Associating a Screen with an Issue Operation

What is a 'screen scheme'?

A 'screen scheme' allows you to choose which screen will be shown to a JIRA user when they perform a particular issue operation. There are three issue operations for which you can choose a screen:

  • Create Issue — the screen that is shown when an issue is being created.
  • Edit Issue — the screen that is shown when an issue is edited.
  • View Issue — the screen that is shown when a user views an issue.

In a screen scheme, you can specify the same screen (or choose different screens) for these issue operations. Once you have created your screen scheme, you will need to activate it by associating the screen scheme with issue types via an 'issue type screen scheme'. (In turn, issue type screen schemes are associated with JIRA projects.)

(info) Please be aware that although it is possible to associate any screen defined in your JIRA installation with either a screen scheme or a workflow transition view, screen schemes and workflow transition views are distinct and unrelated.

On this page:

Adding a screen scheme

Depending on your requirements, you may want to create multiple Screen Schemes, and associate them with different projects/issue types.

To create a new screen scheme:

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick)Keyboard shortcut: g + g + type screen schemes
  3. Click the Add New Screen Scheme button on the View Screen Schemes page.
  4. Fill out the details for the new screen scheme on the form that is displayed.

Note: The default screen is used for issue operations that do not have a screen associated with them.

Editing a screen scheme's details

To change a screen scheme's name, description or default screen,

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick) Keyboard shortcut: g + g + type screen schemes
  3. The View Screen Schemes page is displayed. Click Edit next to the desired screen scheme.
  4. You will now be directed to the Edit Screen Scheme page where you can edit the Screen Scheme's name and description and the Screen that is associated with the Default Entry of the scheme.

Deleting a screen scheme

Note that screen schemes that are associated with an Issue Type Screen Scheme cannot be deleted. You will first need to edit the Issue Type Screen Scheme and remove the Screen Scheme.

To delete a screen scheme,

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick) Keyboard shortcut: g + g + type screen schemes
  3. The View Screen Schemes page is displayed. Click the Delete link next to the desired Screen Scheme. You will be prompted to confirm your deletion.

Copying a screen scheme

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick) Keyboard shortcut: g + g + type screen schemes
  3. The View Screen Schemes page is displayed. Click Copy next to the Screen Scheme you wish to copy.
  4. You will now be directed to the Copy Screen Scheme page. Enter the name and description of the new Screen Scheme and click the Copy button.

Configuring a screen scheme

Associating a screen with an issue operation

  1. Log in as a user with the JIRA Administratorsglobal permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick)Keyboard shortcut: g + g + type screen schemes
  3. Locate the screen scheme in which you are interested, and click the Configure link next to it. The Configure Screen Scheme page is displayed:
  4. Click Associate an Issue Operation with a Screen to open this window:

  5. Do the following:

    1. Select the Issue Operation with which you wish to associate a Screen.

    2. Select the desired Screen.

Important Notes

  1. There can only be one association for an issue operation per Screen Scheme. If all operations have been associated with a Screen, use the Edit link next to each operation to change the Screen it is associated with.

  2. If an issue operation does not have a specific mapping to a Screen, the screen that is associated with the Default entry will be used for that operation. The Default entry cannot be deleted from a Screen Scheme. Click Edit next to the Default entry to change the Screen that is associated with it.

  3. The View Issue operation only allows you to control the layout of custom fields in the middle of the View Issue page. It ignores all the non-custom fields on the Screen.

Editing an association

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick) Keyboard shortcut: g + g + type screen schemes
  3. The View Screen Schemes page is displayed.
  4. Locate the Screen Scheme in which you are interested, and click the Configure link next to it. The Configure Screen Scheme page is  displayed.
  5. On the Configure Screen Scheme page, click Edit next to the issue operation you wish to edit. The Edit Screen Scheme Item page is  displayed:
  6. Select the desired screen and click Update.

Deleting an association

  1. Log in as a user with the JIRA Administrators global permission.
  2. Choose > Issues. Select Screens > Screen Schemes to open the View Screen Schemes page.
    (tick) Keyboard shortcut: g + g + type screen schemes
  3. The View Screen Schemes page is displayed.
  4. Locate the Screen Scheme in which you are interested, and click the Configure link next to it. The Configure Screen Scheme page is displayed.
  5. On the Configure Screen Scheme page, click the Delete link next to the issue operation you wish to remove.

Activating a screen scheme

To activate a Screen Scheme, you need to associate it with one or more projects and issue types, using Issue Type Screen Schemes. To activate a Screen Scheme:

  1. Configure an Issue Type Screen Scheme to use the Screen Scheme.
  2. Associate the Issue Type Screen Scheme with a project.

For details of both procedures, see Associating screens with Issue Types.

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8 Archived comments

  1. User avatar

    Jonathan Rymel

    Hello, 

    When you click on the create issue button a pop-up window appears with lot of fields that are not relevant to my project.

    I want to edit the fields that appear in this window so that only key fields appear. Having too many fields will encorage my users to put information in the wrong place and it will then be missed by my reports.

    How can I do this?

    I am using JIRA with Greenhopper. 

    I have created a project.

    I have created an Issue Scheme and associated it with my project,

    I have created workflows and associated them with my issues,

    I have created a screen and screen scheme and I have associated them together, and with the project and I have associated with the issue create (even thought it was already the default).

    Many thanks,

    Jonathan

    03 May 2012
  2. User avatar

    Anonymous

    The model for allowing these updates takes you in endless circles ...

    I am using JIRA and GreenHopper.   I would like to create a different screen for a new Issue type I created called "Use Case".  On a Use Case screen there is an additional custom field (Actor), which is a pulldown.   On this screen I only want Summary, Description, Links, and Labels to show on the data entry when doing the create on the first tab.  On a second tab, I would put all of the rest of the standard issue fields.

    I only want this when creating an issue of type Use Case.   The steps for adding all of these various schemes, screens, and fields are very obtuse.

    I have successfully created a "Use Case" screen, scheme, added my custom field and its pulldown list values.

    The trick seems to be to actually use any of this.   If I go to a specific project as the admin, it seems I am only able globally change the create, view, edit for all issues types.   That seems like it sort of defeats the purpose, no?

    Any insight would be greatly appreciated ...


    Thanks

    04 Jan 2013
    1. User avatar

      Anonymous

      I am lost too in the same way.  I want a different screen for Bugs than Stories.  Circular reference.

      13 Jan 2013
      1. User avatar

        Anonymous

        I would say the learning curve to customizing JIRA in general is pretty steep... The UI for customizing these things confounds me.

        20 May 2013
    1. User avatar

      Cesar Campana

      Were you able to solve the issue?

      I have a similar situation.

       

      26 Jun 2015
  3. User avatar

    Anonymous

    how can i hide the Assignee field from the View issue screen ?

    we are using JIRA to follow up with customers and we don't want the customers to see the assignee name... just to see the status for now

    i created a custom screen and associated it with the view issue operation but it does not seems to work

    what can i do with this

    05 Mar 2013
  4. User avatar

    Konstantin Trunin

    What is the difference between screen assigned to "Create Issue" issue operation and screen assigned to initial (Create) transition in workflow? Which will take precedence? Why there are two places to set the same?

    30 Aug 2014
  5. User avatar

    Hung Nguyen

    This page doesn't talk about rearranging the fields displayed in the Issue detail view, which seemed to display fields in fixed order and also, show custom fields at the bottom of the detail section.

    Does it mean that we can NOT change this order in any mean?

    27 Feb 2015
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