Example 3 - Map Project Task Parent Link Field, Epic Link, and Epic Name Fields

The following example contains the necessary steps for editing the existing mappings for the Sync Project Tasks from PSA to Issues in Jira workflow. Similar to example 1, the mappings are provided without the names of the custom fields in Jira. You must manually enter the values.

The mappings are used in the following cases:

• Parent Link Field is used to link a standard issue type to a parent whose type is not Epic.
• Epic Link is used to link a standard issue type to a parent whose type is Epic.
• Epic Name is a required field when creating an issue of type Epic.

Note:

We assume that you have obtained the IDs of the three fields in Jira. In our case, the IDs are:

• customfield_10109 for Parent Issue Field
• customfield_10014 for Epic Link
• customfield_10011 for Epic Name

1. From Setup, click Custom Code | Custom Metadata Types.
2. Next to IHC Mapping Jira to PSA, click Manage Records. A list of existing mappings displays. For a description of all the available fields and the accepted values, see IHC Mappings Jira to PSA Fields.
3. Next to PSAJiraProjectTaskIssue ParentLinkField, click Edit.
4. Next to Jira Field, enter fields.customfield_10109.
5. Leave the remaining values unchanged.
6. Click Save. The changes to the mapping are now saved.
7. Next to PSAJiraProjectTaskIssue EpicLink, click Edit.
8. Next to Jira Field, enter fields.customfield_10014.
9. Click Save. The changes to the mapping are now saved.
10. Next to PSAJiraProjectTaskIssue EpicName, click Edit.
11. Next to Jira Field, enter fields.customfield_10011.
12. Click Save. The changes to the mapping are now saved.