Jira Customization

Custom fields are nothing but metadata which allows the user to add templates, tags in their theme, jira allows you to add the custom field to the built-in fields.

there are two types of custom fields you can add

  • Advanced type
  • Standard type

In the standard type, there is a preview image option is there which shows the which field you are adding in advance.

Let us know how to add the custom field:

First, you need to go to issues under the Jira settings and then select the custom fields, there you can see a different kind of custom fields like Approvers, change completion date, change reason, change risk, etc..

So, to add the custom field, just click on the add custom field, so it will ask you what type of custom field you want to add

Once you click on the add custom field, then it will ask you to select a field type, so select the filed type, here I am going to select the text field and then click on the next button.

Next, it will ask to enter the field name, give it as a Reference and click on the create.

Next, select the view field configuration, configure the default configuration

It will show you how it has been configured.

Go back and create a new field configuration for a custom field, click on the Add field Configuration


Now, go to field configuration and check, it has added the reference configuration

Click on the config and in the next page search for the reference, it will show you its details.

So, we need to add a screen for it, click on the screens and then select the LJ jira improvement screen and click on update.
associate-field-to screen

So, we have made a field configuration, now let us make a scheme for it, so select the field configuration scheme under the Issues, view Field configuration scheme page will display, select the Add field configuration scheme tab.

Enter the custom field scheme name in the configuration page and then click on the ADD.

In the configure field configuration scheme page, all the screens were a map with the default field configuration.

Next, we need to associate an issue type with a field configuration, select the associate an issue type with a field configuration, and then select the improvement in the issue type and Reference config in the field configuration and then click on ADD.

Next, associate this with the project, so select the project settings under the project and then select the field, you can see that it is currently using the default one, let us change it to reference, select the use a different scheme under the actions.

Under the field layout configuration page, select the custom scheme and click on associate.


Jira Reports

Adding Customized workflow

In the previous section, we have learned about Workflow, now we will see how to add a customized workflow.

Let us know how to add a customized workflow.

The workflow for software simplified workflow for project SDP is as shown below

So, I do not want improvement field workflow to be like this, and hence I am going to customize workflow.

Let us go to the Issues under the Jira settings and click on the workflow under the Issues and there will be an option called Add workflow, so just click on that, next it will ask you to enter the name for that and click on ADD.

Let us customize the workflow, by clicking on the ADD status, you can select the status of the work, next I am selecting working and then click on Add.


Then it will ask you to create a new status just click on the create button

The Same way I am creating Dev Complete and In QA and then Closed status and Hold and then Reopened.


Next, add the transition line, so a developer can start work from open to work so, we can create a line from open to work and name it as Dev working.

And from working to Dev complete, the work is completed so naming it as Development and when the development is completed it is moved to In QA.

Once the Testing is completed in the QA and once the issue will be completed then it will move to closed and we name it as implemented


And when a developer is working on it and he may think that he could not able to do that then that ticket can be marked as Hold, From here there can be two possibilities either the ticket can be closed or Again it can start working.

And from QA state the ticket can be reopened and again start from open.

So this is saved automatically and then go to workflows and click on the Inactive section because it has not implemented with any project.

Next, go to the workflow scheme, software simplified workflow scheme of scrum demo project is using the unassigned type for all the issues and click on the edit option.

Once you click on the Edit, the software simplified workflow scheme page will open and then click on add Workflow and select the Add Existing.


Select the improvement workflow from the Add Existing Workflow and then click on Next.

Assign the issue type to improvement workflow and click on Finish button.

So for all the simplified software workflow for project sdp, it is using the unassigned issue type and for improvement workflow uses the improvement issue type and now you can make it publish by clicking on Publish.


Once you publish, it will ask you to change The current status of each issue needs to be changed so that it is compatible with the new workflows, so I am changing in progress to the working and To Do to Open and for Done, I used closed and then click on Associate.


Click on Acknowledge in the below image.

Add the new workflow scheme, enter the name as customized workflow and click on ADD


You can see the default jira workflow, and if you click on the diagram you can see the default diagram and then close the diagram.

Click on the Add Workflow and select the Add existing and then select the software simplified workflow for KSP and then click on Next.


Next, select the all unassigned issue type and then click on Finish.

And for improvement add the improvement workflow and then click on Next.


Next, assign the issue type as improvement and click Finish.


Now we have to assign this workflow scheme to project, go to the Projects and select the workflow under the project settings, under the software simplified workflow scheme select the switch scheme.


In the Associate Workflow Scheme to Project page, select the customized workflow in scheme tab which we have created just now, and click on Associate. Now it will be asking for acknowledgment, so acknowledge it.


If it has integrated successfully then you will see the below page.


Customizing Existing Workflow

In the previous session, we learned how to add a customized workflow, but in some cases, we need to edit the existing one, so let us know how to edit an existing workflow.

Let us go to workflow under the issues and you can see the default workflow which is being used for all unassigned issues, let us edit this workflow, but if I edit this there can be other issues which are already assigned to this and hence instead of this make a copy of this workflow and then edit.

So, let us make a copy of it,

So next update the diagram and delete the transitions and I am going to make it very simple.

Next, go to workflow scheme and you have two workflows in the customized workflow, let us remove the builds workflow.

Now I am going to add the workflow which we have created recently.

assign all type of issues to copy of software simplified workflow.

Cloning an Issue

Assigning Default Assignee to an Issue

Let us know how to assign an issue with default assignee, so create a new issue

If you observe, the assignee part is showing as automatic and click on create.

Once click on the create, new has been successfully created and open newly created issue, you will that the assignee is showing as unassigned, it should be assigned to a particular person, let's go to the project and select your current project, select the users and roles under the project settings.

And next click on details, you will see the project details and in assignee part, it will be unassigned so select the default assignee as a project lead and save details.

So now to check, let us create another issue named as a story story, and the assignee part has been assigned to the project lead it is nothing but myself.


Handling components in Jira

In this session, we are going to learn how we can assign all the issue to a particular person which are left as unassigned, let us know how to make a group or components so that we can individually assign an issue.

Let us create an issue with issue name as the story and also you can see that the component part is showing as none because we have not assigned or made any component.

Let's go to the project and select your project and go to components under the project settings

And click on the create component and give a name to it as Home screen and default assignee as the Component lead.


And let create another one called payment issue

Now let's create an issue, in the component section you will the drop-down list now.

Now select the issue summary as home screen issue and let the assignee as automatic and create it

And if you open home screen issue, you can see that the assignee is Ashumurty, because it component lead is unassigned.