Mastering JIRA: Configure Fields, Screens, and Schemes in JIRA 7.1.9

Fields

In JIRA, a screen displays the form users interact with, while the items on the form are called fields. Fields can be numeric, text, image, required, optional, or hidden. The two are tightly coupled, so they are introduced together.

1.1 Create a Field

Log in as an administrator, go to Issues → Custom Fields and click Add Custom Field . Choose a field type (e.g., Text Field) and click Next . Enter the field name (the label shown on the screen) and click Create . The new field appears in the list of available fields.

1.2 Create a Field Configuration

A field configuration defines which fields are shown, required, or hidden for a specific issue type. Navigate to Issues → Field Configurations , click Add Field Configuration , give it a name (e.g., SCman), and add fields. You can edit descriptions, hide fields, mark them required, set renderers, etc.

1.3 Create a Field Configuration Scheme

After defining a field configuration, bind it to an issue type via a field configuration scheme. Go to Issues → Field Configuration Schemes , click Add Scheme , name it, and associate the desired field configuration with the target issue type.

1.4 Associate the Scheme with a Project

Open the target project, select Fields from the side navigation, choose Use a Different Scheme , pick the newly created scheme, and click Associate . The project now uses the specified field configuration.

Screens

Screens define which fields appear during create, view, and edit operations. To create a screen, go to Issues → Screens and click Add Screen . Name the screen (e.g., SCView) and select the fields to include, ordering them as needed.

2.2 Create a Screen Scheme

A screen scheme maps the create, view, and edit operations of an issue type to specific screens. In Issues → Screen Schemes , click Add Screen Scheme , name it (e.g., SChtml), and associate the appropriate screens for each operation.

2.3 Create an Issue Type Screen Scheme

Link a screen scheme to one or more issue types via an issue type screen scheme. Navigate to Issues → Issue Type Screen Schemes , add a new scheme, select the previously created screen scheme, and associate it with the desired issue types.

2.4 Associate the Issue Type Screen Scheme with a Project

In the project settings, choose Screen from the side navigation, select Use a Different Scheme , pick the issue type screen scheme you created, and click Associate . The project now displays the configured screens for each issue operation.

Tips

Fields and screens must be consistent: a field hidden in its configuration will not appear on the screen, even if the screen includes it. Ensure the intersection of field configuration and screen layout contains the desired fields.