Cloud Migration Resources
Planning a Jira Cloud migration? These resources can help you get started:
→ Connector for Salesforce & Jira Cloud features – Review Cloud features and understand key differences between DC and Cloud.
→ Migration support from Appfire – Learn how we can help you migrate smoothly.
Use JQL to report on Jira issues with associations
Associations made with Salesforce from Jira are recorded in the issue's fields. This guide explains how those fields can be viewed and used as Jira Query Language (JQL) filters for reporting purposes.
This feature uses the following Jira fields when the application is installed:
Associations - displays a list of associated Salesforce records.
Association Count - displays the amount of associated Salesforce records.
For the application to be able to populate and update the Associations and Associations Count fields, they should be added to the Edit Screen. An administrator is required to configure the fields in the project settings.
If the fields are not added to the Edit Screen, they cannot be updated.
If the fields are added to the View Screen, they are editable and can be edited manually. We recommend removing these fields from the View screen and avoiding updating them manually.
If the fields are updated manually, the application will sync them again when the next association-related action occurs.
For more information regarding screen configuration, refer to Configure the issue detail view.
You can use these fields to search Jira issues through the search work item navigator. For example, to search for issues associated with a specific Salesforce record or issues with a specific number of associations.
Version differences
Jira Cloud
By default, the fields are empty; they will be populated on the following association-related actions (eg, issue being associated).
Jira | Salesforce |
|---|---|
A Salesforce record is created for the work item. | A Jira work item is created for the record. |
A Salesforce record is associated with the work item. | A Jira work item is associated with the record. |
The work item is unassociated (unlinked) from a Salesforce record. | The record is unassociated (unlinked) from a Jira work item. |
A Salesforce record is created (and associated with the work item) through workflow post-function. |
Jira Data Center
If the Associations and Associations Count custom fields are not created, disable and enable the app.
Configure the field configuration and update renderers for Associations field to Wiki Style Renderer to avoid the field context looking broken.
By default the fields are empty, but they will be populated when the Jira work item is updated and if there is an association for the issue.
Jira | Salesforce |
|---|---|
A Jira work item is updated. |
|
Creating an association
Open a Jira work item from a project that is bound with Salesforce. You can see the Associations and Associations Count fields are empty.
If they are already populated, go to the next step. Otherwise, to populate those fields, check out Configuring an association on how to create an association between Jira work items and Salesforce.
If the association has been created before this feature was implemented, the Associations and Association Count fields will still be empty despite having an association. You will have to Create a Salesforce record from Jira or Configure a new association with a Salesforce record.
We recommend unlinking the existing association and linking it back again to trigger the update for the Associations and Association Count fields.
Filter association fields for Jira Cloud
In Jira, select Filters > select Advanced issue search.
Next, select More > check Associations and Association Count options. Filter the other fields relevant to your report.
Search for work item associated with a Salesforce record with a specific Object ID.
Search for work items with specific counts of association.
Related information
Need support? Create a request with our support team.