The template is a simple Confluence page and you can use the full power of the Confluence page editor. The magic comes with the placeholder Macros for AutoPage. The template can be understood as a blueprint and you define where AutoPage should insert content of a Jira issue.

So let's start - Create a page

You can use whatever space and name you want for your template. It's a good idea to think about where to create your templates and how to name them. It's easier to find templates while configuring AutoPage rules and to make clear what's the usage of a page for users, if you have a naming and storage convention.

If a template should only be used in the context of a specific space, then create the template in this exact space. Should the template be used in different spaces, you better choose a more general space.

We recommend to use a name prefix as "AutoPage Template"  followed by the type of documentation (e.g. EPIC Documenation or Project Summary). 


Style your Page - Add macros to place Jira issue content

You can edit your template page as every other Confluence page. The only difference is that you can define how and what Jira issue content should be inserted with our great AutoPage-Macros.

To insert a macro just type / followed by Autopage or use the +-Icon in the editor menu:

If you want your page to look different from the template, then you can customize the page as you need after you create it. You can add macros even after your page is created by AutoPage for more flexibility.


All you need to know about AutoPage Macros

Macro Types

There are two types of Macros to insert content, while creating a page from a template.

Inline

This Macro will be the right one for most of the content you like to insert.

The content will be placed inline just were you place it.

Rich Text

Use the Rich Text Macro to insert content from Jira.
Perfect for fields like the Description or Multiline Custom Fields.

The Content will be placed between two rows of text in your Page.

Currently Supported Jira custom field types by the AutoPage Macros:

Field type

Macro type

Paragraph (rich text, multi-line, issue description)

Rich Text (Block Macro)

Date / DateTime

Inline Macro

Text field / Short Text (single-line)

Inline Macro

Number field

Inline Macro

User / User Picker (single user, multiple users)

Inline Macro

Project / Project Picker

Inline Macro

Issue status

Inline Macro

Issue priority

Inline Macro

Issue type

Inline Macro

Votes

Inline Macro

Labels

Inline Macro

Version / Version Picker

Inline Macro

Components

Inline Macro

Select List

Inline Macro
Radio ButtonsInline Macro

(lightbulb)  More Field types will be coming soon:

  • Issuelinks & Parent
  • Time tracking fields
  • Service Desk fields

Macro Detail Setting

Once you have inserted a macro you got to configure the details. You can do so by clicking on the Macro Placeholder in the page edit mode and enter the configuration by click on the "pen icon":

The configuration menu appears on the right side where you can choose the Jira custom field you want to display

Furthermore you can choose your "Sync mode"

Live Sync: 

The content of the configured Jira custom field is retrieved realtime when you load the confluence page.

On Page Update:

The content is stored in the confluence page at the point the configured AutoPage Jira rule runs (create or update of page). This method enhances the performance of page loading with Issue content and beside this you can have a snapshot at a certain time of the Jira issue content.

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This page was last edited on 04/26/2024.