Configuring workflow post functions in Jira

This page will guide Jira administrators in adding post functions to transitions in their project workflow.

The Connector provides two workflow post functions:

  • Create Salesforce Object
  • Push to Salesforce

"Create Salesforce Object" post function

This post function creates a Salesforce Object from the Jira issue. This is to automate the issue creation operation described in Creating a Jira Issue from Salesforce.

 It requires these parameters:

  • Connection - the name of the Connection. Only connection already authorized appears here.
  • Salesforce object - the object type the Jira issue should be created as.

To ensure the post function is operational, the following requirements should be fulfilled:

  • Selected connection should always be authorized.
  • A binding from the Jira project (configured with this workflow) to the authorized connection should always exist.
  • Selected object should be configured as available for selected connection.
  • A mapping from the issue type to selected object should exist for that binding.

"Push to Salesforce" post function

This post function pushes mapped issue fields of the Jira issue to associated Salesforce objects.

To ensure the post function is operational, the following requirements should be fulfilled:

  • An authorized Salesforce connection should exist.
  • A binding from the Jira project to an authorized Salesforce connection should exist.
  • A mapping from the issue type to the Salesforce object should exist for that binding.

Guide

For full instructions, we recommend visiting Atlassian's official documentation on configuring workflows.

In this guide we'll create a Salesforce object when a Jira issue is created using post functions.
You may choose the transition of your choice and apply the same steps:

  1. If you are using Jira Cloud, click the Jira icon in the top left (, or ) > Settings > Issues.
    If you are using Jira Server, click  > Issues.

  2. In the sidebar, under Workflows, click on Workflow schemes.

  3.  Choose the project you'd like to customize, and click the associated Workflow.



  4. Click the Edit button to create a workflow draft or resume editing a draft.

    Note

    You may be in Diagram view at first. Proceed to change to Text view if so.

  5. Then, choose a Transition. In this case, we'll choose Create.

  6.  On the next screen, click on the Post Functions tab.

  7.  Click Add Post Function.



  8. Choose Create Salesforce Object or Push to Salesforce, then click Add.



  9. On the next screen, configure the parameters if required. Click Done.

  10. Remember to publish the draft.


In the event where these post functions fail, the workflow transition will still be completed.