Link Opportunity to a Jira project - You can associate each Opportunity with a specific Jira project. All Activities and Change Requests created within the Opportunity can then be linked to Jira work items.

You can associate each Opportunity with a specific Jira project. All Activities and Change Requests created within the Opportunity can then be linked to Jira work items.

Before you begin

Ensure that you have:

Administrator access to CoE Manager Plus.
Configured Jira in your CoE Manager Plus instance. See CoE Manager Plus - Integrate with Jira.
Access to the Jira project that you want to integrate. In the Jira instance, to create a project and its corresponding epics, see Create a business space.
The Jira project ID for the target Jira project. To copy the project ID to clipboard, see Get the ID of a Jira project from a web browser.

Procedure

In the CoE Manager Plus instance, navigate to Opportunity.
Open the required Opportunity.

Navigate to the Jira tab and provide the following details:

Select the Jira instance name created from the drop-down.
Enter the Jira project key.

Enter the Jira > CoE Manager field mapping attributes in JSON format. Set the Shibumi attribute API name first followed by the Jira field name. See example below.


Jira → CoE Manager field mapping
{ “description”:”description”,”name”:”summary”,”Due_Date_c”:”duedate”,”Start_Date_c”:”customfield_10015”,”Jira_Status_c”:”status.name” }

The field mapping attributes allow the data to be passed from CoE Manager Plus to Jira and vice versa. You can check the attributes to map in the Opportunity > Details > Attributes page in CoE Manager Plus. Similarly, to view Jira attributes, use the Get API method and check the attributes in the response body.

Click Save.

Results

After the configuration is saved, Epics from your Jira project are displayed in the Activities > Epic field.