Configuring Jira Project Visibility Based on Record Types
Follow these steps to control the visibility of a Jira Project based on Record Types in Salesforce:
Access Peeklogic Setup
- Navigate to Peeklogic Setup in Salesforce.
- Open the Project Settings section.
Select the Jira Project
- Locate and select the Jira Project for which you want to configure visibility settings.
Open Project Accessibility Restrictions
- Click on the Project Accessibility Restriction option to define visibility rules.
Configure Record Type Visibility
- Choose the Salesforce Object and the corresponding Record Type for which visibility settings need to be applied.
- Use the Available Columns section to specify Record Types where the Jira Project will be visible.
- Use the Selected Columns section to specify Record Types where the Jira Project will be hidden.
Add Multiple Salesforce Objects (If Needed)
- Click the ‘+’ button to add additional Salesforce objects and configure visibility settings for them.
By following these steps, you can precisely control which Record Types have access to the selected Jira Project within Salesforce.
