Use Jira to follow up on sales opportunities

With Table Grid Editor you’ll be able to track client or prospect quotes and offers, as well as all of the important information you need to track for each individual customer. There is flexibility to track virtually anything you want in table format.

 

As a part of the Sales department, you may often to create different kinds of reports such as following.

 

To do that you should create a simple configuration.
Here is an example of property files to begin with your custom table.

This configuration makes use of such features of TGE as list queryformulas and wiki renderer.
Note that thanks to the wiki renderer feature you don’t even need to create the URL for the attachment yourself, you only need the file name.

gd.columns=product,quantity,receipt,receipt_link
gd.tablename=attachments
gd.ds=jira
 
col.product=Product
col.product.ty=string
 
col.quantity=Quantity
col.quantity.type=integer
 
col.receipt=Receipt
col.receipt.type=list
col.receipt.query=SELECT FileName, ID FROM fileattachment WHERE issueid={issue:id} ORDER BY FILENAME DESC
col.receipt.query.ds=jira
 
col.receipt_link=Receipt link
col.receipt_link.type=string
col.receipt_link.renderer=wiki
col.receipt_link.formula='[^' + {receipt.name} + ']'

And there is no need to do SQL setup.

Basically, with this grid configuration, you will be able to select any of issues’ file attachments in the grid and have links to those attachments directly in the grid itself.

Enjoy!

 

 

 

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