Manage work type screens
What is a work type screen scheme?
A work type screen scheme associates a screen scheme (which defines mappings between screens and work item operations) with work types. Hence, a work type screen scheme allows you to specify different screens for different work types when used for the same work item operation (e.g. 'Create work item') in a given Jira project.
By default, your Jira system contains a work type screen scheme that's called a default work type screen scheme. You may want to edit this scheme or copy it to make a new one.
Configuring a work type screen scheme
The configuration of a work type screen scheme involves associating a work type(s) with a particular screen scheme. For example, associating the 'Bug' work type with the 'Default Screen Scheme', and then associating the 'Improvement' work type with the 'Improvement Screen Scheme'.
Before you begin: You must be logged in as a user with the Administer Jira global permission.
Associating a work type with a screen scheme
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Configure next to the desired work type screen scheme.
Select Associate a work type with a Screen Scheme and select the following options:
Select a work type you wish to associate a screen scheme with.
Select the desired Screen Scheme.
Select Add, and the new association will be added to the association list above.
Please note:
There can only be one association for each work type. If all work types have been associated with a screen scheme, you can use the Edit link next to each entry to change the screen scheme that is associated with it.
If there is no specific entry for a work type, the screen scheme associated with the Default entry will be used.
Editing an association
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Configure next to the desired work type screen scheme, which opens the Configure Work Type Screen Scheme page (see above).
Select Edit next to the work type you wish to edit, which displays the Edit Work Type Screen Scheme Entry page.
Select the screen whose association you wish to change, and select Update.
Deleting an association
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Configure next to the desired work type screen scheme, which opens the Configure Work Type Screen Scheme page (see above).
Select Delete next to the work item operation you wish to remove.
The Default entry is used for all work types that do not have a specific entry in the scheme. It cannot be deleted.
Adding a work type screen scheme
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Add Work Type Screen Scheme.
Enter the name for the new scheme. You can optionally add a description.
Select a screen scheme for the Default entry in the new scheme. The Default entry will be used for work types that do not have a specific mapping in the scheme.
Select Add. The screen will automatically update the Work Type Screen Schemes list with the new work type screen scheme.
Editing a work type screen scheme
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Edit next to the desired work type screen scheme to open the Edit Work Type Screen Scheme page, where you can edit the work type screen scheme's name and description, as well as the screen scheme of the Default entry.
Select Update, which returns you to the View Work Type Screen Schemes page, with your updates now applied to the Work Type Screen Schemes list.
Deleting a work type screen scheme
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Delete next to the work type screen scheme you wish to delete.
Work type screen schemes that are associated with a project cannot be deleted.
Copying a work type screen scheme
Select > Work items.
Select Screens > Work Type Screen Schemes to open the View Work Type Screen Schemes page.
Select Copy next to the field screen you wish to copy, which opens the Copy Work Type Screen Scheme page.
Enter the name and description of the new work type screen scheme, and select Copy.
Associating a work type screen scheme with a project
Once you have created and configured a work type screen scheme to your desired settings, you can now associate the scheme with a project. This will apply your chosen screen scheme to each work type within the selected project.
Select Settings > Projects.
Select the project you wish to configure by selecting its name.
Select Screens.
Select the Actions drop-down menu, and select Use a different scheme.
Select the screen scheme you wish to associate with this project.
Select Associate.
To control which work types apply to a project, please see Associating work types with projects.
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