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.

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 connector 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.