Excel template file format
The template file can contain any Excel content as well as certain placeholders. The exported file is identical to the template, except that the placeholders are replaced with the values of fields in the Jira issue result set. When the export process encounters a row containing expressions of the form [[
name]]
in one or more columns, where “name” is the name of a Jiraissue field, it replaces that row with the values of the named fields of the first issue in the result set. It then inserts new rows after this row, one row for each of the remaining issues in the result set.
Examples of templates
Typically, a template file contains a header row with names for each of the Jira issue fields to be exported in columns. The next row contains placeholders for those fields in corresponding columns. Above and below these two rows the template can contain anything. For example, it could contain an explanation of the information being presented in the file.
Here is a simple example of an Excel template (basic_template.xlsx):
Requirement ID | Status | Summary |
[[key]] | [[status]] | [[summary]] |
If there are three issues in the result set, the exported file contains four rows, the first as seen above, and three after that for the issues with columns containing the values of the fields key, status, and summary.
More than one placeholder may appear in a column and literal text can be included for purposes such as formatting. In the following example, instead of having the key and summary appear in different columns, as above, we put the values into a column together, separated by a colon and space:
Requirement | Status |
[[key]]: [[summary]] | [[status]] |
Additionally, the special placeholders [[$header]]
and [[$requirementsPathSplitted]]
may be used. The first appears in the header row and the second appears in the same column of the next row. Here is an example of such a template (template_requirementspathsplitted.xlsx):
Requirement ID | Status | Summary | [[$header]] |
[[key]] | [[status]] | [[summary]] | [[$requirementsPathSplitted]] |
When the export process encounters rows containing these expressions it splits the folder path into its elements and inserts columns for each element. The header for the first element of the path is the name of the project, and the headers of the remaining elements are “Level 1”, “Level 2” and so on. The following rows contain the values of the elements of the path for each issue in the corresponding column.
Here are examples of Excel templates using the new context items and properties:
Tree:
View file name tree_template.xlsx Baseline(Default):
View file name baseline_template.xlsx
Info |
---|
Currently, the template used in the baseline export is not configurable. |
Context items and properties
See the documentation here.
Limitations
Only single-sheet Excel templates are supported.
Exporting attachments is not supported.