Link to other Jira work items from Salesforce when creating a new Jira issue (NextGen)

Link to other Jira work items from Salesforce when creating a new Jira issue (NextGen)

This page explains how to link to a Jira issue when creating a new Jira work item from a Salesforce record.

By linking a Jira work item in Salesforce, you can communicate the linking information from the Salesforce record to a Jira issue, keeping the Jira team within the loop. 

Before you start

 

 

Linking a Jira Issue

  1. In a Salesforce record, click Associate/Create.

  2. Click Create Jira Issue, and the issue creation window appears. 

    screenshot of Associate or Create Jira issue popup window
  3. Choose the desired Jira Project and Issue Type. All field and value mappings set by your administrator will be used to create the Jira issue.

    Screenshot of More fields to review
  4. Click More Fields to Review to show the Linked Issues textboxes.

    screenshot of Create Jira issue window
  5. In the Linked Issues column, choose the type of association for the linked issues and type into the search bar for the issue that you want to link with. The dropdown lists issues based on what you type, click on the relevant issue.

    screenshot of linked issues dropdown
  6. Once the Linked Issues section has been filled, click Create.

    screenshot of Create Jira issue window
  7. Upon successful creation, the Issue created successfully and the Issue linked successfully messages appear.

    Jira view

    screenshot of Jira view foe linked work item

     

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