This page last changed on Aug 03, 2009 by rosie@atlassian.com.

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What is a 'Field Configuration Scheme'?

A Field Configuration Scheme maps Field Configurations to issue types. A Field Configuration Scheme can be associated with one or more projects.

This means that you can define Field Configurations for a particular issue type of a given project. For example, it is possible to have a separate field configuration for the 'Bug' issue type and the 'Improvement' issue type for the 'Test' Project.

Because field configuration schemes can be associated with more than one project, your administrative workload is minimised as you can reuse the same field configuration for issue type mappings across multiple projects.

Field Configuration Schemes

Scheme operations are available from the View Field Configuration Scheme page. To reach this page follow these steps:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard.
  3. Click the 'Issue Fields' sub-menu on the left hand side if it is not open already, and choose 'Field Configuration Schemes' from the list.
  4. You will be directed to the page 'View Field Configuration Schemes' with a list of all the Field Configuration Schemes currently configured. From this page you can:
    • Add — create a new Field Configuration Scheme
    • Configure — add or remove associations between issue types¹ and Field Configurations².
    • Edit — edit the name and description of the Field Configuration Scheme.
    • Delete — remove a Field Configuration Scheme
    • Copy — create a new Field Configuration Scheme with the same details as an existing one

¹ To create and edit Field Configurations, please see 'Configuring field behaviour'.
² To create and edit Issue Types, please see 'Defining 'Issue Type' field values'.

Adding a Field Configuration Scheme

  1. The 'Add New Field Configuration Scheme' form is located at the bottom of the 'View Field Configuration Scheme' page (described above).
  2. On this form enter the name of the new scheme.
  3. You can optionally add a description to the scheme for better identification.
  4. Click the 'Add' button. The Field Configuration Scheme list will be updated automatically with the new scheme.

Configure a Field Configuration Scheme

With this operation you can associate, un-associate or change an association between a Field Configuration and a particular issue type. To do this please follow these steps:

  1. Click the 'Configure' link in the same row as the Field Configuration Scheme you wish to configure.
  2. The 'Configure Field Configuration Scheme' page will appear, showing the scheme's current mappings of Field Configurations to issue types.
  3. The operations available when configuring a field configuration scheme are:
    • Associate an issue type to a field configuration
    • Remove an association between an issue type and a field configuration
    • Edit an association between an issue type and a field configuration
If you have not added any field configurations you will only have the Default Field Configuration to work with.

Associating a Field Configuration with an Issue Type

To associate an issue type with a field configuration:

  1. Select the issue type you wish to associate.
  2. Select the field configuration you wish to associate with this issue type
  3. Click the 'Add' button. The table will above will be automatically updated with the the issue type in the left most column and the associated field configuration in the central column.
An issue type can only have one association within a given configuration scheme.
If an issue type does not have an association in the scheme, the field configuration associated with the Default entry in the scheme will be used for issues of that type.

Removing an association between a Field Configuration and an Issue Type

  1. Click the 'Remove' link next to the issue.
  2. The issue type association will automatically be removed from the field configuration scheme.
The Default entry cannot be removed the scheme.

Editing an association between a Field Configuration and an Issue Type

  1. Click the 'Edit' link next to the issue.
  2. Select the new field configuration you would like to associate with this issue type.
  3. Click the 'Update' button.
  4. The Issue Type will now be associated with the new field configuration.

Editing a Field Configuration Scheme

To change the name or description of a Field Configuration Scheme:

  1. Click the 'Edit' link next to the desired field configuration scheme. You will now see the 'Edit Field Configuration Scheme' page.
  2. Change the name and/or description as necessary.
  3. Click the 'Update' button.

Deleting a Field Configuration Scheme

To delete a Field Configuration Scheme:

  1. Click the 'Delete' link next to the desired field configuration scheme. You will now see the 'Delete Field Configuration Scheme' page.
  2. Confirm that you would like to delete the scheme by clicking the 'Delete' button.

Copying a Field Configuration Scheme

To copy a Field Configuration Scheme:

  1. Click the 'Copy' link next to the field configuration scheme you wish to copy. This will bring you to the 'Copy Field Configuration Scheme' page.
  2. Enter the name and description of the new field configuration scheme.
  3. Click the 'Copy' button.
  4. You will now be directed back the View Field Configuration Scheme page with your new scheme added. The new scheme will have the same configuration as the copied scheme.

Associating a Field Configuration Scheme with a Project

To activate a Field Configuration Scheme, you need to associate it with a project. An association means that the Field Configuration Scheme will now be applied to the chosen project. The issues in that project will use the Field Configuration that is mapped to their issue type by the scheme. Note also that you can use Issue Type Schemes to associate issue types with a project.

To associate a Field Configuration Scheme with a project:

  1. Log in as a user with the 'JIRA Administrators' global permission.
  2. Bring up the administration page by clicking either the 'Administration' link on the top bar or the title of the Administration box on the dashboard.
  3. On the administration page is a list of projects which this user is allowed to manage. Select the project of interest.
  4. Click on the "select scheme" link beside the Field Configuration Scheme caption.
  5. This will bring up a list of all existing field configuration schemes. Select the scheme you want to associate with this project.
    Selecting None will make all the issues in the project use the Default Field Configuration.
  6. Click the 'Associate' button. You will be returned to the project administration page , with the project now associated with the selected Field Configuration Scheme.
Newly created projects are not associated with any Field Configuration Schemes, and hence use the Default Field Configuration for all issues.

Document generated by Confluence on Mar 27, 2011 18:34