Save&Load option for Issue History | Data Center

The save/load option aims to optimize your time for settings you use every day or frequently. So, you can accomplish three main actions:

• Save your favorite configurations/reports or the ones you use regularly;

• Load the required view you’d like to work with;

• Export the saved template to CSV/Excel.

Configuration

1. If you are saving the view for the first time, you will see the “Save View” button. Press it to start settings.

2. Enter the View name and press “Save”.

You can save all current settings except Keys and Status transitions filtering.

You can also choose the access type to save the View. It can be PRIVATE or ORGANIZATION.

If you want every person from your organization to have access to this View and can make changes to it, enable the “Share with my organization” toggle.

With PRIVATE access, only you can make changes to the View.

3. To load the View just choose the one you need from the existing Views and click on it.

Now, as you’ve got your report saved and View selected, the “Select View” button will change to the name of the View.

If you make any updates (move columns, add/remove issue fields, etc) to the saved View, you will see it is edited:

Only the owner of the View or Admin can modify or delete it. Other users can only choose and load it if it is shared within organization.

You can save this edited preset as a new one ➡ press “Save as new View” or return the changes to the previous settings ➡ press “Reset” :

Discarde/Update

If you want to correct this View and add made changes you made, press “Update”.

The “Discard” button will return the View to its initial state (as it was before you made any changes).

Edit/Delete

1. Click the pencil icon to modify the report you need.

2. By pushing the trash bin icon, you’ll start deleting a View.

Only the owner of the View or Admin can modify or delete it. Other users can only choose and load it if it is shared within organzation.

If you need help or want to ask questions, please contact SaaSJet Support or email us at support@saasjet.atlassian.net

Haven't used this add-on yet, then you’re welcome to try It ⬇