Associating Screens with Issue Operations

A Screen Scheme allows you to choose which Screen will be shown to a JIRA user when they perform a particular issue operation. There are 3 issue operations for which you can choose a Screen:

• 'Create Issue' — choose the Screen that is shown when an issue is being created.
• 'Edit Issue' — choose the Screen that is shown when an issue is edited.
• 'View Issue' — choose the Screen that is shown when a user views an issue.

You can specify the same screen for each of these issue operations, or choose different screens for each operation.

Please note that in the Professional and Enterprise editions of JIRA you can create multiple Screen Schemes (see Managing Multiple Screen Schemes below); in the Standard edition you can only edit the Default Screen Scheme. Additionally, Professional edition supports project-specific Screen Schemes, while Enterprise edition adds extra flexibility by supporting Screen Schemes per project per issue type, using Issue Type Screen Schemes. The method of activating a Screen Scheme also differs depending on the JIRA edition — please see 'Activating a Screen Scheme' (below).

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 on the left hand side if it is not open already, and choose "Screen Schemes" from the list.
4. If you are using the Standard Edition you will be brought to the Configure screen for the Default Field Screen. If you are using the Professional or Enterprise Editions you will be brought to the "View Screen Schemes" page, where you will need to select a Screen Scheme by clicking on the "Screens" link next to one of the schemes.

5. You will now be brought to the "Configure Screen Scheme" page.

   

Associating an Issue Operation with a Screen

1. The "Add Issue Operation to Screen Association" is located at the bottom of the "Configure Screen Scheme" page.
2. Select the Issue Operation with which you wish to associate a Screen.
3. Select the desired Screen.
4. Click the "Add" button and the new association will be added to the list of associations.

Editing an Association

1. Click on the "Edit" link next to the issue operation you wish to edit.
2. You will be brought to the "Edit Screen Scheme Item" page.
3. Select the screen you wish to change the association to.
4. Click on the "Update" button and you will be returned to the screen scheme page.
   

Deleting an Association

1. Click on the "Delete" link next to the issue operation you wish to remove.
2. The association will be automatically removed from the list.

In Professional and Enterprise Editions it is possible to create multiple Screen Schemes; in the Standard Edition you can only edit the Default Screen Scheme. The Screen Scheme operations are available from the View Screen Schemes page.

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 on the left hand side if it is not open already, and choose "Screen Schemes" from the list.
4. This will bring you to the "View Screen Schemes Page".
   

Adding a Screen Scheme

1. The "Add Screen Scheme" form is located at the bottom of the Field Screen Schemes Page.
2. Enter the name of the new field screen.
3. You can optionally add a description of the field screen.
4. Select a default field screen. The default screen will be used for views that do not have an association.
5. Click on the "Add" button. The screen will automatically update the field screen schemes list with the new field screen scheme.

Editing a Screen Scheme's details

1. Click on the "Edit" link next to the selected Screen Scheme.
2. You will now be directed to the "Edit Screen Scheme" page where you can edit the Screen Scheme's name and description and the Screen that is associated with the Default Entry of the scheme.
3. Click on the "Update" button.
4. You will be brought back to the Screen Schemes page with your updates now applied to the Screen Schemes list.
   

Deleting a Screen Scheme

1. Click on the "Delete" link next to the Screen Scheme you wish to delete.
2. Click on the "Delete" button to confirm this action.
3. You will be brought back to the Screen Schemes page with the Screen Scheme removed from the screen schemes list.
   

Copying a Screen Scheme

1. Click on the "Copy" link next to the Screen Screen you wish to copy.
2. You will now be directed to the "Copy Screen Scheme" page.
3. Enter the name and description of the new Screen Scheme.
4. Click on the "Copy" button.
5. You will be brought back to the Screen Schemes page, and the newly added Screen Scheme will have the same settings as the original Screen Scheme.
   

Standard Edition

The Standard Edition of JIRA supports only one Screen Scheme (the 'Default Screen Scheme'). As soon as the Default Screen Scheme is modified, the changes affect all projects and issue types in the system. No other activation is necessary.

Professional Edition: associating a Screen Scheme with a project

Professional Edition allows for project-specific Screen Schemes. To activate a Screen Scheme, associate it with one or more projects as follows:

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. On the administration page is a list of projects which this user is allowed to manage. Select the project of interest.
4. Click on the "Select Scheme" link on the beside the Screen Scheme caption.
   
5. Select the screen scheme you wish to associate with this project.
   
6. Click on the "Associate" button.

Enterprise Edition

Enterprise Edition supports Screen Schemes per project per issue type, using Issue Type Screen Schemes. To activate a Screen Scheme, configure an Issue Type Screen Scheme to use the Screen Scheme, then associate the Issue Type Screen Scheme with a project. For details of both procedures, see 'Associating screens with Issue Types'.