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Field Configurations in Jira

Introduction

Field configurations in Jira allow you to manage and customize the fields used in your issues. Fields can be configured to capture specific information relevant to your projects. This tutorial will guide you through the process of setting up and customizing field configurations in Jira.

What is a Field Configuration?

A field configuration in Jira is a collection of settings that define how fields behave and appear in issues. It allows you to specify which fields are required, which are optional, and how they should be displayed.

Creating a Field Configuration

To create a new field configuration, follow these steps:

  1. Navigate to the Jira administration page.
  2. Go to Issues > Field Configurations.
  3. Click on the Add Field Configuration button.
  4. Enter a name and description for your new field configuration.
  5. Click on the Add button to create the configuration.
Example:
Creating a field configuration named "Bug Tracking Fields" for managing bug-related fields.

Configuring Fields

Once you have created a field configuration, you can configure the fields as per your project requirements:

  1. Navigate to the field configuration you created.
  2. Click on the Configure link next to the field configuration name.
  3. You will see a list of all the fields available in Jira. For each field, you can set the following options:
    • Required: Make the field mandatory.
    • Hidden: Hide the field from view.
    • Description: Provide a description for the field.
    • Renderer: Choose how the field should be rendered.
  4. Click on the Update button to save your changes.
Example:
Configuring the "Priority" field to be required and providing a description: "Indicates the importance of the issue."

Assigning Field Configurations to Field Configuration Schemes

Field configurations need to be assigned to field configuration schemes to be used in projects. Here's how you can do it:

  1. Navigate to the Jira administration page.
  2. Go to Issues > Field Configuration Schemes.
  3. Click on the Add Field Configuration Scheme button.
  4. Enter a name and description for your scheme.
  5. Click on the Add button to create the scheme.
  6. Associate your field configuration with the scheme by clicking on the Associate link next to the scheme name.
  7. Select the field configuration from the dropdown and click Add.
Example:
Creating a field configuration scheme named "Bug Tracking Scheme" and associating it with the "Bug Tracking Fields" configuration.

Applying Field Configuration Schemes to Projects

To apply a field configuration scheme to a project, follow these steps:

  1. Navigate to the project settings in Jira.
  2. Go to Fields > Field Configuration Scheme.
  3. Select the field configuration scheme you created from the dropdown menu.
  4. Click on the Associate button to apply the scheme to the project.
Example:
Applying the "Bug Tracking Scheme" to the "Bug Tracker" project.

Conclusion

Field configurations in Jira provide powerful customization options for managing the fields in your issues. By following the steps outlined in this tutorial, you can create, configure, and apply field configurations to meet the specific needs of your projects.