Navigate to the templates page on the ARN screen & click on the ‘Create’ button.
You will be brought to the template creation page where Email will be selected by default. Change the dropdown selection to ‘PDF’.
Default template will be populated. Make any required changes & save them to create a new template.
Edit a pdf template
An existing pdf template can be edited by clicking on the template name link from the list.
This will bring you to the template edit screen, which is same as that of create - except, data is pre-populated for the current template. Make any required changes, click on save and the template is updated.
Local level templates can always be edited right away. But whether a global template can be edited in the given project depends on where it was created. If it was created within the current project, then it can be edited otherwise it cannot be.
Template that you can edit will have ‘Save’ button at the left bottom of the screen.
Template that cannot be edited
If the template was not originally created within the current project, then it cannot be edited here. ‘Save’ button will not be available in this case. And an additional message is displayed indicating the parent project for the template.
Delete a pdf template
An existing pdf template can be deleted by clicking on the delete icon from the list.
Local level templates can always be deleted right away. But whether a global template can be deleted in the given project depends on where it was created. If it was created within the current project, then it can be deleted otherwise it cannot be.
This will generate the pdf template preview file in your browser. Depending on your browser setting, it will be automatically downloaded or a confirmation will be asked from you.
If what you see is the desired result, save the template.
Pdf template fields
This is for internal reference & doesn’t show up in the actual release pdf file.
Local or Global - Determines whether the pdf template is available to be used in other projects across Jira.
This determines the name of pdf file that will be generated. You can use variables in this field similar to email subject. Max length is ~100 characters, extra characters will be trimmed at the time of file generation.
The actual release pdf content is generated within the pdf body. Follow below link to know more.
Further customisation with advanced settings
Advanced settings in the PDF template are for further customisation. Clicking on the advanced settings link brings you options to customise header & footer along with a few other options for your PDF.
Layout - Whether you want the pdf in portrait or landscape orientation
Paper Size - You get to select the A0-A5 or legal, letter, and tabloid size of the paper here
Margin - Set up a correct margin to display the content(text/images) properly. If you are adding header/footer, you will have to use custom margins of appropriate dimensions.
Header & footer
You can format text, add images, tables, links, align the content in desired manner separately for header & footer.
Both, header & footer sections allow using variables. In fact, there are the traditional variables that you use within the pdf body & then there are some specifically available for pdf header/footer.
Using the ‘PDF variables’ you can insert current/total page numbers along with dates in header or footer (or in both the places).
Only thing to keep in mind - use custom margins when you have header & footer configured. Depending on the size of your header/footer you have to manually adjust the margins otherwise header/footer won’t show up as expected.