Fields
- Leo Díaz Murillo
- Laura Barreales Rubio
- Federico Baronti Beltramo
- Rita Fernández Madrazo
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 or multiple choice.
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
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.
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
Field values security: You can decide who views or edits the value of your field. Go to last section for more information.
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.
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
Field values security: You can decide who views or edits the value of your field. Go to last section for more information.
Duration
This field can be used to store time estimates (2w 5d 3h…)
For the duration 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.
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
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
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.
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
Field values security: You can decide who views or edits the value of your field. Go to last section for more information.
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
Field values security: You can decide who views or edits the value of your field. Go to last section for more information.
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.
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 on average 1 hour to be completed. So if at first, you don't see any results, please wait until the whole process is done.
Example using a Jira field:
Example using Projectrak fields:
Build mathematical expressions using:
Math symbols such as + - * / ( )
Numbers.
Projectrak number, duration or formula field types.
Type field_ followed by the field ID: field_44.
Examples:
Operation | Example |
|---|---|
Sum | field_1 + field_2 |
Substraction | field_3 - field_2 |
Multiplication | field_1 * field_3 |
Division | field_3 / field_1 |
Mix | (field_1 * field_2) / 100 |
Time fields return their values in seconds. Please, keep in mind that Time Fields will consider Jira time tracking configuration and it may cause unexpected results.
E.g.: time tracking = 5d/week - 8h/d -> 2d = 16h = 57600sec
For a time tracking of 5 days per week and 8 hours per day, a time field with a value of "2d" in the project will have a real value of 16 hours and in the expression will evaluate as 57600 seconds.
Use the Validate expression button to ensure you are using a correct expression.
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.
Editors of the field values
In this dropdown you can select the Jira user group that will be able to edit this field. Additionally, you can choose from:
By default, editors will always have the possibility to view too.
You won’t see this dropdown in formula fields as they aren’t editable.
Viewers of the field values
In this dropdown you can select the Jira user group that will be able to view this field. Additionally, you can choose from:
Public
Any logged in user
Only editors (not available on formula fields)
Nobody (only for formula fields)