Configuring the "Synchronize to JIRA" button with the Synchronize Endpoint

This guide walks you through the process of configuring a "Synchronize to Jira" button.

Creating a button for synchronizing a Salesforce Object's details to associated Jira issues is very similar to configuring a "Create a Jira Issue" button.

This button will provide a one-click ability to update multiple Jira issues at once with changes made in Salesforce.

(warning) The Salesforce Button can only be used for the Jira project that is associated with the same Mapping because different Mappings will have different parameters appended to the Endpoint URL.

Guide

    1. You will need to get the correct Jira URL first by copying the URL for the "Synchronize" Endpoint from the Configure Mappings screen.
       
    2. Go to > Setup.



    3. Search for "Object Manager" then click on the Object Manager menu item.



    4. Choose the object that you want to create a button in.
      In our example, we will use Case.


       
    5. Choose Buttons, Actions, and Links.



    6. You will be taken to a listing of the standard buttons and links associated with the object.
      Underneath this is a list of custom buttons and links.
      Click New.



    7. A form will appear for you to enter the details of the new button.
       

      Label

      Synchronize to Jira

      Name

      Create_Jira_Issue (this is auto-populated when you add a new label)

      Display Type

      Detail Page Button

      Behaviour

      Display in new window

      Content Source

      URL

      You are free to enter your own text for the the Label, but for this example we will call it "Synchronize to Jira".



    8. Under the fields, you will see a large text input field.
      In this text input field, insert the URL from step 1.
      e.g., http://localhost:7800/plugins/servlet/customware/connector/issue/1/Case/synchronize.action?id={!Case.Id}


       
    9. Click Save.
      A pop-up will warn you that this button "will not be displayed to users until you add it to the page layout", which is what we will do next.
       
    10. Now look for Case Page Layouts and click it.



    11. A list of page layouts for the object will be listed.
      In this example, we want to modify the default Case page layout, which is called Case Layout.
      Go to the pull down menu and choose Edit.



    12. An interactive editor will appear for the object page layout.
      At the top will be a section of the items you can add to your layout, at the bottom is the page layout where you can drag and drop the item to.
      You should see also that at the top of the layout where it says Case Detail are sections for Standard and Custom Buttons.
      We want to add our new button into the Custom Buttons section.
      First, click on the Buttons area of the top section.



    13. Find your new Create Jira Issue button (or whatever you labelled it as) in the list and drag and drop it into the Custom Buttons section of the page layout.



    14. Click Save at the top left of the upper section.



    15. You will be taken back to the object page layout listing.
      To verify your changes, go to an object in the instance and check that the page now has your new button.
      If it does not, please check you modified the correct page layout.

    1. You will need to get the correct Jira URL first by copying the URL from the "Synchronize" Endpoint and replacing the bolded section of the URL with the correct syntax for your object.
       
    2. Go to > Setup.



    3. Expand the Customize menu under App Setup on the left hand menu.
      This should open up all the objects in your Salesforce instance.



    4. Expand the object that you want to create a button in.
      In our example, we will use Cases.
       
    5. Under the object menu, click on Buttons, Links, and Actions.



    6. You will be taken to a listing of the standard buttons and links associated with the object.
      Underneath this is a list of custom buttons and links.
      Click New Button or Link.


       
    7. For the button form, fill in the details as below:
       

      Label

      Synchronize to Jira

      Name

      Synchronize_to_Jira (this is auto-populated when you add a new label)

      Display Type

      Detail Page Button

      Behaviour

      Display in new window

      Content Source

      URL

      Content

      The URL from step 1

      You are free to enter your own text for the the Label, but for this example we will call it "Synchronize to Jira".



    8. Under the fields, you will see a large text input field.
      In this text input field, insert the URL from step 1.
      e.g., http://localhost:6390/plugins/servlet/customware/connector/issue/9/Case/synchronize.action?id={!Case.Id}


       
    9. Click Save.
      A pop-up will warn you that this button "will not be displayed to users until you add it to the page layout", which is what we will do next.
       
    10. In the sidebar, under your object menu, click on Page Layouts.



    11. A similar listing of page layouts for the object will be listed as for the buttons page.
      In this example, we want to modify the default Case page layout, which is called Case Layout.
      Click on the Edit link under the Actions column of the layout.


       
    12. An interactive editor will appear for the object page layout.
      At the top will be a section of the items you can add to your layout, at the bottom is the page layout where you can drag and drop the item to.
      You should see also that at the top of the layout where it says Case Detail are sections for Standard and Custom Buttons.
      We want to add our new button into the Custom Buttons section.
      First, click on the Buttons area of the top section.


       
    13. Find your new Synchronize to Jira button (or whatever you labelled it as) in the list and drag and drop it into the Custom Buttons section of the page layout.



    14. Click Save at the top left of the upper section.



    15. You will be taken back to the object page layout listing.
      To verify your changes, go to an object in the instance and check that the page now has your new button.