JIRA Editor Documentation Pasting from Word, Excel or Outlook

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Transcription:

JIRA Editor Documentation Pasting from Word, Excel or Outlook Date: [13 May 2015] Version: 1.0

Table of contents 1 Why JEditor in Jira 4 1.1 How does it work? 4 1.1.1 With ticket creation 5 1.1.2 With ticket handling 6 1.2 Additional benefits? 8 2 Complete how to 9 2.1 Mentioning users in JIRA 9 2.2 Images 9 2.3 Uploading images 9 2.4 Image Info 9 2.5 Link 10 2.6 Context Menu 10 2.7 Tables 10 2.8 Table Properties tab 10 2.9 Working with tables 10 2.10 Links 11 2.11 Link Info 11 2.12 Source mode 11 3 Keyboard Shortcuts 12 3.1 Rich Text 12 3.2 Working with a Document 12 3.3 Navigation 12 3.4 Writing 12 3.5 Undo and Redo 12 3.6 Cut, Copy and Paste 12 3.7 Text Selection 13 2 14

3.8 Text Styling 13 3.9 Navigation 13 3.10 Shift-Enter 13 4 FAQ 14 4.1 Cannot paste image to Jira comment or description with Jeditor 14 3 14

1 Why JEditor in Jira The comments in the regular Jira application are based upon plain text. This only allows you to paste regular text and the only way to add screenshots and images is adding these in the issue and referring to the comment. 1.1 How does it work? After installing, the comment area has a new lay out. You see there is the possibility to adapt the lay out and to insert images. 4 14

1.1.1 With ticket creation Instead of attaching the mail with corresponding screenshots or attaching the images afterwards, you can paste all in the description. Same new comment field pops up, you can paste text and images. After saving you can see the complete description with corresponding screenshots in the issue 5 14

1.1.2 With ticket handling You can easily copy an entire text with images included and paste it in the comment. After that you can edit the text, highlight what is important etc. 6 14

After completion of your text and comment you can click the add button. And your comment will be added in the Jira issue. 7 14

1.2 Additional benefits? If communication is done in Jira, it is not necessary any longer to send additional emails to the explain with additional screenshots Screenhots are added in the comment directly, it is easy to follow the history of the issue without having to check the screenshots on the top of the issue. Time saving because no double work: jira communication, sending emails, attaching emails to the call etc. 8 14

2 Complete how to 2.1 Mentioning users in JIRA We have added the Mention User button to the default toolbar that brings the user selection popup screen. Press Ctrl-M to start the User Mention dialog. Start typing a name to get the list of available users (same as in original feature). Click on a username to mention the corresponding user. When you submit the comment the notification is sent to all mentioned users. 2.2 Images After taking a screenshot press Ctrl-V to paste the image into JEditor. Generally it is not possible to paste a local file (including image files) directly to a website located on the server. This issue has nothing to do with JEditor, but is related to the security model of the Internet browsers. To insert images stored as files you need to upload this image file first. 2.3 Uploading images JEditor allows you to add image files to your documents in an easy and intuitive way. In order to insert an image, simply press the Image button on the toolbar. The Image Properties dialog window that will open lets you upload files and/or set configuration options that define image source, its size, display properties, or other advanced properties. The Image Properties dialog window includes four tabs that group image options. 2.4 Image Info The Image Info tab is the default tab that opens after you press the Image button on the toolbar. It allows you to set the image URL and configure the way it will appear in the document. Below is an overview of all Image Info tab elements: URL the web address of the image. The image may be located on the same JIRA server you are currently in or on an external server. Example: http://example.com/image1.jpg Alternative Text a short textual description of the image that tells users with assistive devices (like screen readers) what the image is about. You should always provide your images with meaningful alternative text in order to make it accessible to users with disabilities. Width the width of the image in pixels. By default this is the size of the original image. Height the height of the image in pixels. By default this is the size of the original image. Border the size of the solid border around the image in pixels. HSpace the horizontal spacing (or margin) between the image border (if present) or the image itself and other document elements that surround the image, in pixels. VSpace the vertical spacing (or margin) between the image border (if present) or the image itself and other document elements that surround the image, in pixels. Align the alignment of the image in the document. Available options are Right and Left. Preview a preliminary view of the selected image formatted according to the options chosen on the left. With JEditor you do not have to worry about resizing your image. If the image is too big, you can alter its dimensions by entering new values into the Width and Height fields. By default the image ratio is locked, which you can see thanks to a lock button. This means that when you change one of the size values (width or height), the other one will be adjusted automatically. 9 14

2.5 Link The Link tab lets you assign a link to an image inserted into the document, effectively converting the image into a clickable link. The link can point to any kind of object available in the Internet, like a simple URL address, a PDF document, or an online video. 2.6 Context Menu The Context Menu is a pop-up menu that appears whenever you click inside the JEditor editing area with the right mouse button, use the Menu/Application key on your keyboard, or the Shift+F10 keyboard shortcut. It serves as a shortcut for most common operations available for a given type of object. The menu is context-sensitive which means that the options displayed in it depend on the object that you click. If, for example, you press the right mouse button while inside a table, you will see some table-specific options available in its context menu. Note that for some more complex objects, like a table, the context menu might include sub-menus with further options. To open the sub-menu, go to the menu option containing a small right-pointing arrow and either click it with your mouse or use the Right Arrow key on your keyboard. To return to the parent menu, use your mouse or the Left Arrow key. 2.7 Tables To create a table in JEditor, press the Table button on the toolbar. The Table Properties dialog window that will open lets you set configuration options that define table size, its display properties, or other advanced properties. The Table Properties dialog window includes two tabs that group table options. 2.8 Table Properties tab Rows the number of rows in the table (obligatory). Columns the number of columns in the table (obligatory). Width the width of the table in pixels or a percent value. Giving the width as a percent value lets you set the proportion of the editing area that the table will occupy. Height the height of the table in pixels. Headers the drop-down list that formats certain table cells as headers, which applies special formatting to them. You can apply header formatting to First Row, First Column or Both. Border size the thickness of the table border in pixels. Alignment the alignment of the table on the page. The following options are available: Left, Center, Right. Cell spacing the space between individual cells as well as cells and table borders, in pixels. Cell padding the space between the cell border and its contents, in pixels. Caption the label of the table that is displayed on top of it. Summary the summary of the table contents that is available for assistive devices like screen readers. 2.9 Working with tables Once inserted into the document, the table can be modified. To edit the table, either double-click it, or open the table context menu by clicking it with the right mouse button or using the Menu/Application key on your keyboard. To delete the whole table and its contents, use the Delete Table option. 10 14

When you choose the Table Properties option, the dialog window of the same name will appear. It allows you to change the configuration options that were set when the table was created, except the number of rows and columns which are grayed out. Additionally the table context menu lets you modify the rows, columns or particular table cells. This method makes it possible to insert new rows, columns or cells in specified locations as well as merge and split cells. 2.10 Links The Link feature of JEditor is a powerful option that lets you add clickable hyperlinks or e-mail addresses to your documents as well as control the way they look and work. To insert a link to you document, press the Link button on the toolbar or use the Ctrl+L keyboard shortcut. If you want the link to be assigned to a text fragment, select it first. If no text is selected, the link URL or e-mail address will appear in the document as-is. The Link dialog window that will open lets you choose the link type and configuration options pertaining to your choice. It contains two or three tabs that group link options, depending on the link type. 2.11 Link Info Below is an overview of all Link Info tab elements: Link Type the category of the link that will be inserted into the document. You can choose between the following options: URL the web address of any resource available in the Internet, like a website, a PDF document, or an image. Example: http://example.com/image1.jpg Link to anchor in the text an internal link pointing the reader to a designated point in your document. Example: #anchor1 E-mail an e-mail address. Example: myname@example.com Protocol the communication protocol used with the web address. You can choose between the following options: http://, https://, ftp://, news://, or <other>. URL the web address of the resource that the link is pointing to. It may be located on the same JIRA server you are currently in or on an external server. 2.12 Source mode JEditor is a rich text editor for JIRA that produces clean, standards-compliant HTML code. This means that you can write some text in the editing area and format it in a few simple clicks of the toolbar buttons without knowing the ins and outs of the HTML syntax. If at any time you would like to check the HTML source code of your document, use the Source toolbar button. The text that will appear in the editing area contains all the relevant HTML tags and attributes. Since the source code view is not read-only, you can also edit your document while in this mode. In order to return to the default, WYSIWYG view, press the Source button again. Do remember though that HTML editing is an advanced feature and its use should be limited to users with knowledge of the HTML markup language. JEditor lets you format your document or insert media like images or links without worrying about the source code and tags. 11 14

3 Keyboard Shortcuts Many functions in JEditor have their equivalent keyboard shortcuts. This is one of the reasons why working with the editor is simple and efficient. The list below contains available keyboard shortcuts grouped by problem areas. 3.1 Rich Text Ctrl+L opens the Link dialog window. Ctrl+M opens the Mention dialog window. 3.2 Working with a Document Esc closes a JEditor dialog window, drop-down list, or context menu. Also moves from the context menu submenu to the parent option. Enter selects a JEditor function from the toolbar, drop-down list, or context menu. Equivalent to the OK button in a dialog window. Shift+F10, Menu/Application key opens the element s context menu. 3.3 Navigation Home jumps to the beginning of the line. Ctrl+Home jumps to the beginning of the document. End jumps to the end of the line. Ctrl+End jumps to the end of the document. PgDn scrolls down the document, approximately by the length of the editing area. PgUp scrolls up the document, approximately by the length of the editing area. 3.4 Writing Enter (Return) ends a paragraph and starts a new one. Shift+Enter adds a line break. Backspace, Del deletes a character. Ctrl+Backspace, Ctrl+Del deletes a word. 3.5 Undo and Redo Ctrl+Z performs the undo operation. Ctrl+Y performs the redo operation. 3.6 Cut, Copy and Paste Ctrl+X, Shift+Del cuts a text fragment to clipboard. Ctrl+C copies a text fragment to clipboard. Ctrl+V, Shift+Insert pastes a text fragment from clipboard. 12 14

3.7 Text Selection Ctrl+A selects all document contents. Shift+Arrow selects a text fragment by letters. Ctrl+Shift+Arrow selects a text fragment by words. Shift+Home selects a text fragment from the cursor to the beginning of the line. Shift+End selects a text fragment from the cursor to the end of the line. Ctrl+Shift+Home selects a text fragment from the cursor to the beginning of the document. Ctrl+Shift+End selects a text fragment from the cursor to the end of the document. Shift+PgDn selects a text fragment of approximately the length of the editing area starting from the cursor and going down. Shift+PgUp selects a text fragment of approximately the length of the editing area starting from the cursor and going up. 3.8 Text Styling Ctrl+B applies bold formatting to a text fragment. Ctrl+I applies italics formatting to a text fragment. Ctrl+U applies underline formatting to a text fragment. 3.9 Navigation Alt+F10 enters the toolbar or the tab list of the currently open dialog window. Alt+F11 enters the elements path. Tab moves to the next toolbar button group, context menu suboption, elements path element, dialog window element, or dialog window tab while in the tab list. Right Arrow moves to the next toolbar button within the group, context menu suboption, elements path element, dialog window element, or dialog window tab while in the tab list. Tab or Down Arrow moves to the next drop-down list or context menu option. Shift+Tab moves to the previous toolbar button group, context menu parent option, elements path element, dialog window element, or dialog window tab while in the tab list. Left Arrow moves to the previous toolbar button within the group, context menu parent option, elements path element, dialog window element, or dialog window tab while in the tab list. Shift+Tab or Up Arrow moves to the previous drop-down list or context menu option. Space or Enter activates a toolbar button, a context menu option, a drop-down list option, an elements path element, or a dialog window tab once selected. Also enters a context menu submenu, if it is available. 3.10 Shift-Enter If you wish to end the line of text but do not wish to create a new paragraph, press Shift-Enter. 13 14

4 FAQ 4.1 Cannot paste image to Jira comment or description with Jeditor It can happen that the copy / paste does not work. That is because of how the creator of the mail made it. But you can change it, if the copy /paste does not work. Just click on forward Click FORMAT TEXT Then change it to HTML or Rich text: Or And instead op copy past can you try right click (in the description field)an choose paste: 14 14