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Creating a new Template

Adding a new Template

Workflow PowerBox Plugin gives you a possibility to create pre-defined templates that consists of a set of conditions ot validators or post functions - depending on what kind of template you are working on. You can easily create a desired template by logging to JIRA's Administration page and choosing Issues > Workflow tab.

Clicking on the either Conditions or Validators or Post Functions Template button will redirect you to the pages where you can create a template with a set of workflow elements.

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Working with Templates

Adding a

Permission Scheme

A permission scheme is a set of user/group/role assignments for the field permissions listed below:

Field Permissions

Explanation

View Field

Permission to view a field and its current value

Edit Field Value

Permission to update a field value.

View Field History

Permission to view previous secure field values.

Schemes are created within Custom Fields Permission Schemes. After that you can set up permissions.

Template to the workflow

Templates are about to be used in the particular transitions in a workflow. 

Assigning a Secure Field to Permission Scheme

All newly created Secure Fields are associated automatically with a default scheme. You can change those settings by configuring your Secure Field in configuration menu in Permission Scheme section.

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Additional features

Backup & Restore

 

Plugin configuration is being automatically backed up and restored. It is included into JIRA backup/restore functionality. Remember, though, that the templates are stored in the file system on JIRA server and they have to be (like the issue attachments) backed up separately. Directory containing your template is located in the JIRA_HOME/data/attachment-generator. Do not forget to backup the contents of this directory.

 

Retrieving templates from JIRA

 

Automated Attachments Plugin allows you to download a template that was previously uploaded to the server. Therefore you do not need to keep local copies of your templates and wonder which ones are up-to-date.

 

Changing File Encoding

 

Our add-on supports various file text encodings. In the Plugin options you can set one of the many encoding formats.

 

Error handling

 

Rarely, the system cannot generate a file (eg., when a template file has been removed from the JIRA server). In order to deal with such situations we have prepared an error handling mechanism, which helps administrators find the root cause of the issue and eliminate it.

 

3. Organise your pages

Here are some tips for organising your content.

  • Change the page order

The sidebar on the left displays your pages in a hierarchy. If you have Space Administrator permissions you can click "Space Tools" > "Reorder Pages" to move pages around.

  • Add labels

Labels help keep pages organised and make it easier for you to find the information you need. Click "Labels" at the bottom of a page to add or edit. The "Related pages" section on this page uses labels too!

  • Make templates

Standardise and speed up the page creation process with templates. You can create and format a template with page layouts, standard headings and instructional text for hints and guidelines. Check out our sample page on "Working with templates"

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