Creating a New Mapping

The mandatory mappings are configured by default. You can view default mappings, add custom field mappings, and override default field mappings.

Notes:
  • To use the PSA Direct for Jira Mappings Lightning page and Foundations Mapping component, you must have the PSA Direct for Jira - Configure Jira and FDN Core - Mapping permission sets assigned. Contact your administrator if you require these permission sets. For more information, see Permission Sets and Other Technical Documentation. Before you start mapping a field to a Jira Issue field, you must also assign permissions to the objects and fields. Even if you do not assign object and field permissions for the Project and Project Task, you can still view the existing mappings while adding or editing the mappings, but you cannot select any objects and fields.
  • You can only perform these steps in Lightning if the latest packages of Foundations, PSA, and FinancialForce PSA Direct for Jira extension packages are installed.

To create custom field mappings using the Lightning Page, perform the following:

  1. Open the PSA Direct for Jira Mappings Lightning page.
  2. In the relevant field mapping components, you can:
    • View the source and target objects.
    • View the source and target fields for each mapping.
    • Add custom mappings.
    • Override the default (managed) mappings.
  3. Save custom mappings.

For more information, see Adding Custom Mappings from the FDN Mappings Component.