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Writing the Apex Class


This webservice can be called from within Apex Class. This example will guide you on how to call "create" API.

Before you write Apex code that calls remote URL, you have to allow salesforce to make a call to external server.

  1. Log in to Salesforce.com.
  2. Go to Your Name > Setup > Administration Setup > Security Controls > Remote Site Settings.
  3. Add new remote site.
  4. Enter the name of remote site.
  5. Enter your JIRA URL in Remote Site URL, e.g., http://yourjiraurl.com/
  6. Click Save.

Once you are done, you can start writing the code. Here are the steps to write Salesforce Apex Class.

  1. Log in to Salesforce.com.
  2. Go to Setup > App Setup > Develop > Apex Classes > New
  3. Paste this code into the field:

    global class JIRAConnectorWebserviceCalloutCreate {
        @future (callout=true)
        WebService static void createIssue( String jiraURL, String systemId, String objectType, String objectId, String projectKey, String issueType) {
    
            //Set your username and password here
            String username = 'yourJIRAusername';
            String password = 'yourJIRApassword';
    
            //Construct HTTP request and response
            HttpRequest req = new HttpRequest();
            HttpResponse res = new HttpResponse();
            Http http = new Http();
    
            //Construct Authorization and Content header
            Blob headerValue = Blob.valueOf(username+':'+password);
            String authorizationHeader = 'Basic ' + EncodingUtil.base64Encode(headerValue);
            req.setHeader('Authorization', authorizationHeader);
            req.setHeader('Content-Type','application/json');
    
            //Construct Endpoint
            String endpoint = jiraURL+'/rest/customware/connector/1.0/'+systemId+'/'+objectType+'/'+objectId+'/issue/create.json';
    
            //Set Method and Endpoint and Body
            req.setMethod('POST');
            req.setEndpoint(endpoint);
            req.setBody('{"project":"'+projectKey+'", "issueType":"'+issueType+'"}');
    
            try {
               //Send endpoint to JIRA
               res = http.send(req);
            } catch(System.CalloutException e) {
                System.debug(res.toString());
            }
        }
    
    }
    

    Copying the above code and pasting it directly into the field may result in additional, unwanted characters being included. To avoid this from happening, we recommend pasting the code into a text editor that accepts plain text (e.g. Notepad.exe) and then recopying it again before pasting it into the field.



  4. Change the variables accordingly:

    Variables

    Details

    username

    Your JIRA username

    password

    Your JIRA password

  5. Click Save.

WARNING

Please use this class with care. It can cause an infinite loop of Issue and Case creation if it conflicts with the JIRA Push to Remote System workflow.

The Usage of Written Class


Now that the class is ready to be used and it can be called in various ways including:

  1. From within a Trigger.
  2. From Create JIRA Issue button, as a replacement of Configuring a JIRA Issue Creation Button.

Trigger

Salesforce Trigger can be used to automate the creation of JIRA issue. It is event-based process similar to JIRA workflow, yet more flexible.

In this example, we want to automate JIRA issue creation when Case is created:

VERY IMPORTANT NOTE:

You will NEED to create a custom profile called "JIRA Agent" in Salesforce.com to avoid causing an infinite loop. Then assign a user to that profile and block it to execute the trigger.

This way, any cases created from JIRA will not trigger creation of more issues back to JIRA.

First, create custom profile called 'JIRA Agent':

  1. Log in to Salesforce.com.
  2. Go to Setup > Administration Setup > Manage Users Profiles > New Profile.
  3. Choose 'Existing Profile' to be: Custom: Support Profile.
  4. Fill in 'Profile Name' with : JIRA Agent.
  5. Click Save.

    "CUSTOM: SUPPORT PROFILE" NOT AVAILABLE?

    Your version of Salesforce may not have the Custom: Support Profile option.

    If so, you can create a new profile or clone from any existing profile. But please make sure that the profile has ReadEdit and Create permissions for the relevant object.

     

Second, assign the created profile to specific user that will be used in JIRA Connector:

  1. Go to Setup > Administration Setup > Manage Users > Users.
  2. Create/Edit the user that is used as JIRA agent.
  3. Use the created profile as profile of the user.
  4. Click Save.

    WARNING

    Make sure that this user is used in Application Links authentication in JIRA.

Third, add Trigger code to Case Trigger.

  1. Write Apex Class as described above
  2. Go to Setup > Application Setup > Customize > Cases > Triggers.
  3. Create New Trigger and replace the code with:

    trigger CreateIssue on Case (after insert) {
    
        //Identify profile name to be blocked from executing this trigger
        String JIRAAgentProfileName = 'JIRA Agent';
        List<Profile> p = [SELECT Id FROM Profile WHERE Name=:JIRAAgentProfileName];
    
        //Check if specified Profile Name exist or not
        if(!p.isEmpty())
        {
            //Check if current user's profile is catergorized in the blocked profile
            if(UserInfo.getProfileId()!= String.valueOf(p[0].id))
            {
                for (Case c : Trigger.new) {
    
                        //Define parameters to be used in calling Apex Class
                        String jiraURL = 'http://jira.example.com';
                        String systemId = '4';		//Please change this accordingly to the configuration in JIRA 
                        String objectType ='Case';	//Please change this accordingly to the configuration in JIRA 
                        String objectId = c.id;
                        String projectKey = 'SFDC';	//Please change this accordingly to the configuration in JIRA 
                        String issueType = '1'; 	//Please change this accordingly to the configuration in JIRA 
                        //Execute the trigger
                        JIRAConnectorWebserviceCalloutCreate.createIssue(jiraURL, systemId ,objectType,objectId,projectKey,issueType);
                }
            }
        }
    }
    

    Copying the above code and pasting it directly into the field may result in additional, unwanted characters being included. To avoid this from happening, we recommend pasting the code into a text editor that accepts plain text (e.g. Notepad.exe) and then recopying it again before pasting it into the field.



  4. Change the variables accordingly:

    Variables

    Details

    jiraURL

    Your JIRA URL

    systemId

    Your system Id in Connection. You should check this in JIRA under Connection

    objectType

    Salesforce object that is used in Connection. In our example, it is Case

    objectId

    The id of the object. It varies in every operation. Therefore, it should be object.id

    projectKey

    Under which JIRA Project you want to create the issue.

    issueType

    standard JIRA issue type values range from '1' to '4' . '1' is for Bug and so on

  5. Click Save

Now you are ready to use the trigger.
Try out:
Create Case in Salesforce as normal user and check if JIRA Issue is created.

Button

Other than trigger, you can use the written Apex class for button. Using this method, you can eliminate some processes, including:

  1. The required Login page
  2. The prompt page of choosing Project and Issue type.

Steps:

  1. Write Apex Class as in above
  2. Then, you can follow the steps in Configuring JIRA Issue Creation Button to create a button, there are slight changes in Step 8:

    Label

    Create JIRA Issue

    Name

    Create_JIRA_Issue (this is auto-populated when you add a new label)

    Display Type

    Detail Page Button

    Behaviour

    Execute Javascript

    Content Source

    On Click Javascript

    Content

    {!REQUIRESCRIPT("/soap/ajax/10.0/connection.js")}
    {!REQUIRESCRIPT("/soap/ajax/10.0/apex.js")}
    sforce.apex.execute("JIRAConnectorWebserviceCalloutCreate","createIssue", {jiraURL:"http://jira.example.com" , systemId:"4" , objectType:"Case",objectId:"{!Case.Id}",projectKey:"SFDC",issueType:"1"});
    window.alert("JIRA Issue should be created.");
    
  3. Change the variables accordingly:

    Variables

    Details

    jiraURL

    Your JIRA URL

    systemId

    Your system Id in Connection. You should check this in JIRA under Connection

    objectType

    Salesforce object that is used in Connection. In our example, it is Case

    objectId

    The id of the object. It varies in every operation. Therefore, it should be object.id

    projectKey

    Under which JIRA Project you want to create the issue.

    issueType

    standard JIRA issue type values range from '1' to '4' . '1' is for Bug and so on

Now you are ready to test:

  1. Create new Case in JIRA.
  2. Click on Create JIRA Issue button.
  3. Till you see the pop up says: JIRA Issue should be created.
  4. Check your JIRA if the issue is created.
Page Contents

This setup can only be used if your JIRA instance is NOT behind a firewall.

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