Associations made with Salesforce from Jira are recorded in the issue's fields. This guide will help you to understand how those fields can be viewed and used as Jira Query Language (JQL) filters for reporting purposes.
This feature uses the following Jira fields when the application is installed:
- Associations - displays a list of associated Salesforce Objects.
- Association Count - displays the amount of associated Salesforce Objects.
These fields can also search Jira issues through the issue navigator. For example to search issues associated with a specific Salesforce object, or issues with a specific amount of associations.
By default the fields will be empty, they will be populated on the following association-related actions (eg: issue being associated):
A Salesforce object is created for the issue.
A Jira issue is created for the object.
A Salesforce object is associated with the issue.
A Jira issue is associated with the object.
The issue is unassociated (unlinked) from a Salesforce object.
The object is unassociated (unlinked) from a Jira issue.
A Salesforce object is created (and associated with the issue) through workflow post-function.
Creating an association
Open a Jira issue from a project that is binded with Salesforce. You can see the Associations and Associations Count fields are empty.
In order for the application to be able to populate and update the Associations and Associations Count fields, they should be added to Edit Issue Screen. An administrator is required to configure the fields in the project settings.
- If the fields are not added to the Edit Issue Screen, they cannot be updated.
- If the fields are added to View Issue Screen, they will be editable and can be edited manually. We would recommend removing these fields from View Issue Screen and avoiding updating them manually.
- If the fields are being updated manually, the application will sync them again when the next association-related action occurs.
For more information on screen configuration refer to Configure the issue detail view.
If they are already populated, go to the next step. Else, to populate those fields, check out Configuring an association on how to create an association between Jira issues and Salesforce.
In the case, that the association has been created before this feature, the Associations and Associations Count fields will still be empty despite having an association. You will have to Create a Salesforce Object from Jira or Configure a new association with a Salesforce Object.
We recommend unlinking the existing association and linking it back again to trigger the update for the Associations and Associations Count fields.
Using JQL to filter association fields
- In Jira, select Filters > select Advanced issue search.
- Next, select More > check Associations and Association Count options. Filter the other fields relevant to your report.
- Search for issues associated with a Salesforce Object with a specific Object ID.
- Search for issues with specific counts of association.