---
language: "en"
---
# Support Policy

## Support Policy

Ricksoft provides great software and first-class customer support. We ensure you will have a wonderful experience with our products and services.

### Featured

*

  #### [Ricksoft Support End of Life Policy](https://docs.ricksoft-inc.com/support-policy/ricksoft-support-end-of-life-policy.md)

  Support policy Ricksoft supports apps as long as their host product version was the third latest long-term support or later. The third latest long-term support...
*

  #### [Ricksoft Bug Fixing Policy](https://docs.ricksoft-inc.com/support-policy/ricksoft-bug-fixing-policy.md)

  Summary Our Support team will help with workarounds and bug reporting We'll generally fix critical bugs in the next maintenance release We schedule non-critica...

### Documentation

---
language: "en"
---
# Ricksoft Bug Fixing Policy

## Summary

* Our Support team will help with workarounds and bug reporting

* We'll generally fix critical bugs in the next maintenance release

* We schedule non-critical bugs according to a variety of considerations

Please report a bug from [our support portal](https://ricksoft-support.atlassian.net/servicedesk/customer/portals).

### Bug reports

Ricksoft Support is eager and happy to help verify bugs---we take pride in it! Create an issue in our [support system](https://rssupport.atlassian.net/servicedesk/customer/portals), providing as much information as you can about how to replicate the problem you're experiencing. We'll replicate the bug to verify, then lodge the report for you. We'll also try to construct workarounds if possible.

### How we approach bug fixing

Maintenance (bug fix) releases come out more frequently than major releases, and attempt to target the most critical bugs affecting our customers. The notation for a maintenance release is the final number in the version (the 1 in 6.0.1, for example).

If a bug is critical (production application down or major malfunction causing business revenue loss or high numbers of staff unable to perform their normal functions) we'll fix it in the next maintenance release, provided that:

* The fix is technically feasible (it doesn't require a major architectural change)

* It doesn't impact the quality or integrity of a product

For non-critical bugs, the team assigned to fixing bugs prioritises the bug according to these factors:

* How many of our supported configurations are affected by the problem

* Whether there is an effective workaround or patch

* How difficult the issue is to fix

* Whether many bugs in one area can be fixed at one time

Developers responsible for fixing bugs also monitor comments on existing and new bugs, so you can comment to provide feedback if you need to. We give high priority to security issues.

When considering the priority of a non-critical bug, we try to determine a *value* score for a bug. The score takes into account the severity of the bug from our customers' perspective, how prevalent the bug is, and whether new features on our roadmap may render the bug obsolete. Our developers combine the value score with a *complexity* score (how difficult the bug is) when selecting issues to work on.

---
language: "en"
---
# Ricksoft Support End of Life Policy

## Support policy

* Ricksoft supports apps as long as their host product version was the third latest long-term support or later.

  * The third latest long-term support version is Jira 9.12 and Confluence 8.5, for example, as of 2025-12-08)

* Ricksoft does not support apps if the trouble is caused explicitly by the Jira EOS version

### References

For Atlassian products' end of life policy, please see the page below:

* [Atlassian Support End of Life Policy](https://confluence.atlassian.com/support/atlassian-support-end-of-life-policy-201851003.html)

You can find Atlassian's long-term support version on the pages below:

* [Jira Software release notes](https://confluence.atlassian.com/jirasoftware/jira-software-release-notes-776821069.html)

* [Confluence release notes](https://confluence.atlassian.com/doc/confluence-release-notes-327.html)

### Support portal

For supported versions, customers can raise issues via <https://www.ricksoft-inc.com/support>. If a bug is discovered, it will be prioritized based on our [Ricksoft Bug Fixing Policy](https://docs.ricksoft-inc.com/support-policy/ricksoft-bug-fixing-policy.md) and may require you to upgrade to the version that includes the fix.

## Host product (Jira/Confluence) compatibility

We observe the same policy for host product compatibility as the support policy above.

See the Marketplace version history page for the details:  

|                                        |                                                 **Version history**                                                  |
|----------------------------------------|----------------------------------------------------------------------------------------------------------------------|
| **WBS Gantt-Chart for Jira**           | <https://marketplace.atlassian.com/apps/1211768/wbs-gantt-chart-for-jira/version-history>                            |
| **Excel-like Issue Editor for Jira**   | <https://marketplace.atlassian.com/apps/1214580/excel-like-issue-editor-for-jira/version-history>                    |
| **Excel-like Tables for Confluence**   | <https://marketplace.atlassian.com/apps/1225075/excel-like-tables-for-confluence-spreadsheet-chart/version-history>  |
| **Gantt Chart Planner for Confluence** | <https://marketplace.atlassian.com/apps/1227063/gantt-chart-planner-for-confluence-roadmap-timeline/version-history> |
| **Alfresco connector for Jira**        | <https://marketplace.atlassian.com/apps/1215364/alfresco-connector-for-jira/version-history>                         |
| **Alfresco connector for Confluence**  | <https://marketplace.atlassian.com/apps/1215688/alfresco-connector-for-confluence/version-history>                   |

---
language: "en"
---
# Space Sync for Confluence

## Space Sync for Confluence

Space Sync for Confluence is an Atlassian Confluence Cloud add-on that allows you to have the same content over multiple spaces over multiple sites. Getting Sta...

[Getting Started](https://docs.ricksoft-inc.com/space-sync-for-confluence/getting-started.md)

### Featured

*

  #### [Getting Started](https://docs.ricksoft-inc.com/space-sync-for-confluence/getting-started.md)

  Welcome to Space Sync for Confluence! Space Sync for Confluence(SSC) helps you have the same content over multiple spaces over multiple Confluence sites. Highl...
*

  #### [FAQs](https://docs.ricksoft-inc.com/space-sync-for-confluence/faq.md)

  This is a list of frequently asked questions.

### Documentation

*

  #### [Space admin Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/space-admin-guide.md)

  * [How to establish synced spaces](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-establish-synced-spaces.md)
  * [Bulk Sync Changes of Contents](https://docs.ricksoft-inc.com/space-sync-for-confluence/configure-bulk-sync-settings.md)
  * [How to Configure Automatic Space Sync](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-configure-automatic-space-sync.md)
  * [Establish space sync with external Confluence sites](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-external-sites.md)
  * [Grant essential permissions to the app](https://docs.ricksoft-inc.com/space-sync-for-confluence/grant-essential-permissions-to-the-app.md)
  * [2 more pages](https://docs.ricksoft-inc.com/space-sync-for-confluence/space-admin-guide.md)
*

  #### [User Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/user-guide.md)

  * [How to Sync Page](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-page.md)
  * [How to Check Page Sync Status](https://docs.ricksoft-inc.com/space-sync-for-confluence/check-page-sync-status.md)
  * [Bulk Sync Contents (Beta Version)](https://docs.ricksoft-inc.com/space-sync-for-confluence/bulk-sync-pages.md)
  * [How to mention external site user](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-mention-external-site-user.md)
  * [What content is synced](https://docs.ricksoft-inc.com/space-sync-for-confluence/what-content-is-synced.md)
  * [2 more pages](https://docs.ricksoft-inc.com/space-sync-for-confluence/user-guide.md)
*

  #### [FAQs](https://docs.ricksoft-inc.com/space-sync-for-confluence/faq.md)

  * [Troubleshooting Errors Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/troubleshooting-errors-guide.md)
  * [Migrating from Connect to Forge - version 3.0.0 update](https://docs.ricksoft-inc.com/space-sync-for-confluence/migrating-from-connect-to-forge-version-3-0-0-update.md)

---
language: "en"
---
# Automatically publish approved content to synced destination

With Space Sync for Confluence, you can establish an **auto-sync to trigger page publishing**based on content status, page labels, and other criteria. This feature is handy for automating content publishing upon approval.

Here's the step-by-step guide to setting up the automation rule.

1. Go to **Space settings** \> **Synced spaces list \> Actions**

2. **Enable** [**Auto sync**](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-configure-automatic-space-sync)

Let's see it in action:  
[Auto sync by content status.mp4](https://docs.ricksoft-inc.com/__attachments/a_45dddb9c133bc35e4ca9f2ff398f2f434bb438667c4a1a61c237e74afbe53cb6/Auto%2520sync%2520by%2520content%2520status.mp4.md)

---
language: "en"
---
# Bulk Sync Contents (Beta Version)

Space Sync for Confluence provides the ability to bulk sync pages in a space.

You can filter pages to sync by a label and can choose whether blogs are synced.  
![image-20250814-154823.png](https://docs.ricksoft-inc.com/__attachments/a_521c239db4bed94af759b15223d08380e9c58f69941504e21f57fe5314f784b0/image-20250814-154823.png?cb=95a0ba772431711dafb6b0033f92a8bb)

## How to bulk sync all pages/contents

1. Open the bulk sync pages screen from the space settings page.

2. Click Sync All button

<https://www.loom.com/share/bf4ffe1d13b34a1da3b3b38b52b67b93?sid=62377235-d70f-4656-af09-ace8a6a26d34>

## How to select and bulk sync specific pages/contents

1. Open the bulk sync pages screen from the space settings page.

2. Click Selective Sync button

3. **Choose the content you wish to sync** (*Note: choosing a folder automatically selects its sub-contents)*

4. Click Sync Now button

<https://www.loom.com/share/e244bfbd29de48fa819e3c05d3830b7f?sid=552ed443-52e0-458d-afaa-40b2d4406041>  
To configure which page will be synced, please refer to [Bulk Sync Changes of Contents](https://docs.ricksoft-inc.com/space-sync-for-confluence/configure-bulk-sync-settings.md) .

## How to Schedule Recurring Syncing of Selected Contents?

Space Sync for Confluence allows you to schedule **recurring**bulk synchronization of specific/selected pages within a space. This works similarly to how recurring events are set up in common scheduling applications.

[How to Schedule Recurring Space Sync of All or Targeted Contents](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-schedule-recurring-space-sync-of-all-or-targeted-contents.md)

---
language: "en"
---
# How to Check Page Sync Status

## Sync status dialog

![Synce status panel tooltip.png](https://docs.ricksoft-inc.com/__attachments/a_9febfb857fea2819e160948f448ce346169b80a9c0e86bb98954952b3ec60803/Synce%20status%20panel%20tooltip.png?cb=52d78d1a0f88cf3af27414c71b27d3f6)

## Status list

| **Status** |                                          **Description**                                           |
|------------|----------------------------------------------------------------------------------------------------|
| NOT SYNC   | This page is not in the destination space.                                                         |
| SYNCED     | The latest version of the pages has been pushed each other.                                        |
| BEHIND     | The latest version of your page hasn't been pushed yet.                                            |
| ahead      | The latest version of the destination page hasn't been pushed yet.                                 |
| deleted    | The synced destination page has been deleted.                                                      |
| restricted | The destination page restricts access from the app. About restricted pages, see the below section. |

## Sync status indicator

You can also check the sync status through the page indicator, as explained below.  
The sync indicator will reflect the status of any page update, in case there are multiple synced spaces configured  

|                                                                       **Indicator**                                                                       |                                                                                                                                          **Description**                                                                                                                                           |
|-----------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| ![Not synced.png](https://docs.ricksoft-inc.com/__attachments/a_36be035205591c8ec774995f20b7347c55b2e1105774cb33afeb6d8e01204160/Not%20synced.png?cb=4b8fb1cb494d549617749bf6fe4cb8f7) | If **all** space statuses are not synced ![Not synced status.png](https://docs.ricksoft-inc.com/__attachments/a_502797bd1ddc28bfa338655e77ddbaecdd862ab1892f164e1011068e4639992c/Not%20synced%20status.png?cb=6957b7183c7e38115e9fea3e9fdae1c8)                                                                                 |
| ![Synced.png](https://docs.ricksoft-inc.com/__attachments/a_e6a40174f02cbf25f771d6de6b8b9e9aae0c06a2a60cfb7e213d2a4cda372c43/Synced.png?cb=832676e6abf13dd3613e5151ee8cf560)           | If any space status is synced ![Synced status.png](https://docs.ricksoft-inc.com/__attachments/a_f95e3919c5b7a71f48fa52011cf373e7da429a7f46481d2860d826b70d3fd968/Synced%20status.png?cb=99c6ca8d7fb9d7c66bcdaffdb03b6dca)                                                                                                      |
| ![Outdated.png](https://docs.ricksoft-inc.com/__attachments/a_1a529dee27f6c27ed384a636fec9a5326d77ab451fe3288eaf443c37710ce913/Outdated.png?cb=9ed4bb9b4dae0566fa35688c4069acc9)       | If any space status is behind or ahead ![Outdated status.png](https://docs.ricksoft-inc.com/__attachments/a_d5096fc95d4d9c858e22b707c43f2c9fb9972ad4caaebb4855a050b5b3f06594/Outdated%20status.png?cb=5f427771e722305208c195dc45acc5f4) If you edit an outdated synced page, it might cause conflicts due to version overwrite. |
| ![Deleted.png](https://docs.ricksoft-inc.com/__attachments/a_760de74c80360a29c6044b0ccabebe162928a32d943107193677629f169b9cc2/Deleted.png?cb=6e095e6d47e229956369d7a5ba713f9b)         | If any space status is deleted ![Deleted status.png](https://docs.ricksoft-inc.com/__attachments/a_d5e486b27abd36bc90751831c2a49e3a9f4d3278f61bc0ca4245d52975cf92c0/Deleted%20status.png?cb=16bf2c860a3d7aa8e860ddaf041f964d)                                                                                                   |

---
language: "en"
---
# Configure and Manage External Spaces

---
language: "en"
---
# Bulk Sync Changes of Contents

Space Sync for Confluence supports bulk synchronized pages in a space.

Space administrators can set a label to filter pages to be synced and whether or not blogs will be synced.

## How to Configure Bulk Sync Settings

1. Open Synced spaces list from the space settings page.

2. Open the bulk sync config dialog of a space sync entry.

3. Configure bulk sync settings and submit the settings.

![image-20260423-070533.png](https://docs.ricksoft-inc.com/__attachments/a_ca3d0b123cc0181698688b2761411e7e0e4b085f89cf1011c0050d7e46ad23d9/image-20260423-070533.png?cb=1bdbfa3e6e48db6303a1cdb9388d99c9)

## **How to Exclude Contents on Bulk Syncing Execution?**

1. Open the **Action** dropdown menu.

2. Select **Bulk Sync Config**.

3. In the configuration screen, **search for and select the labels assigned to content** . *All content associated with the selected labels will be excluded from the bulk sync.*

4. Click **Submit** to apply your changes.

![image-20260423-070908.png](https://docs.ricksoft-inc.com/__attachments/a_c098d629491261c4753d1010564f5b1d408681c5118c2b604226e9c0913d0488/image-20260423-070908.png?cb=f2dbe8bb5dee856b8894c71a89de3f85)

---
language: "en"
---
# External Space: Requesting Sync Access to a Source Space

## Request for Syncing to a space when Whitelisting is required

Prerequisite: The External space has imported token from the Source Space *(on a different instance) and whitelisting has been required by the source space*

1. Click the **Request Sync**Button

![image-20250623-142149.png](https://docs.ricksoft-inc.com/__attachments/a_482547e162a145bca60b225e07ebd8a6cb5fdb2ecc8108d4dc4c0e3951a18009/image-20250623-142149.png?cb=439c0d584e5602c88cd2a7e1049b2b05)

2. Add the purpose for Sync

![image-20250623-142239.png](https://docs.ricksoft-inc.com/__attachments/a_151a2071cc078f031d1420921dc13cf35c998d77cd57409dd94189e3c9724073/image-20250623-142239.png?cb=d2df9cd2b86cefc92dbcab4a9fc460f4)

3. Receive a notification that the request has been sent to the source space

![image-20250618-132144.png](https://docs.ricksoft-inc.com/__attachments/a_dc3f79eabb85bf00e0b4bbc62472f31b1ac479ffd1f28eb4b6164481878cf1a1/image-20250618-132144.png?cb=6d012721ab90213d30d9ce4550a719bd)
> ***If the request is approved:*** *Syncing to the source space will be automatically enabled.*
> ***If the request is rejected:*** *You may submit a new request by repeating Step 1 \& 2.*

---
language: "en"
---
# FAQs

**Please** [**inquire us**](https://ricksoft-support.atlassian.net/servicedesk/customer/portal/34)**if you have another question.**

## What data is sent to the destination space?

**At establishing synced spaces**

* Configuration ID for the SSC setting. It's included in the token file.

**At syncing pages**

* The content to sync

  Please refer to [What content is synced](https://docs.ricksoft-inc.com/space-sync-for-confluence/what-content-is-synced.md)

## How to mention users on external sites?

Space admin must grant permission for the app to mention external users when configuring the space sync.

* For space admins, please check: [Establish space sync with external Confluence sites](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-external-sites.md)

* For users, please refer to [How to mention external site user](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-mention-external-site-user.md)

## What happens if I uninstall the app?

* The app doesn't work for the site anymore.

  * The destination space can't push pages to your space.

* Synced pages would remain as normal Confluence pages.

* If re-installing the app, the app works as before.

## Troubleshooting Errors

Kindly check this page for common errors troubleshooting: [Troubleshooting Errors Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/troubleshooting-errors-guide.md)

## Workaround for Overview page sync

Due to some limitations, the app does not support synchronization of the **Overview page** . However, users can implement a workaround using the combination of the space sync app and Confluence `Include page` macro.

This method is useful for syncing the homepage from the source space to an external destination. You can follow these steps:

1. From the original space, create a new pagewith the content you want to display as the Overview page. Then you can push the page to the destination space as usual:

![Overview content - Project Space - Confluence 2023-10-18 23-01-19.png](https://docs.ricksoft-inc.com/__attachments/a_be5deb0cc1c063013edfa4f4ebb9db3d02104b27754fab06b60003e3ffebb390/Overview%20content%20-%20Project%20Space%20-%20Confluence%202023-10-18%2023-01-19.png?cb=5aac9fad3837509951cfcc3a06881135)

2. On the destination site, click edit the space overview. Then, embed the `Include Page` macro.

![Edit the overview page.png](https://docs.ricksoft-inc.com/__attachments/a_f71f222b5dde96b84cc83227f7122fb42a53f64609a961f7ad785575820636d1/Edit%20the%20overview%20page.png?cb=fc78757c045f176e560f1f8419e0069c)

3. Now, you can pull content from the synced overview page:

![Edit - Project Space - Project Space - Confluence 2023-10-18 23-27-32.png](https://docs.ricksoft-inc.com/__attachments/a_d20bdb31cc7961cb2ca9d6de8051b9b08043b975a9f8cdd54ee162ccdbd17a5b/Edit%20-%20Project%20Space%20-%20Project%20Space%20-%20Confluence%202023-10-18%2023-27-32.png?cb=c664177af74a82a82815d0485db52868)

That's it! Now you can keep the overview content to the external site synchronized automatically.

We understand that this is not an ideal experience, we're looking into implementing this feature in the future.

## Support and Unsupported Contents

|        **Content Type**        |                                                                                                 **Can be Synced Via?**                                                                                                  |
|--------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Page                           | Bulk Sync Auto Sync Manual sync                                                                                                                                                                                         |
| Folder                         | Bulk Sync                                                                                                                                                                                                               |
| Blogs                          | Bulk Sync Auto Sync Manual sync                                                                                                                                                                                         |
| Live Docs (with *Limitations*) | Manual sync (*One-directional*) Please see the limitation: [FAQs \| Does Space Sync for Confluence Sync Live Docs Contents?](https://docs.ricksoft-inc.com/space-sync-for-confluence/faq.md#Does-Space-Sync-for-Confluence-Sync-Live-Docs-Contents?) |
| Whiteboards                    | Not supported                                                                                                                                                                                                           |
| Databases                      | Not Supported                                                                                                                                                                                                           |

### Does Space Sync for Confluence Sync Live Docs Contents?

**Yes and No** . Space Sync for Confluence **does not support copying or updating a Live Doc as a Live Doc in another space** . However, **it can still push and sync the contents of a Live Doc to another space as a regular Confluence page** . **Any changes made to the Live Doc in the source space will be reflected in the regular normal page content in the destination space during sync** **when it's** ++***manually***++ **pushed.**

*Note: This is only one-directional. Any changes made on the destination regular confluence page will not reflect on the original Live Doc -- regardless of the syncing type (manual, bulk, auto).*

---
language: "en"
---
# Getting Started

Welcome to Space Sync for Confluence!

Space Sync for Confluence(SSC) helps you have the same content over multiple spaces over multiple Confluence sites.  
![image-20210719-010027.png](https://docs.ricksoft-inc.com/__attachments/a_24103f03b83f13d3fcf33d019976c99e9bc79993ae6811a31f4177143a704786/image-20210719-010027.png?cb=b6fc69418231e2b5a868833aa7bf08bd)

## Highlight

* Sync page with the pages in other spaces.

* One page can be synced with multiple pages in multiple spaces.

* In-site sync and over-site sync are supported.

* Not only page body, but also page title, attachments, and so on.

* Page body can include arbitrary content like tables, mentions, macros, and so on.

* Page sync status like synced or the destination is ahead is shown.

* Easy to establish synced spaces.

* Any information except for synced content isn't sent to the destination site.

## Atlassian Marketplace

[https://marketplace.atlassian.com/apps/1225377/space-sync-for-confluence?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1225377/space-sync-for-confluence?hosting=cloud&tab=overview)

* To install the app, follow the guide on the installation tab on the marketplace page.

## Tutorials and Guides

* [Tutorial](https://docs.ricksoft-inc.com/space-sync-for-confluence/tutorial.md)

* [Space admin Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/space-admin-guide.md)

* [User Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/user-guide.md)

## Support

Feel free to submit tickets to our [Support Site](https://ricksoft-support.atlassian.net/servicedesk/customer/portal/34).

---
language: "en"
---
# Grant essential permissions to the app

1. Click "Permissions" setting tab on the space settings page.

   ![image-20210909-070941.png](https://docs.ricksoft-inc.com/__attachments/a_3ff15824759746514e936fc56a81fa2e984b0bdc0e053834d8a0d0b32a6d8c93/image-20210909-070941.png?cb=5f01decfb331befc002f5ad675030cd2)
2. Click "Edit Permissions" button.

   ![image-20210603-075709.png](https://docs.ricksoft-inc.com/__attachments/a_1bfa4f3dcc67a79e2c0b888a9d4a5dbfd6968ab3fe889d73f86e9c56cca19f74/image-20210603-075709.png?cb=5ea66e6dde699110236922d47c222002)
3. Add "Space Sync for Confluence" in the "Individual Users" section.

   ![image-20210603-080046.png](https://docs.ricksoft-inc.com/__attachments/a_13f45de540aac3669a980b19b9eb3b7dec5d8181ecd7c0117cb372f3e46dcdf4/image-20210603-080046.png?cb=9514a037e5759b467c5c456d6cd11138)
4. Grant required permissions to Space Sync for Confluence like the image below.

   \* Delete and Comments Add operations are not essential currently. However, it would be required in the future.

   ![image-20210603-081220.png](https://docs.ricksoft-inc.com/__attachments/a_29ee325c31c75a94c93d8690763cf00f145507528bac272d4796bb5ff42ef674/image-20210603-081220.png?cb=064f2bb1def366b631c77fa53ebe69cf)
5. Click "Save all" button

---
language: "en"
---
# How to Configure Automatic Space Sync

Space admins can enable the "auto sync" option, allowing updates to be automatically pushed between synchronized pages whenever changes occur.

This ensures that content is always up-to-date across spaces without the need for manual interventions.

## Auto sync status

You'll see whether the auto sync option is enabled for the respective spaces on the synced spaces list. Select `Auto sync config` to update the settings.  
![Check if the syncing job is automatically executed.png](https://docs.ricksoft-inc.com/__attachments/a_ddd7d13872058d5b9321af9a2d3ccedeca93177db80e57b999163901fbb3a15d/Check%20if%20the%20syncing%20job%20is%20automatically%20executed.png?cb=e72593626e19b9e3f32f7fb2467a1eac)

## Configure auto sync

Once you enable the auto sync option, it's possible to refine the sync settings to make sure only desired pages get synced automatically.  
If auto-sync fails, you'll get an email with error details. Often, it's due to duplicate page names in the destination space.  

|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| ![Auto sync config.png](https://docs.ricksoft-inc.com/__attachments/a_a8778dd508c99e961b1fe12758264b1f7a24361609220a3121c98dfbb8439f76/Auto%20sync%20config.png?cb=6594c33925c8db37d756764303255600) | 1. **Auto sync all pages across synced spaces** The sync process will be triggered automatically whenever a user create a new page, edit existing pages, or update page attachments. *\*You'll need to turn on auto sync before configure the sync options below.* |
| ![Auto sync config.png](https://docs.ricksoft-inc.com/__attachments/a_a8778dd508c99e961b1fe12758264b1f7a24361609220a3121c98dfbb8439f76/Auto%20sync%20config.png?cb=6594c33925c8db37d756764303255600) | 2. **Auto sync blogs** New blog posts and updates to existing blogs will be pushed to destination space automatically.                                                                                                                                             |
| ![Auto sync config.png](https://docs.ricksoft-inc.com/__attachments/a_a8778dd508c99e961b1fe12758264b1f7a24361609220a3121c98dfbb8439f76/Auto%20sync%20config.png?cb=6594c33925c8db37d756764303255600) | 3. **Exclude unsynced pages** Restrict auto sync to be triggered on previously synced pages only. This is important if you don't want to auto publish **new pages** to the destination space.                                                                      |
| ![Auto sync config.png](https://docs.ricksoft-inc.com/__attachments/a_a8778dd508c99e961b1fe12758264b1f7a24361609220a3121c98dfbb8439f76/Auto%20sync%20config.png?cb=6594c33925c8db37d756764303255600) | 4. **Sync pages by labels** When a user create a new page with the target label(s), the app will automatically publish this page to the synced space.                                                                                                              |
| ![Auto sync config.png](https://docs.ricksoft-inc.com/__attachments/a_a8778dd508c99e961b1fe12758264b1f7a24361609220a3121c98dfbb8439f76/Auto%20sync%20config.png?cb=6594c33925c8db37d756764303255600) | 5. **Sync pages by status** The app will automatically publish page(s) that contain the target status. This feature is useful to faciliate content review and publishing workflow.                                                                                 |

---
language: "en"
---
# How to Enable Whitelisting Management for Space Admins

This feature is only available to Organization and Confluence Admin *(not Space Admin)*

## Enable Whitelisting Management for All Spaces

This option allows all Space Admins across all spaces to manage whitelisting *in their respective spaces*

1. Navigate to the Space Sync Homepage.

2. Under the Whitelisting Permission -- Space Admin column, select the "Enable All" checkbox

![image-20250909-161005.png](https://docs.ricksoft-inc.com/__attachments/a_f3e0c8bcccf453a7479e45d74ea499fef6a3589b0ae88d4f85c90c0938551b96/image-20250909-161005.png?cb=f4c91c2c8e59fadc6556d50a94381dce)

### Enable Whitelisting Management for a Specific Space

This option allows you to grant whitelisting permissions to Space Admins for individual spaces only

1. Go to the Space Sync Homepage.

2. Use the search bar to find the space you want to update.

3. In the Whitelisting Permission -- Space Admin column, check the box for that specific space.

![image-20250909-160831.png](https://docs.ricksoft-inc.com/__attachments/a_85155deb27a36611c4087b52e65d735b9dc7176414b7e48418e575e887c7bbca/image-20250909-160831.png?cb=06e15d2cf273b24f486af433735de8f3)

---
language: "en"
---
# How to establish synced spaces

To sync spaces, the space administrators have to configure Space Sync for Confluence.

Watch the tutorial video to get started:  
<https://www.youtube.com/watch?v=x5lW0THN2pQ>

## Add a new sync

### Step 1: Create a new sync setting

1. Press the **Create New Sync** button.

![image-20250623-143247.png](https://docs.ricksoft-inc.com/__attachments/a_4cfdc5fd1c5786033706d94b65ef1524c01f0c5356c28ca1e5da01e030803f01/image-20250623-143247.png?cb=31151aec7a9024935520a445a24552fa)

2. Enter the Name of the Space *(Note: We highly suggest add the name of the source space as this will appear as message when the token is imported by the destination space)*

![image-20260126-194137.png](https://docs.ricksoft-inc.com/__attachments/a_2d7cd3de0239cf628ba1a7ebbd2546d7ce0a521573cd297d9a17f78f1a75a190/image-20260126-194137.png?cb=589602350a8ba8edbdb72df7246883cb)

3. *You have the option to also sync comments and labels during establishment of syncing*

4. **Select whether you want to enable auto-sync of contents upon establishment of the synchronization**

5. Press the **Create** button.

6. You can see a new row in the synced spaces list.

### Step 2: Sending a Token to the Destination Space Administrator

There are **two ways** to send the token to the destination space for syncing:

#### Option 1: **Send Token via Email** (Preferred Method)

1. Locate the **space** you wish to sync with another space.

2. Click the **Actions** dropdown menu on its row.

3. Select **Send Token**.

![image-20250623-143907.png](https://docs.ricksoft-inc.com/__attachments/a_b8c19fde4e115f5ad5b3a0b7e60f022d11724e143e326a77aece469b13299c0c/image-20250623-143907.png?cb=d066a1088af4cd58bdee688f8bbe4e7e)

4. Fill in the following email details:

   * **Recipient Email Address**

   * ***Email Subject (Auto Populated)***

   * ***Email Message (Auto Populated)***

![image-20260126-194557.png](https://docs.ricksoft-inc.com/__attachments/a_5a00a580d5755488077d4ad9f2992cdcc108a36d34a0d1c0a51effa9e59d7563/image-20260126-194557.png?cb=53b84e43e0846cbc1d4f6fd463d36919)

5. Click the **Send Token** button

> *The token will be* ***automatically attached*** *to the email sent to the destination space admin.*
>
>
> *Please advise the recipient to check both their* ***Inbox*** *and* ***Spam/Junk*** *folders.*

#### **Option 2: Download Token and Manually Send It**

1. Locate the **space** you wish to sync with another space.

2. Click the **Actions** dropdown menu on its row.

3. Select **Download Token**.

![image-20250623-144502.png](https://docs.ricksoft-inc.com/__attachments/a_6168cae27dc00f4f41a874d62e48dee346f1d8bac02e493012f4bafaab3e653c/image-20250623-144502.png?cb=faf781d7c5d7b4ddf56d565fd0685bf1)

5. The Download Token form Will be Displayed

![image-20260126-194344.png](https://docs.ricksoft-inc.com/__attachments/a_9c43fcb90651bd880abbb0444aa0455e10649351e3364edcc58fc8bc202fb9ed/image-20260126-194344.png?cb=85d9d970fd614061052de818d4cf45cc)

6. Click **Download Token**

7. You can then manually send the token using your preferred method *(e.g., email, chat, file-sharing service)* of your choice.

* The token is completely secret data. Never expose it to anyone other than the destination space administrator.

* Token will expire after 7 days, or it will be invalid after being used.

### Step 3: Import the token

This operation is done by the destination space administrator

1. Click the **Import Token** button

![image-20250623-144723.png](https://docs.ricksoft-inc.com/__attachments/a_b719359271c77f0f8e365f7b4f4beed02b1907273e9bd1c5c2cfac2ed19fd3dd/image-20250623-144723.png?cb=3807960bf347abdffc28e807a4c2fc62)

2. Drag and drop the sync token from the previous step

![image-20250623-144748.png](https://docs.ricksoft-inc.com/__attachments/a_7497bd63fc145f34312d164a8b957e4bd1393a40a9c4a0b7265f8a893ee2144b/image-20250623-144748.png?cb=21d4e2d172f2804b7a3f13348c13e7a5)

3. Enter the Name, e.g. the source space

4. Press the "Import" button

   ![import token.png](https://docs.ricksoft-inc.com/__attachments/a_1341a7d76b8ae805d17b523f069cddb664917fce17ce0d885b0f3232a927e916/import%20token.png?cb=e08ccfe19ddf99a1845de16484a45225)
5. You can see a new row in the synced spaces list

### Configure space sync

Once you've connected a new space sync, you can configure the sync settings based on requirements:  
![Edit sync config.png](https://docs.ricksoft-inc.com/__attachments/a_31c9e099b5bde5ece886607ef5c114e1aea8a6d2f05a26c6d94584b401bcfbef/Edit%20sync%20config.png?cb=2e88a16188a6aed2c8ef177a4e8fbe44)

1. Edit the name of the configuration

2. Grant user permissions to execute page sync

3. Enable comments sync

4. Enable labels sync

Read more: [What content is synced](https://docs.ricksoft-inc.com/space-sync-for-confluence/what-content-is-synced.md)

---
language: "en"
---
# How to list syncing spaces

Space Sync for Confluence provides space list page. You can list syncing spaces in your site with the page.

You can go to the page from Apps menu.  
![image-20210909-071644.png](https://docs.ricksoft-inc.com/__attachments/a_8356ec3e43d1ac195e93a23b144cf2dc742989517c422293f7a6bd74ed501560/image-20210909-071644.png?cb=afa91c05d470f6c79b1bbc268f1ff9e3)

You can search spaces by name, and filter only spaces that is syncing, un-synced by three new buttons: "All", "Synced", and "Unsynced". These buttons allow users to filter and view spaces based on their synchronization status. Additionally, users can sort the space list based on space name and synced spaces columns.

![Screenshot 2024-08-08 at 07.57.42.png](https://docs.ricksoft-inc.com/__attachments/a_e2c916b49350de083c751f290c4839d95487a3f3db559fd8b549ead59ec6b42e/Screenshot%202024-08-08%20at%2007.57.42.png?cb=0819135f20f7e6c55d6a8a4804d2faff)

The following labels are shown if sync settings match the condition.  

|   **Label**   |                                 **Condition**                                 |
|---------------|-------------------------------------------------------------------------------|
| external      | The destination space is in an external site.                                 |
| allow mention | The destination space in the external site can mention users in your site.    |
| stopped       | The destination space removed the sync setting. So, the sync isn't available. |

## Filtering Spaces

* **All**: When the "All" button is clicked, the space list will display all spaces, both synced and unsynced.

  ![Screenshot 2024-08-07 at 14.04.45.png](https://docs.ricksoft-inc.com/__attachments/a_34700f986c26e38baac6da76f844969ca5452c434cd9d01079d9340ce56662e5/Screenshot%202024-08-07%20at%2014.04.45.png?cb=3a1e24920f609f75d965ebb0931da728)

* **Synced** : When the "Synced" button is clicked, the space list will filter and display only the spaces that are currently synced.

  ![Screenshot 2024-08-07 at 14.05.13.png](https://docs.ricksoft-inc.com/__attachments/a_509e0e4502d8addd9eae8ddded5258e914834fab3fc8c2ada7f90eb9ba323e1b/Screenshot%202024-08-07%20at%2014.05.13.png?cb=39be620d601e8834174dfa8f0ac55a82)

* **Unsynced** : When the "Unsynced" button is clicked, the space list will filter and display only the spaces that are currently unsynced.

  ![Screenshot 2024-08-07 at 14.05.25.png](https://docs.ricksoft-inc.com/__attachments/a_005c6511b74cd75472829a7531d08c58b73aa3d699e5295b68a5fe18568208cc/Screenshot%202024-08-07%20at%2014.05.25.png?cb=48cef868071fa9a2f20c1b64e613e400)

### Sorting Options

Users can sort the space list using the following columns:

#### 1. **Space Name**

* **Description**: Sorts the spaces alphabetically by their name.

* **Usage**: Click the "Space Name" column header to sort the list alphabetically.

#### 2. **Synced Spaces**

* **Description**: Sorts the spaces based on their synchronization status.

* **Usage**: Click the "Synced Spaces" column header to sort the list by their synced status.

### User Interaction Flow

1. **Viewing All Spaces**

   * Click the "All" button.

   * The space list updates to display all spaces, regardless of their synchronization status.

2. **Viewing Synced Spaces**

   * Click the "Synced" button.

   * The space list updates to display only the spaces that are synchronized.

3. **Viewing Unsynced Spaces**

   * Click the "Unsynced" button.

   * The space list updates to display only the spaces that are not synchronized.

4. **Sorting Spaces**

   * Click the "Space Name" column header to sort the list alphabetically by space name.

   * Click the "Synced Spaces" column header to sort the list based on their synchronization status.

     [Screen Recording 2024-08-07 at 14.09.59.mov](/__attachments/a_2e94ed43bbfb8497eed07e5f5a4edf4aacdfb9ff92cb5fcd93243ca06c9f1d0e/Screen%2520Recording%25202024-08-07%2520at%252014.09.59.mov.md)

---
language: "en"
---
# How to mention external site user

Space Sync for Confluence allows you to mention users on external sites if the destination space allows your space to mention.

1. Have pages edit mode.

2. Open the mention dialog by clicking the mention icon on the upper right.

3. Search user to mention.

4. Click the copy button.

5. Paste (with Ctrl + V shortcut or right-click context menu on the page body) mention wherever you want to insert mention in the page body.

![image-20210629-075100.png](https://docs.ricksoft-inc.com/__attachments/a_51a91639444d33ebefa81bc3d9390519a203bbcd3d6e21bcd3548a6046b6f685/image-20210629-075100.png?cb=79e0cd9fee8504e1aa43b2fe536ec043)

## FAQ

|                                                                                                         **Question**                                                                                                         |                                                                                                     **Answer**                                                                                                      |
|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| When pasting mention, "Unknown user" is shown. ![image-20210629-080319.png](https://docs.ricksoft-inc.com/__attachments/a_30fbeb32fafcf145a5b3fe35011facb6a10587067da760590588069cd8ba14c1/image-20210629-080319.png?cb=19da125b8c5867e883f84710718850ca) | This is a limitation of Confluence. User is resolved when you publish the page. You have to be patient until you publish the page.                                                                                  |
| Users on the external site are not found.                                                                                                                                                                                    | The destination space admin has to allow your space to mention users in their site explicitly. See [Establish space sync with external Confluence sites](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-external-sites.md). |
| "Unrestricted" link is shown. ![image-20210707-014506.png](https://docs.ricksoft-inc.com/__attachments/a_0932cdbf8c539c9c3296b6946cd6f0bf5af2ab446514aac46e102808f0d68574/image-20210707-014506.png?cb=ecba072e00ff196ddedbf779fadf6ddd)                  | This is a bug of Confluence. We hope Atlassian fixes it. <https://jira.atlassian.com/browse/CONFCLOUD-72376>                                                                                                        |
| Notification is sent to the mentioned user.                                                                                                                                                                                  | Notification is sent to the mentioned user when the page is pushed to the destination space.                                                                                                                        |

---
language: "en"
---
# How to Schedule Recurring Space Sync of All or Targeted Contents

## Introduction to Scheduled Bulk Sync

Space Sync for Confluence allows you to schedule recurring synchronization of selected or all pages within a space. This works similarly to how recurring events are set up in common scheduling applications.

*You can find the list of scheduled syncs in the* ***Scheduled Sync*** *tab. To create a scheduled sync, you must first configure it from the* ***Manual Sync*** *tab.*

In the **Scheduled Sync** table, you can view the following details:  

|           Field            |                                                    Description                                                     |
|----------------------------|--------------------------------------------------------------------------------------------------------------------|
| **Name**                   | The name of the sync. *We recommend using a name that clearly identifies the source and destination spaces.*       |
| **Exclude Labels**         | Labels that are excluded from the sync. Contents with these labels will not be synced.                             |
| **Sync Blogs and Folders** | Indicates which content types (blogs and/or Folders) are included in the sync.                                     |
| **Last Sync**              | The date and time when the last bulk sync was completed.                                                           |
| **Next Sync**              | The scheduled date and time of the next bulk sync.                                                                 |
| **Frequency**              | How often the bulk sync runs (Daily, Weekly, Monthly). *If set to "Does not repeat," the sync will run only once.* |

*** ** * ** ***

## How to Create a New Scheduled Bulk Sync

1. Go to the **Manual Sync** tab under the Bulk Sync page.

2. Select a space from the list and click **Sync Now**.

3. In the bulk sync modal, select the pages you want to sync regularly.

4. Click **Schedule Sync**.

5. Set the **Start Date** , **Time** , and **Frequency** (Daily, Weekly, or Monthly).

6. Click **Schedule Sync** to confirm.

7. The scheduled sync will appear in the **Scheduled Sync** tab.

<https://www.loom.com/share/a63a811d8fa643db8c10de0d3cec6027>

*** ** * ** ***

## How to Edit an Existing Scheduled Bulk Sync

1. Go to the **Scheduled Sync** tab under the Bulk Sync page.

2. Select the scheduled bulk sync you want to update.

3. Click the **(...)** menu and choose **Edit**.

4. Update the schedule settings. *(Currently, only Date, Time, and Frequency can be edited.)*

5. Click **Update Sync**.

6. The updated details will be reflected in the **Scheduled Sync** tab.

<https://www.loom.com/share/5a59b506e55f4d63bb1ca5becd232378>

*** ** * ** ***

## How to Delete an Existing Scheduled Bulk Sync

1. Go to the **Scheduled Sync** tab under the Bulk Sync page.

2. Select the scheduled bulk sync you want to delete.

3. Click the **(...)** menu and choose **Delete**.

4. Choose one of the following options:

   * **Upcoming sync**: Deletes only the next scheduled run. Future syncs will continue as planned.

   * **All scheduled syncs**: Deletes all future scheduled runs and removes the sync from the table.

5. Click **Delete** to confirm.

<https://www.loom.com/share/c7248ab085e14e51bc40366ee860d676>

---
language: "en"
---
# Establish space sync with external Confluence sites

## How to sync content with external Confluence sites

An external site is a unique Confluence instance. You will need to install Space Sync for Confluence app on all sites that you want to establish the synchronization.

Please follow the same steps described here to create a new sync: <https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-establish-synced-spaces>

1. From the source Confluence site, open the app config to create a new sync token:

![download-sync-token.gif](https://docs.ricksoft-inc.com/__attachments/a_e21671951aca219f83eae9782e543ef99bad4fce044b678e74c2e4d7e77ff903/download-sync-token.gif?cb=af4a0c82e0dbc32df8743c134ad9bd08)

2. From the destination site, open the app config to import the token created by the other site's admin:

![import-sync-token.gif](https://docs.ricksoft-inc.com/__attachments/a_1250f7888e2679a1d921518fd487ec3f5f7983c33d099b9bfc84f16a005ad8e0/import-sync-token.gif?cb=2dcd26dd0355e13c7969a18f6b218e84)

And that's it! You'll see the EXT label indicating the external site sync.  
![EXT label.png](https://docs.ricksoft-inc.com/__attachments/a_d16a7ce32954710569272c9db9ddd90f8a2a6951f8cbf3ed837e65203fa05228/EXT%20label.png?cb=38eae7d67cbbdfc172a26b61d2332fae)

## Enable @user mention in external sites

Space Sync for Confluence supports mention users in external sites.

To enable it, you, who is a space administrator, explicitly allow the destination site to mention users in your site.  
If you allow the destination space to mention users in your site, every user who can view the destination space can search users in your site. Thus, users in the destination site can get all users on your site. User data includes only user id and names. Others like E-mail addresses and avatars are not included.

The operations are executed in the Add-ons tab in the Space setting screen.

1. Open edit screen for the setting you want to change whether mention from the external site is enabled.

![Mention users - edit permission.png](https://docs.ricksoft-inc.com/__attachments/a_61294f361c79f739035feb3c8a3abeb32dadbfcf5163dc4e5ce9c1f131a5cb3b/Mention%20users%20-%20edit%20permission.png?cb=ab064a3065a99ebf2edf065710b12355)

2. Change toggle under "Allow mention from the destination" label.

This toggle is only shown for established sync with an external site. You have to establish sync before changing allowing mention.  
![Mention users - from destination permission enabled.png](https://docs.ricksoft-inc.com/__attachments/a_baff278afedb28f785cde49a1649310a43d9e7ce6add168e559d620a9d2eeaf7/Mention%20users%20-%20from%20destination%20permission%20enabled.png?cb=d2da80ed7512f10808e6e69c554c4ff5)

---
language: "en"
---
# How to Sync Page

Space Sync for Confluence syncs pages between synced spaces. You can sync pages anytime you want by just clicking a button.

1. Go to the page you want to sync.

2. Open the Page sync status dialog.

3. Click the Sync button.

![Sync status dialog.png](https://docs.ricksoft-inc.com/__attachments/a_f77d0286ae945a57808ed4ac38878ed021d6ba287efb4bde438fd3cc50e9e5c6/Sync%20status%20dialog.png?cb=0462877805fb2ca66a9a74a7e2bfb023)  
If you don't see the push button, it means you don't have the permission to push the page.

Please ask the space administrator to remove restriction if required.  
If a synced page version is outdated, editing an older version will overwrite changes on the other page.

It's not possible to merge page updates due to Confluence limitations. You'll see the warning message in case of potential conflicts due to sync status. Please see [How to Check Page Sync Status](https://docs.ricksoft-inc.com/space-sync-for-confluence/check-page-sync-status.md) to learn more about the sync status panel.  
![Sync conflict warning.png](https://docs.ricksoft-inc.com/__attachments/a_706ae14b1b475637c1a8055a33c15344ee4565e530e861d2911d9a7bf75dde1f/Sync%20conflict%20warning.png?cb=b194b5dcbc16286f9a21c7d5a99ee958)

## Creating Pages with Restrictions

**When creating or updating a page with** **restrictions** , it is important to grant **EDIT access** to **Space Sync for Confluence to both the SOURCE AND DESTINATION SPACE** before performing any update or creation.  
![image-20260204-125512.png](https://docs.ricksoft-inc.com/__attachments/a_0ec6acf4975923db638879dc4fb75fabe8730c98b295a09ca2a3b2489b24b5a3/image-20260204-125512.png?cb=43fd4c246bee560aa1ba40a0280d9a42)

This applies to all sync types:

* Autosync

* Manual Sync

* Bulk Sync

* Selective Bulk Sync

## Quick access link to synced pages

### For internal sync

You'll see the hyperlink to the corresponding page in the destination space. This link will redirect to the synced destination, so you don't have to spend time searching for it.  
![Quick access internal sync.png](https://docs.ricksoft-inc.com/__attachments/a_4f7639d7fb4a08719269e24b4ba70a828bfd8284c9673515c5d37a87c3f14c76/Quick%20access%20internal%20sync.png?cb=19cb42a0a9a6bbfc1d03991ab0475e1d)

### For external sync

Space admins will need to configure the quick access link. This is to limit the site access requests by unauthorized users.  
The quick access link needs to be configured on both sites. As the space admin, you can control whether users can access the external synced space.

1. Go to **Space settings** \> **App links** \> **Synced spaces list**

2. Select the desired external synced space and open the Edit configuration setting

3. Enable the quick access link

   ![Allow quick access.png](https://docs.ricksoft-inc.com/__attachments/a_280b97847f871c6a407d62a1c6ed0fc08e5dbc39c0aac029223c14683f071a06/Allow%20quick%20access.png?cb=85f49af1183681eeade74cb11ff87e06)

4. On the Page sync status dialog, the link to external space is now enabled

   ![External link.png](https://docs.ricksoft-inc.com/__attachments/a_6055c84b42274ed9d4c91c19b7dbf109f2562b193b04170c98a4807dc1785e28/External%20link.png?cb=6166299ec3af0498a3b442455f5c1467)

---
language: "en"
---
# Manual Upgrade Guide

## Why a Manual Upgrade Is Required for Confluence Cloud Apps

Major app upgrades on Atlassian Cloud Apps may require a manual update. Unlike regular updates, Atlassian does not automatically deploy major Marketplace app upgrades because they may introduce new permissions or changes that require administrator approval.

Before upgrading, site administrators should review the new permissions requested by the app and verify that they align with their organisation's security and compliance requirements. Once approved, the administrator can proceed with the update to ensure the app remains secure, compatible, and up to date.

## Upgrading the Space Sync for Confluence Cloud App

* Go to **Settings** by clicking the cog icon. Navigate to **Atlassian marketplace → Manage aps**.

* Click on the '**Take me there'** button

![image-20260727-150216.png](https://docs.ricksoft-inc.com/__attachments/a_9946a3ccca9e769470d36fcc8d47579cad5b564ccc8b92e5306e9adbea448f72/image-20260727-150216.png?cb=07de2b9df430dff64b50d9aa4754539d)

* Find **Space Sync for Confluence (Copy \& Publish Pages over Sites)** in your connected apps list.

* Click on the **View app details.**

![image-20260727-145640.png](https://docs.ricksoft-inc.com/__attachments/a_7a136f8a8dc49eacd8e34fe12d72e0859ec6eeac7b2249a65b20a159970be129/image-20260727-145640.png?cb=ac3c064d03ac1a3a9b9d17f54cd47d4f)

* Check the **Version** section is up to date. If the version is labelled **UP TO DATE** , no further action is required. Else, click the **'Update'** button.

![image-20260727-142022.png](https://docs.ricksoft-inc.com/__attachments/a_6739eea8fc77addd62aaa1f8b2f42f1f141390874ac21b8229d94764dc2e7e97/image-20260727-142022.png?cb=06abbd69df77de8024914739a7cf23cc)

* Review the permission changes of exist then click **'Accept \& Update'**.

![image-20260727-142653.png](https://docs.ricksoft-inc.com/__attachments/a_c1b4690de506619f063dab8994a728c0d44b41c433013d32032e25d69b7746ab/image-20260727-142653.png?cb=76758f7b63ccbcbeabe1c0dadc95621f)

* Once finished, verify that the **Version** section displays the **UP TO DATE** label, confirming that the latest version has been installed.

![image-20260727-142202.png](https://docs.ricksoft-inc.com/__attachments/a_41939400f65757170050874f6ffa36177ff6f01932088de8cf008f6bbb940c95/image-20260727-142202.png?cb=62f67ebf3e31b5b8ca2d3a4cdc8dd420)

---
language: "en"
---
# Migrating from Connect to Forge - version 3.0.0 update

## Overview

Starting from version 3.0.0, we're migrating all of our features from Atlassian Connect to Forge. This page outlines what changes, what stays the same, and what you may need to do. Forge offers better security and reliability, and your existing data is preserved.

This is a platform change, not a feature rewrite. Your sync configurations, site connections, whitelisting rules, sync logs and scheduled syncs are all retained, and the app keeps the same app key so the update is applied in place.  
**Important for Site Administrators**

The Forge version declares a new set of granular permission scopes. Please refer to [++our documentation++](https://docs.ricksoft-inc.com/space-sync-for-confluence/manual-upgrade-guide) for instructions on updating your app.

We highly recommend completing this update as soon as it becomes available. We plan to deprecate the Connect version by the **end of 2026**, in line with Atlassian's plans for the Connect platform. Moving to Forge will ensure continued access to future updates, improvements, and support.

## Why we are moving to Forge

*
  * **Stronger security:**Forge allows the app to request only the specific permissions it needs, instead of broad access to read, edit, or delete content. It also runs within Atlassian's infrastructure, with additional controls over external data access.

  * **More reliable auto-sync:**Auto-sync now uses Forge product events rather than Connect webhooks. This provides more consistent handling of page creation, updates, deletion, restoration, and archiving.

  * **Access to newer Confluence features:**Forge gives the app access to newer Atlassian-supported capabilities, including page banners, content actions, the native Get Started experience, folders, and more granular content properties.

  * **Better long-term compatibility:**Atlassian is gradually retiring older Connect technologies and introducing stricter security and performance requirements. Moving to Forge helps ensure the app remains compatible with supported APIs and reduces the risk of disruption as legacy Connect features are phased out.

## What's changing in version 3.0.0

As we migrate all features to Atlassian's latest infrastructure, the app benefits from enhanced security. You may notice some navigation and design changes; here are the key updates we'd like to highlight.

### Where you open Space Sync

![Screenshot from 2026-08-03 19-02-46.png](https://docs.ricksoft-inc.com/__attachments/a_8e3571f5ba9c1b98e9bef774db077dad80e1489abb50c0cbcd4bf9a3b7d21be9/Screenshot%20from%202026-08-03%2019-02-46.png?cb=b026a12d8087e1011c2dd26288c77251)
New entry point under the Apps menu

### Space-level screens

|             |               Connect (2.1.8 and earlier)                |         Forge (3.0.0)          |
|-------------|----------------------------------------------------------|--------------------------------|
| Entry point | **Space Sync** item in the Confluence top navigation bar | **Apps** menu → **Space Sync** |

The main Space Sync screen --- space list, connections, sync configurations and logs --- is unchanged. Only its location in the Confluence navigation moves, because Forge apps are registered under the **Apps** menu rather than in the header bar.  
![Screenshot from 2026-08-03 19-05-07 (1).png](https://docs.ricksoft-inc.com/__attachments/a_7acb06a231c3b1abccaac4fda30d2c631ae375ea6d005e67e91fac6c613b837e/Screenshot%20from%202026-08-03%2019-05-07%20(1).png?cb=c8399fb9220e73a5172600bb68135582)  

|                    |              Connect (2.1.8 and earlier)               |                         Forge (3.0.0)                          |
|--------------------|--------------------------------------------------------|----------------------------------------------------------------|
| Synced spaces list | **Space settings** → **Apps** → **Synced spaces list** | **Space settings** → **Integrations** → **Synced spaces list** |
| Bulk sync pages    | **Space settings** → **Apps** → **Bulk sync pages**    | **Space settings** → **Integrations** → **Bulk sync pages**    |

Both screens remain in space settings, and **Synced spaces list** is now listed above **Bulk sync pages** . **Synced spaces list** still requires the *Administer space* permission.

## What stays the same

* **Your data is preserved:**All existing sync configurations, site connections, whitelisting rules and requests, sync logs, and scheduled syncs will remain available. You will not need to recreate anything.

* **No reinstallation is needed:**The app keeps the same app key, so the Forge update is applied directly to your existing installation. You do not need to uninstall the Connect version or install a separate app.

* **Your license remains valid: y**our current subscription and license status will carry over automatically. No additional purchase is required.

* **Your existing features will continue to work:**The following capabilities remain available:

  * Page synchronization, including attachments, comments, inline comments, and labels

  * Bulk sync

  * Scheduled sync

  * Cross-site mentions

  * Whitelisting requests and approval workflows

  * Confluence Data Center support

* **Cross-site and hybrid connections are retained:**Existing Cloud-to-Cloud and Cloud-to-Data Center connections will continue to work using their current tokens and OAuth configuration.

## User experience overview

* **Navigation:** The main app entry point moves to the **Apps** menu; space-level screens stay in space settings; the mention helper moves to the page **•••** menu.

* **Permissions:** Space-level screens still respect Confluence space permissions, and the Data Center settings screen is restricted to site administrators. Sync operations continue to run with the permissions of the acting user.

* **Performance:** The synchronization engine is unchanged, so sync throughput and latency are comparable to 2.1.8. App screens are served through Forge Custom UI, so the very first load after the update may take slightly longer while assets are cached.

* **Look and feel:** Screens follow Atlassian Design System tokens and now follow your Confluence theme, including dark mode.

## Support and contact

**Have questions, identified an edge case, or found a workflow affected by these changes?** We'd love to hear from you. Please contact our support team by submitting a support request: <https://ricksoft-support.atlassian.net/servicedesk/customer/portal/33/group/72/create/247?utm_source=chatgpt.com>. Including details such as screenshots, page URLs, and steps to reproduce the issue will help us investigate and respond more quickly.

---
language: "en"
---
# Release Notes

---
language: "en"
---
# Space admin Guide

* [How to establish synced spaces](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-establish-synced-spaces.md)
* [Bulk Sync Changes of Contents](https://docs.ricksoft-inc.com/space-sync-for-confluence/configure-bulk-sync-settings.md)
[How to Configure Automatic Space Sync](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-configure-automatic-space-sync.md)
* [Establish space sync with external Confluence sites](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-external-sites.md)
* [Grant essential permissions to the app](https://docs.ricksoft-inc.com/space-sync-for-confluence/grant-essential-permissions-to-the-app.md)
[Configure and Manage External Spaces](https://docs.ricksoft-inc.com/space-sync-for-confluence/configure-and-manage-external-spaces.md)
* [Manual Upgrade Guide](https://docs.ricksoft-inc.com/space-sync-for-confluence/manual-upgrade-guide.md)

---
language: "en"
---
# Troubleshooting Errors Guide

|                                                                                                                              **Issue**                                                                                                                               |                                                                                                                        **How to Resolve?**                                                                                                                         |
|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| **I cannot push changes from a restricted source page to destination space's page**regardless of the sync type (Auto sync, Manual sync, Bulk sync)                                                                                                                   | 1. Grant EDIT access to Space Sync for Confluence in the page restricted, then re-run the sync 1. [How to Sync Page \| Creating Pages with Restrictions](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-page.md#Creating-Pages-with-Restrictions)                          |
| I see Sync Error Icon with DELETED OR RESTRICTED on the space as the sync status on the page ![Restricted status.png](https://docs.ricksoft-inc.com/__attachments/a_c629d48f5bc55f429d59f868258bed4a6f1f684c87a48b586772355cf5dbba7a/Restricted%20status.png?cb=2bfb6c04d642fd4eb6bfdc33acaf6268) | 1. Check the source page 2. Grant EDIT access to Space Sync for Confluence in the page restricted, then re-run the sync 1. [How to Sync Page \| Creating Pages with Restrictions](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-page.md#Creating-Pages-with-Restrictions) |

---
language: "en"
---
# Tutorial

Watch this demo video to learn how space sync works:

<https://www.youtube.com/watch?v=x5lW0THN2pQ>

---
language: "en"
---
# User Guide

* [How to Sync Page](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-sync-page.md)
* [How to Check Page Sync Status](https://docs.ricksoft-inc.com/space-sync-for-confluence/check-page-sync-status.md)
* [Bulk Sync Contents (Beta Version)](https://docs.ricksoft-inc.com/space-sync-for-confluence/bulk-sync-pages.md)
* [How to mention external site user](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-mention-external-site-user.md)
* [What content is synced](https://docs.ricksoft-inc.com/space-sync-for-confluence/what-content-is-synced.md)
* [How to list syncing spaces](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-list-syncing-spaces.md)
* [How to Schedule Recurring Space Sync of All or Targeted Contents](https://docs.ricksoft-inc.com/space-sync-for-confluence/how-to-schedule-recurring-space-sync-of-all-or-targeted-contents.md)

---
language: "en"
---
# What content is synced

Space Sync for Confluence supports the following content type.

Both pages and blogs are supported.  

|       **Content**       |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          **Supported?**                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
|-------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Title                   | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Body                    | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) The app tries to keep any content in the body. It includes images, tables, mentions, macros, and so on. Page width is also synced. **About links to other pages** If the source page has links to other pages in the source space, the links in the synced page refer to the synced referred page in the destination space. Page references are resolved by the page name. Thus, it doesn't matter that the sync order of the page with a link and the page referred by the link, except for referring to blog posts. Referred blog posts must be synced before the page that has links to the blog post. Please note page references replacement only works for inline-card-styled links. If links are another format, links refer to the same URL as the source page. ![image-20220309-051436.png](https://docs.ricksoft-inc.com/__attachments/a_9f7992280ee10a13b48fb1bd24bd1b97939cf991317a005d36c4e25fa82e449f/image-20220309-051436.png?cb=a7e6860aa8b0afff4d412499238b6aa0)                                                                                  |
| Attachment              | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Page hierarchy \& order | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) If the parent page or the child pages are already in the destination space, the hierarchy is constructed there. If the parent page is not in the destination space, the synced page goes under the root page.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| Label                   | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
| Comment                 | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_8cee91586f6f21a6b5ca73c2225fa9b4f48bab213e0dd87f55005e5d8a6c00f8/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Enable the comment sync option from the Sync config. Footer comments and in-line comments will be synced when you manually push updates or perform bulk sync. Comments will also be synced automatically if auto sync is turned on. ![Sync config enable comment sync.png](https://docs.ricksoft-inc.com/__attachments/a_d0196d6b1f8c337f8829211f34c5d677b849349982b8d33065fe436eecdc48e8/Sync%20config%20enable%20comment%20sync.png?cb=36fef2aed2a80a712b4e7eced7e6ec38) For manual sync option, you need to push page update upon adding comments to execute the sync * Synced comments will be displayed as below: ![Footer comment sync.png](https://docs.ricksoft-inc.com/__attachments/a_6a4c7c4dcab148784541ab8e71f0037f440ff58993504fdcc5ac4f9ba4ba00ad/Footer%20comment%20sync.png?cb=bdd548a0db8367cf2597dbe3b1832c21) * In-line comments will be synced and displayed in the footer comments as below: ![Inline comment sync.png](https://docs.ricksoft-inc.com/__attachments/a_30149f2ec0200cbc20ecc31212ff796be8975206b9cddef283b9021a5115a450/Inline%20comment%20sync.png?cb=d7a35cd9c974720666713a956deb9c8b) |

---
language: "en"
---
# Excel-like Bulk Issue Editor for Jira Cloud

## Excel-like Bulk Issue Editor for Jira Cloud

Manage your Jira issues smoothly like a pro! Excel-like Bulk Issue Editor for Jira is an Atlassian Jira Cloud add-on that allows users to easily edit multiple i...

[Get Started](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/get-started.md)

### Featured

*

  #### [Operation Bar Menu](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar.md)

  Actions you can do from the operation bar: Search a keyword Enable hierarchy mode. Change the number of issues per page. Open column configuration Enable sum-u...
*

  #### [Supported fields](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/supported-fields.md)

  If you would like other supported fields, please let us know via our feedback portal. System fields Editable Read only Summary Description Priority Assignee Re...
*

  #### [Features Comparison of Server, Data Center, and Cloud](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/features-comparison-data-center-with-cloud.md)

  Below are the differences between the Server, Data Center and the Cloud. Server (Outdated) Data Center Cloud Change log Not supported Not supported Supported n...

### Documentation

*

  #### [Guide for administrators](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/guide-for-administrators.md)

  * [Global Project Setting](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/global-project-setting.md)
  * [Global Permission Setting](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/permission.md)
  * [Creating and Managing Formula Fields](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/creating-and-managing-formula-fields.md)
  * [Enable fields for editing within the app](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/enable-fields-for-editing-within-the-app.md)
  * [Manual Upgrade Guide](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/manual-upgrade-guide.md)
*

  #### [Guide for Users](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/guide-for-users.md)

  * [Launch a Spreadsheet](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/launch-a-spreadsheet.md)
  * [Top Configuration Menu](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/top-configuration-menu.md)
  * [Active Sprint Filter](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/active-sprint-filter.md)
  * [Quick Calculations on Selection](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/quick-calculations-on-selection.md)
  * [View Long Text Easily with Wrap Text](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/view-long-text-easily-with-wrap-text.md)
  * [16 more pages](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/guide-for-users.md)
*

  #### [Excel-like Bulk Issue Editor for Jira: Knowledge base and workarounds](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/excel-like-issue-editor-for-jira-knowledge-base-an.md)

  * [Why there are some particular fields not editable?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/why-there-are-some-particular-fields-not-editable.md)
  * [How can I add and rearrange the order of fields?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-can-i-add-and-rearrange-the-order-of-fields.md)
  * [How to share the filter column setting among users?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-to-share-the-filter-column-setting-among-users.md)
  * [Invalid date error occurred when editing Date Time picker field](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/invalid-date-error-occurred-when-editing-date-time.md)
  * [Is it possible to receive an email notification, once it has been saved?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/is-it-possible-to-receive-an-email-notification-on.md)
  * [12 more pages](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/excel-like-issue-editor-for-jira-knowledge-base-an.md)

---
language: "en"
---
# Active Sprint Filter

The **Active Sprint Filter** lets users filter Jira work items to the currently active sprint(s) in a Jira project.

## How it works

By default, all Jira work items in the selected project appear. Narrow results using one of these options:

* **Backlog -**Show unresolved work items outside active sprints for backlog review and refinement.

* **All active sprints -**Show work items from all currently active sprints.

* **Specific sprint -**Select a single active sprint to focus on.

![Screenshot 2026-04-24 at 5.34.55 AM.png](https://docs.ricksoft-inc.com/__attachments/a_de2cdc7bf74cf130a39e24af7f2d70514f0526a7d74d45454c5489c9b2ece411/Screenshot%202026-04-24%20at%205.34.55%E2%80%AFAM.png?cb=c4594682ad2efd9986936d8e51d61f55)

Below is an example of the Active Sprint Filter showing active sprint details (progress, start date, and end date) and the available filter options.

* Assignee

* Status

* Priority

Sprint progress can be tracked in two ways:

* By Work Item

* By Story Points

![Screenshot 2026-04-02 at 2.54.57 PM.png](https://docs.ricksoft-inc.com/__attachments/a_553c89278dc99bea360e4c592b9b979b4f456e78291d307f35de0d8ef1c0f833/Screenshot%202026-04-02%20at%202.54.57%E2%80%AFPM.png?cb=56055a91cd53efffc2d48cd6c9bfa952)  
![active-sprint-filter-new.gif](https://docs.ricksoft-inc.com/__attachments/a_0556c680ba3bc0c68ac549b5d16d25d9a54ce94738175b21352fe8a3d105bb87/active-sprint-filter-new.gif)

---
language: "en"
---
# Add Comments

Users can now swiftly add a new comment through our new side panel feature, enabling more efficient communication among Jira users. Users can add a new comment via the context menu or double left-click any [App Fields](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/app-fields) related to comments.  
![image-20230914-060902.png](https://docs.ricksoft-inc.com/__attachments/a_d24869381c74e06164bdb6b53c480185fb758f8309c3cd44d0de272d2c8e3da5/image-20230914-060902.png?cb=b724ea9ad7399dae3b02f9e6c6f3efe8)  
![Add Comments.gif](https://docs.ricksoft-inc.com/__attachments/a_b41a115f8eaf93536a6113aed943a421972cc86afed21db48ef424e6db4a49f4/Add%20Comments.gif?cb=9a412fd395a922c1990900244d5311d9)
Open the comment panel from the context menu  
![Screen Recording 2023-09-19 at 2.08.05 PM.gif](https://docs.ricksoft-inc.com/__attachments/a_e739e8e9dcbb9183fa1570816aeb92e956ae3d2cdd8783b2d46a0e799b5168a4/Screen%20Recording%202023-09-19%20at%202.08.05%20PM.gif?cb=0609163d0639242846128a887db2e97e)
Open the comment panel from App Fields

---
language: "en"
---
# App Fields

App Fields are customized fields designed to provide additional insights into your Jira issues. Adding new App Fields follows the same process as adding new Jira fields. To do so, navigate to Column Configuration, click the plus button to open the side panel, and then scroll down to locate 'Others - App fields'.  
![image-20230912-074041.png](https://docs.ricksoft-inc.com/__attachments/a_4e859b6323abc47672fd3ad6b2ae63e974a32262f137aae495bf3f727a4c10a0/image-20230912-074041.png?cb=faf2ba97e5ca715333dfdcad1c219ad1)

If you would like to request for more App Fields, please raise a [support ticket](https://ricksoft-support.atlassian.net/servicedesk/customer/portal/4/group/43/create/131).

Refer this page to know more about list of available app fields in Cloud and Data Center: [List of App Fields in Cloud and Data Center](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/list-of-app-fields-in-cloud-and-data-center)

---
language: "en"
---
# Attachments

The Attachments field allows users to download files directly from the spreadsheet and view them in two formats: thumbnail or list.  
![image-20250305-055514.png](https://docs.ricksoft-inc.com/__attachments/a_26fc21b9bdb3f4773c95921831ee79fa064fa3cfbc31730daa1b9375db62c43a/image-20250305-055514.png?cb=161be7509a421f08bc6fa8dced30b685)
Thumbnail View  
![image-20250305-055537.png](https://docs.ricksoft-inc.com/__attachments/a_c414358fbb2ddd116bc2370dea922fa7d19942d719eff684bc235cd96be0c173/image-20250305-055537.png?cb=fc39752d8191e6810172c0a4ffb1142a)
List View

---
language: "en"
---
# Auto-Fill Sequential Numbers

The **Auto-Fill Sequential Numbers**feature enables users to generate ascending or descending number sequences quickly, much like it works in an Excel spreadsheet.

This makes it easier to organize issues, create task lists, or assign identifiers across multiple rows without manual input.

## How It Works

1. Select Consecutive Numbers

   * Enter two consecutive numbers in different rows (for example, 1 and 2)

   * These values define the direction and interval of the sequence.

2. Drag to Auto-Fill

   * Click and drag down from the bottom-right corner of the selected cells to continue the sequence.

   * The numbers will increase automatically (ascending).

   * If you drag upward, the numbers will decrease (descending).

![increment-decrement.gif](https://docs.ricksoft-inc.com/__attachments/a_73f7720fa1c2d5913e8bad9a8cc305da4503c3c6371e31b8a999a4f134e37fa9/increment-decrement.gif)  
![increment-with-num-gap.gif](https://docs.ricksoft-inc.com/__attachments/a_58c05207d51bed86bd8335c46ea870d0807a34b75ee5c386646a64e8ca206ef6/increment-with-num-gap.gif)

3. Auto-Fill with a Single Value

   * If you select only one number and drag, the same value will be repeated in each subsequent row.

![same-num.gif](https://docs.ricksoft-inc.com/__attachments/a_7885bb2f1f8ffa6fa12f0f9cc5a8ff3d544186210be7865216ef15f24b82eb51/same-num.gif)

---
language: "en"
---
# Can I Know Real-time Status Of Excel-like Bulk Issue Editor For Jira Cloud?

Yes.

We have the Statuspage for Excel-like Bulk Issue Editor for Jira Cloud as follows:

<https://excel-like-issue-editor-for-jira.status.ricksoft-inc.com/>

---
language: "en"
---
# Conditional Formatting

**Conditional Formatting** lets you highlight issues in the Excel-like Issue Bulk Editor using **Basic** or **JQL-based** rules. This helps teams quickly spot important issues like overdue tasks, blockers, or high-priority items.

You can manage conditional formatting rules after they are created. Reorder rules to set their priority or turn individual rules on and off without deleting them.  
![image-20260629-021138.png](https://docs.ricksoft-inc.com/__attachments/a_2f209fd1d76eebc7f406d8b02f325909661d9b28b1359a3d4307219fc8d38b67/image-20260629-021138.png?cb=080c496d71057bffc0f8a747598cb26a)  
![unfiy-confitional-formatting.gif](https://docs.ricksoft-inc.com/__attachments/a_a006d8edc0b90c98dbc280ac1510bdfc74cffdd228113ced8baa97287a1cbe47/unfiy-confitional-formatting.gif)

## Basic

Define simple rules based on field values.

When an issue's field matches the condition, the selected style applies.

**Example use cases:**

* Highlight issues where Priority = Highest

* Highlight issues where Status = Blocked

* Highlight issues where Assignee = Unassigned

**Configuration Steps:**

1. Go to [Operation Bar](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar) → Conditional Formatting → **Basic.**

2. Select the field to base the condition on from the **Field name** drop-down list.

3. Choose an **Operator** (e.g., equals, not equals, contains).

4. Select or enter the **Field Value** for the condition.

5. Set the **Color** for the background.

6. Set the **Highlight Style** for the background.

   1. Highlight Row

   2. Highlight Cell

7. Click the "**Create**" button to add the rule.

8. After defining rules, click **Save Changes** to activate the conditional Formatting.

![image-20260629-021237.png](https://docs.ricksoft-inc.com/__attachments/a_19b0717780f411aa76b1af4d8fba033ab8deeb0854f76c7812f4156f573677e6/image-20260629-021237.png?cb=bf6c27b8687ef8d61ba9957a8a843436)

## JQL-based

For more complex cases, you can now define formatting rules using JQL (Jira Query Language) expressions.

Formatting applies automatically to all issues matching the JQL query.

**Example use cases:**

* Highlight overdue issues:

      duedate < now()

* Highlight active high-priority issues:

      statusCategory != Done AND priority = Highest

* Highlight team-specific issues:

      component = "Backend" AND status = "Blocked"

**Configuration Steps:**

1. Go to [Operation Bar](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar) → Conditional Formatting → **JQL**.

2. Enter a valid JQL query.

3. Set the **Highlight Color** for the background.

4. Click the **Create** button to add the rule.

5. After defining rules, click **Save Changes** to save and activate the conditional Formatting.

JQL-based conditional formatting supports only **Highlighting Rows**.  
![image-20260629-021841.png](https://docs.ricksoft-inc.com/__attachments/a_90a03e06fed972f3187c4d9a0e24349937d2d7f9d2afab8265ba9de41d771e21/image-20260629-021841.png?cb=a8ab780d95ada956256a92888c499262)

---
language: "en"
---
# Create Component

Click 'Create new component' to create a new component. The newly created component associates to the project that belong to that Jira issue only.  
![image-20241121-142231.png](https://docs.ricksoft-inc.com/__attachments/a_c95e50a78ada0a03a3118b00cd470b9ada6f4ff750f70972e8ac649ff26f18a2/image-20241121-142231.png?cb=b18f799bd46e19518bc361fc062449cb)

A new dialog will appear requesting for more details to create a new component.  
![image-20241121-142320.png](https://docs.ricksoft-inc.com/__attachments/a_270c53eb470d205b192d730f1fb33ef54e8c077c99641093d10626af57c5d6e8/image-20241121-142320.png?cb=ff9630804bc93bd574a18c75d8b9e263)

---
language: "en"
---
# Creating and Managing Formula Fields

A **Formula Field** automatically calculates values using arithmetic expressions based on other **Number** fields in Jira.

Formula fields:

* Can be configured as **Global** or **Space (project-specific)**

* Are **read-only** and **auto-calculated**

* Can be used as [**App fields**](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/app-fields)

For end-user guidance on viewing and using Formula Fields, refer to: [Formula Field](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/formula-field).

## Permission required

Only administrators can create and manage formula fields, with access based on their permission level:

* **Jira Administrator (Global level)**

  * Can create and manage **Global formula fields**

  * Can manage **Space-level formula fields**

  * Has full access across all projects

* **Space Administrator (Space level)**

  * Can create and manage **Space-level formula fields only**

  * Cannot manage Global formula fields

Regular users cannot create or configure formula fields.

Once created, regular users can **view and use these formula fields as** [**App fields**](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/app-fields) in the app.

*** ** * ** ***

## Create the Formula field

### Global level - Jira Administrator

1. Click on the **Apps** on the left panel

2. Click the ... for the Excel-like Bulk Issue Editor app → App settings

   ![image-20260423-170256.png](https://docs.ricksoft-inc.com/__attachments/a_83e3fdbe4391b0e57345bd0715de230c2ec3da7f33f0ebf3ef1101e7d3f1f0d2/image-20260423-170256.png?cb=eb647fceabf566fa25e489ab744f542a)
3. Click **Formula Fields** under the **Excel-like Bulk Issue Editor** app

   ![Screenshot 2026-04-24 at 1.07.31 AM.png](https://docs.ricksoft-inc.com/__attachments/a_efd44c4d1aa6df9ad6f5f75a00c55c449392d71d4d6c9fa52588d2584db1870c/Screenshot%202026-04-24%20at%201.07.31%E2%80%AFAM.png?cb=cc1f13d83ff1ec996ba4d56381c5a96e)
4. Click the **+ Create formula field** button

5. Choose where the field will be available:

   1. **Global** → Available in all projects

   2. **Space** → Available only in the selected project

6. Enter field details

   1. **Space** \[Space-level only\]

      Select the space to associate

   2. **Name**

      Example: `Remaining Cost`

   3. **Formula**

      Click **Insert field** to select **Number**fields in Jira

   4. Select **Output Format**

      * Number -- e.g. 42

      * Currency -- e.g. $1,234.56

      * Percentage -- e.g. 75%

   5. **Description** (optional)

      Provide a brief explanation of the formula

   6. Click **Create** to save the formula field.

#### Formula configuration rules

![create-formula-field-global.gif](https://docs.ricksoft-inc.com/__attachments/a_e0fa6b8b4c0959efc733a94625ee164daf7ebc7344e0471bcf103b3d492b0753/create-formula-field-global.gif)

### Space level - Jira Administrator or Space Administrator

1. Go to the relevant Jira space

2. Open the **Space settings** page, then select **Apps**

3. Expand the **Excel-like Bulk Issue Editor** and then **Formula Fields**

   ![image-20260423-154220.png](https://docs.ricksoft-inc.com/__attachments/a_6f5d8f54243947f0ad9f94012c74f3c898184d9ad0fadb74dd868dc06cd0adcc/image-20260423-154220.png?cb=5641339308ab2a8aabbaf543937da0d4)

4. Click the **+ Create formula field** button

5. Enter field details

   1. **Name**

      Example: `Remaining Cost`

   2. **Formula**

      Click **Insert field** to select **Number**fields in Jira

   3. Select **Output Format**

      * Number - `e.g. 42`

      * Currency - `e.g. $1,234.56`

      * Percentage - `e.g 75%`

   4. **Description** (optional)

      Provide a brief explanation of the formula

#### Formula configuration rules

7. Click the **Create** button. Select **Number**fields in Jira

   1. Select **Output Format**

      * Number - `e.g. 42`

      * Currency - `e.g. $1,234.56`

      * Percentage - `e.g 75%`

   2. **Description** (optional)

      Provide a brief explanation of the formula

![create-formula-field.gif](https://docs.ricksoft-inc.com/__attachments/a_e5296562c845253f04dca25b776e2526699f0c5234c9638bf3efa81b4053464f/create-formula-field.gif)

*** ** * ** ***

### Managing Formula Fields

Updating the formula recalculates the **values** for all affected work items when they reload or refresh in the app

From the **Formula Fields list page**, admins can:

* **Enable / Disable** a formula field

  * Toggle the switch to control whether the field is active

* **Edit** a formula field

  * Update:

    * Name

    * Formula

    * Output Format

    * Description

![image-20260423-190339.png](https://docs.ricksoft-inc.com/__attachments/a_e5731c8799fe482e7ca5969d5b3d2043f3e662f3f151d15a2e6e637948293af3/image-20260423-190339.png?cb=b175da80c15e289e777c3f033a727082)

* **Delete** a formula field

  * Permanently removes the field from the system

*** ** * ** ***

### Add a formula field as a column

1. Click [Column configuration](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-ColumnConfiguration) in the Operation Bar Menu

2. Click the **"+" (Add Column)** button

3. Search for the **formula field name**

4. Enable the formula field

   ![Screenshot 2026-04-24 at 3.35.41 AM.png](https://docs.ricksoft-inc.com/__attachments/a_7fd5f0fbd4b2a70f6f29ab80b688d44b3104df2c67170caa2659d4fe9e141f3c/Screenshot%202026-04-24%20at%203.35.41%E2%80%AFAM.png?cb=aad6eedf1de6ceeca1677453cd8eb3a7)

![add-the-formula-app-field-into-spreadsheet.gif](https://docs.ricksoft-inc.com/__attachments/a_94578c835662417a6f16158f68be7250f7d7771e60ac2aa32a252c54ebad725b/add-the-formula-app-field-into-spreadsheet.gif)

---
language: "en"
---
# Dark Theme

Excel-like Issue Editor supports the Atlassian dark theme. The app will automatically match your Atlassian configuration.  
![image-20230725-101912.png](https://docs.ricksoft-inc.com/__attachments/a_7d0b6409296546a10ab83c81f23af65a609a29cda97f8c4b249988eafd429114/image-20230725-101912.png?cb=34c07ae03fec3ad4994602a418672ac9)

---
language: "en"
---
# Edit Due Date

Users can select the due date using the date picker. If the due date is the same date as the current date or has already passed the current date, the spreadsheet will show the date in red color. Otherwise, it will show it in grey color.  
![Edit Due Date.gif](https://docs.ricksoft-inc.com/__attachments/a_e00e40c7e51cda88397ec7457a66685c64be9e058cc1cfafce82970b27950b18/Edit%20Due%20Date.gif?cb=7af2f2a9926b0d05a08843c63bc07773)

---
language: "en"
---
# Create and Edit Fix Version

From the dropdown options, users can select unreleased or released versions.

Click the 'Create new version' option to create a new version.  
![image-20241121-141248.png](https://docs.ricksoft-inc.com/__attachments/a_81cf9e17ce28f17e68cfc6e2bdb8af50b0231292110a5359c72c983b2b6fc001/image-20241121-141248.png?cb=e3ba764ffdb1e55dcd2c8756bbfd2685)

Then a dialog will appear requesting more details to create a new version.  
![image-20241121-141156.png](https://docs.ricksoft-inc.com/__attachments/a_796ea7690a99766b6067500028d7ebe4b2520ec0289d1503f755d00593744165/image-20241121-141156.png?cb=e891b7a93d26c0926f1843bfd8ca24f7)

---
language: "en"
---
# Edit Issue Status

Users can easily update the issue status by double-clicking the status in the spreadsheet. The sum-up value in the status column will reflect the changes.  
![EIE Cloud - Change Status.gif](https://docs.ricksoft-inc.com/__attachments/a_f1fd27aedf0c44ef2346f327822a610854b2c46394cc3124209f71ee9a906e86/EIE%20Cloud%20-%20Change%20Status.gif?cb=6ec34df61b8bef23309770a9df2bc3c6)

## **Workflow Condition**

The status in the Excel-like Issue Editor behaves the same as standard Jira workflow. The spreadsheet would not show the status with a *condition* in the dropdown option.  
![image-20220920-084144.png](https://docs.ricksoft-inc.com/__attachments/a_133384c7b908163635699b6271f070809f94edce52c7a60eab43b55e3244a810/image-20220920-084144.png?cb=07839861b35806233f9bd49bb01f6aa7)
Authorize status has a condition  
![image-20220920-084030.png](https://docs.ricksoft-inc.com/__attachments/a_6597453ad4d714dda5f6d6a5a72a5793030bdcbed8dc06eb21a9fb9073806bbc/image-20220920-084030.png?cb=94dde1b10c30f0c9bf9633206a5d0d7c)
Authorize status is hidden

### **Workflow Validator**

Excel-like Issue Editor will display an error message if users are trying to transition an issue to a status that has a *validator*.  
![EIE Cloud - Change Status - Validator Error.gif](https://docs.ricksoft-inc.com/__attachments/a_0d9f669c43c33099eab080bb97a4d693183eaf00f706cd38c15f5aa7f00c4295/EIE%20Cloud%20-%20Change%20Status%20-%20Validator%20Error.gif?cb=94593d1d19dbed28d0e010d0142b837a)

### **Transition Screen**

A warning message will be displayed if a status has a transition screen. Users need to click the link shown in the warning message to open the issue screen dialog to change the status.  
![image-20220920-084636.png](https://docs.ricksoft-inc.com/__attachments/a_fa716c2c4a9f1b9da556ef185e22aeab867a6a1b4d083776a7623b5ac42f6c04/image-20220920-084636.png?cb=20492dde6a62e44f53e292683bb11efc)
Sample warning message  
![EIE Cloud - Change Status - Transition Screen.gif](https://docs.ricksoft-inc.com/__attachments/a_d37164f5eb862aad783afa3094e38dac75f00f9d5ff0ef8c58151e39ddc3eb5b/EIE%20Cloud%20-%20Change%20Status%20-%20Transition%20Screen.gif)

**Technical Limitation:**

We cannot open a transition screen directly due to technical limitations. However, users can open an issue screen dialog to open the transition screen.

---
language: "en"
---
# Edit Sprint

You can swiftly move your Jira issue's sprint using an Excel-like Issue Editor for Jira. We also highlighted Sprint's value in 3 colors to give better visibility of Sprint's status:

* Grey: Future sprint

* Blue: Current sprint

* Green: Completed sprint

![Sprint Edit.gif](https://docs.ricksoft-inc.com/__attachments/a_0cee14356de3bef18ec73bc209633220420f74baf2834a2775b5e00fbdb6fcc8/Sprint%20Edit.gif?cb=1dca4c1f67ef0a7bc16e424df8079b88)

You will notice some Sprint has multiple values. This is because Jira Cloud stores the completed sprints in the Sprint field. The left-most sprint would be the latest sprint.

You should take note that if the sprint is completed, that does not mean the Jira issue has been resolved. This will give an idea of how often the Jira issue has been moved from the completed sprint to another sprint.  
![image-20221216-152829.png](https://docs.ricksoft-inc.com/__attachments/a_cc6c0fcd1d01a448d1f95a18ddeec367a686650760b8086c7d2e7413528be5e7/image-20221216-152829.png?cb=d77525a9831a9b8b4525522ef73200f9)

Example Sprint field's value in the Jira view issue screen:  
![image-20221216-152947.png](https://docs.ricksoft-inc.com/__attachments/a_c3d96c795dd16e35d5a7cef0c6ea9a93c980f165348c7604f82b7ec6549a3cb2/image-20221216-152947.png?cb=f1c30c654c439ce2b0cc12ae38f37457)

---
language: "en"
---
# Enable fields for editing within the app

Sometimes, when viewing or editing issues in the **Excel-like Bulk Issue Editor for Jira** app, certain fields appear as non-editable. This typically means that the field has not yet been added to the issue edit screen in Jira.

With this new feature, admins can now add the field instantly without having to manually navigate through Jira's project settings.

## How It Works

1. Locate the Non-Editable Field

2. Double-click on the Field

3. When you double-click a non-editable field, a dialog will appear with the following message:

   ![Screenshot 2025-10-23 at 8.04.54 AM.png](https://docs.ricksoft-inc.com/__attachments/a_6b4084f6de48f860b44bc817a8351ab98368e0b90477e61be5e7a0c671124c4c/Screenshot%202025-10-23%20at%208.04.54%E2%80%AFAM.png?cb=b415f052135987bc827704669bb0cda4)
4. Click on the **Add** button.

![add-fields-to-be-editable.gif](https://docs.ricksoft-inc.com/__attachments/a_2e4bffc2474cfb6fc4b011cab45bf2240a863b29950d959160311508c15e8785/add-fields-to-be-editable.gif)

---
language: "en"
---
# Excel-like Bulk Issue Editor for Jira: Knowledge base and workarounds

Find knowledge base and troubleshooting for Excel-like Bulk Issue Editor for Jira. See [Paid-via-Atlassian pricing FAQ](https://marketplace.atlassian.com/apps/1214580/excel-like-issue-editor-for-jira?hosting=cloud&tab=pricing) with regards to the pricing as well.

* [Why there are some particular fields not editable?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/why-there-are-some-particular-fields-not-editable.md)
* [How can I add and rearrange the order of fields?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-can-i-add-and-rearrange-the-order-of-fields.md)
* [How to share the filter column setting among users?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-to-share-the-filter-column-setting-among-users.md)
* [Invalid date error occurred when editing Date Time picker field](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/invalid-date-error-occurred-when-editing-date-time.md)
* [Is it possible to receive an email notification, once it has been saved?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/is-it-possible-to-receive-an-email-notification-on.md)
* [How to migrate Excel-like Bulk Issue Editor from Server / Data Center to Cloud](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-to-migrate-excel-like-issue-editor-from-server.md)
* [How to migrate Excel-like Bulk Issue Editor from Cloud to Cloud](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-to-migrate-excel-like-issue-editor-from-cloud-.md)
* [Can I Know Real-time Status Of Excel-like Bulk Issue Editor For Jira Cloud?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/can-i-know-real-time-status-of-excel-like-issue-ed.md)
* [Screen stuck at "Loading issues..."](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/screen-stuck-at-loading-issues.md)
* [Features Comparison of Server, Data Center, and Cloud](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/features-comparison-data-center-with-cloud.md)
* [What are the differences between main view with project view?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/main-view-vs-project-view.md)
* [Unable to edit 'Start day (WBS Gantt)' field of WBS Gantt-Chart](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/unable-to-edit-start-day-wbs-gantt-field-of-wbs-ga.md)
* [Warning message "Configuration setting may not be completed", how to solve this?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/warning-message-configuration-setting-may-not-be-c.md)
* [Why can't I edit the Original Estimate in Excel-like Bulk Issue Editor in Jira Cloud?](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/why-can-t-i-edit-the-original-estimate-in-excel-li.md)
* [List of App Fields in Cloud and Data Center](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/list-of-app-fields-in-cloud-and-data-center.md)
* [How to migrate Excel-like Bulk Issue Editor from Server to Data Center](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/how-to-migrate-excel-like-bulk-issue-editor-from-s.md)
* [Unable to load and the screen return blank](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/unable-to-load-and-the-screen-return-blank.md)

---
language: "en"
---
# Excel-like Tables for Jira

If you have [Excel-like Bulk Issue Editor for Jira](https://marketplace.atlassian.com/apps/1214580/excel-like-bulk-issue-editor-for-jira-spreadsheet-table?hosting=cloud&tab=overview) and [Excel-like Tables for Jira](https://marketplace.atlassian.com/apps/1223727/excel-like-tables-for-jira-sheet-import-export?hosting=cloud&tab=overview) installed together in your Jira site, you can display this field to show which Jira issue has data in the Excel-like Tables for Jira.

Green color means the table is not empty and grey color means the table is empty.  
Excel-like Tables for Jira is an app that allows users to create an embedded Microsoft Excel sheet in the Jira issue screen. Users can create formulas, charts, shapes, and other Excel-like features.  
![EIE - ETJ Field.png](https://docs.ricksoft-inc.com/__attachments/a_6c425ee9f616d968fe7cba1a0ed712f493deda458b66c85479010bf3606facba/EIE%20-%20ETJ%20Field.png?cb=1d7ceb296daba8bdd9e731aecef7c643)

**Example use case**

A finance manager is managing several spreadsheets that contain the team's financial reports. These reports were created using Excel-like Tables in Jira within several Jira issues. Since Excel-like Tables in Jira has the ability to [auto-sync from the spreadsheet's cell to a Jira field or vice versa](https://docs.ricksoft-inc.com/excel-like-tables-for-jira/jira-field-mapping), the user can easily edit multiple fields at once using the Excel-like Bulk Issue Editor. For example, change all reports' assignee. Additionally, the user can easily navigate through Jira issues that contain Excel-like Tables from the spreadsheet view.

---
language: "en"
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# Features Comparison of Server, Data Center, and Cloud

Below are the differences between the Server, Data Center and the Cloud.  

|                                         |                                                                                                                                               **Server (Outdated)**                                                                                                                                                |                                                                                                                                                     **Data Center**                                                                                                                                                      |                                                                                                                                                                                                                                              **Cloud**                                                                                                                                                                                                                                              |
|-----------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| Change log                              | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/release-notes?_gl=1*1kohtz3*_ga*OTA2ODgwMTY3LjE3Mjc3OTAzNzM.*_ga_KWNTML2ZH8*czE3NDk2NTQ2MzIkbzgwJGcwJHQxNzQ5NjU0NjMyJGo2MCRsMCRoMA..*_ga_RJSQ7Z8ZQE*czE3NDk2NTQ2MzIkbzc5JGcxJHQxNzQ5NjU0NjMyJGo2MCRsMCRoMA..&released=changelog~post~review-changes) new |
| Multiple column config                  | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-ColumnConfiguration)                                                                                                                                                                                                      |
| Change issue's parent                   | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/spreadsheet-features#SpreadsheetFeatures-ChangeChildIssues)                                                                                                                                                                                              |
| Change issue's rank                     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/spreadsheet-features#SpreadsheetFeatures-ChangeIssueRanking) | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/spreadsheet-features#SpreadsheetFeatures-ChangeIssueRanking)                                                                                                                                                                                             |
| Display chart                           | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) coming soon                                                                                                                                                                                                                                                                                                                               |
| Undo and redo                           | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-UndoandRedo)                                                                                                                                                                                                              |
| Find and replace                        | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-FindandReplace)                                                                                                                                                                                                           |
| Add comment                             | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/spreadsheet-features#SpreadsheetFeatures-Addnewcomment)      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/add-comments)                                                                                                                                                                                                                                            |
| Bulk create issues                      | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/operation-bar-menu#OperationBarMenu-BulkCreateIssues)        | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-CreateMultipleIssues)                                                                                                                                                                                                     |
| Bulk delete issues                      | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/floating-bulk-operation-bar)                                 | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/floating-bulk-operation-bar)                                                                                                                                                                                                                             |
| Bulk clone issues                       | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/floating-bulk-operation-bar)                                 | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/floating-bulk-operation-bar)                                                                                                                                                                                                                             |
| Conditional formatting                  | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/operation-bar-menu.md#Conditional-Formatting)                                             | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-ConditionalFormatting)                                                                                                                                                                                                    |
| Smart filters                           | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/operation-bar-menu#OperationBarMenu-SmartFilter)             | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-SmartFilter)                                                                                                                                                                                                              |
| App fields                              | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/app-fields)                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/app-fields)                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/app-fields)                                                                                                                                                                                                                                              |
| Columns drag and drop                   | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/spreadsheet-features#SpreadsheetFeatures-SortColumns)        | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/spreadsheet-features#SpreadsheetFeatures-SortColumns)                                                                                                                                                                                                    |
| Project spreadsheets                    | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/14-project-spreadsheets-add-or-remove-filters-on-the-spreadsheets-page-within-project-menu?utm_medium=social&utm_source=portal_share)                                                                                                 |
| Edit Sprint field                       | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-sprint)                                           | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-sprint)                                                 | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/76-edit-the-sprint-field?utm_medium=social&utm_source=portal_share)                                                                                                                                                                   |
| Edit Issue type                         | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-issue-type)                                       | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-issue-type)                                             | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/77-edit-issue-types)                                                                                                                                                                                                                  |
| i18n support                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) English, Japanese                                                                                                                                        | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [22 Languages](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/supported-languages)                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [22 Languages](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/supported-languages)                                                                                                                                                                                                                                  |
| Drag and drop                           | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/spreadsheet-features#SpreadsheetFeatures-ChangeChildIssues)                                                                                                                                                                                              |
| Sum-up row                              | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/operation-bar-menu#OperationBarMenu-Sum-UpRow)               | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/12-sum-up-row-feature)                                                                                                                                                                                                                |
| Project sidebar                         | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/270-spreadsheet-in-jira-project-page)                                                                                                                                                                                                 |
| JQL editor                              | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/top-configuration-menu#TopConfigurationMenu-JQLEditor) | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/top-configuration-menu#TopConfigurationMenu-JQLEditor)       | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/jql-editor)                                                                                                                                                                                                                                              |
| Group by                                | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/operation-bar-menu#OperationBarMenu-Groupby)                 | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/group-by)                                                                                                                                                                                                                                                |
| Inline edit status                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-issue-status)                                     | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-data-center-and-server/edit-issue-status)                                           | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/edit-issue-status)                                                                                                                                                                                                                                       |
| Share spreadsheet                       | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/top-configuration-menu#TopConfigurationMenu-Shareview)                                                                                                                                                                                                   |
| Embedded read-only sheets on Confluence | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) coming soon                                                                                                                                                                                                                                                                                                                               |
| Embedded read-only sheets on Jira       | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                  | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) coming soon                                                                                                                                                                                                                                                                                                                               |
| Create Components                       | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                                                                                                                                                                                                 |
| Create Versions                         | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                            | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                      | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported                                                                                                                                                                                                                                                                                                                                 |
| **Total**                               | 9                                                                                                                                                                                                                                                                                                                  | 21                                                                                                                                                                                                                                                                                                                       | 26                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |

3rd-party App Integration  

|                                                                                                                                                                                                          |                                                                          **Server (Outdated)**                                                                          |                                                                             **Data Center**                                                                             |                                                                                                                                                                     **Cloud**                                                                                                                                                                      |
|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
| WBS Gantt-Chart hierarchy support                                                                                                                                                                        | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) [Not supported](https://portal.productboard.com/ricksoft-inc/2-excel-like-issue-editor-for-jira-cloud/c/173-wbs-gantt-chart-hierarchy-support?utm_medium=social&utm_source=portal_share) |
| ScriptRunner Issue Picker                                                                                                                                                                                | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                                            |
| Excel-like Tables for Jira integration                                                                                                                                                                   | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) [Supported](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/excel-like-tables-for-jira)                                                                             |
| Excel-like Tables for Confluence integration                                                                                                                                                             | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                                            |
| [STAGIL Assets - Advanced Links Data Model \& Matrix Structure](https://marketplace.atlassian.com/apps/1215311/stagil-assets-advanced-links-data-model-matrix-structure?hosting=datacenter&tab=overview) | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                                            |
| [JQL Search Extension for Jira](https://marketplace.atlassian.com/apps/1214791/jql-search-extensions-for-jira?hosting=cloud&tab=overview)                                                                | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                                            |
| [Calculated field from Jira Workflow Toolbox](https://marketplace.atlassian.com/apps/29496/jira-workflow-toolbox?tab=overview&hosting=datacenter)                                                        | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported | ![check mark](https://docs.ricksoft-inc.com/__attachments/a_94dda92849c418d1be654ce897255ff26423b5bc89a12b68b139072f7bff6f46/atlassian-check_mark?cb=a10212e1c1021c5194f7535b6843f955) Supported     | ![cross mark](https://docs.ricksoft-inc.com/__attachments/a_6fe2c3b9296c9ed9fa504cd978f28de29a85ed200bae404e5ae93acddafac32c/atlassian-cross_mark?cb=a9c671cfc7809253be52d640dbbf1019) Not supported                                                                                                                                                                            |
| **Total**                                                                                                                                                                                                | 2                                                                                                                                                                       | 5                                                                                                                                                                       | 1                                                                                                                                                                                                                                                                                                                                                  |

---
language: "en"
---
# Floating Bulk Operation Bar

Managing multiple issues during [++backlog grooming++](https://www.ricksoft-inc.com/post/5-best-practices-for-effective-jira-backlog-grooming/) just got a whole lot easier. We've introduced a new floating bulk operation bar that allows you to perform bulk delete, bulk clone, and bulk change actions seamlessly. With this handy tool, you can tackle your backlog of tasks with efficiency and ease.  
![EIE-V2-bulk-delete-and-clone.gif](https://docs.ricksoft-inc.com/__attachments/a_88e5a00f284b47e2f49b62daaf47b9a10f66c984ce87cfaf2299a265ed8a01b2/EIE-V2-bulk-delete-and-clone.gif?cb=26ee88e9912bff6a57d70b79ab7635bb)

---
language: "en"
---
# Formula Field

A Formula Field is a calculated field in Jira that automatically displays values based on other fields.

* Formula fields can **only be created or updated** by:

  * **Jira Admins (global level)**

  * **Space Admins (space level)**

* End users **cannot create, edit, or delete** formula fields

* If you need a new formula field or changes to an existing one, contact your **Jira Admin** or **Space Admin**

For administrative setup and management instructions, see: [Creating and Managing Formula Fields](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/creating-and-managing-formula-fields).

*** ** * ** ***

## What Users Need to Know

### **Read-Only Behavior**

* Formula fields **cannot be edited**

* You will **not be able to type into the field**

* This is expected behavior

### **How Values Are Updated**

* Formula fields depend on other fields (e.g., Story Points, Cost)

* To change the value:

  * Update the **underlying fields**

* The formula field will **recalculate automatically**

### **Adding a Formula Field as a Column**

1. Click [Column configuration](https://docs.ricksoft-inc.com/excel-like-issue-editor-for-jira-cloud/operation-bar#OperationBarMenu-ColumnConfiguration) in the Operation Bar Menu

2. Click the **"+" (Add Column)** button

3. Search for the **formula field name**

4. Enable the formula field

![add-the-formula-app-field-into-spreadsheet.gif](https://docs.ricksoft-inc.com/__attachments/a_acbf7e7735340ad54ccd4d78be6d314c69b99d7cc4e7d3604f796317f84c843a/add-the-formula-app-field-into-spreadsheet.gif)

### **View the Formula Configuration**

* Click on the **header of the formula field column**

* The system will display the **configured formula**

* This helps you understand **how the value is calculated**

![show-formula.gif](https://docs.ricksoft-inc.com/__attachments/a_808e1722782d755c532480924279ce518e82012694f0058390272daeb7b89150/show-formula.gif)

### **What to Expect After Adding the Field**

* The field appears as a **new column**

* Values are **automatically populated**

* The column is **read-only**

*** ** * ** ***

## **Example Use Cases**

You may see formula fields used for:

* Cost calculations

  * e.g., *Cost Variance = Budgeted Cost -- Actual Cost*

* Percentage calculations

  * e.g., *Cost Variance %*

* Effort calculations

  * e.g., *Total Effort*

*** ** * ** ***

## **Common Questions**

### **Why can't I edit this field?**

* Formula fields are **calculated automatically**based on the configured formula

* Only **Jira Admins** or **Space Admins** can change the formula or the field configuration

### **Why is the field empty?**

* One or more required fields may not have values

* Fill in the relevant fields used in the calculation

### **Why does the value change automatically?**

* The field updates whenever related fields are changed

* This ensures data is always accurate

### **I don't see the formula field**

* It may not be added to your view

* Try:

  * Adding it via **"+ Add Column"**

  * Or contact your **admin**

## **When to Contact an Admin**

Contact your **Jira Admin or Space Admin** if:

* You need a **new formula field**

* You need to **update or fix an existing formula**

* The calculation appears incorrect

* The field is **disabled** in your project or view

[Next Page](https://docs.ricksoft-inc.com/llms-full.txt/1)
