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- Go to the Administration section of the application and enter your password if prompted.
- Click on the Custom Fields link in the Issue Fields section section of the left menu.
- Find the field you want to add a template for and click on the Configure link.
- To differentiate the Custom field, check the name under the mappings. For example, the mapping is called "Test SF Opportunity Mapping". the Custom field will be "Test SF Opportunity Reference". Also, in the Custom Field section, the field will read - (Object) Reference, Read-Only, Do not delete)
- If this is the first time on this screen for this custom field then the template will be empty by default.
Click on the Edit Template link.
- You will be taken to a form with text areas for a header, template and footer.
In our example we won't worry about the header or footer. We will paste in the above code into the template area.
Do this and click Submit.
- You will be taken back to the configuration screen for this field and the Body section should now have our code:
- How does it look in the Jira issue? See below (there were too many fields to display in full!)
Note that if the issue wasn't created from Salesforce then you will need to link it manually.
- You can also select the Merge Table option:
This option allows for better table formatting which results in fields will being displayed more nicely:
Merge Table: Enabled
Merge Table: Disabled
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