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In this section, you will be able to learn about Projectrak field types. How to configure and set them up and what you can do with each one.

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Table of Contents
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List

List fields are used to create a list of values. The values can be added manually or imported from an external data source.

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For the list type of field you have to fill the following fields:

  • Name

  • Description

  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

  • Sort A-Z: You can order the options alphabetically, delete them, or change the order in which they are displayed. You can also drag and drop the values in the order you want.

  • Set value ID different than name: You can specify different values and id's for the list options. 

  • Enabled: You can enable and disable the values according to your needs.

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Once you select the option you will have to complete the field creation form.
For the text type you have to fill the following fields:

  • Name

  • Description

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  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

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Number

This is a number field that can only store (floating point) numbers.

For the number type you have to fill the following fields:

  • Name

  • Description

  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

  • Prefix: you can optionally add a prefix to your number.

  • Suffix: you can optionally add a suffix to your number.

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For the date type you have to fill the following fields:

  • Name

  • Description

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  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

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Duration

This field can be used to store time estimates (2w 5d 3h…)

For the duration type you have to fill:

  • Name

  • Description

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  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

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Status

This field stores Jira status-type values that can be used to reflect the status of a project

For the status type you have to fill the following fields:

  • Name

  • Description

  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

  • Options: you can select text and a color for each status.

  • Sort values: you can drag and drop the values in the order you want.

  • Enabled: you can enable and disable the values according to your need

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For the priority type you have to fill the following fields:

  • Name

  • Description

  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

  • Options: you can select text and a color for each status.

  • Sort values: you can drag and drop the values in the order you want.

  • Enabled: you can enable and disable the values according to your need.

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For the User type you have to fill:

  • Name

  • Description

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  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

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Project

This field type can be used to select a Jira project from an auto-complete list.

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For the project type you have to fill:

  • Name

  • Description

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  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

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Formula

This field is a read-only field that automatically calculates a value based on numeric data from Jira fields or based on calculations between fields from Projectrak.

For the formula type, you have to fill:

  • Name

  • Description

  • Field values security: You can decide who views or edits the value of your field. Go to last section for more information.

  • Operation

    • Sum values of an issue field: sum up values of a specific issue field by project.

    • Count issues: get an issue count per project.

    • Average values of an issue field: generate the average of issue field at a project level.

    • Calculations based on values of project fields: execute calculations based on project fields.

  • Jira Field (For Sum, Count and Average)the Jira field with which the calculation is to be made.

  • Build the expression (For calculations based on values of project fields) the expression with the mathematical formula.

  • Filter issues with a JQL (For Sum, Count and Average)

  • Prefix: you can optionally add a prefix to your formula.

  • Suffix: you can optionally add a suffix to your formula.

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Use the Validate expression button to ensure you are using a correct expression.

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Field values security

The value of a field can be restricted so only a certain individual or group of individuals can view or edit it. These restrictions are subjected to the permissions selected in the Permission Scheme of each project, see Manage permissions section.

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  • Public (limits the options for viewers)

  • Any logged in user (limits the options for viewers)

  • Nobody

By default, editors will always have the possibility to view too.

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