for the online Portfolio course can be found here, [Jira Catalog Courses](https://training.atlassian.com/jira-catalog). 30 day on-demand is $400 per user, public live class $700 per user and the team (up to 12 users) course is $4500.


Tags: advanced-roadmaps
Done issues doesn't appear in my plan scope
Asked by Guillermo Mu?oz:

I am making a plan from a filter, that have some issues in "Done" status, but these issues are not being included in my scope, but they appear in the plan results.

The problem is that in this case I can't view my plan progress


Answers:
author: Vinod Ramadoss
body: Hi,

You will need to modify the settings,

**To set how long to display completed issues:**

1. In your plan, click **settings** \> **Configure** \> **Issue sources** .
2. In the 'Completed issues' section, enter the **number of days** you want to keep completed issues in the plan.

Reference - <https://confluence.atlassian.com/jiraportfolioserver/issue-sources-967895168.html>


Tags: advanced-roadmaps
Portfolio themes and modification of child
Asked by romain bonnet:

Hi all,

When defining a theme to an initiative, it is supposed that child items (epics and stories) get the same theme (<https://confluence.atlassian.com/jiraportfoliocloud/using-the-themes-report-828785348.html>). In my case this is not always happening, i need then to go through all the epics and stories to check if the theme is correctly set (which is extremely painful, i'm talking about more than 1000 items). Any ideas?

![themes.png](/t5/image/serverpage/image-id/35150i069BE0E357CAD001/image-size/large?v=v2&px=999 "themes.png")

rgds,

Romain


Answers:
author: Syauqi
body: Hi Romain,

We were looking into the problem but wasn't able to replicate the issue on JIRA Portfolio Server. Since you have included Cloud version of the documentation, could you confirm if you are on Server or Cloud?

Cheers, Syauqi

comments: author: romain bonnet
body: Hi Syauqi,

I'm using server version.


author: Syauqi
body: Hi romain,

In that case, I've raised a support ticket to gather more information which requires your HAR-file which you can generate by following this guide here: [https://confluence.atlassian.com/kb/generating-har-files-and-analysing-web-requests-720420612.html](https://confluence.atlassian.com/kb/generating-har-files-and-analysing-web-requests-720420612.html "https://confluence.atlassian.com/kb/generating-har-files-and-analysing-web-requests-720420612.html")

We also need to know which version of Portfolio you're using.

Could you provide the information over there?

Cheers, Syauqi


author: romain bonnet
body: Ok thks, we'll provide you with this information starting from next monday (sorry for the delay).

Romain


Tags: advanced-roadmaps
How do I get different issue types into the Portfolio Hierarchy?
Asked by Michael Starr:

\*\*Using Portfolio for Jira add-on\*\*

I can't get Initiative to come up in the Jira issue type options in the Portfolio Hierarchy. I want this issue type above Epic. I created the Initiative issue type myself and set it as standard. But it is not coming up when I try to configure the Portfolio Hierarchy.

![Screen Shot 2018-10-16 at 1.46.38 PM.png](/t5/image/serverpage/image-id/35098i5D8B1A320ED73395/image-dimensions/521x354?v=v2 "Screen Shot 2018-10-16 at 1.46.38 PM.png")


Answers:
author: Justin
body: Hi Michael - Are you able to create an issue with type of Initiative in a JIRA project? That should help you narrow down if it's setup correctly or not.

comments: author: Michael Starr
body: Yes I created the Initiative Issue Type myself and it is being used in a Project.


author: Justin
body: Make sure the project is included in your plan source, also have you re-indexed Jira since adding this?


Tags: advanced-roadmaps

cloud

jira-cloud
Portfolio - consistent schedule dates across plans
Asked by Mohsin Qamar:

Hi folks. New to portfolio so hope someone can point me to the right direction.  

I have few plans in Portfolio for Jira. e.g.

* Plan-iOS : for IOS products
* Plan-Android: for Android products
* Plan-Mobile: for all mobile products (IOS/Android) and higher level view

*Plan-iOS* is used by their a Product Manager for his team and *Plan-Mobile* is used by Product Management and Development Leadership for overall schedule view.

Now, I have a initiatives and Epics scheduled in *Plan-iOS.* Lets say for an initiative that date is get is 1-Jan to 1-Mar. Now this same initiative from *Plan-iOS* is pulled into *Plan-Mobile* (for reporting and tracking purpose) and this shows up with different schedule dates than what is in *Plan-iOS* .  

Why these dates are different across plans? Both plans have nothing Uncommitted. What am I missing? I looked at community questions and videos but there is no clear mention of how different plans, working off the same set of Jira projects are suppose to present the values.


Answers:
author: Mohamed Riza
body: Hi [@Mohsin Qamar](/t5/user/viewprofilepage/user-id/1509639)

Are the configurations of both plans the exact same. This includes the exact same sources in both, the scheduling configuration, working days and all other plan configurations.

If you have different plans with different sources or configurations, then each plan based on the issues in it and the resources available and configurations set would show different timelines.

comments: author: Mohsin Qamar
body: Hi Riza: if the scope and resources were to be the same then there is no point in having multiple plans, right? Am I over complicating this? Sorry if I am.

I think it it comes down to how I can use the output of a plan in another plan, especially scheduled dates of dependencies.


Tags: advanced-roadmaps
Syncing story point sum from JIRA Portfolio to JIRA
Asked by Bernhard B?hmer:

Hi,

we suffered a problem in the interaction between Portfolio and JIRA:

We are exclusively calculating story points in the scope view of Portfolio using the Story Point settings there. The story points are nicely summing up but (after committing the changes) don't seem to by synced with JIRA Core. Thus, they are not shown at the boards. This breaks the usage flow at JIRA Core.

My expectation would be that the story point sum in portfolio would show up in the default story point field in JIRA Core.

Is that something already being addressed?

Thanks Bernhard


Answers:
author: Mohamed Riza
body: Hi [@Bernhard B?hmer](/t5/user/viewprofilepage/user-id/603032)

The story point changes made in Portfolio does show up on the issues in Jira, however, this needs to first be committed from Portfolio. The commit option would show on the top left of the plan once the changes are made to the Story point on the plan.

comments: author: Bernhard B?hmer
body: Hi Mohamed,

I've indicated that the commitment were done. I will collect further indications and follow up.


Tags: advanced-roadmaps
Progress bar clears when issues are moved to done.
Asked by David Wilson:

I have recently started playing with Portfolio for jira and am running into some problems with the progress bar. Here are a few details to give some context.

When setting up my plan, I am only filtering for the project (Project = XYZ). No other board filters or status filters are being applied so I should get everything.

On my Portfolio plan, I am filtering for all issues, all statuses, and with a time from of the entire 2018 calendar year.

So when I move an issue to Done on my scrum board, I will go to my Portfolio plan and refresh the page. When I do that, the progress bar updates and shows green, indicating progress to the parent and the release. When I hit the "Calculate" button, the closed issue goes away and my progress bar shows no progress.

Is this supposed to happen? And is there a way I can get the Done items to show so the progress bar can show actual progress?


Answers:
author: Moga
body: Hi David,

For some version of Portfolio, you will need to add the *Completion date* filter for show completed issues.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/35282i1BD4FAA1A51CB969/image-dimensions/530x132?v=v2 "image.png")

Cheers,  
Mogavenasan


Tags: advanced-roadmaps
How to organize a client portal for a marketing agency
Asked by Vin?cius Cust?dio:

Hello

I have a Digital Marketing agency and I want to create a Trello board for all my clients to monitor the progress of the work being carried out with each of them.

Is it possible for me to create just one Trello and create a card for each customer so that only they can view that card?

And is it also possible to create a CARD for each customer and limit its viewing within the board?


Answers:
author: Maria
body: Hi [@Vin?cius Cust?dio](/t5/user/viewprofilepage/user-id/5466476)   

Creating a Trello board for managing and monitoring work progress for your digital marketing agency's clients is a great idea. However, Trello's functionality around privacy and visibility at the card level has some limitations you should be aware of.

Trello does not support the ability to restrict viewing permissions at the card level within a single board. In Trello, permissions are set at the board level, not for individual cards. This means that anyone who is a member of a board can see all the cards within that board. Therefore, you can't create a single board where each card is visible only to the respective client it pertains to.

However, you can consider the following alternatives to manage your workflow while keeping client information separate and private:

1. **Create a Separate Board for Each Client:** You could create a dedicated board for each client. This way, you can manage each client's projects on their respective boards and invite only the relevant client to their board. This maintains privacy and ensures that clients only see their projects.

2. **Board with Client Lists:** Another approach could be to have a single board where each list represents a different client. Within each list, you can have cards for various tasks or projects for that client. This doesn't solve the visibility issue, but it can help keep your projects organized if privacy is not a concern.

3. **External Communication:** For updating clients on their project's progress without giving them access to your Trello board, you could use visual timeline provided by [Planyway power-up.](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) You can send the PDF of the view or the Excel file with detailed information.


author: milynnus
body: [@Vin?cius Cust?dio](/t5/user/viewprofilepage/user-id/5466476)

Cards are visible to all board members. You can use Hipporello Share Card power up and client will only see the cards on the portal.

comments: author: Vin?cius Cust?dio
body: [@milynnus](/t5/user/viewprofilepage/user-id/3947182)   

if I want to share the board with all my clients, and I want them to view only one card and not the others as "observers", can I do that?


author: milynnus
body: [@Vin?cius Cust?dio](/t5/user/viewprofilepage/user-id/5466476)

An observer is a board member so all cards can still be read by an expert observer.
How can I validate if a token is still valid using the REST API?
Asked by eddivalen:

Hey there!  

I'm facing a problem in figuring out if a token is still valid. It would really save me some issues to avoid sending requests with an invalid token. Right now, the only clue that I have the token is invalid is because I'm getting an empty response, but this is not enough.  

I'm not sure if an empty response could be returned in a different scenario. Please let me know if there's a way to know if the token is still valid.


Answers:
author: milynnus
body: [@eddivalen](/t5/user/viewprofilepage/user-id/5466451)

I think the error message - not authorised, will tell you whether you have used an invalid or non existing token.

comments: author: eddivalen
body: Thank you [@milynnus](/t5/user/viewprofilepage/user-id/3947182)  

Yup, I can tell from the HTTP status code---I'm getting a 401 whenever this happens.


Tags: oauth

rest-api
how can I add an email trigger to the team when a member adds content
Asked by Scott Deranger:

I would like for the board members to be automatically notified view email or through the Trellow app, when I or another board member adds content to our board, completes a checklist item, etc. How do a add this automation?

Thanks,

Scott


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Scott Deranger](/t5/user/viewprofilepage/user-id/5466435) welcome to the community! Board members can just follow the board and receive default notifications (see [here](https://support.atlassian.com/trello/docs/receiving-trello-notifications/)). If the default notifications aren't enough, you can create custom notifications using butler automation. You would need to create a separate rule for each action you'd like the members to be notified of. For example:  

```
when a card is added to the board, send an email notification to every member on the board with subject "New Card" and message "A new card was added to {boardname}: [{cardname}]({cardlink})"
```
Appending Card Description after Unchecking Custom Field Value
Asked by Shelby Martin:

Hello!

For my Trello card I was able to figure out how to append the card description to include new information when a custom field is checked, however I cannot figure out how to append the card description to the original -when created- description and delete the added info from the custom field when unchecking the box.

Is there an easy way to do this via triggers? Thorough descriptions as to where to make it happen are very welcome as I am not the brightest crayon in the box of markers. Thank you!


Answers:
author: Lam
body: Hi [@Shelby Martin](/t5/user/viewprofilepage/user-id/5466431) - Thanks for reaching out in the Community! Unfortunately there's no straightforward way to revert descriptions as the Automation tool can't do text transformations in that way. I do have some suggestions for workarounds:

* When the custom field is checked and before updating the description, copy the card to a list dedicated to hold the 'original' description. This way when the custom field is unchecked you can lookup the copied card and reference the original description
* When the custom field is checked, post a comment in the card with the text that was is to append to the description. This way you can use comments to house the content changes instead of updating the original description.
Power up slides presentation is not working well
Asked by Larissa Santos:

Hey! When I use google drive power up to create a google slides presentation, the images from my cards don't follow to the slides, only text.

Can you help?


Answers:
author: Mutya A
body: Hi Larissa,

After some testing on our end, we were able to reproduce what you're seeing and have now opened up a new bug report that you can find right here: [TRELLO-153](https://jira.atlassian.com/browse/TRELLO-153)

I have also added this ticket as an internal comment to this report so that way our engineering team can reference it and also use it to help align priority.

As of right now, I do not have an ETA on when this fix will be released, as it depends on various factors such as the team's backlog and the complexity of the bug itself. That being said, with the link I sent above, you should be able to watch this issue by clicking on **Start watching this issue**.

For further information about how we track and fix our bugs, you can review the [Atlassian Cloud Bug Fix Policy](https://confluence.atlassian.com/support/atlassian-cloud-bug-fix-policy-206865884.html)

If you have any additional questions, things you would like to make known about this bug, other concerns or feedback, please feel free to let me know!

-----  
If this post ***helps*** your query, then please consider **Accept answer** , **Like** or click up arrow to **Vote** to help the other users find it more quickly.


Tags: google-drive

power-up

presentation
Page de mon compte Vid?e pour la seconde fois ???
Asked by Christophe Lemoine:

Bonjour

Je ne comprends pas pourquoi ? deux repris mon compte Trello a ?t? vid? pour la seconde fois ?

Merci pour vos retours


Answers:
author: Mutya A
body: Bonjour,

Merci de nous avoir ?crit ! Veuillez noter que nous utilisons un service de traduction pour nous aider ? r?pondre ? nos clients internationaux. N'h?sitez pas ? ?valuer la qualit? de la traduction.

Il semble que vous rencontriez des probl?mes de navigateur. Essayez de vous connecter ? Trello des mani?res suivantes pour voir si vous pouvez reproduire le probl?me que vous rencontrez :

* D?sactivez toutes les extensions et personnalisations dans votre navigateur actuel
* Utiliser un onglet de navigation priv?e/incognito
* Essayez d'utiliser un autre navigateur sur le m?me ordinateur
* Connectez-vous ? un autre r?seau

<br />

Pour plus de conseils de d?pannage :  
<https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello>

Faites-moi savoir si l'une de ces solutions r?sout le probl?me ou si vous avez besoin d'aide suppl?mentaire.  
----------------  
Si cet article r?pond ? votre requ?te, veuillez envisager d'accepter la r?ponse pour aider les autres utilisateurs ? la trouver plus rapidement.
Zoom meeting
Asked by Raluca Parascanu:

Hello,

Do you know if I could set up a meeting with someone from the Trello team, for more information about the upgrade plans?

Thank u!


Answers:
author: Ste Wright
body: Hi [@Raluca Parascanu](/t5/user/viewprofilepage/user-id/5464981)

I'm not saying Atlassian won't do this, but you're unlikely to get this booked via the Community.

You could...

* Contact [Trello Support](https://trello.com/contact), and ask for sales assistance through there, or...
* Ask your questions here in the Community, where we'd be happy to help :)

Ste
I would like to automate a Trello card list
Asked by Bruno Gabriel:

Imagine that a list has 7 cards, each with the name of the day of the week accompanied by the date (XXXXXX DD/MM/YYYY). My idea is every Monday, automatically update and rename these cards to the new week's dates. How can I do this?

![image.png](/t5/image/serverpage/image-id/315533i4FB47F77C065B1BD/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Victoria Camron
body: Try this: [https://www.youtube.com/watch?v=CnqPFtrywCY\&list=PLJr93MpWev7kS370QBcq2nr8zNtvaYQHm\&index=1\&t=234s\&pp=gAQBiAQB](https://www.youtube.com/watch?v=CnqPFtrywCY&list=PLJr93MpWev7kS370QBcq2nr8zNtvaYQHm&index=1&t=234s&pp=gAQBiAQB)


Tags: automation

card

date

dates

list

rename

variable