Upgrading to PSA Direct for Jira Spring 2022

This page describes the changes to make when upgrading to Spring 2022.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2022, see New Features and Enhancements in PSA Direct for Jira Spring 2022.

URL Link from PSA Project to Jira Project

Upgrade Steps

To start using this feature in Spring 2022, take the following action.

Action Further Information
Assign PSA Direct for Jira - Project Management permission set to user profiles of users to use the new field in the PSA Project object. Permission Sets and Other Technical Documentation
Perform steps required to remove the existing Jira Project URL field of PSA version from PSA Direct for Jira section in the PSA Project Page Layout from the PSA Direct for Jira feature in the Feature Console. Enabling PSA Direct for Jira Integration
Perform steps required to add a field in PSA Direct for Jira section in the PSA Project Page Layout and copying the named credential endpoint URL to the PSA Activation protected custom setting from the PSA feature in the Feature Console. Upgrading PSA Direct for Jira Integration
Follow steps to view the project in Jira from the Jira Project URL field to open the related project in Jira.

Creating a Jira Project from a PSA Project

Creating a Jira Issue from a PSA Project

Fields Added for this Feature in Spring 2022.

Field Name

Object

Further Information
Jira Project URL PSA Project Project Fields

Support for Jira Template Projects

Upgrade Steps

To start using this feature in Spring 2022, take the following action.

Action Further Information
Assign PSA Direct for Jira - Project Management permission set to user profiles of users to use the new field in the PSA Project object. Permission Sets and Other Technical Documentation
Perform steps required to add a field in PSA Direct for Jira section in the PSA Project Page Layout from the PSA Direct for Jira feature in the Feature Console. Upgrading PSA Direct for Jira Integration
Follow steps to create a Jira project using the Jira Project Template field from a PSA Project.

Creating a Jira Project from a PSA Project

Fields Added for this Feature in Spring 2022.

Field Name

Object

Further Information
Jira Project Template PSA Project Project Fields

Allow Selection of Jira Template to Create Jira Projects

Upgrade Steps

To start using this feature in Spring 2022, take the following action.

Action Further Information
Assign PSA Direct for Jira - Project Management permission set to user profiles of users to use the new field in the PSA Project object. Permission Sets and Other Technical Documentation
Perform steps required to add a field in PSA Direct for Jira section in the PSA Project Page Layout from the PSA Direct for Jira feature in the Feature Console. Upgrading PSA Direct for Jira Integration
Follow steps to create a Jira Project using the Jira Template field from a PSA Project.

Creating a Jira Project from a PSA Project

Fields Added for this Feature in Spring 2022.

Field Name

Object

Further Information
Jira Template PSA Project Project Fields

Support Jira Complex Fields as Objects

No manual upgrade steps are required to use this feature.

Manage PSA Direct for Jira Queue Messages

Upgrade Steps

To start using this feature in Spring 2022, take the following action.

Action Further Information
Assign PSA Direct for Jira - Configure Jira permission set to user profiles of users to use the new PSA Direct for Jira Queue Status tab. Permission Sets and Other Technical Documentation
Follow steps required to manage PSA Direct for Jira integration message queue events. PSA Direct for Jira Queue Status

Fields Added for this Feature in Spring 2022.

Field Name

Custom Setting

Further Information
PSA Direct for Jira Paused? PSA Direct for Jira Settings PSA Direct for Jira Settings

Language Packs

No manual upgrade steps are required to use this feature.