Salesforce Lookup field configuration

 

  1. Navigate to the Jira admin panel using the icon in the top navigation and select Work items.
  2. In the Fields section in the side navigation, select Fields, then Create a new field.
  3. In the panel that opens:

Select what type of field you want to create

 

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Give your field a name — this will appear on the work items across your site, so be sure to choose a clear name.

Add a description — this description appears on the Fields table you’re currently viewing for sorting purposes.

When you’re done, select Create.

 

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4. Add a context to this field. Click the three dots and choose Contexts and default values.

 

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We need to add context to this field. Near ‘Custom field configuration’ click on ‘Edit custom field config’.

 

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Paste following

Salesforce Object – API name of the object you want to find

Sobject API name (Primary) – API name of the field you want to return (value as number [Case Number in my example])

Sobject API name (secondary) – API name of the additional field you want to return

Filter criteria – format: Number = ‘0000’ AND Status != ‘Open’ 

 

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5. Add this field to the screen and work type, where it will be used

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6. Add the field to your project: Project – Space Settings – Type the name of the field you have just created – Click Add

 

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7. Add the field to the work type

 

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As a result, you can add the value of the lookup directly in Jira.

 

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Then go to Salesforce -> Peeklogic Setup and refresh the issue metadata to have this field available.

 

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