Excel-like Tables for Jira

Auto-populate Jira Issue with a Table

Overview

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

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

How to configure a pre-configured table

You need the 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.

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Managing pre-configured Table

From the Templates Configuration, you can:

  • Add a new template

  • Remove the current template

  • Edit the current template


  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

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

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  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 whose 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.

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Limitations and notices

There is no way to apply the template on the existing issues. Only newly created Jira issues will have auto-populate tables.