CLOUD | DATA CENTER AND SERVER

Administering Custom Export Templates

Owned by Niel Flores
Last updated: Apr 24, 2024
1 min read

Overview

Users can export requirements using the R4J Template Export. When initiating an export, the user selects a template from a list of templates administered by a Jira administrator.

To administer templates as a Jira administrator, do either of the following:

  1. Go to the R4J section at Apps > Manage your apps > Export Templates.

  2. As an administrator of R4J, go to the R4J sidebar > Settings > Export Templates.

The template storage space is limited to 3 MB for evaluation cloud instances. With a subscription the storage space is increased to 30 MB.

Operations

Purpose

Action

Purpose

Action

Add new export template

  • Select Add Export Template.

  • Provide the following details in the dialog:

    • the name of the template (required)

    • an optional description

    • the projects that are allowed to use the template (all projects by default)

    • the views from which the template is available (currently only the tree view)

    • The template file with the extension “.docx, .docm, .xlsx and .xlsm”.

Edit export template

  • Select the pencil icon.

  • Edit the details of the template in the dialog.

Delete export template

  • Select the trash icon.

Enable/disable export template

  • Use the toggle button on the left side of the table.

When disabled, the template cannot be selected for export.