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This page will guide you on how to configure Visualforce pages for both standard objects and custom objects in Salesforce.
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Using the Lightning view? Check out Configuring Lightning Experience components. |
Ensure that you have already installed the Salesforce Package and configured a connection before continuing with this guide.
Step 1: Creating a Visualforce page
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Creating a Jira Issues Visualforce page
Go to Setup and type "Visualforce Page" in the quick find box.
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Click New.
Provide a name and a label for the Visualforce page.
We recommend Jira Issues as the label and ObjectNameJiraIssuesPage as the name. Replace ObjectName accordingly. For example:AccountJiraIssuesPage for Account
OpportunityJiraIssuesPage for Opportunity
MyCustomObject__cJiraIssuesPage for MyCustomObject__c
Paste the following into the Visualforce Markup editor:
CloudJIRA Issues Visualforce Page
Code Block language xml
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<apex:page standardController="ObjectName" extensions="JCFS.GenericObjectController"> <JCFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JCFS:JiraIssuesComponent> </apex:page>
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JIRA Issues Visualforce Page
Code Block language xml
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<apex:page standardController="ObjectName" extensions="JSFS.GenericObjectController"> <JSFS:JiraIssuesComponent son="{!son}" soid="{!soid}"></JSFS:JiraIssuesComponent> </apex:page>
Remember to replace ObjectName accordingly.
Click Save.
Creating a Jira Comments Visualforce Page
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Name: "ObjectNameJiraCommentsPage"
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Visualforce Markup:
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JIRA Comments Visualforce Page for Custom Objects
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<apex:page standardController="ObjectName" extensions="JCFS.GenericObjectController"> <JCFS:JiraCommentsComponent son="{!son}" soid="{!soid}"></JCFS:JiraCommentsComponent> </apex:page> |
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JIRA Comments Visualforce Page for Custom Objects
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<apex:page standardController="ObjectName" extensions="JSFS.GenericObjectController"> <JSFS:JiraCommentsComponent son="{!son}" soid="{!soid}"></JSFS:JiraCommentsComponent> </apex:page> |
Step 2: Adding a Visualforce page to Object Layout
Log in to your Salesforce instance and click Setup.
Now let's customize your object Page Layout.
Under the sidebar, go to Build > Customize > (object name) > Page Layout.Choose the layout you want to edit in the list, then click Edit.
Here's an example for Case:
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Under the Layout panel, scroll until you find Visualforce Pages.
If you don't see the Visualforce page you're looking for, review the steps in "Step 1: Creating a Visualforce Page".Now click and drag Section to a preferred section in the layout. Give this section a name, in this case, we've named it 'Jira Section' and configured it as a two-column layout.
Now click and drag Jira Issues and Jira Comments onto the newly-created 'Jira Section' and place them side by side. You may also want to adjust the properties so that you get a panel with a size you'll be more comfortable working in (a minimum height of 500px is recommended).
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Then, click Save.
Now when you load an object's page, you are able to see Jira issues associated with the object, along with their comments.
You will also find that upon creating a new Jira issue or associating to an existing one, the Jira Comments page will refresh automatically.