Creating a New Mapping
The following example contains the necessary steps for creating a new mapping for the Sync Projects from PSA to Issues in Jira workflow. The requirement is to display the End Date value of a PSA project as a Due Date for the related Jira issue. The same steps apply if you need to map a PSA project field to a required field for creating the Jira issue.
- In Setup, click Custom Code | Custom Metadata Types.
- Next to IHC Mapping Jira to PSA, click Manage Records. A list of existing mappings displays.
- Click New. The new mapping record page displays. For a description of all the available fields and the accepted values, see IHC Mappings Jira to PSA Fields.
- Next to Label, enter PSAJiraProjectIssue EndDate. Once you move to the next field, the IHC Mapping Jira to PSA Name automatically populates.
- Next to VDR Name, enter PSAJiraProjectIssue.
- Next to VDR Key, enter EndDate.
- Next to PSA Object, enter pse__Proj__c.
- Next to PSA Field, enter pse__End_Date__c.
- Next to Jira Cloud Object, enter issue.
- Next to Jira On-Prem Object, enter incidents.
- Next to Jira Field, enter fields. followed by the ID of the custom field. For example, fields.customfield_10110.
- Click Save. The new mapping is now created.