Adding the Save to JIRA functionality to create JIRA issues from within Salesforce.com

This is a guide to configuring Salesforce.com to be able to create JIRA issues from Salesforce.com Cases.

Salesforce.com Case Custom Field OR Salesforce.com Multiple Case Custom field needs to be installed in your JIRA instance.

1. Creating S Control for 'Save to JIRA' Functionality

1. Log into Salesforce.
2. In the top-right of your Dashboard select Setup.
3. On the menu list found on the left had frame Under the Develop node, select S-Control.
   
4. Select New Custom S-Control
   
5. Fill out the Form as Below

<script>location.href="http://<YourJiraHomeURL>/CreateIssueFromSFCase!default.jspa?caseId={!Case.Id}"     ;</script>

<your-JIRA-URL> is where your JIRA instance is located.

If you would like to configure the S-Control to log in to JIRA, append the following to the script: &os_username=<JIRA_USER>&os_password=<JIRA_PASSWORD> This will not work with search URLs in other S-Controls.

2. Creating the button

1. After adding the Save To JIRA custom S-Control as per the steps above, click Setup, followed by Customize under the App Setup panel, followed by Cases, and finally Buttons and and Links
   
2. Under the Custom Buttons and Links section, click the New button
3. Fill in the following details:

   Label	Save to JIRA
   Name	Save_to_JIRA
   Description	Allows you to create a JIRA issue based on the details of your Salesforce case
   Display Type	Detail Page Button
   Behavior	Display in new window
   Content Source	Custom S-Control
   Custom S-Control	Save to Jira [Save_to_JIRA]

   

3. Adding the button to the Case page layout

1. Once your button has been saved, click Page Layout under Cases under the Customize tab
2. Click edit next to the preferred layout (default layout is Case Layout)
3. Click the Edit button at the top of the layout screen
4. Click the area titled Detail Page Buttons under the Button Section - it should be the first section listed. (The grey area should now turn blue)
5. Select the Edit Properties button above the Button Section, a new window should pop up.
6. Once this window pops up, under the Custom Buttons area, you should have two multi section panel titled Available Buttons and Selected Buttons, click the Save to JIRA option under Available Buttons and click the Add button, this should now be moved to the Selected Buttons panel. Click OK. You will be prompted that you still need to hit save before your changes take place.
   
7. Hit the Save button at the top of the page.

4. Verifying the button

1. Click on the Case tab at the top of the page, and select any case you wish
2. Your new button should be present on the screen
   
3. If you hit this button, a new window should appear, if not already logged into the JIRA instance you will be asked to login
   • If you attempt to create an issue based on a case that is already associated with an issue, you will be warned. You can still continue to create the issue by clicking on the Continue & Create button
     
4. You will then be presented with a screen asking for Project and Issue Type, select most appropriate options
   
5. Your new issue will then be created, the case custom field will be populated along with the title of the issue.
   • Any subsequent updates of the issue will need to be handled by a custom post-function, or similar
     

JIRA Mapping

Please see the related pages for further instructions on mapping JIRA custom fields to Salesforce information. This is required if you want information other then just Salesforce Case to be saved or synced to JIRA.

• 4.1 Salesforce.com to JIRA Mapping Configuration
• 4.2 Synchronizing linked JIRA issues from Salesforce.com