Advanced Screen Customization in Jira

Introduction

Jira provides robust functionality for screen customization, allowing administrators to tailor the user interface to better fit their workflows and project requirements. Advanced screen customization in Jira involves configuring custom fields, modifying existing screens, and creating new screens for various issue types and workflows.

Understanding Screens in Jira

Screens in Jira are essentially forms that are presented to users when they create, edit, or view issues. Each screen is associated with a specific operation (e.g., Create Issue, Edit Issue, View Issue). Customizing these screens can help streamline data entry and improve the user experience.

Creating a Custom Screen

To create a custom screen in Jira:

1. Navigate to the Jira administration area by clicking on the gear icon in the upper-right corner and selecting Issues.
2. In the left-hand menu, click on Screens.
3. Click the Add Screen button.
4. Enter a name and description for your new screen and click Add.

Adding Fields to a Screen

Once you have created a custom screen, you can add fields to it. To add fields:

1. Navigate to the Screens page as described above.
2. Find your custom screen in the list and click on its name.
3. Click the Configure button.
4. In the Available Fields section, find the fields you want to add and click on the Add button next to each field.

Associating Screens with Issue Operations

After creating and configuring your custom screen, you need to associate it with specific issue operations (Create, Edit, View). To do this:

1. Navigate to the Screen Schemes page by clicking on Screen Schemes in the left-hand menu.
2. Click the Add Screen Scheme button.
3. Enter a name and description for your screen scheme and select the appropriate screens for the Create, Edit, and View operations.
4. Click Add.

Applying Screen Schemes to Issue Types

Finally, you need to associate your screen scheme with an issue type using an issue type screen scheme. To do this:

1. Navigate to the Issue Type Screen Schemes page by clicking on Issue Type Screen Schemes in the left-hand menu.
2. Click the Add Issue Type Screen Scheme button.
3. Enter a name and description for your issue type screen scheme.
4. Under Default Screen Scheme, select the screen scheme you created earlier.
5. Click Add.
6. Find your new issue type screen scheme in the list and click Associate.
7. Select the project and issue types you want to associate with this scheme and click Associate.

Conclusion

Advanced screen customization in Jira allows you to create a more efficient and user-friendly interface tailored to your project's specific needs. By following the steps outlined in this tutorial, you can create custom screens, add fields, and associate these screens with issue operations and types, enhancing your team's productivity and overall experience with Jira.