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.
List
List fields are used to create a list of values. The values can be added manually or imported from an external data source.
You can select between a single choice, multiple choice or external source (External source is explained here)
Once you select the option you will have to complete the field creation form.
For the list type of field you have to fill the following fields:
- Name
- Description
- 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.
Text
This is a text-type field that can hold up to 255 alphanumeric characters.
It can be a single line or multiple lines.
Multiple lines text field allows you to format your text in different ways, as in font size, color, organization. By pressing "/" you will have a selection of different formats to give to your text.
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
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
Date
This field can be used to store a date in the format selected in the Jira configuration. The date can be entered directly or selected using a date picker.
For the date type you have to fill the following fields:
- Name
- Description
Duration
This field can be used to store time estimates (2w 5d 3h…)
For the duration type you have to fill:
- Name
- Description
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
- 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
Priority
This field stores priority values that can be used to reflect the priority of a project.
For the priority type you have to fill the following fields:
- Name
- Description
- 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
User
This field type can be used to select a Jira user from an auto-complete list
You can choose between a single user or multiple users
Once you select the option you will have to complete the field creation form.
For the User type you have to fill:
- Name
- Description
Project
This field type can be used to select a Jira project from an auto-complete list.
You can choose between a single project or multiple projects.
Once you select the option you will have to complete the field creation form.
For the project type you have to fill:
- Name
- Description
Formula
This field is a read-only field that automatically calculates a value based on a Jira field (number or time tracking field).
Formula field allows you to perform the following calculations:
- Sum: sum up values of a specific issue field by project.
- Count: get an issue count per project
- Average: generate the average of issue field at a project level
For the formula type, you have to fill:
- Name
- Description
- Operation
- Jira Field (the Jira field with which the calculation is to be made)
- JQL
Please note
- Values will be calculated according to the user's permissions for the application.
- JQL is used for more accurate calculations, this search will be performed by a service, not a specific user. So please, keep in mind that Date and user functions can return inconsistent results, E.g. currentUser(), lastLogin().
- The synchronization process for the formula fields takes around 3 hours to be completed. So if at first, you don't see any results, please wait until the whole process is done.