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Docs/Admin Toolkit/Custom field assessment and merging

Custom field assessment and merging

Find out which fields are dead weight, then merge duplicates without losing existing values.

Custom fields are the classic Jira problem: easy to create, frightening to delete, and slow for everybody once there are thousands. Two tools handle the two halves — knowing what you have, and safely reducing it.

Custom Fields Health Assessment

What it does. Scans every custom field on the site and groups the problems it finds into categories. It changes nothing, so it is safe to run any time.

Admin Toolkit → Custom Fields Health AssessmentIllustration

Custom Fields Health Assessment

Export CSVExport PDF

Cleanup, consolidation, naming, searchability and option quality across every custom field.

1,916
Custom fields
412
Empty fields
88
Duplicate definitions
203
Migration residue
Findings by category
CategoryFieldsRecommended action
Empty fields412Retire unused custom fields
Duplicate definitions88Consolidate duplicate definitions
Migration residue203Delete empty migrated copies
Naming hygiene156Standardize field naming
Option quality74Normalize select options and contexts
Searchability61Review non-searchable migrated fields
Redundant contexts39Normalize select options and contexts
High-priority actions
• Retire 412 custom fields with no values on any issue.
• Consolidate 88 duplicate definitions into 31 surviving fields.
• 3 projects are within 50 fields of the 700-field limit.
CategoryWhat it meansWhat to do about it
Empty fieldsThe field has no values on any issue.Delete them. These are the safest deletions you will ever make.
Duplicate definitionsSeveral fields that mean the same thing.Merge them with the Custom Field Merger, below.
Migration residueCopies left behind by a migration, usually empty and usually tagged “(migrated)”.Delete them, or clean the names with the migration tools.
Naming hygieneALL CAPS names, unnamed fields, inconsistent conventions.Rename them. This is why nobody can find the right field.
Option qualitySelect fields with a single option, or option lists that need tidying.Normalise the options.
SearchabilityFields that cannot be searched properly, usually migrated fields with the wrong searcher.Review them; a field nobody can search is not doing its job.
Redundant contextsSeveral contexts on one field where one would do.Consolidate the contexts.

The assessment produces prioritised recommendations and exports as CSV or PDF. Send the PDF to whoever has to approve a cleanup: it makes the case without them opening an admin screen. Take the CSV if you want to sort and filter it yourself.

Custom Field Merger

What it does. Merges duplicate fields into one. Doing this by hand means copying values issue by issue, then hunting down every screen that references the old field. This tool does both halves.

Admin Toolkit → Custom Field MergerIllustration

Custom Field Merger

Merge duplicate custom fields by generating CSV import files and replacing screen references.

Auto-AnalyzeManual SelectRe-Analyze
Mergeable group
FieldIDIssuesScreensRole
Affected Servicecustomfield_102338,4126TARGET
Service affectedcustomfield_110421,1873Source
Affected service (migrated)customfield_118902041Source
Steps
1. Generate CSV — 1,391 rows generated · batch size 4,000
2. Download the CSV and its Config file, then import them in Jira under Settings → System → External System Import. Repeat for each batch.
3. Replace screen references — 4 screens to update
4. Move source fields to trash
Generate CSVDownload All as ZIPPreview screensReplace on screensMove to trash
  1. 1Auto-Analyze finds mergeable groups automatically, or use Manual Select to choose the fields yourself.
  2. 2Pick the target field — the one that survives — and confirm the source fields.
  3. 3Generate CSV. The tool produces a CSV of the issue values plus a config file, split into batches — 4,000 rows each by default, adjustable between 2,000 and 7,000. Download All as ZIP takes every batch at once.
  4. 4In Jira, go to Settings → System → External System Import, choose Select CSV as the import source, and point it at the CSV together with the generated config file. Repeat for each batch.
  5. 5Preview screens shows every screen and tab that references the source fields. Replace on screens swaps them for the target field.
  6. 6Move source fields to trash once the values and screens are done.
```mermaid · flowchartExample
Six steps, and step three is not the app's. The tool writes the file; Jira performs the import; the tool picks the work up again afterwards.
The import is the step you own
The tool generates the file; Jira performs the import. Do it on a test site first and check a handful of issues before running it in production. And use the generated config file: importing the CSV without it will not map the values correctly.
Note
Source fields are moved to trash, not deleted outright, so a mistake is recoverable inside Jira's retention window.

Field Screens Migrator

What it does. The screen half of a merge, on its own. You pick a field to remove from screens and a field to put in its place, and it does the swap everywhere the first one appears — same tab, same position.

Use it when the values do not need to move: a field being retired that was never filled in, a rename that turned into a replacement, or the tail end of a merge you did by hand. If the values matter, use the Custom Field Merger, which does this step as part of a longer sequence.

  1. 1Pick Field to remove from screens and Field to put in its place.
  2. 2Optionally tick Also mark which screens are used by workflow transitions — a transition screen is the one where an unexpected change is noticed last.
  3. 3Preview Screens. It lists every screen tab the source field sits on, and says for each whether the target is already there. The preview changes nothing.
  4. 4Apply. Where the target is already present, only the source is removed; where it is not, it is added in the source's slot.
  5. 5If the source field is now on no screen at all, the tool offers to move it to trash — restorable from the Custom fields admin page for 60 days.
Note
The result reports tabs checked, updated, skipped and failed. Failures are listed first; if there are more rows than it will show, it says how many it left out rather than quietly truncating.

Something missing or wrong on this page? Tell us in the support portal or email contact@synapseoasis.com.