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This article explains how to configure Atlassian's External Data for Jira Fields app to pull Cloudaware CIs data into Jira tickets. |
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Add Jira account to Cloudaware.
Go to the Jira marketplace to locate the app External Data for Jira fields. Make sure to get yourself familiarized with the pricing or free trial terms before adding the app to Jira instance.
Install the app to Jira instance.
Configure the
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data sources
1. Log in to Jira. Go to Apps → External Data to configure external data sources for further configuration.
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This dataset requires additional coding inside Salesforce org using Apex, which will be managed by Cloudaware engineers once agreed with a customer. Cloudaware support can also create a joint dataset with a pre-built Salesforce instance URL. |
Click Save.
Create custom fields
4. Open the tab 'Available Jira Fields'.
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*To create a custom field in Jira, go to Settings (Gear icon) → Issues → under Fields on the left, select 'Custom fields' → Create custom field:
a. Name the field 'Object Type' → choose 'Select List (single choice)' as a field type → assign Screens by using the Jira project key and checking the corresponding boxes → Save
b. Name the field 'Object Identifier' → choose 'Text Field (Text Field)' as a field type → assign Screens by using the Jira project key and checking the corresponding boxes → Save
c. Name the field 'URL' → select 'URL Field' as a field type → assign Screens by using the Jira project key and checking the corresponding boxes → Save
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Set up field configuration
Open the tab 'Field Configuration'. Click +Add Configuration.
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Ensure you have configured required fields the following way:
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Customize issue layout
Customize the issue layout for selected issue types (e.g. Service request and Incident) to add fields Object Type and Object Identifier. Read more
Testing
1. Create a test ticket.
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