tge how-to-add-quotes-and-offers-to-jira-issues
TRANSCRIPT
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How-to Guide Quotes and Offers in JIRAusing the Table Grid Edior
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The Result Customer quotes attached to JIRA issues
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Features covered
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FOLLOW THESE STEPS TO ADD THIS TABLE GRID TO YOUR JIRA ISSUES
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In JIRA AdministratorAdd a custom field
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Select Table Grid Editor and click next
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Give a name and description to the Table Grid Editor. For example, if you are going to use the Table Grid Editor to store offers made to the customer, you can call it Quotes.
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Select the screen(s) on which you want to include the Quotes.
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Go to the relevant screen and you will find your Table Grid Editor
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Now we will configure the Table Grid
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Within JIRA Administratora) Goto Custom Fieldsb) Hit configure
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Click Edit Default Value
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Let’s configure The Table Grid Editor for Quotes
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Download the configuration filesused in this example
Continue this presentation for the Explanation of the configuration file
Download
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gd.tablename=quotesgd.ds=jiragd.visiblerows = autogd.delete.confirmation = true
Name of the table in databaseWhere the table content is stored (datasource)
1. Basic Table Grid configuration and where to store its contents
How many rows are visible in one page; auto= table grid decides
Ask for confirmation before deleting a set of rows
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gd.columns = nr, prodtype, descr, quant, unitprice, total
Column Identifiers
2. Define the column specifications
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gd.columns = nr, prodtype, descr, quant, unitprice, total
3. Let’s define the first column : Nr
col.nr=Nrcol.nr.type=integercol.nr.required=truecol.nr.width=50
Column header nameColumn TypeCheck next page for available types
The field must be filled in, if forgotten tell the user
Width of column expressed in pixels
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Supported Column Types
list
date
col.name.type = ( checkbox | date | integer | list | number | radio | sequence | string | textarea )
radio
textarea
Some Examples:
String
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gd.columns = nr, prodtype, descr, quant, unitprice, total
4. Let’s define the second column : Prodtype
col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150
Column header name Column type, “list” = elements in a dropdown box
Width of column expressed in pixels
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WHAT ABOUT THE ELEMENTS OF THE DROPDOWN BOX?
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OPTION 1: LIST THEM IN THE CONFIGURATION FILE
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gd.columns = nr, prodtype, descr, quant, unitprice, total
4.1. Dropdown box – option 1: list them in the (same) configuration file
col.prodtype.list.size=3col.prodtype.value1=Consultancycol.prodtype.value2=Maintenancecol.prodtype.value3=License
col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150
How many elements are in the dropdown list
Specify the values from which the user canchoose in the dropdown list
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OPTION 2: LOAD THEM FROM AN EXTERNAL SQL DATABASE
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gd.columns = nr, prodtype, descr, quant, unitprice, total
4.2. Dropdown box – option 2: load them from anexternal SQL database
col.prodtype.query=SELECT name, id FROM products WHERE status='A'col.prodtype.ds=erp
col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150
SQL Query to populate the elementsin the list from an external database.
Name of the data source to be used where the SQL query needs to be executed.Next pages shows how to set-up a secure datasource
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Securely Specify the datasource “erp” as a SQL Data Source
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Securely Specify the datasource “erp” as a SQL Data Source
Ask your database administrator for right connection information
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gd.columns = nr, prodtype, descr, quant, unitprice, total
5. Let’s define the third column : Description
col.descr=Descriptioncol.descr.type = stringcol.descr.width=180 col.descr.maxLength=40
Column header nameColumn type: plain text
Width of column expressed in pixels Maximum input of 40
characters
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gd.columns = nr, prodtype, descr, quant, unitprice, total
6. Let’s define the Qty and Unit Price column
col.quant=Qtycol.quant.type=numbercol.quant.sortable=truecol.quant.required=true
col.unitprice=Unit Pricecol.unitprice.type=numbercol.unitprice.required=true
Column header nameColumn type: number
Cell must be filled in
Column header nameColumn type: number
Allows to sort by this column by clicking the column header
Cell must be filled in
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gd.columns = nr, prodtype, descr, quant, unitprice, total
7. Let’s define the Total column with a formula
col.total=Totalcol.total.type=numbercol.total.editable=falsecol.total.sortable=truecol.total.formula = {quant} * {unitprice}col.total.summary=sum
Prevent the field to be editable by the user
Put the column identifiers between { } and use arithmetic notation. For all possibilities with formulas, have a look at the Formula Manual
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gd.columns = nr, prodtype, descr, quant, unitprice, total
7. Let’s define the Total column … and add a summary
col.total=Totalcol.total.type=numbercol.total.editable=falsecol.total.sortable=truecol.total.formula = {quant} * {unitprice}col.total.summary=sum
Add a bottom row with the sum of all values in the total column
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Get the Table Grid Editor add-on for JIRA
from the Atlassian Marketplace
Download