How to customize a Metadata Project Screen as an Administrator (Metadata for Jira Version 4.7 or higher)

In this article we will show you:

If you are using Metadata for Jira Version 4.5 or older, please check out the documentation here.

If you are using Metadata for Jira Version 4.6, please check out the documentation here.

Where to customize your Metadata Project Screens

If you want to customize a Metadata Project Screen, you can do so on the Metadata configuration page under the tab Project Screen.

Here you find a list with the existing Project Screens in the sidebar on the left. You can edit them, create new screens or delete screens if they are not needed anymore.
(Note that the default screen can not be deleted.)
In the sidebar on the right you find all Project Fields you can use to customize your screens.
Check out our documentation on how to create and customize these Project Fields.

How to set one Project Screen as the default screen

In order to select one Project Screen as the default, simply click on its name in the sidebar on the left and then on the Set as default button.
(Note that this screen can not be deleted as long as it is set as default.)

The screen is now set as default, as indicated by the star icon next to the name in the left sidebar and the hint DEFAULT SCREEN in the header of the screen.

How to create a new Project Screen

  1. Click on the Create new screen button on the top of the left sidebar.


  2. A model will open. Enter a name for your new screen and click on Submit.
    (Note that the names of the screens can not contain / or \.)


  3. Your new screen is now created an ready to be customized.

How to delete a Project Screen

  1. To delete a Project Screen, click on its name in the left sidebar.

  2. In the header of the Project Screen click the button with the bin icon.


  3. Confirm the deletion by clicking on Confirm delete.

How to customize a Project Screen

Change the name of the Project Screen

  1. Click on the screen you want to customize.
    You now see the screen as it is defined right now.

  2. To change the name of the screen, click on the current name and enter the new name.


  3. Submit the change by clicking on the checkmark icon or anywhere on your screen other than the x icon.


  4. The name is changed but not yet saved. Click the Save button to save the new name.

Add, remove & customize sections

To define your screen you need sections. These sections can be filled with predefined fields.
In this example we will add sections and fields to the project screen. To customize the screens for versions or components, click on the Version or the Component tab in your Project Screen all following steps are the same.

  1. To create a new section, click on the Create new section button.


  2. A modal will open. Enter a name for your new section and click the Submit button.
    (Note that the names of the sections in each part of the screen have to be unique. You can have one Info section in each one of Project, Version and Component. But not two Info sections in one of them.)

    (The name of an existing section can be changed by clicking on it and entering a new one.)

  3. Now you see the newly created section. Because it is still empty it can be deleted.


  4. If you want to delete an empty section, click the Delete empty section button.
    (Note that a section can only be deleted if it is empty.)


  5. To add fields to your section drag and drop them from the sidebar on the right to the section.
    (Note that every field can only be used once per screen. So if you have dragged a field into a section this field will no longer be available in the right sidebar.)


  6. With the Full row toggle you can chose if a section in a rendered screen should be displayed over the full width of the screen or only over half.


  7. Now you can add as many sections with as many fields as you like by repeating steps 1, 2, 5 and 6.

  8. You can change the order of your sections by clicking the up and down arrows.


  9. You can move fields from one section to another by dragging them there.


  10. To remove a field from a section drag it over to the right sidebar and drop it there.


  11. Don’t forget to save your newly customized screen by clicking the Save button. (The Save button will only be enabled if there are unsaved changes in this screen.)