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