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Profields provides a powerful project search facility. You can search for project across JIRA instances using its fields available as search criteria.
The search can be saved as a Profields filter, allowing you to recall the same search and run it again.
With Project Navigator, you can:
- Modify and reuse search results
- Sort and action individual projects
- Export search results to Microsoft Excel.
Screenshot: Example search results in the project navigator
Step 1. Define your search criteria
The first step in searching for project is to define the criteria for your new search. You can define your search criteria in two different ways: using the basic search or using the advanced search.
If you have saved a search previously (i.e. as a filter) and want to run it again, you can run the filter to load the saved search criteria.
The basic search is easier to use than the advanced search. It provides a user-friendly interface that lets you define complex queries, without needing to know how to use the Profields Query Language (PQL).
For instructions, see Basic Searching.
The advanced search is the most powerful of the two search methods. You can specify criteria that cannot be defined in the other searchs (e.g. ORDER BY clause). However, you need to know how to construct structured queries using the Profields Query Language (PQL) to use this feature.
For instructions, see Advanced Searching.
A Profields filter is a saved set of search criteria, similar to a bookmark. To use a filter, simply click it.
When you run a filter, the saved search criteria is loaded for you in the displayed project navigator view. The criteria is displayed in either the basic search or advanced search, depending the search you are using at the time.
For more information about filters, see Using Profields Filters.
Step 2. Modify the search results
Once you have defined and run your search, you can optionally modify the search results. Profields lets you change the sort order of the search results.
For instructions, see Using Profields Filters.
Step 3. Save your search
To run your search again in future, save your search as a Profields filter. Simply click Save as and enter a name for the filter. The filter is created and added to the list on the left.
For more information, see Using Profields Filters.
Step 4. Working with search result data
You can export the search results to Microsoft Excel.
For more information, see Export search results to Microsoft Excel.
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