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Contents:
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| Info |
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To unlock the export features, install the BigTemplate App app from the Atlassian Marketplace. |
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Design a template or use a pre-installed one, make it visible as one of the an export options option in different modules, and go beyond the boring default.
Use different modules to export data in different formats (file types), such as MS Project, MS Excel, or PDF images. Whenever a template is lost or deleted, you can always "Restore Default Templates."
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use the Restore default templates option.
Security and access
Only a user with a minimum app admin security role can access and change the box configuration.
To configure the export templates, go to box configuration > General > Exporting.
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Upload templates
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Each module uses different types of templates that have different formats. The easiest way to get started is to download the template first and then modify it to your needs. |
To upload an export template:
Go to box configuration > General > Exporting.
Click Upload template.
Enter the required information (marked with an asterisk)
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When ready, click Upload.
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Restore pre-installed templates
Use this option to restore all the templates if exporting fails due to corrupted templates.
To restore the templates, follow the steps presented on the images below: Click the "Restore" button to confirm:
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pre-installed templates:
Click the … More actions menu.
Click Restore pre-installed templates.
To confirm, click Restore.
All pre-installed templates will be restored. This action will not delete any of your existing templates.
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Add existing templates
When adding existing templates, Box Admins box admins can select from the list of templates already uploaded templates. Jira Administrators administrators can add templates in the Jira Administration (Settings) > Manage Apps apps > BigTemplate configuration > Templates.
Export using templates
To open the export dialog, click on the "Export" :
Click the Export button found on the module's header.
Next, select the template from the dialog
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Security and access
Only a user with a minimum App admin security role can access and change the Box configuration.
To configure the Export templates go to Box configuration> General > Exporting.
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Depending on the file type, you can choose a specific range and dates of your export.
When ready, click Export.
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