Agile Tool Support: JIRA System Administrator Guide – Issues and Fields

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JIRA Training

As part of our JIRA training modules, we have developed instruction guides to assist users when making use of JIRA as an Agile tool. In this blog series, we will be providing tutorials for JIRA System Administrators on how to perform certain functions in JIRA, starting with the Issues and Fields elements in JIRA.

Issues Types in JIRA

Everyone’s needs are different and so JIRA also allows you to add, edit and delete your own custom issue types. You can also control the set of available issue types for each project by Associating Issue Types with Projects.

Creating an issue type

Step 1: Log in as a user with the JIRA Administrators.

Step 2: Select Administration > Issues > Issue Types to open the Issue Types page, which lists all issue types.

Issue Types 1
Different JIRA issue Types

Step 3: Click the Add Issue Type button to open the Add New Issue Type dialog box

Add new Issue type in JIRA

Step 4: Add New Issue Type and click the add button. You can Delete or Edit by going to Administration > Issues > Issue Types to open the Issue Types page and click the Edit link.

Fields in JIRA

JIRA enables you to add custom fields in addition to the built-in fields and you could choose to create this field as a Free Text Field, in which users can type whatever they wish, or as a Select List, which will force users to select from a list of pre-defined options.

To create a new field, associate it with a context, and add it to a screen:

Step 1: Select Administration > Issues > Fields > Custom Fields (tab) to open the Custom Fields page.

Step 2: Click the Add Custom Field button.

JIRA Fields Create Custom field in JIRA

Step 3: Select the appropriate type of field for your custom field, in this instance we will choose Text Field.

Step 4: Click the Next button to open the Create Custom Field – Details (Step 2 of 2) page.

Create Custom field in JIRA 2

Step 5: The Field Name will appear as the custom field’s title in both entering and retrieving information on issues, whereas the Field Description is displayed beneath the data entry field when entering new issues and editing existing issues, but not when browsing issues.

Step 6: Select an appropriate Search Template (see above). Pre-configured search templates are available for each shipped custom field type. A description of each search template will appear next to the select list when you select one.

Step 7: Select one or any number of ‘Issue Types‘ to which this custom field will be available. Alternatively, select ‘Any issue type‘ to make the custom field available to all Issue Types. You can change this in the future if you need to.

Step 8: Select the applicable context, that is, the ‘Project(s)‘ to which the custom field will be available. Alternatively, select ‘Global context‘ to make the custom field available to all projects. Click the ‘Finish‘ button.

Step 9: This will bring you to the screen association page. Select a screen, or screen tab, on which to display your newly created custom field. You must associate a field with a screen before it will be displayed. New fields will be added to the end of a tab and click on update.

Associating fields in JIRA

Newly created custom field will be displayed in a summary of all custom fields in your JIRA system. You can edit, delete or configure custom fields here.

Summary of custom fields in JIRA


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