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  1. Click Settings → Issues on the top right hand corner

  2. Click Dashboard Folders under Dashboard Folders Configuration section on the left panel

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Alternatively, you can use the keyboard shortcut if you are Jira Administrator:

  1. Key 'g' + 'g' consecutively on any Jira page

  2. Type Dashboard Folders in the search box

  3. Click Dashboard Folders

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Dashboard Folders Page

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  • View the Dashboard Folders hierarchy 

  • Add or Delete Folders

  • Edit each Folder details

  • Manage each Folder contents (Dashboard)

  • Toggle Dashboard and Permission Folder Details view (on this page)

  • Search Folder/Dashboard (on this page)

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S/N

User Action

Description

1

Toggle Dashboard

Toggle button to display the list of Dashboard for within each folder

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2

Toggle PermissionFolder Details

Toggle button to display the Folder Details for each folder.

Folder Details include:

  • "Viewer" permission

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  • Folder “Ordering”

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3

Add Folder

Adds Add a sub-folder to the current selected folder

Refer to Add/Edit https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Add%2FEdit-Folder

4

Edit Folder 

Edit the current selected folder "Name" and "Viewer" permission

Refer to Add/Edit https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Add%2FEdit-Folder

5

Manage Folder

Manage the Dashboard in the current selected folder

Refer to Manage https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Manage-Folder

6

Delete Folder

Delete the current selected folder

Add/Edit Folder

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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#FFFAE6 to order them differently

Field

Description

Folder Name

bgColor

The name of the Folder.

Folders will be displayed in the Ordering and/or natural sort order of the Folder Name.

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Tip

Tip: if you do not want to set an Ordering, try prefix the Folder Name with a number

so that it will be naturally sorted by this prefix number

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

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Ordering (Optional)

Allows administrator to define an ordering number to position the current child Folder within the parent Folder.

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See https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Folder%2FDashboard-Ordering

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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Folder Viewers can be set to one of the following types:

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

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

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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Release Notes for 2.0.0Release Notes for 2.0.0
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Without Alias Name

With Alias Name

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Ordering (Optional)

Allows administrator to define an ordering number to position the Dashboard within the current Folder.

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See https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Folder%2FDashboard-Ordering

Remarks (Optional)

Allows administrator to leave a short note to other administrators

This field has a character limit of 255 characters

Folder/Dashboard Ordering

From Dashboard Folder v2.1.0 onwards, admin can set an “Ordering” number to place an item before or after the naturally sorted items.

  • Item here refers to either the child Folder or Dashboard within a parent Folder

“Ordering” is a whole number where:

Ordering

Description

No value or 0

there is no ordering defined and the item will be sorted by natural order

> 0 (positive number)

ordering is above the natural sort items, with the smallest positive number on top and largest positive number right before the natural sort items

  • e.g. 1 → 5 → 10 → 0

< 0 (negative number)

ordering is below the natural sort items, with the largest negative number right after the natural sort items and smallest negative number at the end

  • e.g. 0 → (-1) → (-5) → (-10)

Folder Ordering

Dashboard Ordering

Configure

See https://akeles.jira.com/wiki/spaces/DFOLDER/pages/7300415489/Configure+Dashboard+Folders#Add%2FEdit-Folder

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See https://akeles.jira.com/wiki/spaces/DFOLDER/pages/edit-v2/7300415489#Manage-Folder

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View

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The plugin will validate that there are no duplicated “Ordering” of the same item type within the same parent Folder.

Duplicate Folder

Duplicate Dashboard

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The same “Ordering” can be used for different item type within the same Folder:

e.g.

Sub-Folder Ordering within a “General” Folder

Dashboard Ordering within a “General” Folder

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If your instance has migrated from Dashboard Folder v1.x to v2.0.0 before, “Ordering” might not be re-migrated.

Refer to /wiki/spaces/DFOLDER/pages/7417561184 for more details.