English documentation: Search fields gadget - cloud version

Owned by Martin Bali (Deactivated)
Last updated: Dec 06, 2022
3 min read

Dashboard gadget to narrow down your searches

Searching for Jira issues has never been simpler. Refine your searches from the dashboard.

Are your users searching for a specific set of issues? Are they looking only for bugs in a certain state, assets in inventory, or invoices?

Provide them with the simple gadget on a shared dashboard with additional search fields.

 

Table of contents:

App installation

There are several ways to install an app on your Jira instance. You can do it via the Marketplace or through Jira Administration. They are all well documented on the Atlassian Support page:

https://confluence.atlassian.com/upm/installing-marketplace-apps-273875715.html

App configuration

This app does not require any global configuration. After the administrator installs the app on Jira, each user can add the gadget to their dashboard.

Adding a gadget to the dashboard

  1. Create or navigate to the user’s dashboard of your choice.

  2. Click on the Edit button in the upper right corner to switch to editing the layout.

  3. Open a sidebar for adding gadgets by clicking the Add Gadget button. 

    1. The Add gadget button on a dashboard

       

  4. Using the search field, locate the Search fields gadget.

  5. Click on the Add button in a particular row of the gadget under its icon.

    1.  

  6. Gadget is placed on the dashboard

  7. Click on the Allow access button inside the gadget to allow the app to access Atlassian products on your behalf.

  8. This will redirect you to the Atlassian page, where you will just click on the Accept button at the bottom of the page.

  9. Close the editing of the layout by clicking on the Done button to start using the dashboard.

Several gadgets can be placed on one dashboard.

Gadget Configuration

After adding the gadget, it is open in a configuration mode. You can return to configuration mode anytime, using three dots in upper right corner of a gadget and selecting Edit option.

  1. The configuration options are as follows:

    1. Use the Saved Filter field to search with one of your shared filters

    2. In the field Mode, choose the logical operator to be used for the searches. By default, it is set to OR, and you can change it to AND using the drop-down menu.

    3. Configure the search field to work with the selected filter. The drop-down menu offers a list of all system fields as well as custom fields, followed by the JQL operator of your choice: equals to (=), contains (~), and so on.

    4. Optionally, you can configure as many search fields as you need to be used with the chosen filter.

  2. After you have configured all fields as you prefer and clicked the Save button, you can start using the gadget.

Required fields are marked with a red asterisk.

Gadget usage: Searching

  1. Navigate to the appropriate gadget.

  2. Fill in the desired values and click on the Search button. Filled-in values are used as-is, no validating or parsing is done.

  3. On the bottom of the gadget, it displays a number of results with a link to show them.

  4. After clicking on the "Show issue search results" link, a custom search filter is created in the Issue Navigator, and only tickets that match it are shown.

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