Once you add issues from several projects, you will likely want a way to organize, search and filter them, so you can focus in on specific information needs. Some of that can be handled using Automation, which we introduced in Building a Structure with Automation. But those operations affect the look and content of a structure for all users. What if you want to reorganize a structure temporarily? Or quickly hide issues you don't need to see at that precise moment?
This is where search and transformation come in.
The Search function allows you to highlight issues within your structure. Click the Search button on the Structure Panel Toolbar and enter your query into the Search panel.
Notice that Search does not remove any issues from your structure, but instead grays out those issues that do not meet your query. This allows you to easily view your results within the context of the structure's hierarchy.
You can search for issues in the current structure using a text search, JQL or Structure's own query language, S-JQL. To switch between these modes, click the name of the currently selected mode and select the one you need from the menu.
To hide issues from your results, click the Filter icon to the left of the query box. With the Filter activated, only your search results and their ancestors (issues above them within the hierarchy) will be displayed.
You may have noticed that when you clicked the Filter button, the Transformation buttonwas also highlighted.
Transformations are actions that change the scope or order of your structure (such as hiding issues that fall outside your search scope). They allow you to do many of the same actions as Automation generators, but they are temporary actions that can easily be undone without any affect to your structure.
To apply a Transformation:
- Click the Transformation icon
- Click the Add Transformation button
- Select the type of transformation you wish to apply and enter the appropriate parameters
When you are finished with the transformation, simply click the x on the right side of the Transformations Panel and the transformation will be removed.
For more information, see Transformations.
We chose a number of high-frequency transformations and added them to a Quick Transformations Panel. In just a couple of clicks, you can filter or organize your data to see only Unassigned issues, tasks assigned to you, and much more.
Simply click the Quick Transformations icon and selected the quick transformations you would like to apply.
You can change the quick transformations available on this list by clicking the edit button to the right of the Quick Transformations Panel.
To activate a quick transformation
- Turn on Quick Transformations Panel
- Click the desired transformation
To deactivate a quick transformation
- Click on the transformation again, or
- Close all quick transformations by clicking the "x" button or clicking the Quick Transformations icon again.
To learn more about Quick Transformations and how to create your own, see Quick Transformations.
You have now mastered the basics of Structure and should feel confident in creating and managing customized structures for your organization. Next we'll quickly cover some of the other resources available to help you learn even more about Structure.