Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

\uD83E\uDD14 Problem

Due to compatibility issues, mapping the JSM Request type is not supported out-of-the-box with our Connector. However, a viable solution is to establish a custom Jira field dedicated to selecting select the Request type. This can trigger a Jira automation to change the correct Request type field.

\uD83D\uDCD8 Instructions

Part 1: Creating a Jira custom field.

We must create a new Jira Select List (single choice) field to select the value upon Jira creation In Salesforce. This Jira custom field must be added to the create and edit screen of the Issue Type. It is optional to add it to the View screen.

  1. In Jira, go to settings > Issues > Custom fields > Create custom field > Select List (single choice) and click next.

  2. In this scenario, the field is labeled as "Request_Type." Please ensure that the options provided correspond exactly precisely to your specified Request Types.

    image-20240426-135749.png

Part 2: Creating the Jira Automation.

Jira Automation will streamline our workflow by automatically updating the Request Type field when we create a Jira issue from Salesforce.

...

  1. Click on next, and THEN: Add an action > Edit request type > select the Request type with the same name as the value on the “Request_Type” field we selectedspecifiedin step 3.

    image-20240426-141021.png

  2. Click on Next, and then click on “Add Else”. Position your cursor between the "Add component" option and the "Else" component to reveal a new option titled "Add else-if" and click on it.

    Click "Next," followed by clicking on "Else."

    image-20240426-141220.png

  3. Click on Add conditions..., then choose Issue Field Condition to replicate the process outlined in step Step 3. However, select a different value for the request_type field this time.

    image-20240426-141704.png

  4. Click on next, and THEN: Add an action > Edit request type > select the Request type with the same name as the value on the “Request_Type” field we selectedspecifiedin step 6.

    image-20240426-141856.png

  5. Proceed through steps 3 to 5, repeating these actions for each value listed under the "Request_Type" field. In the example, we will be using only 3 three values.

Here is an overview of the final automation

...