Associate fields with screens in Jira Cloud
Platform Notice: Cloud Only - This article only applies to Atlassian products on the cloud platform.
Summary
There are several options to find a screen to associate fields in Jira. The best option for you will depend on which screens and fields you're looking to update.
To update screens, you must have Administer Jira rights
The steps below are for Company-managed projects only
Solution
Update specific screens in a project
When we need to update specific screens, for example, just for the Create or the View/Edit screen from a specific Issue type, the best option is to go directly to the desired project.
Access Project settings
Select Screens in the project settings navigation
For Jira Software projects, this item is nested under the Issues expander
On the Screens page, you'll see Issue types and the Screen Schemes for each type - Issue types can share the same Scheme, or have separate schemes
Open the scheme that includes the issue type you're working with, and select the screen you want to update
Add the field to the screen by searching at the bottom of the page
If necessary, you can remove fields by hovering your mouse over them and selecting "Remove"
Select a screen from any project using global administration
By accessing the Settings Cog and selecting Issues, you'll be able to access the Screens menu, listing all screens across all projects in Jira.
From there, you can search by screen name and select any screen to edit the fields present on that screen.
Find a transition screen from the workflow editor
If your Jira instance uses transition screens regularly, it can be difficult to find those screens when you're looking to edit the fields on them.
Access Projectsettings > Workflows
Select Edit
You can select a specific transition and from there see the Screen linked to the transition
Click the name of the screen to be directed to the page to add and remove fields.
Associate a custom field with multiple screens at once
When a new Custom field is created, it’s possible to select one or multiple screens to include the new field.
If a pre-existing field needs to be added to several Screens, you can follow these steps:
Go to Settings (Cog icon) > Issues
Select Custom fields
Filter or scroll to find your field
Select Moreoptions (•••) > Associate to Screens
Fill each checkbox to select the Screens where this field should appear
Select Update to save the changes
Alternatively, you can reach this same page from a project's field configuration page.
From a project that includes this field, select Project settings
Select Fields
For Jira Software projects, this item is nested under the Issues expander
Select the pencil icon to edit
Find the field in the list
By selecting Screens next to the field, you'll be taken to the same page in step 5 above
Fill each checkbox to select the Screens where this field should appear
Select Update to save the changes
Add, edit, or remove fields using the Issue Layout editor
Jira administrators can also add custom fields to the Issue view without the need to add them to the Screen. The steps vary slightly depending on the project type in use.
Issue layout in Jira Software projects
Select Projectsettings
Select Issues > Layout
Issue layout in Jira Business projects
Select Project settings
Select Issue layout > Edit issue layout
Request type editor in Jira Service Management projects
Select Project settings
Select Request management > Request types > choose a category of request type
Select one of the request types from the page
Within the editor, you can add, remove, and reorder fields
Related Documentation
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