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Tables! You hate how much you love them. For many organizations, tables are a helpful supplement to the items they are already tracking in Jira. The Table Grid Editor add-on from iDalko offers a host of powerful capabilities for using tables inside of Jira issues. For example, have you ever wondered how you could use Jira for
- Collecting data from surveys?
- Keeping track of test execution from external systems?
- Creating and managing offers and quotes?
- Maintaining your infrastructure configuration?
Basically, Table Grid Editor is a Jira custom field plugin allowing you to view and edit database data in a tabular fashion. It allows you to store detailed information in an external database while keeping process related information within Jira.
Using Jira as a quote management system
Instead of just describing the features of Table Grid Editor, let me illustrate a potential use case.
Every business needs to make quotes. If you happen to use Jira as your issue tracker and project management tool, why wouldn’t you use Jira also to track the quotes you send out? It’s easy for ensuring the quotes are prepared, validated, sent out, and discussed with your prospect. Customer information can be tracked as custom fields in the field configuration, and reports can be created to know how large your sales funnel is.
What about line items?
The only difficulty is how will you track the line items in the quote itself. You want to use a predefined list of products you can deliver, and ensure the right pricing is applied. Enter the table grid editor, which allows you to edit line items in the context of the Jira issue and store the results in an external table.
Using Table Grid Editor allows you to embed a customizable table right inside a Jira issue. You can create a new table or edit an existing table. Once your table is created, you can use in-line edit to make changes. The video below even demonstrates how you can get a printable view of the table you created.
At this point, you have a full-fledged quote in Jira, with the important information for your sales team documented in Jira.
Table Grid Editor supports a number of different column types, including text, numbers, dates, lists, and radio buttons.
Lists and grids are dynamic
For example, if you’re creating a quote, you only want to show the products which can be delivered. So you need to configure your table such that the list of products to select from only contains active products. Dynamic list support means you can specify a SQL query that will define how the grid gets initialized.
[cc lang=’sql’ line_numbers=’false’]
col.product.query=select name, id from products where status=’A’
An entire table grid can also be initialized with the results of a query. For example, if you are conducting a survey and have all the questions in the survey in a database, you can write a SQL query to automatically populate the rows in the table with the questions from the database. Since it’s dynamic, the rows can automatically adjust based on information already contained in the Jira ticket (such as if you had different sets of questions for men and women).
Connect to multiple databases and more
If you have business information saved in a variety of different databases and want to join them in a simple way, the Table Grid Editor can be a lifesaver. It supports the following databases:
There are over 80 different configuration options to allow you to set up tables any way you like. Check out the full property index. iDalko is there to support you in case you get lost in the configuration of the plugin. Contact them at any time on their support site.
- Support for master and detailed configurations
- Set up an issue with multiple grids such as ‘Customer’ / ‘Department’ / ‘Configuration’.
- Initialize the content of the second grid with the selection of the first grid, and the third grid with the selection in the second grid.
- Grid Gadgets to display a query on a dashboard.
- Grid search: search for issues that have particular values. For instance if you want to use Jira as a recruitment management tool, you will be able to find all java developers for which you have assessed their skills with a query like this:[cc lang=’sql’ line_numbers=’false’]issue in grid(Skills, “skill like ‘java%’ and experience > 4”) and status = “Available”[/cc]
The X Factor
Table Grid Editor works bi-directionally. As you edit information in the tables embedded in Jira issues, it automatically updates the external database. This gives you the power to make small pieces of a database accessible and writable without sacrificing your organization’s data integrity.
Since last time…
Check these posts each week to see if there’s something new that will work for your organization, then get an evaluation version from the Marketplace or straight from the Universal Plugin Manager in Jira, Confluence, or our developer tools. And check out the first edition of the Atlassian Marketplace newsletter!