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.
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.
Perform the following steps in Jira for each issue type.
1. Navigate to a project that will be integrated
2. Click Project Settings and then Screens
3. Select the Screen listed for Create Issue or Edit issue
4. Confirm appropriate fields are listed. These are the minimum fields to sync from Jira Align to Jira. There could be more fields listed.
5. If a field isn't listed, use the dropdown at the bottom to add the missing field
For projects that do not share the same Screen Schemes, the steps above will need to be repeated for those projects
Fields that are NOT synced between Jira Align and Jira cannot be marked as required in Jira.
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.
Perform the following steps in Jira.
1. Click on the Settings cog
2. Select Issues
3. Select Field configurations
4. Select the appropriate Field Configuration
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.
Required Jira fields that ARE synced between Jira Align and Jira must have a value entered in Jira Align when initiating the sync from Jira Align.
If an item is created or updated in Jira Align and there is a value missing in a Jira Align field that syncs with a field that is required in Jira, the sync will fail and the item will not be created or updated in Jira. Similar to Best Practice #2, Jira is looking for the connector to pass this info from Jira Align, but it is not present. Since Jira sees this as a required field, it will not create or update the issue without it.
Make the field required in Jira Align as well. Doing this will help ensure the field stays populated and requirement of fields can be controlled by Portfolio. This can only be done by a user that has the appropriate permissions to access the Details Panels Settings in the Jira Align Admin Console.
There are a few exceptions where Jira Align may not enforce the required field:
The above will generate an entry in the Audit Log of the Jira Align work item indicating that it failed to sync to Jira
Rae GibbsAtlassian Team
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