Exporting

Owned by Anna Ciepłota
Last updated: Nov 04, 2024 by Magdalena Żaczek
2 min read

Contents:

Contents:

To unlock the export features, install the BigTemplate app from the Atlassian Marketplace.

You can upload multiple document templates to make exporting easily adaptable to your organization’s needs. 

Design a template or use a pre-installed one, make it visible as an export 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 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.

Screenshot of the Export templates page in the box configuration.

Upload templates

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:

  1. Go to box configuration > General > Exporting.

  2. Click Upload template.

  3. Enter the required information (marked with an asterisk).

  4. When ready, click Upload.

Screenshot of uploading a new export template in the box configuration.

Restore pre-installed templates

Use this option to restore all the templates if exporting fails due to corrupted templates.

To restore pre-installed templates:

  1. Click the … More actions menu.

  2. Click Restore pre-installed templates.

  3. To confirm, click Restore.

  4. All pre-installed templates will be restored. This action will not delete any of your existing templates.

Add existing templates

When adding existing templates, box admins can select from the list of templates already uploaded templates. Jira administrators can add templates in the Jira Administration (Settings) > Manage apps > BigTemplate configuration > Templates.

Export using templates

To open the export dialog:

  1. Click the Export button found on the module's header.

  2. Next, select the template from the dialog.

  3. Depending on the file type, you can choose a specific range and dates of your export.

  4. When ready, click Export.