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Build a template using prefix and field ID. Select an excel cell and use ‘Set Variable’, when you choose issue and use ‘Fill’ action, it will change variable into value from chosen issue. You can use multiple variables in 1 template, ‘Fill’ option work on selection and fills all variables (with values) matching current prefix. If you want to revert changes (filling variables) use the back button. |
To use templates, first select Issue (1) imported from previous section, then select field you want to template (2) and prefix you want to use. You can easily modify prefix (3).
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Then, after filling out the form in Template section - select an empty cell and click Set Variable button (1).
This will make a placeholder (2) for variable from your template in the Excel sheet.
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build a template you need to have some building blocks like variables, which will be filled with data of the selected issue.
Variables are build of prefix and Field ID, by default variable prefix is set to ec365 (but you can change it easily). For example: if you would like to use assignee field in the template, you should use (prefix.fieldID) → ec365.assignee variable in any of the cells,
You can insert variables in worksheet in few ways:
manually, by typing it into desired cel
by copy & paste the field ID with prefix, from the field section: https://psc-software.atlassian.net/wiki/spaces/ECSD365/pages/2412445711/Visible+Fields#Checkboxes%3A-Field-ID%2C-Prefix into cell
with ‘Set Variable’ button, which will insert variable into currently active cell
select field from the dropdown list
in the worksheet select cell, where you want to insert variable
use ‘Set Variable’ button
Now, when you select a cell with a template and click Fill (1), your templates will be filled with data from the selected issue.
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When you click fill and the cell is empty, it means that you do not have any data associated with this field for the selected task. |
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Here's an example video of how to use this functionality:
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