Placing fields on screens

Screens group multiple issue fields. Using Screens, administrators can control which fields are displayed, and the fields' vertical display order, during issue operations (e.g. 'Create Issue' and 'Edit Issue') or workflow transitions (e.g. 'Resolve Issue') — for details see 'Activating Screens' (below).

In the Enterprise edition of JIRA it is also possible to split issue fields on a Screen into multiple tabs.

Screens overlap slightly with Field Configurations in regards to field visibility. Note that when a Screen is displayed to a user, for example, during issue creation, the user will see only the issue fields that:

1. the user has permissions to edit.
2. are present on the Screen that is associated with the 'Create Issue' operation for this issue.
3. are not hidden in the Field Configuration applicable to the issue.

1. Log in as a user with the 'JIRA Administrators' global permission.

2. Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard:

   

3. Click the "Issue Fields" sub-menu in the left-hand side column, and choose "Screens" from the list.
4. You will then be directed to the "View Screens" page. (This screenshot is for Standard edition. Professional and Enterprise editions will have a different layout but will includes the same functionality.)
   

From this page you can:

• Add a new screen.
• Configure a screen's fields
• Edit a screen's name and/or description
• Delete a screen.
• Copy a screen.

1. Click on the "Configure" link next to the Screen of interest.
2. You will now see the "Configure Screen" page. (Note: the screenshot below is common between Standard and Professional editions; the Enterprise edition page includes the tabs functionality — see below).
   

Adding a Field to Screen

1. The "Add Field" form is located at the bottom of the "Configure Screen" page.
2. Select the field/s that you wish to add to the screen.
3. You can also specify the position in which the field will be placed.
   Note

   If you have selected multiple fields and specified a position, the topmost field selected will be placed in the corresponding position and the other fields directly below it.
4. Click on the "Add" button"

Removing a Field from a Screen

1. From the "Configure Screen" page, select the checkboxes next the the fields you wish to remove.
2. Click on the "Remove" button located at the bottom of the table.
3. The fields will be removed from the Screen and will become available in the "Add Field" form at the bottom of the screen.

Reordering Fields on a Screen

To change the vertical display order of fields:

1. In the text box in the "Move to Position" column next to the desired field, specify the position you wish to move the field to.
2. You can repeat this for multiple fields specifying a different position for each field.
3. Click on the "Move" button located at the bottom of the table in the "Move to Position" column.
4. All the fields will be placed in the specified positions.

1. The "Add Screen" form is located at the bottom of the "View Screens" page (see 'Configuring a Screen's Fields', above).
2. Enter the name of the new Screen.
3. You can optionally add a Description.
4. Click on the "Add" button. The page will automatically update the Screen list with the new Screen.

To change Screen's name and/or description you can edit a Screen by following these steps:

1. On the "View Screens" page (see 'Configuring a Screen's Fields', above), click on the "Edit" link next to the appropriate screen.
2. You will now be directed to the "Edit Screen" page where you can edit the name and/or description of the Screen.
3. Click on the "Update" button. You will be brought back to the "View Screens" page with your updates now applied to the Screen.
   

To entirely remove a Screen from the system:

1. On the "View Screens" page (see 'Configuring a Screen's Fields', above), click on the "Delete" link next to the Screen you wish to delete.
2. Click on the "Delete" button to confirm this action. You will be brought back to the "View Screens" page with the Screen removed from the list of Screens.
   

1. On the "View Screens" page (see 'Configuring a Screen's Fields', above), click on the "Copy" link next to the Screen you wish to copy. You will now be directed to the "Copy Screen" page.
2. Enter a name and a description for the new Screen.
3. Click on the "Copy" button. You will be brought back to the "View Screens" page, and the newly added Screen will have the same issue fields and field positions as the original field screen.
   

The Enterprise edition allows you to split Screens into multiple tabs. Tabs can help to group related fields together on a Screen. For example, the following screenshot shows a simple Screen that only shows the issue 'Summary' and 'Description' on the first tab ('Main'), and 'Affected Versions' and 'Components' on the second tab ('Other Details'):

This functionality is very useful for organising complex Screens, as you can place less used fields, for example, 'Attachment' and 'Environment', onto separate tabs:

Screen tabs are available from the "Configure Screens" page (see 'Configuring a Screen's Fields', above).

Add Tab

1. The "Add Tab" is located on the bottom right of the "Configure Screen" page.
2. Enter the name of the new tab on this form.
3. Click on the "Add" button.

Moving fields between Tabs

1. In the "Move to Tab" column next to the field you wish to move, select the desired tab.
2. Repeat this for all the fields you wish to move.
3. Click on the "Move" button located at the bottom of the table in the "Move to Tab" column.
4. All the selected fields will be moved to the appropriate tabs.

Navigating between Tabs

To navigate between the Tabs of a Screen, simply click on the links on the top left of the "Configure Screen" form.

Deleting a Tab

1. Navigate to the Tab you wish to remove.
2. Click on the "Delete" tab link. You will now be directed to the "Delete Tab" confirmation page.
3. Click on the "Delete" button to confirm. You will now be returned to the "Configure Screen" Page
   

Renaming a Tab

1. Navigate to the desired Tab.
2. The "Rename" text field is located in the top left of the "Configure Screen Tab" form.
3. Enter the new name of the Tab.
4. Press 'Enter'.

Reordering Tabs

It is possible to configure the horizontal order of Tabs by clicking on the arrows to move the selected Tab left or right.

To make a Screen available to users, you can either:

• Associate the Screen with an issue operation (e.g. 'Create Issue'), via a Screen Scheme — see 'Associating Screens with Issue Operations'.

• (Professional and Enterprise editions) Associate the Screen with a Workflow Transition (e.g. 'Resolve Issue') — see 'Configuring Workflow'. Note that in Standard edition workflow is not customisable, so you cannot associate a new Screen with a workflow transition; you can, however, modify (see above) the Screen that is already associated with each workflow transition.