Configuring Screens in Jira

Introduction

In Jira, screens define the layout of fields that appear when an issue is created, viewed, edited, or transitioned through workflows. Configuring screens effectively can significantly enhance the user experience and streamline workflow processes. This tutorial will guide you through the process of configuring screens in Jira.

Accessing Screen Configuration

To configure screens in Jira, follow these steps:

1. Log in to your Jira instance with administrative rights.
2. Navigate to the Jira administration area by clicking on the gear icon in the top-right corner.
3. Go to Issues under the Jira settings menu.
4. In the left-hand sidebar, select Screens.

Creating a New Screen

To create a new screen:

1. Click the Add screen button.
2. Enter a name for the screen in the Screen name field.
3. Optionally, you can add a description to provide more context about the screen's purpose.
4. Click the Add button to create the screen.

Adding Fields to a Screen

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

1. Navigate to the Screens page and locate the screen you created.
2. Click the Configure button next to the screen name.
3. In the screen configuration page, click the Add field button.
4. Select the fields you want to add from the dropdown menu.
5. Click the Add button to include the selected fields in the screen.

Associating a Screen with a Screen Scheme

After configuring a screen, you need to associate it with a screen scheme to apply it to specific issue operations (create, view, edit). Here's how:

1. Navigate to the Screen schemes page under the Issues menu.
2. Click the Add screen scheme button.
3. Enter a name and description for the screen scheme.
4. Select the screen you created from the dropdown menu for the Default operation.
5. Click the Add button to create the screen scheme.

Configuring an Issue Type Screen Scheme

To apply the screen scheme to specific issue types, you need to configure an issue type screen scheme:

1. Navigate to the Issue type screen schemes page under the Issues menu.
2. Click the Add issue type screen scheme button.
3. Enter a name and description for the issue type screen scheme.
4. Associate the screen scheme you created with the issue types you want.
5. Click the Add button to create the issue type screen scheme.

Applying the Issue Type Screen Scheme to a Project

Finally, you need to apply the issue type screen scheme to a specific project:

1. Navigate to the project settings for the project you want to configure.
2. Click on the Screens option in the left-hand sidebar.
3. Select the issue type screen scheme you created from the dropdown menu.
4. Click the Save button to apply the changes.

Conclusion

Configuring screens in Jira is a powerful way to customize the user interface and ensure that the necessary information is captured and displayed during various issue operations. By following the steps outlined in this tutorial, you can create, configure, and apply screens effectively to enhance your Jira projects.