Setting up the Update of PSA Projects Based on Jira Issue Status

If you want a project field to be updated in PSA when a Jira issue is moved to a status, you might need to perform additional setup. By default, when an issue is moved to a status with the category of "Done", the Closed for Time Entry field of the related project in PSA is selected. To change this, perform the following steps:

  1. From Setup, click Custom Code | Custom Settings.
  2. Next to Integration Hub Connector: Jira - PSA, click Manage.
  3. Click Edit.
  4. Select Map PSA Projects to Jira Issues, if it is not already selected.
  5. Change the value of the Jira Issue Status Category field. This determines the category of the Jira issue statuses used for updating PSA projects. You can enter To Do, In Progress, or Done.
  6. Change the value of the PSA Field Value for Updating Projects field. This determines the value with which a mapped project field is updated when a Jira issue is moved to an appropriate status.
  7. Click Save.
  8. From Setup, click Custom Code | Custom Metadata Types.
  9. Next to IHC Mapping Jira to PSA, click Manage Records.
  10. Next to PSAJiraProjectIssue JiraIssueStatus, click Edit. This custom metadata type record defines the PSA project field that is updated when an issue is moved to an appropriate status.
  11. Change the value of PSA Field. This is the API name of the project field. Note that this field must exist on the Project object in your org.
  12. Click Save.