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Aura divider
summaryCustomize Simple Search
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See the customization options below!

ezgif.com-crop (2).mp4

Aura divider
summaryOverview
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Learn how to take your Simple Search to the next level with Simple Search fields and Display options!

Aura divider
summaryTopics
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Table of Contents
minLevel2
maxLevel7
Aura divider
summaryAura Divider
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1. Simple Search Fields

The Jira fields, Jira filters, or Custom JQL you add here act as filters for all linked Custom Charts and/or Issue Lists.

By default, the system fields Project, Issue Type, Status, and Assignee are included. The Contains text… option is also included. This allows users to filter down linked reports by enter text in the box.

To add additional fields to Simple Search…

  1. On the right side of Simple Search, ensure you’re on the Simple Search fields tab

  2. Scroll to the bottom of the tab and click + Add another field

  3. In the dropdown, type into the search bar to find a specific Jira field, or, select from the 4 options under the Simple Search Fields section

    1. Note: Use the Live Preview on the right to see how Simple Search will appear on the Dashboard

      1. OPTIONAL: In the Live Preview, select values from any of the Simple Search fields to set them as default selections for the fields

  4. Click Save or Insert

Options

Description

Appearance for Users Viewing The Dashboard

System fields

Add any system field that ships with Jira as a Simple Search field. The fields already included as Simple Search fields when you add the gadget or macro are:

  1. Project

  2. Issue Type

  3. Status

  4. Assignee

Custom fields

Add any custom Jira field or fields that come from other apps (such as Scriptrunner) as a Simple Search field.

Contains text…

Gives users viewing the Allows Dashboard viewers to filter down linked reports using any set of text they choose. This is included by default, but can be removed.

Custom JQL Toggle

Image RemovedImage Added

Allows you to write a Custom JQL statement and create your own Simple Search filter right in the gadget/macro.

Use the Search for issues… box to write your statement. Use the Name (optional) text box to name your new filter.

Add saved filter toggle

Image Added
Image Added

Allows you to add an existing Jira filter as a Simple Search field.

Use the Find filter… box to search for a specific Jira filter, then click the name of the filter you want to add.

⚠️ Note! Users can only add filters they have permission to access in Jira.

Image Added

Custom JQL Text Field

Image Added

Allows Dashboard viewers to write their own JQL statement to filter down linked reports.

Image Added
Aura divider
summaryAura Divider
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2. Display options

Search Options

Option

Description

Appearance for Users Viewing The Dashboard

Image RemovedImage Added

This toggle gives users viewing the Jira Dashboard the ability to customize the order of issues on linked reports.

Users can order by any Jira field, and choose ASC or DESC

This is enabled by default

Image RemovedImage Added

This toggle gives users viewing the Jira Dashboard the ability to add any Jira field as a Simple Search field.

Users can add any Jira system field, custom field, field from 3rd party apps, and/or Jira filters.

⚠️ Note: Only the user who adds the field will see it in Simple Search, and once they refresh the Dashboard, the field will be removed

This is enabled by default

Description options

Option

Description

Appearance for Users Viewing The Dashboard

Show description

Image RemovedImage Added

This toggle allows users to add a description to Simple Search.

The dropdown below allows users to choose the position of the description. The 2 options are: Bottom and Top.

This is enabled by default with position set to Bottom.

Image RemovedImage RemovedImage Added
Image Added

General Options

Dark Mode

Displays Simple Search in Dark Mode

Aura divider
summaryAura Divider
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3. Chart description

Insert excerpt
Description
Description
namechartdescription
Aura divider
summaryAura Divider
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Aura inline button
summaryYouTube Tutorials
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Aura inline button
summaryContact Support
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Aura inline button
summaryMarketplace Listing
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