Clean up the Screens and Screen Schemes

Eric Roetenberg

Hello,

I want to clean up the screens, remove screens that are not being used and this also for the screen schemes. have anyone  an idea how I can do this in the right way so that I don't delete screens that are still in use.
Is there a tool for this maybe. Or how to see which screens are no longer used or which no longer have relationships. a lot has been created from the past, this needs to be cleaned up.

Nic Brough -Adaptavist-

All the places that you maintain screens and schemes take the form of lists which give you information about usage.

Some of them have a system which splits the list into two parts - "active" and "inactive", which is not a flag, it's an indicator of whether the item is in use or not.  You can expand the "inactive" section (it always comes second) and know that it safe to delete everything in that section.

Others take another approach - they tell you where things are in use, but don't separate active and inactive.  They do not offer you a delete option for anything that is active.

Screens falls into the second group - when you go to Admin -> Issues -> Screens, you'll see four columns - Name, Screen Scheme, Workflows, Actions - if you click on the actions:... for any given screen, it will only offer you "delete" if both Screen Scheme and Workflows are empty.

For cleaning up screens, I'd actually do it from the top down.  

• Go to Admin -> Workflows and delete as many inactive workflows (they do the active/inactive list split) as you feel safe doing so.  
• Go to Admin -> Issue type screen schemes and delete all that you can
• Go to Admin -> Screen schemes and delete all that you can
• This has cleared out all the places that screens could be used, and hence enabled the "delete" option for all the dead ones in Admin -> screens

Ideally, before doing that though, I might have a rummage through the projects to see where more workflows and screens could be shared, freeing up even more to be deleted, but actually a first run through just cleaning the cruft might help make that easier.

There are a number of housekeeping and migration tools in the marketplace that can make this a lot less manual too, but I wanted to explain the manual off-the-shelf way first, so you could see the underlying principles.