Can someone help me understand the difference between create screen, edit screen, and view screen?

Melissa Marks

Can someone help me understand the difference between create screen, edit screen, and view screen and examples of each?

 

I want to prohibit people from editing a custom field once it's been entered in the transition screen. In other community posts, people mention the create screen, edit screen, and view screen options and make sure that field is only on a view screen. However, I don't know what that means? 

Can someone show me an example of these three options and how to set the permissions so that the field can only be entered during the transition?

John Funk

Hi Melissa,

Here is some documentation that might help:

https://support.atlassian.com/jira-cloud-administration/docs/manage-issue-screens/

But basically, when you create a new project it usually comes with just one screen that serves all 3 of the purposes. 

But if you want to cut down on the number of fields the user sees when creating an issue or so that a particular field only shows up during create, then need to create a separate screen in your screen scheme for that. 

So, head to Project Settings and then Screens.

There you should see something like this:

Notice that the same screen is listed for all 3 purposes. So to create a separate screen, 

To do that, go to Settings > Issues > Screens

You can copy the current screen that project uses and save with a different name like Project ABC Create Screen. For my example above, it would be Salary Range Create Screen. But you can call it whatever you want. 

Then go back to the place in the screenshot above - Project Settings > Screens

Click on the little pencil icon on the right hand side (not shown above) 

On the next screen, click on the Associate an issue operation with a screen button on the top right.

Choose Create issue for the Issue operation. Then select the screen that you just create and click Add. 

Now your project uses two different screens in the screen scheme. 

You can do the same with the Edit screen and View screen. If you remove a field from the Edit screen, users will not be able to update it. But make sure you leave it on the view screen so they can at least see the value.