tge how-to-add-quotes-and-offers-to-jira-issues

How-to Guide Quotes and Offers in JIRAusing the Table Grid Edior

The Result Customer quotes attached to JIRA issues

Features covered

FOLLOW THESE STEPS TO ADD THIS TABLE GRID TO YOUR JIRA ISSUES

In JIRA AdministratorAdd a custom field

Select Table Grid Editor and click next

Give a name and description to the Table Grid Editor. For example, if you are going to use the Table Grid Editor to store offers made to the customer, you can call it Quotes.

Select the screen(s) on which you want to include the Quotes.

Go to the relevant screen and you will find your Table Grid Editor

Now we will configure the Table Grid

Within JIRA Administratora) Goto Custom Fieldsb) Hit configure

Click Edit Default Value

Let’s configure The Table Grid Editor for Quotes

Download the configuration filesused in this example

Continue this presentation for the Explanation of the configuration file

Download

gd.tablename=quotesgd.ds=jiragd.visiblerows = autogd.delete.confirmation = true

Name of the table in databaseWhere the table content is stored (datasource)

1. Basic Table Grid configuration and where to store its contents

How many rows are visible in one page; auto= table grid decides

Ask for confirmation before deleting a set of rows

gd.columns = nr, prodtype, descr, quant, unitprice, total

Column Identifiers

2. Define the column specifications

gd.columns = nr, prodtype, descr, quant, unitprice, total

3. Let’s define the first column : Nr

col.nr=Nrcol.nr.type=integercol.nr.required=truecol.nr.width=50

Column header nameColumn TypeCheck next page for available types

The field must be filled in, if forgotten tell the user

Width of column expressed in pixels

Supported Column Types

list

date

col.name.type = ( checkbox | date | integer | list | number | radio | sequence | string | textarea )

radio

textarea

Some Examples:

String

gd.columns = nr, prodtype, descr, quant, unitprice, total

4. Let’s define the second column : Prodtype

col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150

Column header name Column type, “list” = elements in a dropdown box

Width of column expressed in pixels

WHAT ABOUT THE ELEMENTS OF THE DROPDOWN BOX?

OPTION 1: LIST THEM IN THE CONFIGURATION FILE

gd.columns = nr, prodtype, descr, quant, unitprice, total

4.1. Dropdown box – option 1: list them in the (same) configuration file

col.prodtype.list.size=3col.prodtype.value1=Consultancycol.prodtype.value2=Maintenancecol.prodtype.value3=License

col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150

How many elements are in the dropdown list

Specify the values from which the user canchoose in the dropdown list

OPTION 2: LOAD THEM FROM AN EXTERNAL SQL DATABASE

gd.columns = nr, prodtype, descr, quant, unitprice, total

4.2. Dropdown box – option 2: load them from anexternal SQL database

col.prodtype.query=SELECT name, id FROM products WHERE status='A'col.prodtype.ds=erp

col.prodtype=Product Codecol.prodtype.type=listcol.prodtype.width=150

SQL Query to populate the elementsin the list from an external database.

Name of the data source to be used where the SQL query needs to be executed.Next pages shows how to set-up a secure datasource

Securely Specify the datasource “erp” as a SQL Data Source

Securely Specify the datasource “erp” as a SQL Data Source

Ask your database administrator for right connection information

gd.columns = nr, prodtype, descr, quant, unitprice, total

5. Let’s define the third column : Description

col.descr=Descriptioncol.descr.type = stringcol.descr.width=180 col.descr.maxLength=40

Column header nameColumn type: plain text

Width of column expressed in pixels Maximum input of 40

characters

gd.columns = nr, prodtype, descr, quant, unitprice, total

6. Let’s define the Qty and Unit Price column

col.quant=Qtycol.quant.type=numbercol.quant.sortable=truecol.quant.required=true

col.unitprice=Unit Pricecol.unitprice.type=numbercol.unitprice.required=true

Column header nameColumn type: number

Cell must be filled in

Column header nameColumn type: number

Allows to sort by this column by clicking the column header

Cell must be filled in

gd.columns = nr, prodtype, descr, quant, unitprice, total

7. Let’s define the Total column with a formula

col.total=Totalcol.total.type=numbercol.total.editable=falsecol.total.sortable=truecol.total.formula = {quant} * {unitprice}col.total.summary=sum

Prevent the field to be editable by the user

Put the column identifiers between { } and use arithmetic notation. For all possibilities with formulas, have a look at the Formula Manual

gd.columns = nr, prodtype, descr, quant, unitprice, total

7. Let’s define the Total column … and add a summary

col.total=Totalcol.total.type=numbercol.total.editable=falsecol.total.sortable=truecol.total.formula = {quant} * {unitprice}col.total.summary=sum

Add a bottom row with the sum of all values in the total column

Get the Table Grid Editor add-on for JIRA

from the Atlassian Marketplace

Download