Fields Schema
This section allows users to:
create/add new custom fields schemas
select previously set and save schemas
set a schema as default
changing the settings of saved used /active schemas
delete an unused schema
User can set a schema as default before importing data from Jira and also after import data.
Setting a new Schema before downloading data is slightly faster because the EC365 does not make any changes by adding or hiding columns as it is does after data import
Sticky search input for fields
If your schema contains many fields, use the search box at the top of the Fields (1) section to quickly find a field by name instead of scrolling through the whole list.
Type a field name into the search box and the list will be instantly filtered to fields whose name contains the text you type (the search is not case-sensitive). The search box is sticky (2): it stays pinned at the top of the Fields list as you scroll, so you can refine or clear your search at any time without scrolling back up. Clear the box to show the full field list again. Each field keeps its visibility toggle, so you can search and then toggle a field without losing your place.
Add new Field Schema
Go to the Schema menu (1). In the Current section, you can view details of the currently used schema (2) including whether it is set as the default for Excel sheets. You can also set the current Schema as default. To do this click the Set as Default button (3).
In the Fields section, use the toggles to choose which fields are visible and which are hidden(4).
If needed, change the order of the displayed columns clicking the Reorder option (5) Schema
In the Current section is a drop down (6) with all previously saved Schemas.
The Default label (7) is displayed next to the schema marked as default.
If you want to save a new Schema click the New button (8), enter a name (9), and click Save (10).
It is possible to set a new Schema as the current one and mark it as default (11):
Once these options are selected, the newly created schema is set as the current schema and marked as default schema.
If the Schema has a longer name, a tool tip containing the full name appears when you hover your cursor over it:
Saved schemas will be visible in app across excel workbooks (that means, it is saved not in sheet so is visible in each excel workbook).
Schemas are saved by instance, so if user is using 2 different Jira, schemas created in one Jira Instance will not be available on another, this is because custom fields have different ID in each Jira, even fields like Epic name etc. are custom fields so currently there is no possibility to use same schema across different Jira
Save / Edit Field Schema
When the user makes changes to the current schema, they can save them using the Save button (1), overwriting the current schema or create a New+ (2) schema (except for the Default fields set). While making changes, a yellow triangle (3) icon is visible informing that the changes have not been saved yet. Changes made before saving the schema can be undone by pressing the Restore (4) button.
Delete Field Schema
Each Field Schema previously saved by the user can be deleted. To do this, click Selection (1) button and select the bin (2) icon.
Then the Delete Schema modal is displayed with 2 buttons: Cancel (3) and Delete (4). To delete select Delete button to confirm the action. (4)
Edit Schema name
Each Schema saved by the user can be renamed. Just click on the Selection button (1), then click the “Pencil” (2) icon. Next, change the name of the selected schema, enter the new name in field (3), and confirm using the Save (4) button.
Change default schema
Go to the Current section, click the drop down (1) and select the required schema . Then just click the Set as Default button (2). The selected schema will become the “default” (3) one and now it will be applied to every newly opened sheet.