...
- Your administrator has completed a project binding as well as entity and field mappings in Jira.
- Your administrator has configured the Visualforce pages required for the Object.
Associating a Salesforce Object with a Jira Issue
- In a Salesforce object, click Associate/Create.
The Associate/Create Jira Issue pop-up window appears. - To associate a Jira issue, search for your Jira issue by entering the Issue Key or Issue Summary in the search box.
- If there are multiple matches, the most recently created issues will appear first.
Only issues belonging to Projects bound to the authorized Connection will be searchable. - After selecting a Jira issue from the search results, the Associate Jira Issue pop-up window will appear.
- To associate multiple Jira issues, repeat step 2 and select more Jira issues to associate.
You may choose to toggle the following options:
Note icon false Some combinations are not possible and cannot be selected. Click on Sync Info, to have a more detailed explanation of the sync configuration actions.
View Only - Manual and automatic synchronization will be disabled.
Auto Pull - Changes to the associated Jira issue will be pulled automatically to this object.
Auto Push - Changes to this object will be pushed automatically to associated Jira issues given respective triggers are installed.- You may also choose what to do after the Jira issue is associated by choosing from the following options:
• Do nothing
• Pull from Jira
• Push to Jira
• Push to Jira then Pull from Jira
• Pull from Jira then Push to Jira - When you are satisfied with your configuration, click Associate.
- Upon successful association, the Issue associated successfully message will be shown.
Tiles view:
Table view:
Known limitations
Each Jira issue can be associated with a maximum of 300 Salesforce records only due to a storage limitation imposed by Jira.
Related information
...