Setting up screens in Jira

For the SAP Transport Panel specific custom fields, a new screen is created which is associated to a new scheme and the scheme is associated to the relevant issue types and projects.

Content

Step-by-Step Guide

Extend default screen with custom fields

The Jira screens have to be extended by the custom fields. Therefore the fields should be added to the default screens.

Further information → Atlassian documentation: Defining a screen

Step	Procedure	Example
1	In Jira, navigate to Admin Menu (cog wheel) → Issues → Screens
2	Create a new screen The screen should be a copy of your standard screen (e.g. Default Screen) → Click on Copy Enter a name (e.g. SAP Transport Panel: Default Issue Screen) and a description (optional) The screen should now be displayed in the overview.
3	Search the created screen → Click on Configure
4	Scroll down to add fields using the selection box: The fields Return code and Project system field should be added to the new screen. The Return code should not be editable? The Return code is a value, which is automatically set in Jira after a step in SAP. If you don't want the Return code to be edited you can map specific screens to issue operations using Screen Schemes. For this you have to define a screen with the Return code for the View Issue operation and create another screen without the return code for Create and Edit Issue operations. Further information → Atlassian Documentation: Associating a screen with an issue operation

Create specific transition screen to create a transport

One specific transition screen is recommended for the creation of a transport, which needs to be added to the screens (How to add the "Create transport" post function to a Jira workflow)

Step

Procedure

Example

1

In Jira, navigate to Admin Menu (cog wheel) → Issues → Screens

2

Create a new screen

Enter a name (e.g. SAP Transport Panel: Create Transport) and a description (optional).

3

Search the created screen → Click on Configure

Add the Create Transport field
Add the Project system field

This screen is later on assigned to the transition In progress for the workflow of the issue types for the original transport requests.

(See: How to set up the "Original transport management workflow")

Create screen scheme for the created screens

To assemble all SAP Transport Panel relevant screens a screen scheme need to be created.

Further information → Atlassian documentation: Associating a screen with an issue operation

Step	Procedure	Example
1	In Jira, navigate to Admin Menu (cog wheel) → Issues → Screen schemes
2	Click on Add screen schemes. A dialog appears:
3	Enter a name (e.g. SAP Transport Panel: Default Screen Scheme) and a description (optional). In the selection box below we select the mask we just created (SAP Transport Panel: Default Issue Screen) → Click on Add
4	A new Screen Scheme is created and appears in the overview.

Associate screen scheme to issue types

There may be additional issue types in your project, which do not need a SAP transport. Therefore the just created screen scheme should be added only to relevant issue types.

Further information → Atlassian documentation: Associating screen and issue operation mappings with an issue type

Step	Procedure	Example
1	In Jira, navigate to Admin Menu (cog wheel) → Issues → Issue type screen schemes
2	Click on Add issue type screen scheme to open a dialog.
3	Enter a name (e.g. SAP Transport PanelIssue Type Screen Scheme) and a description (optional) Select any default screen scheme to use for unmapped issue types. → Click on Add
4	Your are automatically navigated to the configure dialog of the created issue type screen scheme. Otherwise you have to search for the created Issue type screen scheme to assign the scheme to issue types→ Click on Configure
5	In the dialog that follows, the issue type and screen scheme are assigned to one another via Click on Associate an Issue Type with a Screen Scheme. This assignment must be made individually for each issue type.
6	The end result should look like in the example to the right.

Associate the screen scheme to the Jira project

To use the screens for SAP Transport Panel the screen scheme needs to be associated to the Jira project.

Further information → Atlassian documentation: Associating an issue type screen scheme with a project

Step	Procedure	Example
1	Navigate to the relevant project defined in the first step of this section. Hint If you click on the search bar in the upper right of the Jira header the last accessed projects are listed.
2	Click on Project setting at the bottom of the left navigation bar.
3	Navigate to Screens
4	Click on Actions and Use a different scheme
5	Select the created scheme SAP Transport Panel: Default Screen Scheme. → Click on Ok