Documentation for JIRA 4.4. Documentation for other versions of JIRA is available too.

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What is a 'Field Configuration Scheme'?

A Field Configuration Scheme maps Field Configurations to issue types. A Field Configuration Scheme can be associated with one or more projects.

This means that you can define Field Configurations for a particular issue type in a given project. For example, it is possible to have a separate field configuration for the 'Bug' issue type and the 'Improvement' issue type for the 'Test' Project. For more information, please see the Overview Diagram.

Because field configuration schemes can be associated with more than one project, your administrative workload is minimised as you can reuse the same field configuration for issue type mappings across multiple projects.

Adding a Field Configuration Scheme

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page, which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. In the 'Add New Field Configuration Scheme' form located at the end of the page, enter the name of the new configuration on this form, and optionally add a description; then click the 'Add' button.
    Screenshot 1: The 'View Field Configuration Schemes' page

Associating an Issue Type with a Field Configuration

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Configure' link for the Field Configuration Scheme that contains a Field Configuration which you wish to associate with an issue type. The 'Configure Field Configuration Scheme' page will appear, showing the scheme's current mappings of Field Configurations to issue types.
    (info) If you have not added any field configurations, you will only have the Default Field Configuration to work with.
  4. In the 'Add Issue Type To Field Configuration Association' form located at the end of the page, select the desired issue type and field configuration and click the 'Add' button.
    Screenshot 2: The 'Configure Field Configuration Scheme' page

(info) Please note:

  • An issue type can only have one association within a given configuration scheme.
  • If an issue type does not have an association in the scheme, the field configuration associated with the Default entry in the scheme will be used for issues of that type.

Removing an association an Issue Type and a Field Configuration

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Configure' link for the Field Configuration Scheme that contains a Field Configuration which you wish to no longer associate with an issue type. The 'Configure Field Configuration Scheme' page will appear, showing the scheme's current mappings of Field Configurations to issue types.
    (info) If you have not added any field configurations, you will only have the Default Field Configuration to work with.
  4. Click the 'Remove' link next to the issue type you wish to remove from the scheme.

(info) Please note: The Default entry cannot be removed from the scheme.

Associating an Issue Type with a different Field Configuration

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Configure' link for the Field Configuration Scheme that contains a Field Configuration which you wish to associate with a different issue type. The 'Configure Field Configuration Scheme' page will appear, showing the scheme's current mappings of Field Configurations to issue types.
    (info) If you have not added any field configurations, you will only have the Default Field Configuration to work with.
  4. Click the 'Edit' link next to the issue type whose field configuration you wish to change.
  5. Select the new field configuration you would like to associate with this issue type and click the 'Update' button.

Screenshot 3: Changing the field configuration with which an issue type is associated

Editing a Field Configuration Scheme

To change the name or description of a Field Configuration Scheme:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Edit' link next to the desired field configuration scheme. You will now see the 'Edit Field Configuration Scheme' page.
  4. Change the name and/or description as necessary, and click the 'Update' button.

Deleting a Field Configuration Scheme

To delete a Field Configuration Scheme:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Delete' link next to the desired field configuration scheme. You will be prompted to confirm your deletion

Copying a Field Configuration Scheme

To copy a Field Configuration Scheme:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Select 'Administration' > 'Issues' > 'Fields' > 'Field Configuration Schemes' to open the 'View Field Configuration Schemes' page (see above), which lists all your field configuration schemes (if any exist).
    (tick) Keyboard shortcut: 'g' + 'g' + start typing 'field configuration schemes'
  3. Click the 'Copy' link next to the field configuration scheme you wish to copy. This will bring you to the 'Copy Field Configuration Scheme' page.
  4. Enter the name and description of the new field configuration scheme.
  5. Click the 'Copy' button. You will now be directed back the View Field Configuration Scheme page with your new scheme added. The new scheme will have the same configuration as the copied scheme.

Associating a Field Configuration Scheme with a Project

To activate a Field Configuration Scheme, you need to associate it with a project. An association means that the Field Configuration Scheme will now be applied to the chosen project. The issues in that project will use the Field Configuration that is mapped to their issue type by the scheme. Note that you can use Issue Type Schemes to associate issue types with a project.

(info) Note that newly created projects are not associated with any Field Configuration Schemes, and hence use the Default Field Configuration for all issues.

To associate a Field Configuration Scheme with a project:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Click 'Projects' and select the project of interest, then click 'Administer Project'. You will now see the 'Project Summary' screen (see Defining a Project).
  3. On the lower left, in the 'Fields' section, click the name of the current Field Configuration Scheme.
  4. If using JIRA 4.4.1 or later, click the 'Actions' dropdown menu and choose 'Use a different scheme'.
    (info) If using JIRA 4.4.0, click the pencil icon near the top of the page.
  5. In the resulting 'Field Layout Configuration Association' page, select the scheme you want to associate with this project.
    Screenshot 4: The 'Field Layout Configuration Association' page

    Icon

    Selecting None will make all the issues in the project use the Default Field Configuration.

  6. Click the 'Associate' button. You will be returned to the 'Project Summary' page, with the project now associated with the selected Field Configuration Scheme.
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