Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In order to export your first document, just navigate to an issue of your choosing on your Jira instance. There, click the open the in Open Xporter menu and there you can select the Template and Output format of your generated document.

...

Export the issue with the options selected and will automatically download the generated document.

2) Exporting a Single Issue with attachments

Select the Return to the Templates page on Jira Administration and edit the Issue Details with Cover Page Page template to include attachments.

Image Added

Now, choose any issue of your desire and add two attachments. Select the Issue Details with Cover Page and the PDF output format and click Export.

and the PDF output format and click Export. Open the generated document it and you'll see your Jira native fields populated on the document.Now, on a new browser tab, return to the Xporter for Jira administration section Add-ons page of the Jira Administration. On the Enable Xporter for Jira panel on Single Issue View, tick On and click Save. Return to the previous tab, click Back to Issue, and now the Xporter for Jira panel will be displayed on the right sidebar of the issue. This time, add two attachments of your choosing to the issue. Then, select the Issue Details with Cover Page template with the PDF output and click Export. Open the generated file with a PDF reader and you'll see your generated document along with the attached issue files.

...

3) Exporting a Bulk of Issues

Return to your Jira issue issues and filters page tab , and on the Jira top bar, select Issues -> Search and selected Search for Issues. Make sure more than 2 issues are displayed. Click the Export dropdown menu on top of the search bar, select Xporter for Jira and you will navigate to a page where you will see an Error! message informing you The number of selected issues is above the maximum allowed (2)

Image Removed

Return to the tab with Xporter for Jira administration section Add-on page of the Jira Administration. On the Maximum number of issues, replace the default value with 10000, and click Save.

Customize the JQL to and make sure multiple issues are displayed, but less than 10000 (the Xporter maximum issues to be exported).

Image Added

Click on the Xporter  Back to the Issue Navigator, make sure less than 10000 issues are displayed, click the Export dropdown menu on top of the search bar, select Xporter for Jira and you will navigate to a page where modal where you can only select the Template and Output format of your generated document if the XLSX Issue Detail Excel template is selected, and the additional Break pages selector with its set default option (Issues) if the Issue Details with Cover Page template is selected instead.choose the exporting options.

Image Added


Export the Issue Details with Cover Page template with the Output format as Docx and  as DOCX and the Break pages selector with its set default option (Issues)the Issues value. After downloading, open it and you'll see that all issues are printed, each starting after a page break.

Info
titleBeak Pages info

If you select Projects on the Break Pages, a break occurs only when an issue belongs to a different project than the previous one on the stack of issues to be printed.

The same logic is used for Issue Types (when an issue is from a different Issue type than the previous one on the stack of issues to be printed) and Components (when an issue is associated with different components than the previous one on the stack of issues to be printed).

...

.

...

4) Working with the Enable Xporter for Jira for all projects and all users option

...

option

...

Also, this exercise assumes you currently don't have a Permission Scheme configuration.


Navigate to the tab with Xporter for Jira administration section Add-ons page of the Jira Administration, Navigate to the Miscellaneous page on Jira Administration and on the Enable Xporter for Jira for all projects and all users, tick Off and click Save.

Now, visit an Issue page and you'll notice the Xporter for Jira panel will now be missing since no Permission Scheme is configured to allow you to use Xporter. Also, on the Issue Navigator, if you try to bulk export, an Error! message will inform you that you are Unable to export the selected issues. If you check the details, you will be informed on the Error Reporting pop-over that the User has no permissions for using Xporter for Jira in current Permission Scheme for each of the issues you tried to bulk export.

Return to the tab with Xporter for Jira administration section Apps page of the Jira Administration, and on the Enable Xporter for Jira for all projects and all users, tick On again and click Save.

...

Info

If you like this exercise, please leave a comment or a (thumbs up). Your feedback is very important to us.

Thank you in advance. Enjoy our product. (big grin)