Customizing Bug Fields

[justin_julian]

This is a broad question, and I apologize for that, but Atlassian have made the software so inscrutable that I've just spent an hour trying to do something very simple and I don't have that time.

Okay.  I'm a vet.  25 years in QA.  This should be exceptionally simple.

I need to customize my bug entry screens in JIRA.  Move some fields around.  Remove some fields.  Change the values in some others.  This is all in one specific project.  (We've got an offshore team coming onboard, I need to simplify things to make the process and flow easy for them.)

Just getting even the most basic step of this done has proven impossible. I've got a "scheme" created.  I can't seem to do anything with that scheme.  I can't seem to find where the fields are to alter them.  I can see some places where the fields are listed, but they show they're attached to a bunch of different places...and I don't want to edit them globally, just this one project, and I should be able to do that, and it shouldn't require some byzantine path to accomplish that.

HELP.  Can someone used to this newer JIRA design (I've used it before, a few years ago, but it was not this bizarre and project management focused...it was a bug tracker!) get me started?  I'd love a simple tutorial, which the help files don't seem to have, but even a line of breadcrumbs to get me started would be a godsend.  It's not my first rodeo, but man...this thing is just a massive steel wall.  Impenetrable.

[Fernando Bordallo · Accepted solution]

Hello @justin_julian

I understand your pain. Scheme configuration of classic projects has proven to be complex enough to have entire courses dedicated to instance/project configuration AND a new type of project created within Jira all together.

Are you restricted to the type of project you have created or can you create a new project from the next-gen template? This would greatly ease what you are trying to do as the project settings and issue type configuration has dramatically changed and is as intuitive and simple as you would expect it should be.

[justin_julian]

It's my party, I can do whatever I want.  I've got full admin rights.  We chose this tool for a lot of reasons, but one of them was that I used it at my last gig.  I did not have anything close to admin rights there, in fact, my team didn't even own it.  If I wanted so much as one value added I had to send a request to another part of the world and hope it rose to their attention.  

It was also NOT this version of the software, at all.  Very different look and feel all around.  This will definitely do what we need, I've just got to get over this bump.

I've already got some issues created in this project, so if I could port those over to the newly created project, that'd be great, but even if I have to manually recreate them, I'm willing.  Just point me in the right direction.  The offshore group will start work soon and I'm going to wind up without a home for their defects except our internal, very very different and complex defect workflow.

[Fernando Bordallo]

This will definitely do what we need

Good to hear that. I completely relate to the admin request flow (other side of the world, and back and forth and back and ...). And the other version you talk about seems to relate to the on-premise version, which is VERY different indeed.

To port your issues over you can go to the old project's backlog, select all the issues and right click on them. You should see the option to 'Move' issues. That will take you through the move tool process.

Alternatively, you can also find and move all issues from the global issue search tool. You'll find this tool on the instance level of navigation (click on the Jira icon, top-left of the screen, to go 'Home') and the selecting 'Issues and filters' > 'Search' in the sidebar.

[justin_julian]

So...what type of project do I need to create to do what I need?  I re-read your answer and didn't see that.  Did I miss a step? 

[Fernando Bordallo]

A Next-gen project.

When visiting the 'Projects' page you should see in the top-right corner the 'Create Project' button. That should open a drop-down with two options. Classic and next-gen.

Select next-gen and complete the creation flow (Kanban or scrum are available as templates, but you can toggle features on and off as you please).

[justin_julian]

I did indeed select "classic" thinking "ah, old school, this will be easier!"  

Self sabotage, we meet again.

THANK YOU.  Here's hoping I'm off and running!

[Fernando Bordallo]

Come back to this thread if its not the case ;)

🚀