Documentation for JIRA 4.0. Documentation for other versions of JIRA is available too.

Skip to end of metadata
Go to start of metadata

On this page:

What is a 'Screen'?

Screens group multiple issue fields. Using Screens, you can control which fields are displayed, and the fields' vertical display order, during issue operations (e.g. 'Create Issue' and 'Edit Issue') or workflow transitions (e.g. 'Resolve Issue'). You can also split fields on a Screen into multiple tabs.

Screens overlap slightly with Field Configurations in regards to field visibility. Note that when a Screen is displayed to a user, for example, during issue creation, the user will see only the issue fields that:

  1. the user has permissions to edit (e.g. the 'Due Date' field can only be edited by users with the 'Schedule Issues' permission).
  2. are present on the Screen that is associated with the 'Create Issue' operation for this issue.
  3. are not hidden in the Field Configuration applicable to the issue.
Icon

A field may be present on a Screen, but if it is hidden in an appropriate Field Configuration, it will not be visible to the user when the Screen is displayed. Note also that, if a particular field needs to be hidden at all times, it is simpler to hide the field in an applicable Field Configuration rather than remove it from all Screens. For more information please see the Overview.

Configuring a Screen's Fields

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard.
  3. Click the 'Issue Fields' sub-menu in the left-hand side column, and choose 'Screens' from the list.
  4. You will then be directed to the "View Screens" page:

    From this page you can:
  5. Click the 'Configure' link next to the Screen of interest.
  6. You will now see the "Configure Screen" page.

Adding a Field to Screen

  1. The "Add Field" form is located at the bottom of the "Configure Screen" page.
  2. Select the field/s that you wish to add to the screen.
  3. You can also specify the position in which the field will be placed.
    Icon

    If you have selected multiple fields and specified a position, the topmost field selected will be placed in the corresponding position and the other fields directly below it.

  4. Click the 'Add' button.

Removing a Field from a Screen

  1. From the "Configure Screen" page, select the checkboxes next the the fields you wish to remove.
  2. Click the 'Remove' button located at the bottom of the table.
  3. The fields will be removed from the Screen and will become available in the "Add Field" form at the bottom of the screen.

Reordering Fields on a Screen

To change the vertical display order of fields:

  1. In the text box in the "Move to Position" column next to the desired field, specify the position you wish to move the field to.
  2. You can repeat this for multiple fields specifying a different position for each field.
  3. Click the 'Move' button located at the bottom of the table in the "Move to Position" column.
  4. All the fields will be placed in the specified positions.
Icon

Alternatively, you can click on the arrows next to the desired field to move the field up, down, to the first position or to the last position.

Adding a Screen

  1. The "Add Screen" form is located at the bottom of the "View Screens" page (see 'Configuring a Screen's Fields', above).
  2. Enter the name of the new Screen.
  3. You can optionally add a Description.
  4. Click the 'Add' button. The page will automatically update the Screen list with the new Screen.
Icon

A newly created Screen is not usable until it has been associated with either an issue operation (via a Screen Scheme ) or a workflow transition. See ' Activating Screens ' (below).

Editing a Screen's Details

To change Screen's name and/or description:

  1. On the "View Screens" page (see 'Configuring a Screen's Fields', above), click the 'Edit' link next to the appropriate screen.
  2. You will now be directed to the "Edit Screen" page where you can edit the name and/or description of the Screen.
  3. Click the 'Update' button. You will be brought back to the "View Screens" page with your updates now applied to the Screen.

Deleting a Screen

To entirely remove a Screen from the system:

  1. On the "View Screens" page (see 'JIRADOC:Configuring a Screen's Fields', above), click the 'Delete' link next to the Screen you wish to delete.
  2. Click the 'Delete' button to confirm this action. You will be brought back to the "View Screens" page with the Screen removed from the list of Screens.
Icon

Screens that are associated with at one or more Screen Schemes, or one or more workflow transitions, cannot be deleted.

Copying a Screen

  1. On the "View Screens" page (see 'Configuring a Screen's Fields', above), click on the 'Copy' link next to the Screen you wish to copy. You will be directed to the "Copy Screen" page.
  2. Enter a name and a description for the new Screen.
  3. Click the 'Copy' button. You will be brought back to the "View Screens" page, and the newly added Screen will have the same issue fields and field positions as the original field screen.

Configuring Tabs

Splitting a Screen into multiple tabs can help to group related fields. For example, the following screenshot shows a simple Screen that only shows the issue 'Summary' and 'Description' on the first tab ('Main'), and 'Affected Versions' and 'Components' on the second tab ('Other Details'):

This functionality is very useful for organising complex Screens, as you can place less used fields, for example, 'Attachment' and 'Environment', onto separate tabs:

Screen tabs are available from the "Configure Screens" page (see ' Configuring a Screen's Fields ', above).

Adding a Tab

  1. The 'Add Tab' is located on the bottom right of the "Configure Screen" page.
  2. Enter the name of the new tab on this form.
  3. Click the 'Add' button.

Moving fields between Tabs

  1. In the "Move to Tab" column next to the field you wish to move, select the desired tab.
  2. Repeat this for all the fields you wish to move.
  3. Click the 'Move' button located at the bottom of the table in the "Move to Tab" column.
  4. All the selected fields will be moved to the appropriate tabs.
Icon

Please note that the system fields on the default 'View Issue' screen (e.g. Summary, Security Level, Issue Type, etc.) are fixed and cannot be moved onto a separate tab. However, any custom fields that have been added to the 'View Issue' screen can be moved onto a separate tab.
This restriction only applies to the screen associated with the 'View Issue' operation, i.e. system fields can be moved onto other tabs for screens associated with operations such as 'Create Issue', 'Edit Issue', etc.

Navigating between Tabs

To navigate between the Tabs of a Screen, simply click on the links on the top left of the "Configure Screen" form.

Deleting a Tab

  1. Navigate to the Tab you wish to remove.
  2. Click the 'Delete' tab link. You will now be directed to the "Delete Tab" confirmation page.
  3. Click the 'Delete' button to confirm. You will be returned to the "Configure Screen" Page.

Renaming a Tab

  1. Navigate to the desired Tab.
  2. The 'Rename' text field is located in the top left of the "Configure Screen Tab" form.
  3. Enter the new name of the Tab.
  4. Click 'Enter'.

Reordering Tabs

It is possible to configure the horizontal order of Tabs by clicking on the arrows to move the selected Tab left or right.

Activating a Screen

To make a Screen available to users, you can either: