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Can I set Excel "Get Jira Data" to run automatically?

Tina Hannula
July 20, 2021

Newbie to this Excel/Jira Cloud game & not an administrator. :) 

I am pulling data from Jira to populate an excel spreadsheet. I have a file that snags the data from Jira when I ask it to, but I'd like to automate it.  The option to "Re-run my query each time I open workbook" doesn't work when I open the file or with a check-out--it seems I have to actually hit the "Get Jira Data" button every time, then click the "Refresh Data" button. :(  Am I missing something somewhere? :)

1 answer

1 vote
Tansu Akdeniz
Community Champion
July 19, 2018

Hi @Sandra Meessen,

If employee is not the reporter or assignee, you should set every employee in an issue via customfield. 

  • Create single user picker customfield ex: Employee
  • Go to Project Settings -> Permissions
  • Edit "Browse Projects" permission
  • Add "User custom field value" and select "Employee"

So that, every employee is only allowed to see his own issue when Employee cf is set.

Sandra Meessen
Contributor
July 19, 2018

Thank you Tansu. It is not possible to approve a permission to the "current user" (logged in user)? With your option I have to get the username of the logged in user to the customfield Employee. That cannot be done in the workflow of the project, because the current user only views issue, but doesn't edit or transit it. 

Thomas Schlegel
Community Champion
July 19, 2018

@Sandra Meessen - a restriction to the current user does not makes sense in my opinion. This is no restriction, because every user gets the permission then to view the issue. You can also use the basic group "jira-users" for that.

Or have I misunderstood your question?

Sandra Meessen
Contributor
July 19, 2018

Hello Thomas, Or I didn't explain clearly! What I'm trying is: I have a project with a issue per employee, so one issue called "Sandra" and one issue called "Thomas" (and 750 more for everyone of my colleagues). If I'm logged in as user "Sandra" I can only see the issue "Sandra" and not issue "Thomas" and all the other issues of that project and if you are logged in as user "Thomas" you can only see issue "Thomas" and not issue "Sandra" and all the others. How do I get that done? If I give the group "jira-users" the "browse project" permission they can all see all the issues. Not what I need......

Thomas Schlegel
Community Champion
July 19, 2018

I see, then @Tansu Akdeniz's answer is the right one. You can't use current-user, because this will make all of your issues visible to everybody.

You need to create a custom field and set this to the right user in every single issue. If the user will not be allowed to do this on his own, you have to do this as an admin...

Sandra Meessen
Contributor
July 19, 2018

Ok clear to me! Thank you @Thomas Schlegel and @Tansu Akdeniz for the help.

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