Roadmap Epic view "Notes" column visibility is tied to Details Panels Settings > Benefits > Notes, but displays Status Report Notes instead of Benefits Notes

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    • Type: Bug
    • Resolution: Fixed
    • Priority: Low
    • 11.31.0
    • Affects Version/s: 11.30.1
    • Component/s: Roadmap
    • None
    • 1
    • Severity 2 - Major
    • No
    • None

      Issue Summary

      In Jira Align 11.29+, column and filter visibility on Roadmaps was updated to respect Details Panels Settings (DPS). For Epics, toggling Active to OFF for Details Panels Settings > Portfolio > Epic > Benefits Tab > Notes removes the Notes column from the Roadmap (Epic view). However, when enabled, the Roadmap Notes column displays and updates the work item's Status Report narrative, not the Benefits > Notes field from the Epic slide-out.

      Unlike Features (where Notes in the slide-out and Roadmap are linked per JIRAALIGN-9142), for Epics these are two completely distinct fields with different sources and purposes. Linking Roadmap Epic status commentary visibility to a Benefits Tab setting causes customer confusion and prevents users who disable the Benefits Tab from utilizing Status Report notes on the Roadmap.

      Steps to Reproduce

      1. Navigate to Settings > Details Panels Settings.
      1. Select any Portfolio and set Work Item to Epic (or Saga).
      1. Select the Benefits Tab and toggle Notes to OFF, then click Save.
      1. Navigate to Roadmaps and switch to Epic view.
      1. Open View Configuration (gear icon) > Columns and observe that Notes is not available in the column list.
      1. Return to Details Panels Settings > Epic > Benefits Tab and toggle Notes to ON, then click Save.
      1. Return to Roadmaps > Epic view and add the Notes column to the view.
      1. Enter text in the Notes column for an Epic on the Roadmap.
      1. Open the Epic slide-out and check the Benefits Tab > Notes field.
      1. Navigate to Status Reports for the Epic and check the Status Notes/Narration.

      Expected Results

      The Roadmap Epic view "Notes" column should either:

      • Accurately source and reflect data from the Epic slide-out's Notes field (matching the Feature behavior in JIRAALIGN-9142), OR
      • Have its visibility governed by an independent Status/Narration setting rather than the Benefits Tab Notes toggle.

      Actual Results

      The Roadmap Epic view "Notes" column visibility is governed by the Benefits Tab > Notes toggle in Details Panels Settings, but the data displayed and synced is the Status Report narrative (tblNarration). The actual Notes entered under the Epic slide-out's Benefits Tab do not appear on the Roadmap.

      Workaround

      To view and edit the Notes column on the Roadmap (Epic view), ensure that Details Panels Settings > [Portfolio] > Epic > Benefits Tab > Notes is toggled to ON. Note that this column will display and update Status Report narrative commentary rather than the Notes field located on the Epic Benefits tab.

              Assignee:
              Krzysztof Boużyk
              Reporter:
              Tushar Jajodia
              Votes:
              2 Vote for this issue
              Watchers:
              4 Start watching this issue

                Created:
                Updated:
                Resolved: