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.
I have multiple projects that use variations of the same base workflow. The variations depend on the requirements of the project or issue type. The variations mostly come in the form of new statuses ...
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