Introduction to Screens in Jira

What are Screens in Jira?

Screens in Jira are used to display fields in issues. They allow you to control which fields are visible or mandatory when creating, editing, or viewing issues. Screens are a crucial part of Jira's configuration as they enable customization of the information captured and displayed for various issue types.

Types of Screens

There are different types of screens in Jira, each serving a specific purpose:

• Create Issue Screen: Used when creating a new issue.
• Edit Issue Screen: Used when editing an existing issue.
• View Issue Screen: Used when viewing an issue.
• Transition Screens: Used during workflow transitions to capture additional information.

Creating a New Screen

To create a new screen in Jira, follow these steps:

1. Navigate to the Jira Administration console.
2. Go to Issues > Screens.
3. Click on the Add Screen button.
4. Enter a name for the screen and click Add.

Configuring Screen Fields

Once a screen is created, you can add or remove fields to customize it. Here’s how:

1. Navigate to Jira Administration > Issues > Screens.
2. Select the screen you want to configure.
3. Click on the Configure button.
4. Add or remove fields as necessary.

Associating Screens with Screen Schemes

Screens need to be associated with screen schemes to be used effectively. A screen scheme determines which screen is used for various issue operations, such as create, edit, or view. Here’s how to associate a screen with a screen scheme:

1. Navigate to Jira Administration > Issues > Screen Schemes.
2. Click on the Add Screen Scheme button.
3. Enter a name for the screen scheme and select the screens for create, edit, and view operations.
4. Click Add.

Associating Screen Schemes with Issue Type Screen Schemes

Issue type screen schemes allow you to associate different screen schemes with different issue types. This enables further customization. Follow these steps:

1. Navigate to Jira Administration > Issues > Issue Type Screen Schemes.
2. Click on the Add Issue Type Screen Scheme button.
3. Enter a name and description for the issue type screen scheme.
4. Associate screen schemes to each issue type as required.
5. Click Add.

Conclusion

In this tutorial, we covered the basics of screens in Jira, including their types, creation, configuration, and association with screen schemes and issue type screen schemes. Mastering screens allows you to customize the information captured and displayed in Jira issues, enhancing your project's workflow and efficiency.