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  Configuring Salesforce.com Cases for JIRA Issue creation

Added by Daren Klamer , last edited by Daren Klamer on May 20, 2007  (view change)
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The CustomWare JIRA - Salesforce.com plugin has a feature that lets you create JIRA issues from Salesforce.com Cases. Enabling this feature requires 3 steps

  • Create the S-Control in Salesforce.com
  • Add the S-Control to your Case page
  • Create a Salesforce.com Case (Single or Multiple) Custom field (this step is optional).

Create the Salesforce.com S-Control.

  • Log into Salesforce.com
  • Click on the Setup link at the top of your Salesforce.com page
  • In the App Setup link on the left hand side, expand the Build node, and then click on Custom S-Controls
  • Click on the New Custom S-Control button
  • For the Label field, enter JIRA_CREATE_CASE
  • For the type, select URL
  • For the content, enter
    http://<your-JIRA-URL>/secure/CreateIssueFromSFCase!default.jspa?caseId={!Case.Id}
    

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

  • Press Save

Add the S-Control to your Case page.

Create the S-Control Button

  • In the App Setup link on the left hand side, expand the Customize node, expand the Cases node, and then click on Buttons and Links.
  • In the Custom Buttons and Links menu, click on the New button.
  • In the Label field, enter Save to JIRA
  • In the Name field, enter JIRA_CREATE_CASE_BUTTON
  • For Display Type, select Detail Page Button
  • For Behaviour, select Display in new window
  • For Content Source, choose Custom S-Control
  • For Custom S-Control, choose JIRA_CREATE_CASE
  • Click OK on the alert box (which should say *The new custom button or link will not be displayed to users until you add it to the page layout.

Add the button to your page layout

  • In the App Setup link on the left hand side, expand the Customize node, expand the Cases node, and then click on Page Layouts.
  • Click the Edit link next to the Case Layout Page Layout Name.

  • Click on the Detail Page Buttons item in the Button Section group, then click the Edit Properties button. A popup similar to the one below should show.

  • Add the Save to JIRA button to the Selected Buttons list.
  • Click OK
  • Click OK on the alert box.
  • Click Save on the Page Layout form.

Now when you look at a Case in Salesforce.com, the Save to JIRA button will show up.

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