One big benefit of using Refined is to get pages that contain good and structured content for anyone visiting.
All items added to Refined will get a landing page. This landing page is structured the same way, and related to the level it sits on, we call them:
- Site home
- Category home
- Jira project
- Jira Service Desk portal
Content is shown in the pages using modules, and the layout is arranged in the Layout Editor.
What is the layout of a page?
The layout of the page consists of a structure - the layout itself - and the content.
Both structure and content are edited and setup using the layout editor.
Example 1
A two section layout:
- a Search module in the top section
- a Site Navigation module
Example 2
A two section layout:
- a Search module in the top section
- two columns in the second section with an Issue Type module to the left, and a Jira Issues module to the right.
Example 3
A two section layout:
- a Navigation Highlight module on top
- a Request Types module on the bottom.
Who can edit a layout?
The edit permissions depends on the type of page, and the user's permissions.
jira-administrators
Any Jira Administrators - a member of the jira-administrators User Group - will be able to edit any layout of any item in Refined. This includes Jira and Jira Service Desk projects that they are not permitted to see via the Jira Permission settings.
Refined Administrators
A Refined Administrator is administrator of any Refined setting. For any item that is added to that site - be it a category, a Jira project or JSD portal or the site itself - the Site Admin can edit any Refined Page in the Site.
Site Administrators
A Site Administrator is administrator of a site. For any item that is added to that site - be it a category, a Jira project or JSD portal or the site itself - the Site Admin can edit any Refined Page in the Site.
View permissions for content
Portal data security
The extra content (links, images..) that are stored on Service Desk portal pages introduced by Refined Theme are viewable for logged in users through the REST API. However, no portals will be displayed in the UI that the user have no access to.
Building your layout
Structure
The structure of the page is set using
- sections - horizontal containers
- columns - vertical containers
There can be as many sections as you need, and each section can have up to six columns.
The height of the section is set by the content. For instance, adding a Navigation Highlight you can specifically set the height to a number of pixels, and adding a Jira Issues list the height will be what is needed to display the issues.
The width of the columns is set to a percentage using a drag-motion between the columns.
View Permissions to sections
Permissions can be set to a section based on the users visiting the page, meaning the power to only show certain content to certain users. Example: prompt to login to anonymous users and information only accessible to logged in users only to logged in users.
Learn more about view permissions to sections
Content
Content is added to your page via Modules - you add modules to the layout, and populate the modules with content.
Modules can be automatically populated - for instance showing all the Jira Issue Types of a Jira project, or manually populated - adding an image or logo and a text.
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Each site, (sub)category, Jira project and JSM portal has its own home page. Think of them as landing pages that you can customise to help users find their way. You can edit the content and structure of these pages in the Layout Editor.
Access the Layout Editor
To edit a site or category home:
Go to the home and click the … Three dots in the top right corner
Click Edit site/category home.
To edit a footer:
Go the the site home and scroll down to the footer.
Hover the footer with your mouse and click the Pen icon in the top right.
Start from a template
If you need some design help, get started with one of our templates. To pick one, click the Templates button at the top of the Layout Editor.
Add content by using modules
Use modules to:
Create navigation.
Show content from Atlassian Cloud.
Add information.
+ Add Module buttons are located in different locations in the Layout Editor – click them to add modules where you see fit in your design. To speed up the page creation, you can duplicate modules. Go to the top-right corner of a module and click the Duplicate icon.
In some modules it’s possible to use text variables to make their content dynamic.
Structure your page using sections
Sections act as containers for modules and help you organise your page. Hover above or below an existing section, and add a new section by clicking the + button.
Arrange sections
Drag and drop sections to rearrange them, using the handle on the left. You can also click buttons above and below the handle to move sections up and down.
Divide a section into columns
Within a section, you can cluster modules into columns. Click the + Add Column button located in the top-right corner of the section. To change the width of a column, click and drag the column’s border.
Section settings
Adjust the following settings by clicking on the section’s Pencil icon:
Titles. Add a title and secondary title, which will show at the top of the section. You can set the alignment of the title in the page’s theme.
Background. Set the background to either default (following the page’s theme) or transparent (shown on top of the theme background).
View Permissions. Decide who is able to view this section.
View permissions on sections
Refined only shows portals that the users have access to based on their Atlassian account’s permissions. It is also possible to manually set view permissions on layout sections, to show only relevant content to specific users. For example, you can use this feature to show knowledge base articles to HR customer portal users and hide it for IT users.
Set view permissions
In the Layout Editor, click a section’s lock button (located in the section’s top left-hand corner).
Select which user(s) or user group can see the section’s content.
Drafts and previews
Use the previews and drafts buttons to fully prepare your layouts before you publish them for the users.
Restore a previous version
You can always go back to a previously published version of the page.
Click the Version button at the top of the editor.
Click Restore for the version you want to use.
Export and import a layout
If you want to reuse a layout, you can export it and import it to another page.
Click the Import/export button at the top of the Layout Editor.