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Jira and Jira Align Integration: Issue Field Best Practices for Create and Edit Screens

Best Practice #1:

In preparation for integrating projects in Jira with Jira Align, it is necessary to confirm that the fields that will be synced between the two are present on the Create and Edit screens in Jira for each of the issue types.

Why:

When an item is created or edited in Jira Align and then syncs to Jira, the synced fields need to be present in Jira for the connector to pass the info through.  If these fields are not present, syncs from Jira Align to Jira will fail.

Action to take:

Perform the following steps in Jira for each issue type.

1.  Navigate to a project that will be integrated

2.  Select Screens

3.  Select the Screen listed for Create Issue or Edit issue

Screen Shot 2020-11-18 at 12.41.42 PM.png

4.  Confirm appropriate fields are listed.  These are the minimum fields to sync from Jira Align to Jira.  There could be more fields listed.

  • Epics
    • Name
    • Summary
    • Description
    • Estimate (Points)
    • Acceptance Criteria
    • Assignee
    • Status
    • Fix Version (if used)
    • Labels
    • Issue Type
    • Reporter
    • Program Increment (optional custom field)
    • Parent Jira Epic Name (optional custom field)
    • Why? (optional custom field)
  • Stories
    • Summary
    • Description
    • Estimate (Points)
    • Assigned Sprint
    • Parent Epic
    • Acceptance Criteria
    • Assignee
    • Status
    • Fix Version (if used)
    • Issue Type
    • Labels
    • Epic Link
    • Reporter
    • Sprint
    • Assigned Team (optional custom field)
  • Sub-Tasks
    • Summary
    • Description
    • Assignee
    • Parent Story
    • Reporter
  • Bug
    • Summary
    • Description
    • Estimate (Points)
    • Assigned Team
    • Sprint
    • Assignee
    • Priority
    • Status
    • State
    • Fix Version

5.  If a field isn't listed, use the dropdown at the bottom to add the missing field

Screen Shot 2020-11-18 at 12.58.00 PM.png

For projects that do not share the same Screen Schemes, the steps above will need to be repeated for those projects

 

Best Practice #2:

Fields that are not synced between Jira Align and Jira cannot be marked as required in Jira.

Why:

If an item is created in Jira Align and there is a required field in Jira that does not sync with Jira Align, the sync will fail and the item will not be created in Jira.  This is because Jira is looking for the connector to pass this info from Jira Align but it doesn't exist in Jira Align.  Since Jira sees this as a required field for creation, it will not create it.  This is most common with custom fields.

Action to take:

Perform the following steps in Jira.

1.  Click on the Settings cog

2.  Select Issues

Screen Shot 2020-11-18 at 4.36.39 PM.png

3.  Select Field configurations

4.  Select the appropriate Field Configuration

Screen Shot 2020-11-18 at 4.40.18 PM.png

5.  Review the list and confirm any fields that are marked as required are fields that can be synced.  Reference list above.  If fields are not synced via the connector, they must be changed to Optional.

Screen Shot 2020-11-18 at 5.03.33 PM.png

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