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How to manually create fields, screen and issue type?

AllenH
Contributor
October 5, 2020

Hi, Supports, 

I run into a problem that since Jira cloud instance can't support importing workflow and field configure, so the answers I found here were all telling me to do it manually.

Yet, It is quite hard for me to get a sense of how all this can work out.

My scenario goes like this:
3 issue types + 3 field configuration + 1 screen

Are there any videos or answers here?

2 answers

1 accepted

0 votes
Answer accepted
Taipei Luanta October 5, 2020

Thank you so much, I did manage to reach that far. 
Yet, my issue types did not match my screens, can you help me out here?




0 votes
Carlos Garcia Navarro
Community Champion
October 5, 2020

Hi @AllenH ,

You can create new issue types by going to Jira settings-> Issues

Screen Shot 2020-10-05 at 9.52.42 PM.png

Add issue type:

Screen Shot 2020-10-05 at 9.53.12 PM.png

(In this example I created Issueo'fun:

Screen Shot 2020-10-05 at 9.57.55 PM.png

To Create Field Configuration go to Jira Settings-> Field Configurations-> Add Field Configurations:

Screen Shot 2020-10-05 at 10.02.57 PM.png

 

After you create the new field configuration then you can configure the fields in it ( you can hide them, make them required or optional, and add them to screens):

Screen Shot 2020-10-05 at 10.05.17 PM.png

 Under Jira Settings-> Issues-> go to 'Field configuration schemes' and add a 'Field Configuration Scheme':

 

Screen Shot 2020-10-05 at 10.14.27 PM.png

 

Select your Field Configuration Scheme (in my example, "Field Configuration Scheme O'Fun") and click on "Configure'. Associate this scheme to the Field Configuration that you created earlier, if you want to make it the default issue field:

Screen Shot 2020-10-05 at 10.18.20 PM.png

You can associate specific issue types to field configurations by clicking on 'Associate an Issue Type with a Field Configuration' (if you have any issue type you don't want linked to the default configuration field):

Screen Shot 2020-10-05 at 10.20.36 PM.png

For screens you can go to Jira settings-> Issues-> Screens-> Screens, and create one (or more):

Screen Shot 2020-10-05 at 10.41.44 PM.png

Then you select the Fields:

Screen Shot 2020-10-05 at 10.32.35 PM.png

Then you can Create a screen scheme under 'Jira settings-> Issues-> Screens-> Screens Scheme', and associate this screen as the default screen:

Screen Shot 2020-10-05 at 10.33.48 PM.png

You could have different screens associated to different screen actions (create, edit, view). You do this from Jira settings-> Issues-> Screens->Screens Scheme-> Associate an issue operation with a screen. Otherwise all the action will be associated to the same (default) screen.

 

Then you can go to Jira settings-> Issues-> Screens-> Issue type screen schemes and create one:

Screen Shot 2020-10-05 at 10.42.11 PM.png

From Project settings you can select a screen scheme by going to Screens->

Screen Shot 2020-10-05 at 10.54.07 PM.png

 Select the issue type screen scheme that you created earlier (in the example "Screen Scheme O'Fun") and associate it to your issue or issues:

Screen Shot 2020-10-05 at 10.56.22 PM.png

And same thing for Field configuration, under Project Settings-> Field-> Actions-> Associate a different field (select Field Configuration O'Fun):

Screen Shot 2020-10-05 at 11.00.40 PM.png

This way the project gets associated to the schemes that you created.

For the issue type that you created earlier, you'll need to add it to the project. You can do this from the project directly: Project settings-> Issues-> Edit Issue types-> Move the issue type to the table with the current issue types:
Screen Shot 2020-10-05 at 11.04.57 PM.png

Hope it helps,

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