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Aura divider
summaryCustomize Simple Search
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See the customization options below!

ezgif.com-crop (2).mp4

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

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summaryTopics
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Table of Contents
minLevel2
maxLevel7

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summaryAura Divider
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Simple Search Fields

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

To add 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

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

      • 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…

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


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

Add saved filter toggle


Allows users to add an existing Jira filter as a Simple Search field. Once this filter is added, Dashboard viewers can use it as a filter on any linked reports.

Panel
panelIconIdatlassian-info
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bgColor#EAE6FF

Users can only add filters they have permission to access in Jira

Custom JQL Text Field

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

Saved filters - Multi-select

Once added to Simple Search in Edit mode, Dashboard viewers can use any Jira filter available to them as a filter on any linked reports.

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#EAE6FF

Users can only add filters they have permission to access in Jira

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summaryAura Divider
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Display options

Search Options

Option

Description

Appearance for Users Viewing The Dashboard

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, Ascending or Descending.

This is enabled by default

This toggle gives users viewing the Jira Dashboard the ability to add other fields as Simple Search field. They can add any Jira system field or custom field, fields from many 3rd party apps, and even Jira filters.

This is enabled by default

Panel
panelIconIdatlassian-info
panelIcon:info:
bgColor#EAE6FF

Only the user who adds the field will see it in Simple Search. Once they refresh the Dashboard, the field will be removed.

Description options

Option

Description

Appearance for Users Viewing The Dashboard

Show description

This toggle allows users to add a description to Simple Search. The Description Position dropdown allows users to choose where the description is shown, on either Bottom or Top.

This is enabled by default with position set to Bottom.


General Options

Dark Mode

This options enables Dark Mode for Simple Search

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summaryAura Divider
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Chart description

Insert excerpt
Description
Description
namechartdescription
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summaryAura Divider
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summaryYouTube Tutorials
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summaryContact Support
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summaryMarketplace Listing
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