Correct sequence for creating screens, screen schemes, issue type screen schemes

[Karen]

Hi, we have an existing company-managed software project that I basically want to copy and adjust a few fields on the create screen, and on the edit/view screen. However, I seem to be going round in circles and I haven't been able to find any documentation describing this step.

My Kanban board is correct. My workflow is set up with the correct status, but no automation yet.

Now I  need to get the screens right, without wrecking the existing screens. Can someone please give me the correct order/steps to achieve this?

 

[Trudy Claspill · Accepted solution]

Hello @Karen 

Make copies of those screens. Make the changes in the copies.

Make a copy of the original Screen Scheme in which the original screens were used. In the copy of the Screen Scheme, swap your modified screens in for the original screens.

Make a copy of the Issue Type Screen Scheme in which that Screen Scheme was used. In the copy of the Issue Type Screen Scheme, replace the original Screen Scheme with the copy that you modified.

In your new project, associate the modified Issue Type Screen Scheme to the project.

[Karen]

@Trudy Claspill  Thank you! I will give this a go tomorrow morning and come back to you if I still can't get this right, assuming this is OK with you.

[Karen]

@Trudy Claspill  Your steps worked perfectly, once I  had worked out how to delete all the cruft I created yesterday.  😉

Now I have one last step, and I suspect I cannot find the documentation because I'm not searching for the right terms.

All our project use the same screen for create, edit and view. My create view is correct. But the extra panel that appears on the right hand side for edit and view has extra fields, and needs to be tidied up. If I use the configuration cog at the bottom of the screen, then my changes don't seem to save.

As a global Jira admin is there somewhere else I should be looking? And if you can tell me what to search for in the documentation that would be awesome.

Hope you have a fabulous new year.

[Trudy Claspill]

Are the extra fields in the right-side panels of the issue view fields that you have included in the Create screen? Or are they fields that are not in the Create screen?

When you click on the Configure option at the bottom under the More Fields panel you are taken to the Layout feature. This is where you can arrange how the fields are displayed in the view/edit display. You can find more information about configuring issue layout here:

https://support.atlassian.com/jira-software-cloud/docs/configure-field-layout-in-the-issue-view/

What changes exactly are you making? Are you clicking the Save button at the bottom of the screen to save the layout changes you've made?

[Karen]

@Trudy Claspill  Thank you!  Not sure what I was doing on Friday but after a few days of leave, I can arrange my fields as per your instruction above.

Once again, thank you for your help.

[Luka Hummel - codefortynine]

Hi @Karen

If you are willing to use a third party app, you might be interested in our Deep Clone for Jira.

We just added the ability to configure how Deep Clone handles schemes when cloning a project.