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VIewing in-progress & done dates from stories on a Kanban board in Portfolio

Jovanna Pugh

I've got a plan configured in Portfolio that pulls in issues from three boards across two different projects. Two of the boards are configured for Scrum and the other board is configured for Kanban.

The issue I'm running into is that the 'Being Developed Date' and 'Done Date' fields associated to issues from the Kanban board are not being pulled into Portfolio. I see data for 'Being Developed Date' and 'Done Date' just fine for the issues coming from the Scrum boards.

Is there a way to fix this? Ideally I'd like the 'Being Developed Date' and 'Done Date' columns populated for all cards in my plan, not just the ones from the Scrum boards.

The screenshot I attached shows an example of what I'm seeing. Both cards were completed. The first card in the list comes from a Scrum board (dates are populated), and the second card in the list comes from a Kanban board (dates are not populated).

Accepted answers

Earl McCutcheon

Hi Jovanna,

From the screenshot you uploaded I would suspect that there are multiple custom fields in use by the two projects with the same name and you're only displaying the one from the TR project and not the one associated to the PLAT project for the Jira custom fields added in portfolio.

EXE, with the following Field configuration for two fields both named "AAA_Example_field" :

Screen Shot 2019-05-01 at 2.33.43 PM.png

It is technically two different fields and they will show up to the users in the same way on the screens in each project but can be configured differently for varying behavior between projects. When adding both of these fields to the portfolio custom fields I get the following result noting a value is present in only one column depending on which project it lines up with, so if you are only displaying the field tied to TR project you would not see the value of the field associated to PLAT:

Screen Shot 2019-05-01 at 2.38.12 PM.png

If this is the case, your options would be to either add both custom fields to the plans custom field settings to continue using the independent configurations per project, or Use the same Field on both projects to only use one field in both locations.

Regards,
Earl

All comments

Earl McCutcheon

Hi Jovanna,

EXE, with the following Field configuration for two fields both named "AAA_Example_field" :

Screen Shot 2019-05-01 at 2.33.43 PM.png

Screen Shot 2019-05-01 at 2.38.12 PM.png

Regards,
Earl

Jovanna Pugh

Thank you for your reply, Earl! I think I may have figured it out. The same fields exist on the issues from both projects, but the workflows are different. It looks as though the 'Being Developed' and 'Done' dates aren't being populated. You can see in the attached screenshot that even though the card moved from 'In Progress' to 'Done', the corresponding date fields are empty. I'm going to look at the workflow steps for this project next. Is that what it looks like to you?

Earl McCutcheon

Hi Jovanna,

Thanks for the update and from the screenshot, yes, I would agree that is the case. You're probably missing a post function for the workflow used by the PLAT project that sets the value for the field on the transitions.

Regards,
Earl

Jovanna Pugh

Confirmed! Adding a post function to the 'In Progress' and 'Done' steps in the workflow used by the PLAT project to populate the 'Being Developed' and 'Done' dates did the trick.

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