Setting up screens

In Chapter 5Field Management, you created a few custom fields specifically designed for our HR team. The problem we had is that all of the new fields show up for both the New Employee and Termination issue types, regardless of whether they are applicable, and this is because both issue types use the same set of screens.

To address this, we will create two new sets of screens, one for New Employee and one for Termination. The default one can be left for other issue types we have in the project, such as Task.

The easiest way to do this will be to clone the existing screens, so we do not have to manually add all of the fields, and avoid forgetting to add a field by accident. To create screens for each issue type, perform the following steps:

  1. Browse to the View Screens page and click on the Copy link for HR: Task Management Create Issue Screen
  2. Name the new screen HR: Create/View New Employee Screen
  3. Click on the Copy button to create the screen

Now that we have our new screen, it is time to configure its fields using the following steps. Since this screen is for creating New Employee issues, we do not need the Last Day field:

  1. Click on the Configure link of our new HR: Create/View New Employee Screen.
  2. Remove the Last Day field by hovering over it and clicking its Remove button.

Just to spice things up a bit, we can also create a new  People tab and move all people-related fields, such as the AssigneeReporter, and Direct Manager fields, onto that tab.

We created and configured our create screen. Our new edit screen is going to look very similar to this with just a few modifications. We want to remove the Issue Type field, since we do not want users to change the issue type after it is created:

  1. Click on the Copy link for HR: Create/View New Employee Screen
  2. Name the new screen HR: Edit New Employee Screen
  3. Click on the Copy button to create the new screen
  4. Remove the Issue Type field

Repeat the steps to create a new set of screens for the Termination issue type. This time, instead of removing the Last Day field, remove the Direct Manager field from both screens.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset