Unlocking Jira’s Potential: Mastering Screen Customization for Optimal Workflow

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In Jira, screens are user interfaces that define which fields are displayed to users during various issue operations, such as creating, viewing, or editing issues. Screens are a fundamental part of Jira’s customization capabilities, allowing administrators to control the data input and visibility for different workflows and issue types.

Screens are categorized into three types based on their function within the issue workflow. The Create Screen is displayed when creating a new issue and typically includes fields necessary to describe the issue at the outset. The Edit Screen appears when editing an existing issue and includes fields that might need updating or additional information throughout the lifecycle of the issue. Finally, the View Screen is shown when viewing the details of an issue, presenting information relevant for understanding the current state of the issue. Each type of screen plays a crucial role in ensuring that users can efficiently create, update, and view issues with the appropriate information at each stage.

Screens have these components, Fields are the data entry points such as summary, description, assignee, and a custom field. Fields can be mandatory or optional depending on the configuration. Screen Schemes map screens to a specific issue operation (create, edit, view). A single screen scheme can link different screens for different operations. The Issue Type Screen Schemes further refine screen schemes by associating them with specific issue types (e.g., bugs, tasks, stories), allowing different issue types to have different screens within the same project.

Best Practices

  • Simplicity. Avoid overcrowding screens with too many fields. Include only necessary fields to streamline the user experience.
  • Clarity. Use descriptive and clear field names to avoid confusion among users.
  • Organization. Group related fields together for better readability and ease of use.
  • Documentation. Maintain records of custom screens and field configurations for troubleshooting and future modifications.
  • Testing. Test custom screens to ensure they display the correct fields and operate smoothly within workflows.

For further details, you can refer to the Atlassian documentation on customizing screens and explore community discussions on Atlassian Community.

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