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From each Folder, administrator can add new sub-folder to it or edit the details of the existing Folder (except for the "Home" folder).

  • Adding new Folder:

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  • Editing a Folder:

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Field

Description

Folder Name

The name of the Folder.

Folders will be displayed in the natural sort order of the Folder Name.

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Tip: try prefix the Folder Name with a number to order them differently

e.g. 1. General, 2. Teams, 3. Departments

Viewers

This is the selected list of viewers that can view this Folder. 

Refer to Select Viewers field below on how to select the list of viewers.

For groups/project roles, click on the × icon on each label to remove the selected group/project role.

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Select Viewers

Select the permissible groups of user that can view this Folder. 

  • If a folder is not visible to a user, all it's sub-folders will also be hidden from the user

  • Visibility of the Dashboard in each Folder will still adhere to the viewer permission set on each Dashboard

  • A folder will not be shown to user if it has no visible Dashboard or sub-folders within it

Refer to the next table for the different types of Viewers.

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Type

Description

Private

  • This is the default type

  • Only Jira Administrators and Dashboard Folders Administrators can view

Public

  • This allows anyone to view the Folder, including users that are not logged in

    • For users not logged in: this is only applicable to Jira instance set to "Public" mode and the Folder contains Dashboard shared to the public

Logged in users

  • This allows any logged in user to view the Folder

Shared to Group/Project

  • This allows user in the selected group(s) and project role(s) to view the Folder

  • After selecting the group(s) or project role(s), click on "+ Add" button to add the selection to "Viewers"

  • For Dashboard Folders Administrators, they can only add/remove  

    • Group(s) that they belong to

    • Project(s) where they have browse or administrator permission for

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Manage Folder

From each Folder, administrator can edit the Dashboard within it.

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Field

Description

Dashboard

The Dashboard to be filled into the current Folder

Alias Name (Optional)

An alias name for the Dashboard within the current Folder

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This alias name will appear in the top menu bar Dashboards dropdown and also on the side bar when viewing a Dashboard

The Dashboard will be sorted automatically in natural order by alias name (if applicable) followed by Dashboard name

This is useful to help:

  • Shorten or "Rename" Dashboard name so that it is easier to find or understand

    • Sort the Dashboard by prefixing number to the alias name

    An alias name can help to:

    • simplify Dashboard name without changing the actual Dashboard name

    • promote generic Dashboards that are placed into multiple Folders using different alias name that are relevant to the Folder

    • reorder the Dashboard position – actual Dashboard name is shown in brackets

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    Remarks (Optional)

    Allows administrator to leave a short note to other administrators

    This field has a character limit of 255 characters

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