How to associate a Screen Scheme with a single Issue Type

When a new company-managed project is created, by default, some issue types share the same screen scheme.

Using different screens schemes for issue types is ideal with the following scenarios:

  • You want to use specific fields for Bugs, so when necessary you can add the fields to the screen without affecting the screen of Epic and Story, for example.

  • Agents/Developers that work on specific issues can have a clear view of the ticket since it will show only the fields they need.

In this article, I’ll cover a step-by-step guide on how to associate a different screen scheme to a single issue type on a project.

:warning: Note: You need to be a Jira administrator and a Project administrator to perform the below steps.


1. Create a screen

1. Go to Cog icon > Issues > Screens.

2. On this page, you can click on Add screen in case you want to create a screen from scratch, by manually adding all the fields, or you can just copy an existing screen and remove the fields you don’t need.

In this example, I will create a screen for Epics by copying the Default Screen.

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3. On the next page, add a name for this new screen and click on Copy.

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4. Click on the new screen and add/remove the necessary fields.

:info: When adding or removing fields from a screen, it will be automatically saved.


2. Creating a Screen scheme

1. Go to Cog icon > Issues > Screen schemes.

2. Click on Add screen scheme, add a name and on the Default screen select the screen you created before.

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3. Associate an issue operation with a screen

1. From the Screen schemes page, click on the new scheme you created.

2. On the next page, click on Associate an issue operation with a screen.

3. The operations are Create, View, and Edit issue screens, so follow these steps (Associate > Operation > Screen > Add) for the desired operations that you want to associate with the screen.

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4. Associating the Screen scheme with the Issue type

1. Go to the Project settings > Screens > Actions > Edit screens.

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2. Click on Associate an issue type with a screen scheme and then on the pop-up screen that appears, select the Issue type and the Screen scheme created before and Add.

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You are all set! 

If you go to Project settings > Screens, you can now see the new scheme.

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5. Links

Similar Community content:

Documentation:

Hope this article helps you :smiley:

Warm regards,
Angélica

2 comments

s.islam November 8, 2023

Thank you so much :)

Jeppe Steen Jensen March 11, 2024

Wonderful!

After messing around with confusing videos this simple step-by-step guide nailed it :o)

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