Here you can set which Jira fields you want to be visible in your Excel sheet.
When you go to the Visible Fields submenu (1), you can choose which fields are visible and which are not.
These changes have an immediate effect on the worksheet (2) with the imported issues.
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Search field
In the first section you have a search field (1) into which you input text to help you find the Jira field you are looking for.
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Enter the name of the field you are looking for to filter all fields. |
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Fields
The second part contains a list of all fields that our add-on can import from Jira.
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Here you can see the list of available fields and decide which fields you want to Show/Hide as data columns. By clicking "Default" button you will restore visible fields. You can change order of the columns by clicking ,,Reorder" button. Field ID can be displayed to verify fields with same name and Prefix is used in Templating feature. |
Here you can find 2 checkboxes :
Field ID (1) - which is responsible for showing the field ID under the field name
Prefix (2)- which is responsible for adding prefix (ec365) before Field ID
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Next to each field there is a show (1)/hide (2) field option, when clickedThe Schema (1) page allows the user to preset the displayed fields. User can search for any fields from the Jira project, decide which fields should be visible and which should be hidden, set the column display order, save field and column settings and quick and easy access to saved schema.
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List of supported fields: Supported fields |
We are constantly working on bringing support for new fields. We will be updating this list whenever possible. If you need support for a certain field, let us know through our Customer Portal.
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Current 
On the Schema (1) page, users can predefine the display of fields in a customized manner. They have the flexibility to search for any fields within the Jira project, determine visibility preferences, hide specific fields, establish the order of column display, save configurations for both fields and columns, and quick, easy access to saved schema (2). Fields Schema.
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Fields
In another section you have Preference button (1) where you can select the field sorting type and the ability to display additional information for the fields. Next button is Reorder button (2) that allows you to set your own order of columns.
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Preferences
When you open the Preferences (1) menu, the Sorting type(3) option is available to sort the list of fields in the field section.
Sorting type options are:
Name alphabetically A-Z
Name alphabetically Z-A
Visible fields first
Invisible fields first
Fields ID alphabetically A-Z
Fields ID alphabetically Z-A
The Additional detailed (4)option includes 3 switches affecting the fields list view:
Field ID - showing unique Jira ID of particular field. It might be helpful for solving issues, if there is no data visible, but you are sure this is the correct name → maybe it is the field from another project (field scheme) with same name but different ID. Field IDs are also used in:
Prefix - adds the value set in Templating feature to field ID, making it easier to copy and use in template. When you start using templates, being able to copy the exact field ID with prefix will save you a lot of time, learn more about:
Column - this allows you to acquire the location of particular fields in your spreadsheet, given with exact indexes of the columns. Such a piece of data can be found for every field for which Show button was pushed. Hidden fields have no such information (because - in fact - they don’t exist in your spreadsheet, thus it’s obvious they have no column assigned), so in order to make it appear, you need to push Show button for them as well. Furthermore, by clicking aforementioned indexes we are navigated straight to where these columns actually are in your spreadsheet. For example, if we click N within Assignee box, the first cell of N column will be selected, exposing its exact location.
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Toggle Column is not available inRaw import (read-only mode) |
Reorder
To change the order of fields (columns in Excel) use Reorder option (2) . Just drag & drop fields to place it in your desired order, to save the changes, press the Save button.
Below Preferences is search box (1) which can help you in finding needed field. Please notice that it searches through field names (not field IDs) while you type, it will narrow down the list of visible fields.
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Enter the name of the field you are looking for to filter all fields. |
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Show / Hide
Field section display list of all available fields. Next to each field there is a toggle button which indicate field is Show (1) or Hide (2) in Excel, after switching toggle, the field immediately appears/hides from the worksheet. Use search box to quickly narrow down the list.
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This section has 3 buttons:
Default (1) - restores default set of displayed fields
Reorder (2), which opens a menu with the option to set a new order of fields (columns in Excel)
Change alphabetical order of fields (3)
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Change the alphabetical order of fields means that you are changing the order of fields in Visible fields, not in the columns of the worksheet. |
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After clicking the Reorder button (2), you can select the order of the columns using the drag-and-drop mechanism.
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Changes to the order will be applied the next time you click Import/Refresh Issues. |
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Data for those fields is fetched live, when you decide to show that field. Ability to manage those visible fields and link it with fetching data was one of our main issues in our previous generation of Excel Connector (it could only fetch all or none!).
Excel 365 Connector for Jira solve those problems making app faster and more reliable. However, in case of any performance issues, consider hiding unnecessary columns.
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When you try to hide column with data not exported to Jira, there will be a confirmation prompt, as unsaved data will be lost. |
Colouring feature in Excel: when you display new columns, they will be added at the end. There may be a situation where the bottom column will inherit the colour of the last column, e.g. your last column is gray (cannot be edited), a newly added column will also be gray - even if it can be edited.
To fix this issue, when you change the visible columns → refresh the sheet will recolour the cells based on editing permissions.
To undo the changes (1), save changes to the current schema (2)or create a new one (3), use one of the buttons at the bottom.
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More info about create schema Fields Schema
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