Creating Screens in Jira

Introduction

Screens in Jira are used to display fields to the user at specific points in a workflow. Whether you're creating an issue, transitioning an issue, or editing an issue, screens help customize the user experience by showing the relevant information needed for each action.

1. Accessing Screen Configuration

To start creating a screen, you need to access the screen configuration page in Jira. Here's how:

1. Log in to your Jira instance as an administrator.
2. Navigate to the Jira Administration page by clicking on the gear icon in the top-right corner.
3. Select Issues from the dropdown menu.
4. On the left sidebar, click on Screens under the Fields section.

2. Creating a New Screen

Once you are on the Screens page, follow these steps to create a new screen:

1. Click the Add Screen button at the top of the page.
2. In the dialog that appears, enter a descriptive name for your screen, e.g., Bug Creation Screen.
3. Optionally, you can add a description to help other administrators understand the purpose of the screen.
4. Click the Add button to create the screen.

3. Adding Fields to the Screen

After creating a screen, you need to add fields to it. Follow these steps:

1. Click on the name of the screen you just created to edit it.
2. In the Fields section, you will see a list of available fields on the left and the fields currently on the screen on the right.
3. To add a field, find it in the list on the left and click the Add button next to it. The field will move to the list on the right.
4. You can reorder fields by dragging and dropping them in the list on the right.

4. Associating the Screen with an Issue Operation

To make the screen functional, you need to associate it with an issue operation (e.g., Create, Edit, View). Here's how:

1. Navigate to Issue Types under the Issues section in Jira Administration.
2. Click on Screen Schemes.
3. Select an existing screen scheme or create a new one by clicking Add Screen Scheme.
4. If creating a new screen scheme, provide a name and description, and click Add.
5. Click on the name of the screen scheme to configure it.
6. Associate your newly created screen with the desired issue operation (e.g., Create Issue).

5. Testing the Screen

After setting up the screen, it's important to test it to ensure it displays correctly and includes all necessary fields. Follow these steps:

1. Create a new issue of the type associated with your screen (e.g., Bug).
2. Verify that the screen appears with all the fields you added.
3. Ensure that the fields are in the correct order and that any required fields are properly indicated.