Adding Salesforce.com Customfields in JIRA
Customfields can be added to JIRA for multiple reasons. These could include:
- Displaying Salesforce.com data inside JIRA issues. (ie displaying Salesforce.com Account Numbers inside a JIRA issue)
- Using the 'CASE Customfield' to link up Salesforce.com Cases with JIRA Issues (essential for synchronizing Salesforcs.com Cases with JIRA Issues when values gets updated in Salesforce.com Cases)
Once you have configured the plugin, you can then use the Custom Field Types that are installed with the plugin.
 | You must add the "Salesforce.com Case Custom field" OR "Salesforce.com Multiple Case Custom field" if you wish to use 'Sync to JIRA' or 'Save to JIRA' functionality.
You are also required to add mappings to some custom fields - please see here. |
You can then add them to your issues, exactly the same way that JIRA treats its' own Custom Field types - http://www.atlassian.com/software/jira/docs/latest/customfields/addcustomfield.html
Configure Account Customfield Searcher (Optional)
Customfield Searchers are used to allow more advance issue searching through JIRA's built in Issue Navigator (Find Issues Tab)
These searchers allows users to query Customfield using either the 'Name' OR 'Number' of Salesforce.com Account Fields.
- Login as role of administrator to JIRA.
- Click on the Administrator > Issue Fields > Custom Fields as screen show below.
- If either of Custom Field which type of Salesforce.com Account Custom Field or Salesforce.com Multiple Account Custom Field created as screen shown below.
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- Click on the edit operations, screen as below will show after this step.
- User can decide which Search Template to use.
- For Salesforce.com Account Custom Field, there is 2 different type of Search Template as screen show above:
- Customware CRM Custom Field Searcher: can search for Account Name ONLY
- Customware CRM Account Custom Field Searcher: can search for Account Name OR Account Number
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- For Salesforce.com Multiple Account Custom Field there are also two Search Templates as screen show below:
- Customware CRM Multi Custom Field Searcher: can only search for Account Name
- Customware CRM Multi Account Custom Field Searcher: can only search for Account Name or Account Number.
