All HTML has been removed from the description of the templates that were in the Template Store and in the future this page will no longer support HTML.


The Templates screen allows administrators to add, edit, delete and download the templates that will be available to the users.


Managing Templates

The operations available on this screen are:



Template Details

Each template has the following attributes:


Template Scopes

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

Scope

Location

Issue NavigatorMultiple Issues export (Issue Navigator screen) or Bulk action
Issue DetailExport one issue at Issue detail screen
Agile BoardsThis scope refers to Backlog and Active Sprint and Kanban 
ReleasesManage Release on Agile/Kanban boards. Document Generator is available on Release list and detail screen.
[Board] Test RepositoryAvailable on Testing Board → Test Repository from Project Settings.
[Board]Test PlanAvailable on Testing Board → Test Plans from Project Settings for exporting a specific Test Plan.
[Board]Test PlansAvailable on Testing Board → Test Executions from Project Settings for exporting Test Plans from a list.
[Board] Test ExecutionAvailable on Testing Board → Test Executions from Project Settings for exporting a specific Test Execution.
[Board] Test ExecutionsAvailable on Testing Board → Test Executions from Project Settings for exporting Test Executions from a list.


Template Entities

Template Entities define the issue types or group of issues (Coverables or Defects) that are considered as Xray entities and are available to be exported.



Template Store

Document Generator provides another way to get awesome templates. Use the Template Store to access and install templates provided by us, free of charge.

The Store will be displayed in the dialogue and allows you to install and re-install all of the available templates.


Furthermore, the template store also shows a thumbnail with the report generated based on the template selected.



Managing Templates at Project Settings

All features related to Templates management on App Administration are included at Project level.