This example use a grid with products, product prices, and total price. The price and total prices will update after we select a specific product in a grid. By practicing this use case, user can use Jira project for sale management where they can continuously update new order/bill in ticket.
You will learn how to
Introduction
This example use a grid with products, product prices, and total price. The price and total prices will update after we select a specific product in a grid. By practicing this use case, user can use Jira project for sale management where they can continuously update new order/bill in ticket.
Prerequisites
User logged into their account, installed Table Grid Next Generation Server / Datacenter
User created a related Jira project
User had the admin role on Jira
Post-condition
User can use the grid to update related information for the list of items.
User can download/upload the Configuration for personal usage
User can use the calculation on the Table Grids in Issues/Tasks.
Conditions
Required fields are marked with a red asterisk *
The grid must contain at least one column
The grid can be displayed in more than one project
User can download/upload the config for future usage in other project/issues.
When adding new columns or save the configuration, user need to reindex JIRA in order to changes to take effect.
When clicking the box Cell value required, user need to fill the information in the cell.
Flow chart diagram
Creating configuration
Basic Flow
Step | Action |
1 | In Projects, click Create Project |
2 | Fill all the related information about project. In this example, writer use Test 3 for Name and T3 for Key |
3 | Navigate to Jira Administration by clicking button |
4 | Click Manage Apps, in Table Grid section choose Grids |
5 | In Grid Fields, click Add Grid button to add new grid |
6 | Fill information for “Name” and “Description” In this example, writer used
Then in Scopes, fill all the necessary information includes Projects and Issue Types.
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7 | In Configuration - Column, click Add new column to create new column |
8 | In Add Column, choose Single select list in Column type |
9 | User fill information for Identifier and Title Type “jproduct“ as Identifier and type “Product” as Title In Static options, fill all the related information. Click the “+” button on the “Option attributes” to add options for the “Product” column. The column will have these option attributes:
In this example. writer used price and currency for each label like this |
10 | Click Add to save the information |
11 | Click Add new column to create new column |
12 | In Add Column, choose Single select list in Column type |
13 | User fill information for Identifier and Title Type “jamount“ as Identifier and type “Amount” as Title |
14 | Click Add to save the information |
15 | In Add Column, choose Single Select List in Column type |
16 | User fill information for Identifier and Title Type “jprice“ as Identifier and type “Price” as Title The “Price” column will reuse the data from the “price” option attribute from the “Product” column. To do so, we will input the following formula: return $(product).price |
17 | Click Add to save the column information |
18 | In Add Column, choose Formula in Column type Type “Total price” as Identifier and Type the “Total price” as column Title The “Total price” column will multiply the data from the price option attribute by the data from the “Amount” column. To do this, we will use the formula: return $(price) * $(amount) The “Currency” column will display the data from the currency option attribute from the “Product” column. We will use the following formula to do this: return $(product).currency |
19 | Click Add to save the information |
20 | In Add Column, choose Formula in Column type Type “jcurrency” as Identifier and Type the “Currency” as column Title |
21 | User click Save button to save the columns information |
22 | Based on your individual purpose, you can fill information for each column by double click the cell. Click Save button to save the config.
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Exceptional Flow
Users type wrong calculation
Continued from step #16 in the Basic Flow:
Step | Description |
17 | If the user enters the wrong calculation, the system will show one of the following:
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Use case stops. |
Users click “Cancel” at “Edit Column”
Continued from step #8 in the Basic Flow:
Step | Description |
9 |
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Use case stops. |
Users don’t click “Save” at “Configuration”
Continued from step #20 in the Basic Flow:
Step | Description |
21 |
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Use case stops. |
Grid configuration file
To go faster you can import this grid configuration =
Apply the grid on Issue Screen
In Project Test 3, click Create Issue → Click Create to proceed next step
Click on the Table Grid icon on the issue screen, and you will see your grid on issue
User can continue to edit the config in the issue by clicking the button and add more rows in the issue by clicking the button
Click to save any changes or click to cancel it.