Updating grid data after selecting a list item

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

 

image-20240409-034942.png

Creating configuration

Basic Flow

Step

Action

1

In Projects, click Create Project

image-20240401-100232.png

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

  • Name = “Smartphone

  • Description = “Smartphone

Then in Scopes, fill all the necessary information includes Projects and Issue Types.

 

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:

  • “Label”: default attribute, that will show the names of products.

  • “Price”: that will store info about the price of products.

  • “Currency”: which will store info about product currency.

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 Number 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 Formula 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 $(jproduct).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 $(jproduct).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.

 

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: 

  • #error - syntax error

  • #type - operation error (operation could not be executed using different column types)

Use case stops.

 

Users click “Cancel” at “Edit Column” 

Continued from step #8 in the Basic Flow:

Step

Description

9

  • The system shows the main page of “Grid Fields” 

Use case stops.

 

Users don’t click “Save” at “Configuration” 

Continued from step #20 in the Basic Flow:

Step

Description

21

  • The system shows the main page of “Grid Fields”  

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.