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Users can add Tabs to provide different, preset views into the Jira data on linked reports

QuickVideofoTabs.mp4

Once a tab is added, an editor can preset values from any Simple Search field. The preset selections will automatically apply to linked reports once the tab is clicked by users.

How to Add Tabs to Simple Search

  1. With Simple Search in Edit mode, click the Tabs toggle until it turns green

  2. Click the pencil icon to rename your first tab

  3. Add another tab by clicking the + next to your first tab

  4. On the right side in the Simple Search Fields column, add any additional filters for users to choose from in the tab

  5. In the Live Preview on the left side of Simple Search, navigate to any filters you want to set default values for. Click into the dropdown and select the value(s). The filter will turn purple when a value is selected

  6. Click Save or Insert

How to Remove Tabs from Simple Search

  1. With Simple Search in Edit mode, find the tab you want to remove

  2. Click the trashcan icon in the tab

  3. Click Save or Insert

How to Use Tabs as a Dashboard Viewer

The video at the top of this page shows the feature in action!

Any values selected in fields in the first tab will be automatically applied to all linked Custom Charts or Issue List gadgets/macros on the Dashboard

  1. In the specific Simple Search gadget or macro, click the desired tab

  2. All linked charts will update to reflect the values set in the tab

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