Insert Jira fields into Confluence templates
If your team is already using Confluence templates which meet their needs, there is no reason why that should change. But what if you could improve your Confluence and Jira integration?
With Elements Publish to Confluence, you can make your team's processes even more efficient by inserting Jira data into their Confluence templates, without any additional actions on their part.
In this example, we want to use a specific Confluence template called "ITSM change management" to create pages from an issue with the key SUP-1.
This guide explains how to insert Jira data into this Confluence template so that every time the recipe is used, values from the Jira issues are automatically injected into the Confluence page.
- A recipe called "Add to Knowledge Base" has been created and activated.
- This recipe is configured to create pages in a specific Confluence space, with a specific parent page.
- This recipe has been configured to use the "ITSM change management" Confluence template.
1 - As a Jira admin, go to the "Elements Publish to Confluence" administration and click on Recipes in the navigation bar.
2 - In the Recipes listing page, select "Add to Knowledge Base" in the Active Recipes list.
3 - In the Recipe configuration page, click on the Content tab.
4 - In the "Created page" section, use the link in the preview panel to open the template editor in Confluence.
The template editor is opened in another tab.
Elements Publish to Confluence uses the same permission scheme defined in Confluence and Jira: in order to open the template editor, the user needs to have the appropriate permissions on the template in Confluence.
5 - In the template editor, select where you want your field value to be injected in the page. Then, use the "+" option to select the "Elements Publish to Confluence" macro.
6 - In the dialog, select the field you want to insert in the template.
In our example, we will insert the Description value of the Jira issue.
7 - Click on the Insert button to add the field to the template.
You can add several fields to the same template. Here, we are going to add the issue key, issue status, reporter, and "Keywords" custom field as well.
8 - Save the template once all the fields you need have been inserted.
9 - Go back to the recipe configuration tab of you browser, and click on the Refresh preview button in order to reload the preview.
The preview is reloaded, and the Jira fields inserted in the Confluence template are listed in the preview information panel.
10 - Use the Save button to save the changes in the recipe.
With these settings, every time the "Add to Knowledge Base" recipe is triggered from SUP-1, a page will be created from the Confluence template defined in the recipe.
This page will exactly look like the "ITSM change management" template and contain the values from the fields Description, Keywords, and Reporter, as well as the key and status of the issue from which the recipe was triggered.
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