Configuration

Introduction

Once you install BigTemplate, you can discover a list of pre-defined templates available in Jira Administration > Manage apps > BigTemplate configuration > Templates.

Depending on where you will use your templates, there are two different labels:

• GANTT is used to export data from the Gantt module in BigPicture.

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• WIDGET is used to export data directly from Jira issues. All templates created with the Widget label are visible on the Jira issue page.

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BigTemplate configuration

There are three locations where you can access and configure your templates.

• Jira Administration > Manage apps > BigTemplate configuration > Templates. Only Jira administrators can access this page.

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• For cloud instances: Jira project > Project settings > BigTemplate > Templates. Only Jira administrators can access this page.

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• BigPicture/BigGantt > Box configuration > General > Exporting. Jira administrators and Box administrators can access and manage the Gantt templates.
  
  

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Templates management

You can perform the following actions on your Gantt and Widget templates:

• Add new templates

• Add existing templates (only for templates used in BigPicture/BigGantt)

• Edit existing templates

• Delete templates

• Restore pre-installed templates

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Add new templates

As presented above, adding new templates from a few locations is possible.

To add a new template:

1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

2. Click on the Upload template button in the top right corner.

3. Complete the following fields:

   1. Module visibility - define if your template will be used to export data from the Gantt module in BigPicture (Gantt) or to export data from Jira issues (Widget).

   2. Template name - complete a name for your template.

   3. Description - provide additional information about your template.

4. Attach a file.

5. Check the Set as global template if you want the template to be visible globally.

6. When ready, click Upload.

When you set a template as global, a Gantt template will be added to the Box configuration in BigPicture / BigGantt, while a Widget template will be visible on the Jira issue page. Gantt templates not marked as global can be added anytime using the Add existing template option.

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Add existing templates

The Add existing template option allows you to:

• Add templates available in the BigTemplate configuration section but not assigned to a specific box yet.

• Add templates that you previously excluded from the list of templates for a particular box and that you want back here. 

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Edit existing templates

To change existing templates:

1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

2. Click Edit next to a template.

3. Modify a template.

4. When ready, click Save.

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Delete templates

To delete a template:

1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

2. Click Delete next to a template.

3. Once you confirm, a template is deleted permanently.

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You can also exclude a Gantt template from the Box configuration, but remember that it will only be removed from the list of templates for this particular box.

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Restore pre-installed templates

To restore pre-installed templates:

1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

2. Expand the More actions … menu.

3. Click Restore pre-installed templates.

4. Once you confirm, all pre-installed templates are restored.

This action does not delete any of your existing templates.

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