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Setting a new Schema before downloading data is slightly faster because the EC365 does not make any changes by adding or hiding columns as it is does after data import |
Add new Field Schema
By opening a new spreadsheet and going Go to the Visible field Schema menu (1), in the Field Schema section, there is a drop-down list where Default fields set Current section you will find information about the currently used schema (2) is always present, thanks to this set we can easily return to the factory settings of the fields.
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From the drop-down list, user can also choose previously saved fields schemas.and whether this schema is used as the default one for Excel sheets (3) (green pin - schema pinned as default, gray pin schema used only in displayed sheet ). Below there is a button Change Schema (4) where all previously saved schemas are located.
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To add a new / another anather one , Field Schema all you have to do is Field Scheme, just select in the Fields section which fields are to be visible (Shaw) and which are not ( Hide ) (3), also, 5) using the toggle, and if necessary, you can change the order of the columns order displayed by “Reorder” (4)option ( displayed using the "Reorder" option (6) https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2412445711/Visible+Fields#Buttons%3A-Default%2C-Reorder%2C-Sort ) Schema#Reorder and save the schema as new New (57); giving specifying the name of the new schema scheme (68) and click clicking the Save Button button (79).
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Saved schemas will be visible in app across excel workbooks (that means, it is saved not in sheet so is visible in each excel workbook).
Schemas are saved by instance, so if user is using 2 different Jira, schemas created in one Jira Instance will not be available on another, this is because custom fields have different ID in each Jira, even fields like Epic name etc. are custom fields so currently there is no possibility to use same schema across different Jira
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Save / Edit Field Schema
When the user makes some changes to the current schema, can save them using the Save button (1), overwriting the current schema or Save as new New+ (2)schema (except the Default fields set). While making changes, a yellow triangle (3) icon is visible informing that the changes have not been saved yet. Changes before saving the schema can be undone by pressing the “Restore” Restore (4) button.
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Delete Field Schema
Each Field Schema previously saved by the user can be deleted or renamed, to do this, expand the drop-down list click Change Schema (1) button and select the icon of the required action, bin (2) pencil icon to edit the name, ( 3 )bin icon to delete the field schema.
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Change default schema
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Edit Schema name
Each Schema saved by the user can be set up as a default schema. To do this, open Visible Fields menu and in Filed Schema section expand the drop-down list with previously saved schemas (1). Next to each schema there is radio button (2). As you can see, EC 365 Connector as a default set up has “Default fields set”.
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To change that, choose one schema which you want have as a default one and click radio button (3) . Default schema has been changed.
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Next time when you open new Sheet you will see automatically fields schema according to the settings you saved.
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renamed, just click on the “Pencil” (1) button icon, then change the name of the selected scheme, enter the new name in field (2)and then confirm with the Save (3) button.
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Change default schema
While in the Schema menu in Fields section click the Change Schema button and select the required scheme (1). Then just click the gray pin 2. The pin will turn green and the selected scheme will now be the “default” one and now it will be applied to every new opened sheet.
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