Jira Fields and Project Relationships
In Jira, fields are associated with projects through two distinct mechanisms:
1. Issue Type Screens: Fields can be linked to projects by being included in the create, edit, or view screens of issue types that belong to a specific project. This association enables fields to be displayed and utilized within the context of a particular project.
2. Workflow Screens: Fields can also be connected to projects by being part of screens used in workflows that are associated with issues within a project. This relationship allows fields to be presented and utilized during specific workflow transitions, further integrating them with the project's issue management processes.
The diagram illustrating the complex relationship between fields, projects, issue types, and workflows provides a visual representation of these associations.
Fields Dashboard for Jira provides a clear visualization of the complex field relationships, presenting them in a concise tabular format. This centralized view empowers administrators to efficiently manage fields across their instance, eliminating the need for tedious, field-by-field analysis. With this enhanced visibility, administrators can confidently identify and remove unused fields, minimizing the risk of disrupting existing functionality.
The Fields Dashboard for Jira is a privileged feature, exclusively available to administrators. To access the dashboard, follow these steps:
1. Navigate to the top-right corner of the Jira page and click on the gear-like symbol (Settings).
2. Select "Apps" from the drop-down menu.
3. In the left-hand sidebar, locate the "Apps" section.
4. Within this section, you will find the "Fields Dashboard for Jira" option.
Initial Page Overview
The initial page of the Fields Dashboard for Jira consists of two primary tabs: Scheme and Workflow.
Scheme Tab
The Scheme tab displays fields associated with projects through their presence on create, edit, and view screens used by issues within those projects.
Workflow Tab
The Workflow tab shows fields related to projects by being included in screens used during transitions by workflows associated with issues present in those projects.
Filter Area
The filter area enables users to narrow down the results by selecting specific projects, fields, and field types.
- Projects and Fields: These multi-select fields are pre-populated with existing projects and fields in the system.
- Field Type: This single-select field allows filtering by system fields, custom fields, or all field types.
Default Behavior
If no filters are applied, the dashboard will display all fields and their relationships to all projects in a tabular format. However, due to the potential large number of fields and projects involved, this search may take some time to complete.
Refresh Button
The "Refresh Projects and Fields" button allows users to reload the list of projects and fields in the system, ensuring that the dashboard reflects the most up-to-date information.
Search Results Table
The search results are presented in a tabular format, providing a clear and organized view of how fields are utilized within screens, screen schemes, issue type screen schemes, and projects.
Table Features
- Sortable Columns: Each column can be sorted in ascending or descending order, allowing users to customize the display of results.
- Linked Artifacts: Screen, screen scheme, issue type screen scheme, and project values are displayed as links, enabling users to access the corresponding artifact in a new page.
- Pagination: Results are paginated, with a default of 20 items per page. Users can adjust the number of items displayed per page.
- Page Navigation: Users can navigate to a specific page by entering the page number or clicking on the page number link.
- Export to CSV: The "Export to CSV" button allows users to export the entire result set to a CSV file, facilitating further analysis and drill-down exploration.
Schemes Association Results
Illustrating the schemes association for multiple filtered projects and fields, with a focus on custom fields.
Workflows Association Results
Illustrating the workflows association for multiple filtered projects and fields.