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How do I link (sync) the status field in Jira and Salesforce?
I am trying to link my Jira status with my salesforce status. According to section 4.1 of the documentation, this can be done. But I am unclear on how.
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Inappropriate?Hi Greg,
Status is one of the hardest fields to sync. Because on the JIRA side it involves going through a workflow transition, which cannot be done progammatically.
With that in mind, the best way to do this is manually have a Custom Field in JIRA called Salesforce Status, and a custom field in Salesforce called JIRA status. And map these to the appropriate "system" field.
You can also use post-function workflow transitions in JIRA to automatically update the Salesforce status custom field.
I hope this helps, but if you necessary CustomWare can provide consulting services if needed.
Thanks,
David -
Inappropriate?David,
I was hoping you could expand a little on your solution for me. I am going to go the custom field root, one in Jira, one in SF. And I have my listener setup and working, I know this because other fields are changing. But my custom status field is not being update. I noticed the doc states only the following fields are officially supported:
* Subject
* Description
* Account
* Contact
* Reason
* Origin
Thus I was hoping you could clarify what you meant by:
map these to the appropriate "system" field
Am I limited to using one of the above 6 fields, or is there a way to support custom fields?
Thanks,
Greg
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Inappropriate?You can map to your JIRA Status field to a Status field in Salesforce.
In the Configuration Mappings, (as an Administrator). Map the Status field from JIRA to the Status field in Salesforce.com. On changes of JIRA status, this value will automatically be placed into Sakesforce.com
In the mapping configurations, you can select any JIRA field to any Salesforce field that is in that list, and that should include all Custom Fields.
Btw - which version of the plugin are you using? The mapping of Status only became available in the latest version 3.0.2.
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this answers the question
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Inappropriate?David, it looks like we have an older version, I will look into getting this updated.
Thanks,
Greg
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