Customizing Page Layouts

The Integration Hub Connector: Jira - PSA adds several fields to the Assignment, Contact (Resource), Project, and Project Task objects. When you activate the Integration Hub Connector: Jira - PSA feature using the Feature Console, some of these fields are added automatically to the default page layouts in a new section called Jira Integration. If you prefer to manually add the fields to a different section or to another layout, see the Salesforce Help on editing page layouts.

For a detailed description of each field, see the following:

Note:

We recommend that you mark the mandatory fields as required in the page layout.

Assignment Object

The only new field for the Assignment object is the Use for Syncing Time from Jira checkbox field. If you always have one assignment per resource and project, it is not necessary to display it.

Contact Object

The following fields are required:

  • Email - the email address must be unique for all the resources in your org.
  • Sync with Jira.

The Jira Correlation ID is for information only and can be set as read-only.

Note:

The Jira Correlation ID is required if you want to manually correlate existing PSA resources and Jira users. For more information, see Linking Existing Records.

Project Object

Note:

Depending on your requirements, you might want to sync PSA projects to Jira projects or issues. Either workflow has several unique project fields. If you add the Jira integration fields using the Feature Console, we recommend that you remove the fields that are not relevant for your case.

The following fields are required when syncing PSA projects to Jira projects:

  • Project Manager
  • Sync with Jira
  • Jira Project Key
  • Jira Project Type

The Jira Project URL field is read-only.

The following fields are required when syncing PSA projects to Jira issues:

  • Sync with Jira
  • Jira Project
Warning:

Before your users can start syncing PSA projects to Jira issues, you must manually edit the Jira Project picklist field on the Project object. You must add the Jira project keys of all the projects you want to create issues against as picklist values.

The Jira Correlation ID is for information only and can be set as read-only.

Notes:
  • The Jira Correlation ID is required if you want to manually correlate existing PSA and Jira projects or issues. For more information, see Linking Existing Records.
  • The fields are also available for the Create Project From Opp And Template Project Columns field set. If you use the Create Project and Create Project from Template features, you might also want to add the fields to the field set. For more information, see Project Field Sets.

Project Task Object

Note:

Project task fields cannot be added to the default page layout using the Feature Console. You must manually add the required fields to the appropriate page layouts.

The following fields are required when syncing PSA project tasks to Jira issues:

  • Jira Issue Type Category
  • Jira Issue Type
  • Sync with Jira
Note:

There are no required fields on the Project Task object if you are syncing Jira issues to PSA project tasks.

The Jira Issue Type Category and Jira Issue Type are dependent picklists. Jira Issue Type Category determines whether the issue is created in Jira as a standard issue type (for example, Epic, Story, or Bug) or a sub-task issue type. After selecting the issue type category, users must select the issue type from the Jira Issue Type picklist.

The Jira Issue Type picklist field determines the issue type a project task is created in Jira as. The picklist contains the default Jira issue types: "Bug", "Epic", "Task", "Story", and "Sub-task". Before adding the field to a page layout, you must customize the values according to your Jira setup and update the field dependency accordingly. For more information on issue types in Jira, see the Atlassian documentation. For more information on how to define dependent picklists, see the Salesforce help.

Tips:
  • You might want to set the most common issue type as the default picklist value. This minimizes user interaction when creating new project tasks.
  • To avoid errors, consider setting the default values for the Priority and Status picklist to values that exist for those fields in Jira.

The Sync with Jira checkbox field controls whether a project task is eligible for syncing with Jira.

The Jira Correlation ID field is for information only and can be set as read-only.

The Jira Correlation ID is required if you want to manually correlate existing PSA project tasks and Jira issues. For more information, see Linking Existing Records.

Note:

If you are using Gantt to create project tasks, we recommend that you add the required fields to the Gantt Editable Custom Columns field set on the Project Task object. For more information, see Adding Columns to the Gantt Task Grid.