What are the steps to modify a PDF export?

Oscar Espinoza May 2, 2024

In Jira Server version 9.12.0, I would like to modify the PDF export output for issues that have specific fields, such as the approver of a change type with the associated date and time.

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Sushant Verma
Community Leader
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 2, 2024

Hi @Oscar Espinoza 

Welcome to the community!

To modify the PDF export output for issues with specific fields in Jira Server version 9.12.0, you can follow these steps:

1. Log in to your Jira instance as an administrator.

2. Navigate to the Jira administration page by clicking on the gear icon in the top-right corner and selecting "Jira settings" from the dropdown menu.

3. In the Jira administration page, locate the "System" section and click on "Advanced" to expand the options.

4. Under the "Advanced" section, click on "PDF View Settings". This will open the PDF View Settings page.

5. On the PDF View Settings page, you'll find a list of all available templates for PDF exports. Look for the template that corresponds to the issue type or project you want to modify. For example, if you want to modify the template for all issues, look for the "Default Template" or "Default Issue Template".

6. Click on the "Edit" link next to the template you want to modify. This will open the template editor.

7. In the template editor, you can modify the HTML and CSS code to customize the PDF export output. To add specific fields like the approver and associated date and time, you can use Jira's template language, also known as Velocity.

For example, you can use the following Velocity code to display the approver and date/time fields:

<strong>Approver:</strong> $issue.getCustomFieldValue($customFieldManager.getCustomFieldObject('customfield_12345'))<br>
<strong>Date/Time:</strong> $issue.getCustomFieldValue($customFieldManager.getCustomFieldObject('customfield_67890'))

Replace 'customfield_12345' and 'customfield_67890' with the actual custom field IDs for the approver and date/time fields in your Jira instance. You can find the custom field IDs by going to the custom fields administration page.

8. Once you have made the desired modifications to the template, click on the "Update" button to save your changes.

9. Test the PDF export by generating a PDF for an issue with the specific fields you modified. You can do this by opening an issue and clicking on the "Export" button, then selecting "Export to PDF".

Hope it helps!

Regards,
Sushant Verma

Oscar Espinoza May 2, 2024

Hi Sushant, and thank you for these instructions.
For #3, I don't see an "Advanced"; instead, I have Advanced Settings," which I clicked but I do not see a "PDF View Settings" to click as #4 instructs.
I am setup as an Admin. Are there other layers of Admin?
Let me know,
In advance, thanks for your help.

Sushant Verma
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 2, 2024

@Oscar Espinoza  You need to be Global JIRA admin.

Regards,
Sushant Verma

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