Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

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!

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.

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

    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…

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 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


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.

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.

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.

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

2. 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, and choose ASC or DESC

This is enabled by default

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

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.


General Options

Dark Mode

Displays Simple Search in Dark Mode

3. Chart description

Description

  • No labels