Created a custom field and needs to be visible by default in Stories and Tasks

Abhi March 20, 2024

Hi & Hello,

Firstly I am entirely new to JIRA Development (an infant to be precise ;))! 

Secondly. my question: 

I created a new custom field (with a default value in it) and associated certain projects with it and did include Stories + Tasks. I want this field to be apprearing by detault on every Story + Task of that project, respectively. But that is not happening :(.

Any prompt suggestions pleaseeeeee! 

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Harsh
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March 20, 2024

Hi @Abhi 

Welcome to the community.
Did you add the custom in the issue type screen scheme? If not then go the project settings -> Screens -> Task/Stories Screen Scheme -> and then add the field?

If not check once if it is configured properly.

Hope this helps.

Abhi March 20, 2024

Thank you very much, Harsh :). well, I did add it to the screen. And how is this screen supposed to link to the records?

Harsh
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March 20, 2024

Hi @Abhi 

If you have added to the issue type screen and still cannot see, then I suggest to check the configuration/Context of the field. To do this, follow the below - 

Issues -> Custom Field -> Search the field -> when you see the field on right side click the 3 dots -> Configure and check if it is globally set, if not then add a new context which will be there only on top -> and choose the project you want to set (or global configuration) it to and issue type (I would recommend all issues (in case you want to add the same field for other issue type as well)

For more details refer the documentation by Atlassian - https://support.atlassian.com/jira-cloud-administration/docs/add-a-context-to-a-custom-field/

 

Also to answer your question how is this screen supposed to link to the records? So for each issue type we have screen scheme and each screen scheme has screens (depending on the action you want to achieve - Create Screen, Edit Screen and View Screen). If the field is not added to desired screen then the field wont show up, irrespective of whether is associated with the project or it has a context or not.

For example - if you want to have your custom field while creation - then you have to add the field in create screen. But if its not added in view screen (i.e. what you see when the issue is created) even if you have some value for the custom field, you wont be able to see the field. In this case you have to add the field in the view screen as well. If you want to edit the field after creation of the ticket then add the field in Edit Screen. 

By Default JIRA has only one screen for all action (Default screen). If you want separate the screen for each action you can create the screen and associate with the issue type screen scheme.


In case you want to know more - Associating a screen with an issue operation | Administering Jira applications Data Center 9.14 | Atlassian Documentation 


Hope this helps

Thank you.

Abhi March 20, 2024

Hi again Harsh,

I did mention the 'Context' data during the creation of this field (just two types of issues + 7 particular projects selected) and as well, I did mention a default text in this field (in the configuration page of this field).

And added this new field to the Screens (pertaining to these 7 projects).

-- My requirement is that: I should be seeing this new custom field by default with the default text mentioned in it on every Task + Story, pertaining to the projects mentioned in the configuraiton of this field.

Thanks Harsh.

 

Harsh
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March 20, 2024

HI @Abhi 

My requirement is that: I should be seeing this new custom field by default with the default text mentioned in it on every Task + Story, pertaining to the projects mentioned in the configuraiton of this field. ---  Do you mean while creating a ticket? If yes then by just adding so the field in screen and context (which you have already done) then you should see the field by default.

Is my understanding correct now?

Thanks Abhi

Abhi March 21, 2024

Hi again Harsh,

Thank You for all of that and now I have experimented and known about this concept pretty well :).

But I have a little dark area in my understanding off your amazing answers:

  • Now, I could see the newly added field during VIEW; EDIT as well with the default text that I had put in there;
  • But can I make this field visible whenever any of the issue type of that particular project is opened (without Editing) for all the past records created before the creation of this new field?
Harsh
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March 21, 2024

Hi @Abhi 


But can I make this field visible whenever any of the issue type of that particular project is opened (without Editing) for all the past records created before the creation of this new field?

Yes, you can using BULK UPDATE. But there is a catch which is it depends on the value you want to update the old tickets and obviously the count of the ticket and obviously if you have admin permission.

For this first you can run a query in the issue navigator to find all the old tickets with no value in the custom field.

project = proj1 (or depending on the multiple project use - project in ("Proj1", "Proj2" and customfield123 is empty.


Then on top right corner - Select Tools -> Bulk Change -> then depending on the value of the custom field in each ticket you can group (select the tickets) -> and then search the field and update the value.

 

Hope this helps.

Abhi March 21, 2024

Hi again Harsh,

I am truly glad to your detailed replies and very useful official Web links :) and alas, I have found the solution and understood this concept entirely! 

Hence, marking your replies as ANSWER and once again, thank you so much in making me understand and solve my case! 

Harsh
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March 21, 2024

Hi @Abhi 

Happy to help.
I did reply to the other post as well :)

Have a great weekend.

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Answer accepted
Sebastian Krzewiński
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March 20, 2024

Hi @Abhi 

 

Based on your description you create custom field and set context for it. What you didn't do is add this custom field to screens on the project. Can you check this?

 

Regards,

Seba

Abhi March 20, 2024

Thank you very much, Sebastian :). well, I did mention the context of this field and did add this to the screens. But then how is this screens concept tagged to the actual entities (Tasks and Stories) of the Project? 

Sebastian Krzewiński
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March 20, 2024

in every project you can assign issue type screen scheme where you can define set of screens (screen scheme) to each issue type.

Abhi March 21, 2024

Thank you Sebastian, the concepts of the Screens and the schemes are well explained and I happen to understand them to my knowledge ;) but still this one question remains:

-- how can I view this newly added field on all the other older issue types (since now I had configured to all issue types) of a particular project? Without editing it and just on opening the record, this new field must be visible? 

Is that even possible :(.....

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