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I'm trying to determine the best approach in determining whether a custom field is inactive. My thoughts is if a custom field is not associated to any screen, it is inactive.
Is there anything else I should check for before proceeding to deleting the custom field?
there is no safe way to delete a custom field. For example if you delete it the JQL filters will be broken, workflow post-functions or scripts that might reference the field will still referencing it. Here is what we recommend - there is an free add-on that scans your configuration and tells you if something is broken, including filters - Integrity Check for JIRA. It does not cover every add-on that you might use in the workflows but covers the most popular.
So the procedure is the following:
98% you are all set, unless you use some other than the supported add-ons.
In addition, there is another plugin, still from botron soft, wich is usefull to know where a field is used (creen, filter, etc...): POWER ADMIN (free plugin)
I've automatically got it with "Configuration manager" (not free this one, but powerfull if you want to migrate a jira instance to another one) so I tried it and it is quite well done, and usefull.
If it could help some people, good for you!
I'm not sure that "not on a screen" is quite good enough. I'd use the JQL
<field> is empty
In a couple of filter statistic gadgets to see exactly how it's used (by project is a good one)
Fields can also be used in workflow functions, which is a bit of a pain to find.
In the definitions it shows what screens, projects, and issues it's related to and you can figure out what projects would have it. Run a filter to look for it and issue id in those projects to see if it was ever used.