In this page

What is Insight?

(supported since Better PDF Exporter 5.9.0)

Insight is the leading asset management app for Jira, that allows implementing CMDB, CRM, HR, ITSM or ITIL functionality on the Jira platform.

Insight integration features

  • You can export all Insight-managed custom field types like Insight Object (single select), Insight Object (multi select), Insight Object/s (since app version 6.4.0), Insight Referenced Object (single select), Insight Referenced Object (multi select) and Insight Object (read only) to PDF.
  • You can configure the export format to include object names (e.g. "My supa dupa server"), object keys (e.g. "My supa dupa server [SRVR-123]"), object attributes (e.g. "My supa dupa server [SRVR-123] (Manufacturer=Cray Research, Vector Processors=4, Type=Supercomputer)") and any combination of these.

Tutorial video

Watch this short introductory video to see how fast you can export your Insight data to PDF!

Export samples

Issue with objects

This straightforward PDF document (created using the default issue-fo.vm template) contains a single issue with two Insight custom fields. In addition to object names and keys, attributes are exported as comma-separated name-value pairs in brackets (the format is completely customizable).

jira-insight-fields-single-issue.pdf

Issue list with objects

Insight custom fields (see the 2 rightmost columns) are also supported when bulk-exporting issues to a table. In this example, attributes are turned off for a more compact content.

jira-insight-fields-issue-navigator.pdf

Configuration

Exporting Insight custom fields

There is nothing to do. Better PDF Exporter will automatically recognize the Insight-managed fields and export them accordingly.

Configuring the export format for Insight custom fields

The default behaviour is that object names and object keys will be exported (e.g. "My supa dupa server [SRVR-123]"). You can include object name, object key and attributes by setting these configuration variables in the top part of the issue-fo.vm and issue-navigator-fo.vm templates:

## Insight
#set($exportInsightObjectNames = true) ## set to "true" to export Insight object names
#set($exportInsightObjectKeys = true) ## set to "true" to export Insight object keys
#set($exportInsightObjectAttributes = false) ## set to "true" to export Insight object attributes

If you want full control over the export format, look at the Velocity macro definition marked with this comment in issue-fo.vm and issue-navigator-fo.vm:

## Insight custom field types
## ...

Note: you can absolutely have different export formats in the two templates, as issue-fo.vm typically has more space for details.

Learn more about Insight