Totesoft Documentation

Configure Wake

Configuration flow

Wake’s configuration screen is organized into two main steps:

1. Choose a Jira saved filter.
2. Add and configure up to five fields.

1. Choose a filter

Select a saved filter available to your Jira account. Wake displays an issue count and can show the filter JQL for confirmation.

A filter may be absent when:

• it is private to another user;
• it is not shared with you;
• it was deleted;
• your Jira permissions changed; or
• Jira temporarily rate-limits the filter list.

2. Add fields

Add up to five fields. The five-field limit includes display columns, group-by fields, and numeric metric fields.

Wake intentionally excludes large or unsuitable fields, including:

• Description
• Environment
• Attachments
• Comments
• Worklogs
• Thumbnails
• Issue restriction data

Wake also requests a small set of helper fields such as Summary, Issue Type, Status, Priority, and subtask information when needed for links and display.

Field types

Wake classifies fields for configuration:

• Category: may be used as a group-by dimension.
• Number: may be summed or averaged.
• Display: may be displayed as a column but is not offered for grouping or numeric aggregation.

Set column order

Use the arrows beside a selected field to change its position in the Main table. Column order is separate from nested grouping order.

Configure grouping

Check Group by this field for a categorical field.

• Free: one group-by field.
• Paid/trial: up to two nested group-by fields.

When two dimensions are selected, use the Level controls to choose the outer and inner nesting order. Moving a table column does not change the nesting level.

Configure numeric metrics

For a numeric field, choose the supported operation shown by the configuration screen, such as Sum or Average. A metric requires at least one group-by category because the Grouped view needs a category under which to calculate the result.

• Free: one aggregate metric.
• Paid/trial: multiple metrics, subject to the app’s configured field limit.

Save

Wake requires:

• one saved filter; and
• at least one selected field.

After saving, the gadget loads the selected issues and renders the three tabs.

Changing an existing configuration

Open the gadget menu and choose Edit. When a Paid configuration is opened under Free behavior, dimensions or metrics above the Free limits are disabled until an active Paid/trial license is reported again.