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Managing Field Visibility in Jira

Introduction

In Jira, managing field visibility is crucial to streamline the user experience and ensure that users only see the fields relevant to their roles and tasks. This tutorial will guide you through the steps to manage field visibility effectively, including creating custom fields, configuring field configurations, and using screen schemes.

Creating Custom Fields

Custom fields allow you to capture additional information specific to your projects. Follow these steps to create a custom field:

  1. Navigate to Jira Administration > Issues.
  2. Under Fields, click Custom fields.
  3. Click Add custom field and select the appropriate field type.
  4. Enter a name and description for the field, then click Create.
  5. Associate the field with the relevant screens and click Update.

Configuring Field Configurations

Field configurations control the visibility and behavior of fields. Here's how to configure them:

  1. Navigate to Jira Administration > Issues.
  2. Under Fields, click Field configurations.
  3. Click Add Field Configuration and give it a name and description.
  4. Click Create, then Configure next to your new configuration.
  5. For each field, you can set it to Required, Optional, or Hidden.

Using Screen Schemes

Screen schemes allow you to define which fields are visible and editable during different issue operations (create, edit, view). Follow these steps to configure screen schemes:

  1. Navigate to Jira Administration > Issues.
  2. Under Screens, click Screen schemes.
  3. Click Add Screen Scheme and provide a name and description.
  4. Associate the screen scheme with the desired screens for the Create, Edit, and View operations.
  5. Click Add to finalize the screen scheme.

Applying Field Configurations to a Project

After configuring fields and screen schemes, you need to apply these configurations to your project:

  1. Navigate to your project settings.
  2. Under Fields, click Field Configuration.
  3. Select the desired field configuration scheme and click Associate.

Example: Making a Field Optional

Let's walk through an example where we make a custom field optional:

  1. Navigate to Field configurations.
  2. Click Configure next to the desired configuration.
  3. Find your custom field and click Optional.
Field "Client Name" is now optional.

Conclusion

Managing field visibility in Jira is essential for improving user experience and ensuring that users have access to the necessary information. By creating custom fields, configuring field configurations, and using screen schemes, you can customize Jira to fit your specific project needs.