Project Navigator


Organizing project fields

In this section you will learn how to use Project Navigator, one of the main functionalities of Profields 5.0, most effectively. This screen is used to search for, find, and filter information about your JIRA projects.


The project Navigator screen

The project Navigator screen, to a large extent, emulates JIRA's Issue Navigator. The screen has three main parts:

  1. Search section: Search field and filter options
  2. Saved filters section: Save filters side bar
  3. Results section: Results table and columns

Page content


Searching and applying filters


There are two search and filter methods:

  1. Basic Filter: In the Search section, select a filter you want to search by and then select a filter value.   
    How to work with List, Status, or Priority filters - You can select one option from a list of values, or type in the text box to search for matching values.
    How to work with the User picker - Only ten results are displayed. To view more, start typing the name of the user you are searching for.

    To remove a filter criteria, click More criteria and then clear selected items by clicking on the X icon.



  2. Advanced Searching


Adding columns to the table of results


  1. In the Results section, click on thebutton at the top-right of the table.
  2. From the drop-down list, select the field you want to include in the table. You can also search for a specific field by typing in the text box.
  3. Click Update.



Removing columns from the table of results


There are two ways to remove columns from the table of results:

  1. In the Results section, click on thebutton at the top-right of the table and then click on the X icon at the right of every field you want to remove.

  2. Click on the Options menu () for a column. Click Hide from table.




Creating a new project field directly from the Project Navigator


You can create a new field without the need to go to the Fields Manager:

  1. In the Results section, click on thebutton at the top right of the table.
  2. Click on the Create field button.
  3. Select the field type you wish to use, and enter the field's details and options. 
                  
  4. The field will be created. Now, you can add it to a layout and give it a value.