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The templates are empty by default and have the following default display values for the different fields:
Field Name | Default Display |
|---|---|
Remote System Reference | Link to the object, displaying in the format "<Object ID> - <Object name>" |
Remote Object Link | Link to the object, displaying in the format "<Object ID> - <Object name>" |
Multi Remote Object Link | Same as Remote Object Link except more than one, each on each on a new line |
Remote Issue Link (for Connector version 5.1) | Link to the object, displaying in the format "[<Connection Name>] <Object Name>" |
| Anchor | ||||
|---|---|---|---|---|
|
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To apply this to a Jira custom field:
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 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)
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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.
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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:
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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.
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You can also select the Merge Table option:
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This option allows for better table formatting which results in fields will being displayed more nicely:
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Merge Table: Enabled
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Merge Table: Disabled
For more advanced templating features, please see Customizing advanced field templates.
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Note that for the remote issue links, customizing the display supplements the default data. The default data cannot be removed or changed.
Go to the Administration section of the application and enter your password if prompted.
Click on the Remote Issue Links link in the Cloud Connectors section of the Add-ons menu.
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Expand the connection that has the object you wish to configure.
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Click on Config in the Actions column for that object.
The next screen will have a Display Template text area for you to place your custom template, same as for the template areas in custom fields.
Like those areas, this field accepts wiki markup and you may reference the Salesforce attributes of the object by using the notation in Modifying the Custom Field Template.
In the example below, an email address has been pulled from Salesforce in addition to the user name.
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When finished, click Save.
Using the example in the previous step, the resulting issue link in a Jira issue looks like the following:
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What's next?
You can now start: