Templating step by step

We're introducing a templates feature that lets you insert variables into your spreadsheets, making it easier for you to seamlessly fill in specific problem data. This option, refined over the years, allows users to create templates and fill them dynamically in real time using Excel.

 

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Basic usage instruction

1. Go to the Templating menu and if no issues have been downloaded previously, using the filter list (1) Import the required scope. The limit on the number of issues can be limited (2), the issuee will be imported from the most recently created ones.
   
   

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2. Once the data has been downloaded, we have access to the Template part. Here you can set Variable prefix (1) - text, which will be placed before variable.
   
   

    

3. Select field(s) to insert variable - with this you can search and chose fields.
   
   

    

4. Select issue (from fetched).
   
   

1. When you choose field, select cell in spreadsheet, then use Set Variable button to place it in cell. Those variables are building blocks for your templates.
   
   

    

2. To fill variable with data, select cell or range of cells and use the Fill+ button.Selected cells with variables will be filled with data from selected issue.
   
   

    

3. To revert filling up the variable use the back button.
   
   

Multiple variables placed in spreadsheet

1. Set variables in spreadsheet. There is a special variable ec365.appVariable->currentDate, which allows to add timestamp, when data was filled in template

   
   
   

2. Filled with data

    

3. If you change the prefix, then when filling the templates only variables with current prefix will be updated

   1. Changed prefix to “newPrefix”

   2. Result on selection