Customizing Page Layouts for PSA Direct for Jira

The PSA Direct for Jira adds several fields to the Assignment, Contact (Resource), Project, and Project Task objects. When you activate the PSA Direct for Jira feature using the Feature Console, some of these fields are added automatically to the default page layouts in a new section called PSA Direct for Jira. 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.

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

The following field is required:

  • Email - the email address must be unique for all the resources in your org. The Jira Correlation ID is required, so you can manually correlate existing PSA resources and Jira users. For more information, see Linking Existing PSA and Jira Records.

Project Object

Note:

Depending on your requirements, you might want to sync PSA projects to Jira projects or issues. Either feature 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.

  • Fields are required when syncing projects to Jira projects:
    • Project Manager
    • Sync with Jira
    • Jira Project Key
  • Fields are required when creating a new project from a Jira Project Type Template.
    • Project Manager
    • Sync with Jira
    • Jira Project Type
    • Jira Project Template
  • Fields are required when creating a project from an existing project as a Jira Template.
    • Project Manager
    • Sync with Jira
    • Jira Project Key
    • Jira Project Template

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 PSA and Jira 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 Fields.
Note:

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

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

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.

Tip:
  • 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 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 Parent Task lookup field determines the Project Task that represents the parent in Jira. Before you add the field to a Project Task page layout, you must provide PSA Direct for Jira - Project Management permission set access to your user. For more information on adding the field to Project Task page layout, see Upgrading PSA Direct for Jira Integration.

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 PSA and Jira 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.