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How do you create a screen view that only shows select fields for when an Issue is created?

michelle.purcell
Contributor
March 16, 2022

Current State:  I have a very enhanced epic issue type with many custom fields that we are looking to capture detail.  This issue type does have its own screen layout already.  

 

Problem statement:  I need to create a screen/screen scheme for when the issue is created to limit the amount of fields that are displayed.  

 

Here is what I currently attempted that is not working.

  1. Created a new screen where I only wanted a select amount of fields to display when a new Epic is initially created (MSCDS – Epic Initial Submittal) (Image #1)
  2. Created a screen scheme (MSCDP: Epic Initial Submittal) (Image #2 & #3).
  3. Added the screen  & scheme to a new Issue type screen scheme (Image #4)

Needless to say this is not providing the expected results and am hoping this amazing community can assist with where I missed an action.

 

Thanks,

 

1 answer

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Sam Nadarajan
Community Champion
March 16, 2022

Hello Michelle,

I can't see Image #1, #2, and #3 (maybe I'm too early) but in your screen scheme, is the new screen that you created in Step 1 assigned to only the "Create Issue" operation of the screen scheme that you created in Step 2?

Here's an example of a screen scheme that has a different screen for the create operation and the view/edit operation. You'll want something set up like this to accomplish your objective.

Screen Shot 2022-03-16 at 4.19.09 PM.png

Hope this helps

michelle.purcell
Contributor
March 16, 2022

It was created for only "Create Issue".  I thought they uploaded but I will add them.  image.pngimage.pngimage.pngimage.png

Sam Nadarajan
Community Champion
March 16, 2022

Hmmm from your screenshots it looks like you have the right setup.

 

Could you include a screenshot of the MSCDS: Epic Issue Screen please?

And as a clarifying question, can you provide specifics as to what you are seeing when you create an Epic in the create screen and how they differ from your expected results? Don't want to make any more assumptions if I can help it.


Thanks!

michelle.purcell
Contributor
March 16, 2022

Here is the screen shot you requested, This also corresponds with the fields and order that I see (Admin/Instance owner) when I create an new issue.

image.png

However, my leader has a different view seen below when she opens them.  She can click on the ellipses and add fields but I don't know why they only show a few.

image.png

Sam Nadarajan
Community Champion
March 18, 2022

Hmm does she have the option to view all fields in that ellipses menu? Is it currently selected to "Custom Fields" 

So it sounds like this current configuration you have is giving you the expected results, but is not giving your leader the expected results?

michelle.purcell
Contributor
March 18, 2022

@Sam Nadarajan I am happy to report your screen shots helped me a lot.  I was able to determine that the screen I had for "Create view" was associated in another screen scheme that showed all the fields.  Once I removed that association it rectified the issue and will be aware of that the next time this comes up.  Thank you for your assistance.  

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Sam Nadarajan
Community Champion
March 18, 2022

Nice!

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