FOR PROJECT ADMINISTRATOR

Overview

  • When creating a new Jira issue, the pre-configured table will be attached to the issue

  • You can configure a pre-configured table for a project and an issue type

How to configure a pre-configured table

On the prerequisite, it needs a project administrator’s permission to configure it.

project administrator is a user with the Administer projects project permission for a particular project. By default, the 'Administer projectspermission is assigned to the 'administrators' group (via the Administrators role) for projects.

  1. Go to the configuration screen, then push the ‘Add’ button

    1. for the company-managed project: Project > Project settings > Excel-like Tables - Templates

    2. for the team-managed project: Project > Project settings > Apps > Excel-like Tables - Templates

  2. Select an issue type and input a description if you like, then push the ‘Create’ button

  3. You will see a new template entry on the list. To edit the table or import your Excel file, click the “edit” link.

Tips: Jira field mapping feature allows a table to include Jira field values at issue creating.

How to use a pre-configured table

When you create the Jira issue that its issue type was configured to attach a template table, it will attach the table to your new issue.

It will take some time to complete an attachment process. If you can not see a table on a new issue, please push the ‘Table’ action button(

) or reload the issue

Limitations and notices

  • (lightbulb)There is no way to use a template on the existing issues. We recommend creating a dedicated issue type for the template before creating templates.