Accessing Configuration
To configure Dynamic Screen Rules, you need access to the app's configuration panel within your Jira project. This page explains how to find the configuration panel, what permissions you need, and what you'll see when you arrive.
Finding the Configuration Panel
Dynamic Screen Rules is configured per-project. Each project has its own set of rules.
Rules are configured per project, which means each project has its own independent rule configuration. Teams can tailor field behavior to their specific workflow without affecting other projects.
Step-by-Step Navigation
1. Open your project
Navigate to the Jira project where you want to configure rules.
2. Open Project Settings
Click Project settings in the left sidebar (bottom of the navigation panel).
3. Navigate to Apps section
In the Project Settings menu, scroll down to find the Apps section.
4. Select Dynamic Screen Rules
Click Dynamic Screen Rules to open the configuration panel.
Direct path:
Project → Project Settings → Apps → Dynamic Screen RulesRequired Permissions
You must be a project administrator to access the Dynamic Screen Rules configuration panel.
Permission Requirements
You need:
Project administrator role in the project
OR Jira administrator global permission
Regular users and developers cannot access the configuration panel. This ensures only authorized team members modify field behavior.
Checking Your Permissions
To verify you have project administrator access:
Navigate to Project Settings
If you see the Settings option in the sidebar, you have sufficient permissions
If you don't see Project Settings, request administrator access from your Jira admin
Don't have access? Contact your Jira administrator or project lead to request project administrator permissions for the specific project.
Configuration Panel Overview
When you open Dynamic Screen Rules configuration, you'll see the main rules management interface.
What You'll See
1. Screen Tabs
The top of the panel shows tabs for each screen:
Global Issue Create - Rules for the create issue dialog
Issue View - Rules for the issue detail page
Issue Transition - Rules for workflow transition dialogs
Click a tab to view and manage rules for that screen.
2. Rules List
The main area displays all rules configured for the selected screen.
For each rule, you'll see:
Rule name (auto-generated based on configuration)
Target field (the field the rule affects)
Conditions summary (when the rule applies)
Action (what the rule does)
Enable/disable toggle (turn rules on or off without deleting)
3. Action Buttons
Each rule has action buttons:
Edit - Modify rule configuration
Delete - Remove the rule permanently
Enable/Disable toggle - Turn rule on or off
4. Add Rule Button
The + Add Rule button (typically in top-right corner) opens the rule creation form.
Initial State
First time accessing the panel? The rules list will be empty. You'll see a message like:
This is normal. You're ready to start creating rules.
Navigation Between Screens
Rules are organized by screen. To view rules for different screens, click the corresponding tab.
Screen Tabs
Global Issue Create
Shows rules that apply to the create issue dialog
Most flexible screen with all actions supported
Issue View
Shows rules that apply to the issue detail page
Some actions have limitations (e.g., Make Required not supported)
Issue Transition
Shows rules that apply to transition dialogs
Rules can target specific transitions
Rules don't share between screens. A rule created for Global Issue Create won't appear on the Issue View tab. If you need the same behavior across multiple screens, create separate rules for each.
Understanding the Rules List
The rules list provides a quick overview of all configured rules for the current screen.
Reading Rule Summaries
Each rule displays key information in a condensed format:
Example rule summary:
Breaking it down:
Show - The action
"Root Cause" - The target field
when Priority = High OR Priority = Critical - The conditions
(Bug) - The scope (issue type filter)
This summary lets you quickly understand what each rule does without opening the configuration.
Rule Status Indicators
Enabled rules appear with normal styling and will execute when conditions are met.
Disabled rules appear dimmed or with a visual indicator showing they're inactive.
Why disable instead of delete? Disabling preserves the rule configuration while temporarily preventing execution. Useful for testing or seasonal rules.
Next Steps
Now that you can access the configuration panel:
Create your first rule:
Creating Your First Rule - Step-by-step guide to creating a rule from scratch
Learn about rule components:
Defining Rule Conditions - How to specify when rules apply
Defining Actions - What rules can do to fields
Explore configuration concepts:
Key Concepts - Foundational concepts for working with rules
See practical examples:
Quick Start Guide - Create your first rule in 5-10 minutes
Ready to create your first rule? Continue to Creating Your First Rule.
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