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Managing Templates

The operations available on this screen are:

  • Add New Template: Allows you to create a new template. 
  • Store: With this option, you'll be able to install templates from the Template Store in this screen.
  • Download Template: Allows you to download the template file. This operation is available in the hyperlink with the template file name.
  • Edit Template: Allows you to change an existing template, changing the template name, template description and template file.
  • Delete Template: Allows you to delete an existing template.
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Template Details

Each template has the following attributes:

  • Name: the name that is displayed to the users in order to select the template to export the issue(s) information.
  • Description: here you can describe what is the goal of the template up to a maximum of 500 characters.
  • Scopes: where the template will be available.
  • Output formats: list of available template formats for a given input format. For more information go to Outputs Matrix Page.
  • Default output format: one of the output formats allowed to be displayed as default.
  • Default break page type: handles how Xray - Document Generator should break pages. The following break pages are supported:
    • Never
    • Issues
    • Components
    • Issue Types
    • Projects
  • Include Attachments: define if single exportation with that template will include attachments.
  • File:  the file with template content. The following formats are supported:

    • DOCX (Word Document)
    • DOCM (Word Document with Macros)
    • DOTX (Word Template)
    • DOTM (Word Template with Macros)
    • XLSX (Excel Document)
    • XLSM (Excel Template with Macros)


Template Scopes

Template scopes define where the template will be available. The following scopes are available:

Scope

Location

Issue NavigatorIssue Navigator screen
Issue DetailsIssue details screen
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